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There are some sales and outsourced service providers that offer dynamic solutions that include appointment setting and lead generation; however, this is far more the exception than the rule. Lead gen and appointment setting are two different things, and many companies offer them as two different services entirely. These two processes do have some similarities, but they also have some differences that you’ll want to know about.

A legal intake specialist is a law firm employee responsible for fielding initial calls from prospective clients, screening cases for fit, collecting matter details, and routing qualified leads to attorneys — functioning as the first revenue-critical touchpoint in a firm's client pipeline.

Read more about six strategies that can help streamline communications between your sales and product teams in this guest post.

Learn more about the 10 most effective ways to finance your e-commerce business in this guest post.

When it comes to paying employees, it can be tricky to figure out what’s appropriate. Plus, there’s more to it than just their salary—you’ll also have to think about whether you’re including benefits, commission, etc. It can seem like an impossible math equation trying to figure out how much to pay someone when you need to hire help.

Tracking sales performance is challenging. Without the right tools, small business owners and decision-makers must often set goals in the dark or based on “gut” feelings, neither of which will ensure growth. The right sales performance dashboards help you surface critical insights to inform goal setting and strategy development. We explore the 10 best sales performance dashboards for small business.

What’s a sales deck? Essentially, it’s just a slide presentation that is designed to help you pitch your product or service to clients. Decks give prospects a way to feel connected and understand exactly what they’re getting. It also allows them to get the “wow” factor when you do it well. To help, here are 15 great examples that showcase the effective use of sales decks for business demos.

In sales, metrics are critical benchmarks of success and capability. They’re also helpful in identifying people’s weak areas and places where some could use a little more support. If you are trying to understand how your team is delivering on expectations and meeting their goals, this is a good way to get all the information that you need.

If you’re using Zoom to make sales presentations, you’re going to want to make sure that you’re using it to the best of its capabilities. Some people just log on, start pitching, and don’t even think twice about the “presentation” aspect of it all—that still counts, and for a lot more than you realize in today’s world. People aren’t going to sit around and watch basic sales pitches or listen to you drone on for an hour about your business without any visual tools or other elements.