Product
Platform Overview
Meet the CRM built for fast-moving teams.
Explore Close
CRM
Manage leads, pipelines, tasks, and sales performance.
Close Demo
Watch, explore, talk to us, and evaluate Close.
Communication
Call, email, and SMS all from one place to double rep productivity.
Automation
Automate follow-ups, task creation, and lead routing
Sales AI
AI that keeps teams focused on selling
Integrations
Sync Close via 100+ native, no code, and Zapier integrations.
Reporting
Close more deals with actionable sales insights and data.
Coaching and Collaboration
A CRM designed to help coaches like you move fast.
Pricing
Blog
Resources
Sales Resources
Tactical content to help you win more.
Dive into Resources
Sales Tools
Free AI-enhanced tools & calculators to craft winning sales approach.
Sales Guides
Close more deals with strategies from these deep-dive resources.
Help Docs
Get the help and support you need with our Close Help Docs.
Office Hours
Join us for Close office hours and get expert support to sell faster.
About
Log in
Try Close
Product
Platform Overview
CRM
Close Demo
Communication
Automation
Pricing
Blog
Resources
Sales Resources
Sales Tools
Sales Guides
Close Help Docs
Office Hours
About
Login
Try Close
Back to Close Blog
Sales Operations
From building a sales process to setting up reporting, from forecasting to choosing your KPIs, here's everything you need to know about sales operations.
Featured Articles
No items found.
AI Prompt Engineering for Sales
Kaleigh Moore
November 11, 2025
Sales Operations
AI SDRs: Do They Actually Work?
Kaleigh Moore
October 20, 2025
Sales Operations
WTF is MCP, and How Do I Use it for Sales?
Kaleigh Moore
October 14, 2025
Sales Operations
Calculate the Cost of Missed Calls and Master the “Five-Minute Rule”
Kaleigh Moore
September 30, 2025
Sales Operations
The Hail Mary Email That Turned “Dead Leads” Into Gold
Kaleigh Moore
August 29, 2025
Sales Operations
Why Apple’s New Call Screening Is Only Killing Lazy Cold Calling
Kaleigh Moore
August 19, 2025
Sales Operations
How to Write Better Inbound Sales Emails (Without Sounding Like a Bot)
Kaleigh Moore
July 29, 2025
Sales Operations
To Automate or Not? How to Automate the Sales Process, Not the Relationship
Kaleigh Moore
July 26, 2025
Sales Operations
How to Reduce (and Recover) No-Shows with Close CRM
Kaleigh Moore
June 30, 2025
Sales Operations
Stop Pitching—And Start Asking These Sales Questions Instead
Kaleigh Moore
June 19, 2025
Sales Operations
Close More Deals by Using ChatGPT to Stress Test Your Sales Script
Kaleigh Moore
June 16, 2025
Sales Operations
How to Qualify Leads Fast (and Stop Wasting Time on Bad Fits)
Kaleigh Moore
June 6, 2025
Sales Operations
How to Catch Missed Sales Leads with Smart Views and Automation in Close
Kaleigh Moore
June 6, 2025
Sales Operations
We Tested 25 B2B Brands—Here's Who Followed Up the Fastest
Kaleigh Moore
June 6, 2025
Sales Operations
How to Perform a Sales Analysis (Step-by-Step): Methods & Metrics
Steli Efti
May 20, 2025
Sales Operations
Stop Pitch-Slapping: How to Sell on Social Media Without Being Cringe
Kaleigh Moore
April 25, 2025
Sales Operations
56 Shocking Sales Statistics That'll Change the Way You Sell in 2025
Ramin Assemi
April 7, 2025
Sales Operations
Sales Pipeline Management: The Trusted and Comprehensive Guide
Steli Efti
February 3, 2025
Sales Operations
Agency
Consultative Selling: How to Win Bigger, Better Deals
Steli Efti
January 27, 2025
Sales Operations
What is Sales Tracking? 5 Steps to Track Sales + Which Metrics Matter
Steli Efti
January 24, 2025
Sales Operations
How Maddie Tierney Uses Close for Hiring | How We Close
Maddie Tierney
January 13, 2025
Sales Operations
How to Create a Sales Pitch (Ultimate Guide) for Sales Reps in 2025
Steli Efti
January 9, 2025
Sales Operations
12 Sales Pipeline Templates (Excel & Google Sheets) to Boost Your Pipeline
Steli Efti
January 2, 2025
Sales Operations
The Coaching Sales Process: How to Automate Workflows & Close More Deals
Elise Dopson
October 18, 2024
Sales Operations
Inbound Sales: Top Strategies, Technology, and Tips to Boost Your Sales Process
Elise Dopson
September 24, 2024
Sales Operations
The Founder’s Dilemma: Scaling Operations Beyond Solopreneurship
Steli Efti
September 10, 2024
Sales Operations
The Ideal Client Profile: How Coaching Businesses Attract Their Most Successful Clients + How You Can Too
Anna Hunyadi
August 27, 2024
Sales Operations
How to Write a Business Proposal
Tom Sullivan
May 20, 2024
Sales Operations
Solid Startup Marketing Strategies for Growth-Hungry Startups
Steli Efti
May 13, 2024
Sales Operations
What is Team Selling? How & When to Use Team Selling to Close Better Deals
Nick Persico
April 24, 2024
Sales Operations
16 Best Closing Techniques to Win (Almost) Every Sale
Amy Copadis
April 23, 2024
Sales Operations
The Hidden Cost of Task Switching (And How to Beat It in Sales)
Tom Sullivan
April 16, 2024
Sales Operations
How to Close a Sale: 12 Tips to Win More Deals
Steli Efti
March 27, 2024
Sales Operations
Building a Solid Foundation: How to Create a Real Estate Business Plan That Works
Jacob Thomas
March 14, 2024
Sales Operations
16 Real Estate Marketing Ideas to Find Leads + Close More Deals
Jacob Thomas
March 7, 2024
Sales Operations
Inbound vs Outbound Sales: What’s the Difference, Which is Best, and How to Create Your Killer Sales Process
Steli Efti
March 6, 2024
Sales Operations
Grab these 11 Practical Strategies to Reduce Churn in Your Business [Expert Opinions Included]
Amy Copadis
March 5, 2024
Sales Operations
Sales Enablement KPIs: Track Your Sales Enablement Strategy With These 10 Metrics
Jacob Thomas
February 29, 2024
Sales Operations
How to Create a Killer Sell Sheet That Gets Results
Jacob Thomas
February 27, 2024
Sales Operations
Relationship Management: Get to Know Your Customers (CRM)
Steli Efti
February 6, 2024
Sales Operations
Follow Up, Talk Less, Close Early: Sales Techniques That Will Make You Unstoppable
Nick Persico
February 5, 2024
Sales Operations
The Ultimate Guide to Calculating Churn Rate (Step-by-Step Process)
Amy Copadis
January 31, 2024
Sales Operations
What is Inside Sales? Definition, Skills & Tools for Inside Sales Reps
Ramin Assemi
January 29, 2024
Sales Operations
The Elevator Pitch: How to Master Your Own (+ 7 Real Elevator Pitch Examples to Learn From)
Tom Sullivan
January 23, 2024
Sales Operations
14 Best Sales Strategies, Examples & Templates to Close More Deals
Ryan Robinson
January 22, 2024
Sales Operations
What Makes a Sales Funnel Effective? 2 Real Sales Funnel Examples
Kaleigh Moore
January 18, 2024
Sales Operations
11 Free Sales Report Templates (Excel & Google Sheets) + How to Write a Sales Report Fast
Mahnoor Sheikh
January 2, 2024
Sales Operations
Sales Dashboard Templates, Examples & KPIs for High-Performing Teams
Steli Efti
December 30, 2023
Sales Operations
9 Impactful Sales Trends to Upgrade Your Sales Strategy in 2025
Steli Efti
December 22, 2023
Sales Operations
7 Ways to Create Urgency in B2B Sales (and Close Deals Faster)
Steli Efti
December 21, 2023
Sales Operations
How to Sell to Millennials & Gen Z (B2B): Selling to Millennials Explained
James Urie
December 20, 2023
Sales Operations
8 Inside Sales Metrics Worth Tracking in 2025
Steli Efti
December 19, 2023
Sales Operations
The 8 Best Sales Headsets to Boost Call Quality
Steli Efti
December 17, 2023
Sales Operations
How to Use Social Media for B2B Sales in 2025
Amy Copadis
December 14, 2023
Sales Operations
B2B Sales Examples: Insights and Strategies that Work in 2025
Jacob Thomas
December 13, 2023
Sales Operations
What is Upselling? 5 Upselling Techniques & Examples for 2025
Danielle Antosz
December 11, 2023
Sales Operations
9 Tips for Personal Selling that Guarantee Success in 2025
Steli Efti
December 11, 2023
Sales Operations
9 Free Sales Forecast Templates to Super-Charge Sales Growth in 2025
Steli Efti
December 8, 2023
Sales Operations
Outbound Sales Strategies: The Key to Closing More Deals in 2024
Chintan Zalani
December 8, 2023
Sales Operations
Account-Based Sales: How to Close More High-value Deals in 2024
Danielle Antosz
December 8, 2023
Sales Operations
17 Best Sales Tips for 2025 (From Top Sales Consultants)
Amy Copadis
December 8, 2023
Sales Operations
13 Best Sales Channels in 2025: Guide, Definition & Examples
Amy Copadis
December 8, 2023
Sales Operations
Customer Acquisition Cost (CAC): How to Calculate and Reduce This Key Business Metric
Chintan Zalani
October 2, 2023
Sales Operations
How to Calculate Return on Sales Ratio: Formula, Definition & Guide to Improving Your ROS
Danielle Antosz
September 13, 2023
Sales Operations
5 Types of B2B Customer Needs + How to Identify Them
Holly Stanley
August 8, 2023
Sales Operations
The Hunter vs. Farmer Sales Model: Which is Best for Your Sales Team?
Steli Efti
August 7, 2023
Sales Operations
How to Build a Customer Intimacy Strategy: 12 Proven Methods + Examples
Steli Efti
August 2, 2023
Sales Operations
Want to Improve Customer Retention? Check These 8 Strategies for Long-term Success
Joanna Kaminska
July 31, 2023
Sales Operations
What Is Total Contract Value? 5 Ways to Maximize TCV
Jacob Thomas
July 27, 2023
Sales Operations
AI Content Marketing: 10X Your Process with These Tips
July 24, 2023
Sales Operations
How to Say No to Discount Requests
Chintan Zalani
July 24, 2023
Sales Operations
22 Essential Sales KPIs for High-Performing Sales Teams
Steli Efti
July 19, 2023
Sales Operations
B2B Sales Funnels: Everything You Need to Know to Connect with Prospects and Close Deals
Jacob Thomas
July 14, 2023
Sales Operations
Value Based Selling: Everything You Need to Know to Win With This Strategy
Steli Efti
July 6, 2023
Sales Operations
The Ultimate Guide to Sales Development
Steli Efti
July 3, 2023
Sales Operations
How to Build Trust in Sales: Why Trust Trumps Transactions
Cody Arsenault
June 26, 2023
Sales Operations
Sales Conversion Rate: The Ultimate Guide to Crushing Your Sales Quota
Joanna Kaminska
June 22, 2023
Sales Operations
7 Daily Sales Activities to Maximize Your Sales Performance
James Urie
June 19, 2023
Sales Operations
How to Build an Evergreen Sales Funnel
Amy Copadis
June 14, 2023
Sales Operations
AI in B2B Sales: 5 Ways to Use Artificial Intelligence Effectively
Kimberlee Meier
June 13, 2023
Sales Operations
AI in Sales: How Artificial Intelligence Can Help You Close More Deals
Anna Hunyadi
June 12, 2023
Sales Operations
How to Create a Compelling Value Proposition (with 6 Examples…)
Chintan Zalani
June 8, 2023
Sales Operations
Maximize Revenue Efficiency: The Role of RevOps and How to Build a Successful Team
Althea Storm
June 7, 2023
Sales Operations
The 7 Key Differences Between B2B and B2C Sales
Steli Efti
June 6, 2023
Sales Operations
Build a Product Launch Strategy: 17 Steps to Nail Your Product Launch the First Time
Steli Efti
June 5, 2023
Sales Operations
6 Video Personalization Tips for Scalable Sales Outreach
Anna Hunyadi
June 5, 2023
Sales Operations
11 Sales Optimization Strategies to Help Your Sales Team Succeed
Steli Efti
June 5, 2023
Sales Operations
7 Ways AI Can Supercharge Your Personalized Sales Outreach
Sean Mackay
June 1, 2023
Sales Operations
Annual Contract Value: What is ACV in Sales?
Steli Efti
June 1, 2023
Sales Operations
Sales Cycles: An Actionable Guide to Sales Cycle Management
Steli Efti
May 31, 2023
Sales Operations
How to Build a Sales Process: 8 Essential Steps and 6 Strategies for Success
Ryan Robinson
May 19, 2023
Sales Operations
5 Ways to Utilize AI for Sales Forecasting
Danielle Antosz
May 17, 2023
Sales Operations
B2B Buyer Personas: Find Your Target Audience and Stop Selling to Everyone
Joanna Kaminska
May 15, 2023
Sales Operations
How to Use SWOT Analysis to Increase Sales
Cody Arsenault
May 9, 2023
Sales Operations
Business Development vs. Sales: What’s the Difference and Why You Should Care?
Ryan Robinson
May 5, 2023
Sales Operations
What is B2B Sales? Strategies, Tips, & Guide to Success
Steli Efti
May 4, 2023
Sales Operations
What is Cross Selling: Definition, Examples, and Ultimate Guide
Chintan Zalani
April 25, 2023
Sales Operations
12 Inside Sales Strategies to Close Leads Faster
Ryan Robinson
April 19, 2023
Sales Operations
You're Tracking These 7 Value Metrics, Right?
Jacob Thomas
April 13, 2023
Sales Operations
Sales Engagement: What, Why, and How + 7 Tools That Can Help
Amy Copadis
April 12, 2023
Sales Operations