Sales & Customer Success

32 articles on Sales & Customer Success, written and regularly updated by the Sortlist team.

32 articles · last updated on 9 November 2026

Sales & Customer Success

In recent years, artificial intelligence (AI) has emerged from the shadows of technological novelty to take centre stage as a transformative force in sales. No longer a mere buzzword, AI is redefining the way businesses approach sales, offering a powerful toolkit for enhancing efficiency, driving cu

11 min
Sales & Customer Success

Having access to customer data is a powerful business enabler. It provides you with the opportunity to get to know your customers better, optimize your marketing efforts, and make decisions that will maximize the value of your business.  In this guide, we will explore vital components of succes

11 min
Sales & Customer Success

In recent years, you probably must have come across the term “demand generation” a lot. This data-driven marketing program assists the inbound methodologies in driving interest and awareness throughout the lifecycle of the customers and buyers.  However, in the B2B market, there is a lot of mix

11 min
Sales & Customer Success

B2B lead generation is an important process when it comes to increasing your brand awareness and revenue. Here in this post, you will read about B2B lead generation, B2B targeted leads, and the trends to boost your B2B leads. Eventually, the knowledge would help you generate more high-quality target

9 min
Sales & Customer Success

The boundaries of a stellar restaurant experience stretch beyond just what happens at the table. And when it comes to your restaurant business, the sole focus on maximizing profits cannot guarantee success. Cultivating relationships with people is essential in a restaurant business. The philoso

11 min
Sales & Customer Success

When you want to work with an agency, they usually make a business pitch. Most of the time, these pitches focus on the agency’s functional capabilities. These include: That said, before choosing an agency, it is necessary to go beyond its functional capabilities. You have to dig deeper and go

6 min
Sales & Customer Success

As a client, you face a dilemma when it comes to getting help from an outside provider. Agency vs freelancer? Indeed, this is a question we hear very often and it is impossible to give you a ready-made answer. The choice of one or the other will depend on your needs. There is no right […]

6 min
Sales & Customer Success

Companies have always had to deal with criticism and complaints from their customers. But the age of the internet, and especially social media platforms such as Facebook and Instagram, have opened up a whole new dimension of complaint management. Today, a customer can get in touch with brands direct

8 min
Sales & Customer Success

If you have a business, chances are, you aim to attract customers and drive conversions. And this is not surprising: to survive, a business needs to take customers through its conversion funnel but unfortunately, this is far from being easy.  In fact, website conversion rate is usually only aro

9 min
Sales & Customer Success

If you know what is going on inside your customers’ minds, what their wishes, problems, and needs are, this is the key to your company’s success. With this information, you can offer products and services that are precisely tailored to your customers’ needs and thus create long-ter

7 min
Sales & Customer Success

How to successfully manage projects with the WWWWWH method? The ability to ask the right questions and to provide clear answers is part of a project manager’s skill set. It is necessary to know how to identify the pitfalls by favouring articulated questions and clear and explicit answers. Fort

13 min
Sales & Customer Success

At the beginning of this year, some trends were already announced in the field of customer service. In this article, we will take a look at how realistic those predictions were and what we can expect from the rest of this year. What are the latest developments, which (former) trends can we say goodb

7 min
Sales & Customer Success

When you own a business, setting the prices for your items and services is often one of the most challenging tasks. If you set the prices too high, your sales could decline. If you set them low, then you may miss out on sizeable revenue. The skill is in knowing how to get the market […]

7 min
Sales & Customer Success

No matter what type of business you can think of, CRM is the heart of its client management process. These days, its become a necessity for quality service no matter the size of the company. If you’re interested in pursuing a career in CRM consulting, then this guide will help you get started. We’ll

7 min
Sales & Customer Success

Customer relationship management (CRM) is about overseeing and nurturing a company’s interactions and relationships with potential and existing customers. As a leading CRM solution, Salesforce offers a vast range of tools to help build and manage these relationships, boost business growth, bolster m

8 min
Sales & Customer Success

Every business knows that there’s a constant struggle for new ways to generate sales. Anybody familiar with the business environment has heard that the company needs to generate leads. However, to the uninitiated, the words have little meaning. Join us as we take a closer look at what leads ar

18 min
Sales & Customer Success

In a time of constant competition, customer acquisition matters more than ever. However, it’s not a proper strategy to recklessly and heedlessly accept every caller as a customer. Many callers wish to find out more about a product or service. However, not many of them will go on to become cust

8 min
Sales & Customer Success

It is no surprise that you may be looking for some sales advice.  The current economy is in a state of unprecedented uncertainty. Let’s take the example of France. The latest indicators relayed by INSEE are quite revealing. Economic activity on 24 April 2020 is estimated to have fallen by 35%, more

12 min