Salesly's Summary brings every KPI and your whole sales team's activity onto one screen. Here's how the sales dashboard delivers daily visibility without opening ten reports.
Your pipeline's total value can lie to you. Discover the 4 real health indicators (activity recency, deal age, stage velocity, and contact freshness) and how to fix them.
How AI agents transform order intake and sales management. Real use cases, channels, and how Salesly organises the flow inside your CRM.
Creating quotes manually takes 20 to 40 minutes per document. With a CRM like Salesly, that drops to 2 minutes. Here is how quote automation works in practice.
How a mobile CRM transforms sales team productivity. Key features, real-time field data and common mistakes to avoid.
Practical guide to sales forecasting for B2B SMBs. The 5 most used methods, common mistakes, tools and how to automate forecasting with a CRM.
Create sales reports your management actually wants to see. Key metrics, frequency, format and credibility-killing errors.
Build a B2B sales funnel that works. The 6 stages, key metrics per phase and concrete actions to improve conversion.
Understand the real differences between CRM and ERP with practical examples. Learn when your SMB needs a CRM, an ERP, or both to grow efficiently.
Learn how a CRM built for teams of 2 to 10 salespeople improves follow-ups, speeds up deal closure, and eliminates the spreadsheet chaos holding your team back.
How to connect your CRM to your invoicing software, which data must sync, and what VeriFactu requires from 2027. A practical guide for companies operating in Spain.
Learn what sales management is, its strategic functions, and how to optimize it through digitalization. A complete guide with best practices for 2026.
Discover how a modern sales platform can transform the way your sales team manages client relationships and closes more deals.
Learn how to design, implement, and optimize a sales pipeline that helps you close more deals and predict revenue with precision.