For years, customer relationship management (CRM) in law firms has often been viewed as a glorified Rolodex — a necessary but often underutilized system primarily seen as a data repository. With the ...

A well-defined saas org chart is the foundation for scaling. It clarifies roles and responsibilities, ensuring everyone knows ...

Intentional growth allows a business to preserve its integrity and the customer experience at every stage. Growing too ...

Recently, a CEO I know (I’ll call him Jeff) invited me to weigh in on a corporate strategy initiative that his company was undertaking. Jeff and his leadership team had been focused on day-to-day ...

Success in business often follows a well-trodden path—established strategies, conventional wisdom, and industry norms. However, some of the most impactful entrepreneurs and companies have achieved ...

If there is anything we’ve learned in our over 20 years of pioneering online SMB lending and deploying over $5 billion in capital to small businesses across the country, it's that meeting sales ...