Improved layout for adding and editing contacts

We’ve updated the layout of the Add/Edit contact screen in OnePageCRM. The update splits the form into separate tabs of “Contact info” and “Organization info”, making it simpler to add or edit contacts. It allows you to create an organization initially, even when you don’t have any of the contact’s personal details. This happens in many cases as you set out to sell to a particular organization without knowing who to make a connection with. […]
sales CRM

Shoot You Video Productions increases sales by 30% and are 2 X times more organized using OnePageCRM

Shoot You Video Productions wanted to implement a more robust sales framework to ensure frequent follow ups were actioned for new business and for re-target existing customers. “The initial thoughts of implementing a sales CRM were quite daunting” says Founder / Sales and Marketing Director, Quint Boa. They were afraid of the crossover period and of clients falling through the cracks – never to be heard of again. To their surprise, the opposite was true. Quint decided […]
sales calls

How to make sales calls [The Ultimate Guide] – Part 3

Estimated reading time: 9 minutes. The ultimate guide to planning, conducting and tracking your outbound sales calls. Skip to: Part 1 – Before the call – Catch up here Part 2 – Making the call – Catch up here Part 3 – After the call – You are here. After the call Once you’ve hung up the phone, you need a process in place to keep track of where you are in the pipeline and […]
sales calls

How to make sales calls [The Ultimate Guide] – Part 2

Estimated reading time: 8 minutes. The ultimate guide to planning, conducting and tracking your outbound sales calls. Jump ahead to: Part 1 – Before the call – Catch up here Part 2 – Making the call – You are here. Part 3 – After the call – Read it here. Making the call Now that you’ve prepared, it’s time to get in the zone and start dialling. How to get past gatekeepers Since you’re cold-calling, […]