Blog

Stay up to date with the latest sales insights, CRM tips, and OnePageCRM updates.

Nadia Reckmann

Don’t Let a Single Lead Fall Through the Cracks with Scheduled Actions’ Auto-Promotion

At OnePageCRM, we believe that every lead must be followed up with. After all, that is what our unique Next Action methodology is all about!

Now, we take yet another task off your mental to-do list. If you forgot to set a Next Action for a contact after you completed the previous one and this contact has another action scheduled, we’ll automatically promote it. This way, it will take the rightful place on your Action Stream as the Next Action and you will tackle it when the time comes.

Product updates
Nadia Reckmann

Sales Over Coffee Webinar Series: Power Up Your Sales

To help power up your sales, our Customer Success Team is hosting a 4-part webinar series to not only help you master the key pillars of OnePageCRM but also share top productivity tips from industry leaders. And the best part is: each live webinar is only 15 minutes-long so you can fit it in your coffee break.

So grab your cup of coffee and join us, starting Monday, April 26th at 11 a.m. EDT (New York) / 4 p.m. GMT+1 (Dublin)!

Sales Insights
Michael FitzGerald

HIRING: Head of Digital Marketing Operations

Up for a fight? Ready to take on the 800-pound gorillas in our marketplace?

When we founded this company, I distinctly remember a Venture Capitalist saying to me “that’s brave.” She was referring to us taking on a marketplace that has multiple 800-pound gorillas in the room! Well, it looks like being brave brings out your best work and motivates you to be a better version of yourself.

We’ve built a powerful CRM product that our users love. Yes, it is a very busy marketplace, but a huge marketplace, and with that comes a huge opportunity.

You now have the opportunity to lead the fight against the big guys as Head of Digital Marketing Operations. Help us grow OnePageCRM and stand out in the crowd!

Product updates
Nadia Reckmann

OnePageCRM and WhatsApp: Call and Message Your Leads in a Click

When was the last time you went through the day without checking or using your messaging app? It has become such an integral part of our personal and business lives that we might feel lost without it.

At OnePageCRM, we make it easy for you to connect with your prospects, be it via email or using your preferred calling method.

And now, you can message or call your leads and clients using our new WhatsApp integration as well!

Product updates
Nadia Reckmann

Fuel Your Pipeline and Get Closing by Importing Deals

At OnePageCRM, we always want to ensure your time is spent efficiently, and a part of it is helping you get started with our app in a matter of minutes! As you know, you can quickly and easily import your contacts from a .CSV file to facilitate a smooth transition from your previous CRM or spreadsheets. But what if you are used to working with deals and want to transfer them to your new sales CRM as well?

Now, you can quickly and easily import deals from a .CSV file straight into your OnePageCRM account!

Product updates
Nadia Reckmann

Documents: Accelerate Sales by Keeping Essential Company Files on One Page

How much of your sales reps’ time is wasted on looking for the most recent version of a company brochure, latest sales deck or updated pricing?

To increase productivity, align sales processes, and ensure your sales team operates in the most efficient way possible we created the Documents page!

Now, your whole team can instantly access the most important, recent, and frequently used company files from one page, in just a click.

Product updates
Nadia Reckmann

Reason Lost: Record Why You Lost a Sale to Know How You’ll Win the Next One

Knowing why you’ve lost a deal is often more important than knowing why you’ve won one, as it gives you the opportunity to learn and create a better strategy for your sales success.

Introducing the Reason Lost, a new KPI for your deals! Now, every time you mark the deal as Lost, you can select the reason for it. And then, just as easily, include the breakdown of all the reasons for your team’s lost deals in your custom report. This way, you can easily identify the most common factors standing in the way of your sales success and adjust your strategy accordingly!

Product updates
Carmel Granahan

Live Webinar: Discover the Power Behind the Latest Next Gen Updates (Recording Inside)

On January 27th, join Carmel Granahan, our Head of Customer Success, and Michael FitzGerald, CEO and founder of OnePageCRM, for a LIVE webinar to learn more about our latest Next Gen updates and the why’s behind them.

You’ll discover how to make the most of our powerful full email sync, a dedicated sales communication hub, instant mobile lead capture, multiple Pipelines, enhanced team management features, and so much more. See a preview inside!

Sales Insights
Nadia Reckmann

5 Strategies to Optimize B2B Sales in 2021

In 2020, B2B teams had no choice but to adjust to remote sales. While virtual meetings and events left many organizations scrambling to maintain lead generation and pipelines, other companies flourished. The key difference between the two was a willingness to adapt, evolve, and experiment with new tactics.

To create an agile team that will thrive in a virtual, in-person, or hybrid environment use these five strategies (backed up by expert insights).

Sales Insights
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