timeline

Improve your workflow with new Add Call & Timeline updates

At OnePageCRM, our mission is to help salespeople achieve zero admin. Checkout our recent timeline updates which makes adding call notes & recording stats even easier!

Add a Call

We’re constantly listening to customers and their business issues, and it seems OnePageCRM is being used a lot for processing lists of leads to see if they qualify. Essentially, lead qualification via a quick telephone call. Up to now, users have been taking a quick note to record that they made a call, but this is not that effective for mapping users success rate.

timeline

We’ve added the ability to “Add Call”. Similar to the Add Note button, Add Call lets you create a call-specific note for a contact – including the number called, date & time, but more importantly “the result of the call”.

The default values for call results are;

  • Conversation – Interested
  • Conversation – Not Interested
  • No Answer
  • Left Message

The great thing about this is that not only does a log of calls show for each contact, but you get to see stats on your hit rate in your Activity Stream!

See our video below:

Timeline Improvements

Your Timeline provides a history of all actions / activities completed for a contact during your workflow. While this helps you understand more about your prospects, as the number of activities grows, it can start to look a little crowded. Our new Timeline (and Activity page) format puts greater emphasis on activities that play a bigger part in the nurturing process than others, separating them into what we call Major and Minor elements:

Major elements, shown larger, are;

  • Notes & Calls
  • Deals
  • New Next Actions

Everything else is then a Minor update and is shown in a smaller and lighter grey font. See an example below:

timeline

You can also delete Next Actions in your timeline, in case you’ve mistakenly marked it complete. See ‘A’ below:

timeline

 

Move Deals Between Contacts

We’ve all had contacts who have left their job or switched departments making them less relevant to a pending deal. When you have multiple contacts from the same company in your account, you may wish to move a deal from one to another. To use this feature you must make sure that contacts are in the same company.

We love customer feedback here in OnePageCRM so please comment below or drop an email to support@onepagecrm.com.

Not currently a OnePageCRM customer and interested in trialing this feature and more? Sign up for a free 21 day evaluation and see how our Next Action sales method can help you Get Sales Done!

blog-content-upgrade-CRM

 

 

Related posts:

Brian McHale
Brian McHale
Brian is a fan of all things technology, website and startup-related. A strong supporter of keeping the human 'personal touch' alive in sales, Brian is also a believer that "anything which can be successfully automated, should be".

Leave a Reply

Your email address will not be published. Required fields are marked *