Targets Widget Header Image

New update: Focus on beating your sales targets with our new targets widget

Staying focused on the numbers that will grow your business is easy with OnePageCRM’s new targets widget. When enabled, the targets widget is displayed to the left-hand side of your Action Stream and Contact view. It’s a reminder of the most important numbers you need to stay on track and grow your business. There are 3 options for customizing this widget: Conversions: Choose the number of conversions you wish to achieve per week, month, quarter or […]
Exporting from CRM

A practical guide to exporting your contact’s data from your CRM system

Jump to step by step guide to export from: Export Export Export Export Export   When you work in sales, you know that the size and quality of your contact list is everything. If you do not have enough contacts, you will quickly run out of work to do. And if you have thousands of unsuitable prospects in your database, you probably won’t be able to sell to any one of them. So when your […]
Custom fields for deals

New updates: Add custom fields, calculate cost margins and commissions for deals

Manage your deals and margins better by using custom fields for deals. The latest update has three main features: Calculate the margin based on Cost (Deal amount, Deal margin & Deal cost). Calculate commission (total). Custom fields (Single line, multi line, dropdown, number, checkbox & date).   Show the margin of your deal using the cost Use the new Cost field to quickly calculate the Margin of your deals. When Cost is enabled, fill in the […]

How to handle a prospect’s objections to your sales pitch?

“To object is not the same as to reject”. In sales, objection and rejection are a daily occurrence. It’s important to remember that “no matter how great your offering is, there will be objections to it”. So let’s learn how to handle them. What is an objection? An objection is an explicit expression from a prospect that a barrier exists between the current situation and what they need to engage your services. A prospect who […]
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