The management team at OneLaw (a legal practice management software company) believed there was a better way of streamlining their daily operations and decided to do a complete company-wide systems overhaul. It was during this process that the opportunity arose to try other CRM’s and the team jumped at the chance to try OnePageCRM. As… Read More
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… Read More
Like many other recruitment services, the team at EmployAbility Galway knew they needed a better way to coordinate and build a process around employer interactions. This was necessary in order to increase placements and overall productivity. After being recommended OnePageCRM by a board member, Pauline O’Dwyer (Program coordinator) was keen to try out the system… Read More
The team at PHA Media recognized that once they established a dedicated sales team, a CRM system would be instrumental in tracking their sales process. After an exhaustive search for CRM’s, Charles Howard (Business Development Manager) discovered OnePageCRM and within one day, he was up and running! PHA Media is an award leading London PR… Read More
A new multi flags will now display if multiple team members have an action(s) with a contact under the “All” filter on Team Stream. We will also display the Next Action text of the most recent action due so that all team members can see at a glance what’s important – simple. In addition, if… Read More
Working as part of the Customer Success team for almost three years, some of the top questions which arise are ‘how do I assign another team member a task’ or ‘can I be notified about a project’ – well it’s easy! In today’s post, we’ll demonstrate how you can stay connected with your team members by looking… Read More
Your Sales Pipeline in OnePageCRM is a core forecasting tool and gives you a clear view of your expected future revenue. Today, I’m going to summarize the core elements of your Sales Pipeline and highlight the pros of using it in order to better manage your deals, become more productive and most importantly increase sales. How… Read More
I’m delighted to report that OnePageCRM is becoming more and more popular – just last year our customer base grew by almost 300%! And we’re are not slowing down.
To take care of all our customers, our team is getting bigger too – ‘outgrowing’ our Irish office.That’s why, just last week we moved into our awesome new office. Bigger of course, but in true OnePageCRM-style, it’s not your standard office!
As part of OnePageCRM’s Learning Centre, we’ve been giving Advanced Webinar’s on various Topics over the last few months (click here to check the list of available webinars). One of our most popular turnouts has always been on the topic of “Segmentation and Reporting” in OnePageCRM and it is because of the most frequently asked question at this webinar which spurred me to write this Blog Post. So I guess you’re wondering, what the question is…..well here you go; Why should I use Custom Field’s over Tags or vice versa?
Using Status Labels in OnePageCRM helps you to reflect your sales funnel and is an integral part of encouraging the entire organisation, from managers to sales staff/ call centre personnel, to implement various strategies to improve their workflow / sales pipeline both individually and as a team.
