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
Author: Carmel Granahan
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.
If you’re in field sales and are constantly on the road, calling into potentially new/ existing customers, time is precious. To ensure you make the best use of your time, here’s an efficient way to plan your trip using your OnePageCRM contacts and Google Maps.
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