PHA Media

PHA Media has seen an 84% increase in lead traffic since using OnePageCRM

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 Agency that offers PR Consultancy across multiple areas from Tech PR, Sport PR and Consumer PR to Reputation Management, Public […]
multi flag

Better visibility for “All” under Team Stream

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 team members have “Queued” Actions created for a contact, we will display the message “Actions exist for this contact” regardless […]

How to increase sales and improve your team workflow

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 at an example of a typical team’s organizational inside sales workflow. In practice Take a marketing services agency ‘’Make it happen […]
sales pipeline

Drive your Sales Pipeline forward with these expert tips

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 to set up your Sales Pipeline? First things first, edit your Deal Stages Funnel to reflect your workflow (only the […]