In 2020, B2B teams had no choice but to adjust to remote sales. While virtual meetings and events left many organizations scrambling to maintain lead generation and pipelines, other companies flourished. The key difference between the two was a willingness to adapt, evolve, and experiment with new tactics.
To create an agile team that will thrive in a virtual, in-person, or hybrid environment use these five strategies (backed up by expert insights).
John McLaughlin was looking for an easy-to-use CRM that would help his accounting firm focus on building client relationships rather than admin.
Here’s how OnePageCRM has enabled Sutherland Black to create an organized, simple, and bespoke sales process tailored to financial services!
OnePageCRM was built with a simple purpose in mind: to help SMBs all over the world stay focused and take control of their sales. We know the pains and troubles of small businesses and have been developing our app to ease them. We want to empower them to drive more sales, without the distractions of admin or the need to maintain a “dead database” of a CRM.
For the last 18 months, we’ve been working on a set of powerful new features to bring you a next-level sales experience. And now, we’re proud and excited to present… OnePageCRM Next Gen!
A powerful email integration is at the very heart of our Next Gen release.
We don’t want to replace the email client you’re so used to. Instead, we want to enhance it by bringing together a number of business-focused features that your email client simply doesn’t have.
From sales-focused email flow to bulk email send, and from tracking opens to retrieving email history, we make sure that your email communication is fast, efficient, and, most importantly, leads to more sales.
In the OnePageCRM Next Gen sales release, we want to enhance your mobile experience with super efficient and fast lead capture. Introducing the OnePageCRM Business Card Scanner!
Now, all you need to do to add a lead to your CRM is take a snapshot of their business card. We will automatically recognize their information and add them as a new OnePageCRM contact, ready to be actioned.
The bigger the team the trickier it might get to keep track of the KPIs and measure performance. It gets even harder if your company happens to have several sales teams, offices, or even branches.
To keep your reporting clean (and your sales managers sane), we brought in User Groups.
Now, you can divide your salespeople into groups and review their performance on a team basis!
Sometimes, to do their best work, sales reps need to remove distractions and concentrate only on their own tasks.
That is where Focused User comes into play!
Users that are set as Focused will only see their own contacts, deals, and activity. They won’t see or be distracted by the Team Stream either, so they can stay laser focused on their targets.
Does your company happen to have several sales processes in place or multiple products with completely different sales cycles?
Now, you can create several Pipelines that accurately represent your sales cycle, switch between them in a click, and improve your sales tracking!
Bottlenecks in your sales process happen. What’s important is to promptly identify and address them, before they become a real issue. To make this process easier, we’ve introduced Deal Velocity and Inactive Days.
Now, you can instantly spot the bogged down deals, see the stage in your sales process that is holding them back, and find the best resolution!
For the last 18 months, we’ve been working on a set of features that will offer our users a brand new selling experience. From integrated sales email hub to multiple pipelines, and from efficient mobile lead capture to enhanced team management features. And now, they are almost here.
Check out a video sneak peek inside and mark December 10th in your calendars!
and receive the latest product updates,
as well as insider sales tips & insights!
