We believe that enabling people to access the tools, skills, and knowledge is just as important as teaching itself. And that’s where educational sales come in.
We talked to some of our customers from the industry and asked them to share their number one sales tips for success. Some of the insights might surprise you. Read more.
Empowering salespeople has always been at the heart of everything we do at OnePageCRM. All our features help you stay focused on closing rather than admin and ensure that you have everything you need to make that sale right there in front of you.
But we wanted to help you become even more efficient when you hit the road and close deals the old fashioned way—by meeting your leads face to face.
Introducing the brand new AI-powered route planning app: On the Road! With it, you can quickly select the contacts you want to visit and we’ll calculate the optimal route, using the most up-to-date traffic data, give you the time estimate for your journey, and get you there in the most efficient way possible.
Check out the video inside to see the app in action!
At OnePageCRM, we value your time and aim to reduce admin as much as possible. That is why, our Lead Clipper helps you capture leads from any web page in just a click. Now, you can do even more with it!
With its enhanced functionality, you can build your lead’s profile by clipping data from multiple pages! The captured information will remain in the Clipper’s form, even when you close the original page. This way, you can keep adding additional details from other pages with a simple text select until you have built the full picture.
At OnePageCRM, we believe that staying focused is key to sales success and develop features that help minimize distractions and let you focus on closing.
And with this update, we made it even easier for you to stay focused on your current task and have all the contact information you need right there in front of you. Introducing the Contact View Popup.
Now, you can view, update actions, add notes, calls, and deals without leaving the Pipeline, Email or Activity pages!
The world of financial sales is competitive, challenging, involves long sales cycles, and requires a strategic approach.
We asked some of our users who work in the industry and are extremely successful in turning its challenges into opportunities to share their number one sales tip.
Here’s what they said.
To efficiently close a deal, it’s essential for a sales rep to have the full information about the lead at their disposal.
But with the sales cycles getting longer with more decision makers involved in the process, it can be difficult to keep track of all the associated parties and their connection to each other. To make this process easier and more visual, we’ve introduced Relationships!
Now you can define, set, and display relationships between contacts (be it a spouse, a business partner, a co-signer, an influencer or anyone else connected to the sale) to always have the full picture right there in front of you.
At OnePageCRM, we believe that every lead must be followed up with. After all, that is what our unique Next Action methodology is all about!
Now, we take yet another task off your mental to-do list. If you forgot to set a Next Action for a contact after you completed the previous one and this contact has another action scheduled, we’ll automatically promote it. This way, it will take the rightful place on your Action Stream as the Next Action and you will tackle it when the time comes.
Many businesses have experienced a setback during the challenging 2020. However, for the signage and printing industry things seem to be looking up.
With the market on the rise, we reached out to some of our customers in the industry and got their inside sales advice on the best ways to grow your business. Here’s what they said.
To help power up your sales, our Customer Success Team is hosting a 4-part webinar series to not only help you master the key pillars of OnePageCRM but also share top productivity tips from industry leaders. And the best part is: each live webinar is only 15 minutes-long so you can fit it in your coffee break.
So grab your cup of coffee and join us, starting Monday, April 26th at 11 a.m. EDT (New York) / 4 p.m. GMT+1 (Dublin)!
When was the last time you went through the day without checking or using your messaging app? It has become such an integral part of our personal and business lives that we might feel lost without it.
At OnePageCRM, we make it easy for you to connect with your prospects, be it via email or using your preferred calling method.
And now, you can message or call your leads and clients using our new WhatsApp integration as well!