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!
At OnePageCRM, we always want to ensure your time is spent efficiently, and a part of it is helping you get started with our app in a matter of minutes! As you know, you can quickly and easily import your contacts from a .CSV file to facilitate a smooth transition from your previous CRM or spreadsheets. But what if you are used to working with deals and want to transfer them to your new sales CRM as well?
Now, you can quickly and easily import deals from a .CSV file straight into your OnePageCRM account!
How much of your sales reps’ time is wasted on looking for the most recent version of a company brochure, latest sales deck or updated pricing?
To increase productivity, align sales processes, and ensure your sales team operates in the most efficient way possible we created the Documents page!
Now, your whole team can instantly access the most important, recent, and frequently used company files from one page, in just a click.
Knowing why you’ve lost a deal is often more important than knowing why you’ve won one, as it gives you the opportunity to learn and create a better strategy for your sales success.
Introducing the Reason Lost, a new KPI for your deals! Now, every time you mark the deal as Lost, you can select the reason for it. And then, just as easily, include the breakdown of all the reasons for your team’s lost deals in your custom report. This way, you can easily identify the most common factors standing in the way of your sales success and adjust your strategy accordingly!
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).