What are the top tips we can give to the agency owners and salespeople? Instead of coming up with a smart copy, we went directly to the source and asked our clients coming from marketing, creative, web and other agencies. From conducting a client audit to dealing with a long sales cycle, check out these experience-proven tips!
Author: Nadia Reckmann
Optimized contact forms, referral system, ‘extra’ lead statuses, changing the mindset… This article offers 11 practical, crash-tested tips that will help you make the most of your agency CRM system and, of course, close more deals.
It’s late. You’re on your way home. You choose to take this out-of-the-way, dimly lit alley. Usually, you’d be more cautious and take the bigger roads, but, again, it’s late and you just want to get home. You hear a noise. You feel your hair standing on end and forget to breathe. Ah, it’s just… Read More
Back when we started OnePageCRM, our goal was to create a CRM system that was as easy-to-use as email. We came a long way since then. And while our features have become more advanced and diverse, we always held on to the core principle of ‘email simplicity’, built around contacts and follow-ups. Today, we are… Read More
The Activity page is the beating heart of your sales process. Every single update, every Call, every Deal change is stored there, giving you a full, real-time overview of your sales progress. However, sales are dynamic. If your team is as active as it should be, chances are your Activity page will get quite busy.… Read More
According to CSO Insights, 68% of marketers are still struggling with lead generation. We decided to fix that. With our newly upgraded Chrome Extension you can generate leads from any website in seconds. All it takes is a click or a simple text select. Select, Clip, Action When you’re on a lead hunt, the… Read More
At OnePageCRM, we believe in flexibility and giving you the power to adjust the system the way that works best for you. Your Deals are no exception. Our latest update allows you to fully customize your Deal List. With a few clicks, you can add columns that matter to you and remove those that don’t.… Read More
The world of sales is non-stop. You move from one target to another, from one goal in your sales pipeline to an even bigger goal. The more actions you make, the more you sell. (We should know — the Next Action is at the very core of OnePageCRM!) How often do you pause to smell… Read More
When you order a coffee, you know just the way you want it. When you’re looking for a handyman, you know just the job you need done. And when it comes to getting the updates on your team’s sales activity, you are the best person to decide what metrics matter most to you and need… Read More
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