Paul Trilk from Success Local was looking for a CRM that would help his marketing agency grow and not overcomplicate things. Here’s how OnePageCRM helped them double their productivity, anchor the business, and take it to the next level!
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!
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.
Try the first action-based CRM!
- Follow-up on every lead
- Focus on one sales action at a time
- Build deals and send quotes in seconds
- Send emails directly from the app
- Receive and email custom reports
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and receive the latest product updates,
as well as insider sales tips & insights!