Your Sales Pipeline in OnePageCRM is a core forecasting tool and gives you a clear view of your expected future revenue. Today, I’m going to summarize the core elements of your Sales Pipeline and highlight the pros of using it in order to better manage your deals, become more productive and most importantly increase sales. How… Read More
Generating new, high-quality leads is hard work in any sales environment! The process of trawling the internet with little more than a name, email address or Twitter handle for a potential lead can prove a huge drain on time and resources. Now allow us to introduce the OnePageCRM Chrome Lead Clipper – lead generation made… Read More
One of the major pitfalls of a CRM system comes is having a large number of inactive contacts. In some cases these contacts are nowhere near your sales pipeline, creating essentially, a dead database! The task of manually trawling through all of these leads to establish who they are and if they’re interested in your company… Read More
From the 30th of September 2014, OnePageCRM’s Google Gadget is no longer be available for download from the Google Apps Marketplace. What does this mean for me? The option to add new contacts to OnePageCRM or view your existing contacts and their Next Actions from inside your Gmail mailbox will not be possible. Why? Plans for… Read More
As part of OnePageCRM’s Learning Centre, we’ve been giving Advanced Webinar’s on various Topics over the last few months (click here to check the list of available webinars). One of our most popular turnouts has always been on the topic of “Segmentation and Reporting” in OnePageCRM and it is because of the most frequently asked question at this webinar which spurred me to write this Blog Post. So I guess you’re wondering, what the question is…..well here you go; Why should I use Custom Field’s over Tags or vice versa?
Using Status Labels in OnePageCRM helps you to reflect your sales funnel and is an integral part of encouraging the entire organisation, from managers to sales staff/ call centre personnel, to implement various strategies to improve their workflow / sales pipeline both individually and as a team.
We know how precious your contacts are for you and your company. And we understand that you want to protect them from accidental (or deliberate) deletion. To help you keep them even safer a couple of minutes ago we updated OnePageCRM’s User settings panel.
We’re happy to release our latest update of assigning a deal owner. This new feature increases flexibility of managing deals which is especially important in a multi-user environment. Deals associated with a single Account can now be owned and nurtured by individual team members regardless of the overall owner of the contact. This enables team… Read More
Today we are introducing two amazing new features which make it easier to deal with situations when you hit a wall within the sales cycle or when you want to promote a queued action to Next Action. Closing Sales Cycle This new functionality allows you to close your Sales Cycle with contacts you do not… Read More
Sometimes, it happens that a prospect is no longer interested in your offer or that a lead is reluctant to respond to your magical sales techniques – what then? Deleting them from the database would be a bold move but the chances are that you don't want to do this – you want to keep all the records and maybe try to reach out to them again in the future – right? We have a solution!