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.
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If you’re in field sales and are constantly on the road, calling into potentially new/ existing customers, time is precious. To ensure you make the best use of your time, here’s an efficient way to plan your trip using your OnePageCRM contacts and Google Maps.
As you know, OnePageCRM allows users to create contacts with the same/similar data. However, in some cases this means unwelcome duplicates are created. So in the hopes of resolving this issue once and for all, today we launch the simple but amazingly effective feature – merging duplicates (triplicates as well!). Now, with just a few clicks you can merge… Read More
Lots of us use email as a first contact tool. We ask potential customers to get in touch by email so they could get more information on the products or services. Wouldn’t be just perfect if you could automatically create a contact in OnePageCRM from such an email, complete with the info request attached, next action and all other things? Well – it is possible!
I’ve got a lot of feedback after my last article and it seems you’ve really liked the idea of integrating web forms with OnePageCRM (if you missed it just click here). This time I will show you how to add Mailchimp (a newsletter app) to our eco-system so you can start nurturing your leads and prospects as well as sending newsletters to the customers.
It doesn’t matter if we run a small service company or a large online shop – dealing with potential prospects and preparing them for purchase can often prove time consuming and expensive. We all strive for that ‘pre-evangelized’ lead that comes ready to purchase. This is the hot prospect that knows what your store offers and… Read More
Linking online web forms to your CRM makes total sense when you can keep all captured leads in one place for further nurturing and conversion! And thanks to the latest Wufoo and OnePageCRM integration, you can now push all leads directly to the CRM. No more manual data entry, meaning you can concentrate on more… Read More
OnePageCRM integrates with a large number of communication applications from right within the app! Saving you time on data entry by automating workflow processes. 1. Skype Skype is a great tool for keeping in touch with colleagues and customers worldwide through internet calls. Using your computer, smartphone or a range of other devices, you can… Read More
We love our developer community who create things from our API. Using our open API, developers can create new tools that helps everyone so we are featuring a new plug-in for WordPress that enables lead capturing form for websites. Dave Kelly and his company Ambient Age created a handy form that you can use on… Read More
OnePageCRM has recently added Skype to its ever expanding list of integration partners. This integration allows users to make low cost calls to contacts straight from the app. Meaning, you can be moving sales forward easier than ever and at a much cheaper rate than landlines or mobile phones. Skype calling your contacts – just a… Read More