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.
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!
OnePageCRM was built with a simple purpose in mind: to help SMBs all over the world stay focused and take control of their sales. We know the pains and troubles of small businesses and have been developing our app to ease them. We want to empower them to drive more sales, without the distractions of admin or the need to maintain a “dead database” of a CRM.
For the last 18 months, we’ve been working on a set of powerful new features to bring you a next-level sales experience. And now, we’re proud and excited to present… OnePageCRM Next Gen!
A powerful email integration is at the very heart of our Next Gen release.
We don’t want to replace the email client you’re so used to. Instead, we want to enhance it by bringing together a number of business-focused features that your email client simply doesn’t have.
From sales-focused email flow to bulk email send, and from tracking opens to retrieving email history, we make sure that your email communication is fast, efficient, and, most importantly, leads to more sales.
In the OnePageCRM Next Gen sales release, we want to enhance your mobile experience with super efficient and fast lead capture. Introducing the OnePageCRM Business Card Scanner!
Now, all you need to do to add a lead to your CRM is take a snapshot of their business card. We will automatically recognize their information and add them as a new OnePageCRM contact, ready to be actioned.
The bigger the team the trickier it might get to keep track of the KPIs and measure performance. It gets even harder if your company happens to have several sales teams, offices, or even branches.
To keep your reporting clean (and your sales managers sane), we brought in User Groups.
Now, you can divide your salespeople into groups and review their performance on a team basis!