Sometimes, to do their best work, sales reps need to remove distractions and concentrate only on their own tasks.
That is where Focused User comes into play!
Users that are set as Focused will only see their own contacts, deals, and activity. They won’t see or be distracted by the Team Stream either, so they can stay laser focused on their targets.
Does your company happen to have several sales processes in place or multiple products with completely different sales cycles?
Now, you can create several Pipelines that accurately represent your sales cycle, switch between them in a click, and improve your sales tracking!
Bottlenecks in your sales process happen. What’s important is to promptly identify and address them, before they become a real issue. To make this process easier, we’ve introduced Deal Velocity and Inactive Days.
Now, you can instantly spot the bogged down deals, see the stage in your sales process that is holding them back, and find the best resolution!
For the last 18 months, we’ve been working on a set of features that will offer our users a brand new selling experience. From integrated sales email hub to multiple pipelines, and from efficient mobile lead capture to enhanced team management features. And now, they are almost here.
Check out a video sneak peek inside and mark December 10th in your calendars!
It would have been oh so simple if each contact only had one thing that you needed to do to bring it closer to sale. Alas, often that’s not the case. Somewhere half way through the deal, a prospect can call in requesting a brochure…again. Or, perhaps, it happens to be your client’s birthday. And while arranging that scheduled demo for them is certainly a priority, sending them a quick card or mentioning it on the call might be a thoughtful touch that goes a long way.
Well, good news. Now, you can choose to display ALL the priority tasks you have for the day in your Action Stream! With ASAP, Today, and Overdue actions right there in front of you, you can be sure that nothing slips through the cracks!
Have you ever spent what seemed like hours searching for that one version of a document or the most recent copy of a proposal? Well, no more.
The new Pin Files to Contacts feature allows you to pin your most important attachments so they are displayed right under the contact’s background information. This way, you can save time and access them directly without the need to go through the contact’s Activity!
There’s no doubt that email is good for your business (and we’re ready to back this fact up with the most recent stats). In this post, we share how you can harness its full power and further enhance it with the possibilities opened by the right CRM.
Calling is an integral part of your sales process. We know that. That’s why, we made sure that making sales calls from our CRM is as easy and as admin-free as possible. With our updated Click-to-call functionality, you can now select the calling method that suits your sales process best and call straight from the app!
You know better than anyone that your day-to-day sales process needs to be flexible and how important it is for you to be able to adjust on the spot.
That’s why our latest update makes editing the Next Action, the core of OnePageCRM, quicker and easier than ever before.
You asked — we listened. We also brainstormed, coded, re-coded, streamlined it… (You get the gist.) Long story short — Focused User was born, and now we’re delighted to announce it’s available for you to try out! What is a Focused User? Up until now, in OnePageCRM, all contacts were visible to all users. An… Read More