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Stay up to date with the latest sales insights, CRM tips, and OnePageCRM updates.
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!
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.
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
...and more!
