OnePageCRM review: Maximise deals with the Next Action sales method
So I’m using a new system for my contacts, my leads, my to-do list … hell, my conscience even! It’s taking the place of various other failed systems – other web apps, spreadsheets, pieces of paper, mental anguish.
And, as with any new system, you work with it for a while, get a feel for it, start fitting in with it. You adapt to it until you’re happy enough with it and gradually take it for granted. But the danger is, in the meantime, you might not see it all and miss features and opportunities and force yourself to put up with shortcomings.
And only if you’re careful and diligent, (or perhaps if you’re lucky enough to have a direct line to the bizarre and bottomless mind of the creator) do you learn in full what is possible.
The Next Action approach
So there was I thinking the (what I call) horizontal Next Action concept of OnePageCRM was so bloody good. How the hell did I survive without it up till now? Basically, OnePageCRM lets you set the Next Action you simply must take to move this damn prospect/client/job/whatever along and get it over the line/past the milestone/done/whatever. Then, once you’ve done it you get the (strangely thrilling) satisfaction of ticking the tick box and watching it get crossed out. Mmmmm. Then you set the next Next Action, and before you know it, you have the bugger out of the way altogether and the money on its way to your bank account. How good does it get!
But then, I happened to be talking to Monsieur FitzGerald (as you do!) about the idea of being able to sort the Next Actions. He pointed out the bloody obvious to my dull mind, vis a vis: it’s already sorted (you schmuck!), you just have to refresh your bloody browser. Ooops! And lo and behold, the golden list of all my next tasks appeared before me: a to-do list. Not just a what-to-do-next-for-this-particular-client to-do list. But a complete do-list.
All I had to do (sorry!) to perfect it was diligently set the proper dates for when each horizontal Next Action had to be done. And then I had my beautifully chronologically sorted vertical next-item-on-the-agenda-please to-do list!
Heaven. (Well, business heaven, at least.)