Next Actions

Next Actions just got smarter with new desktop notifications

At the core of OnePageCRM application is a focus on Next Actions – that one next move required to move a sale forward. While roughly 90% of sales actions are “day based” we recognize that the remaining 10% need a specific time, like meetings and call requests.

Time in Next Actions

So, due to popular demand (“It’s about time!” I hear some of you say) you can now set a contact’s Next Action with a time. What’s more, we’ll send you a desktop notification at the specified time as an additional prompt!

Time In NA Notification

 

Note: We advise you to only use Date & time when necessary. We don’t want your desktop getting cluttered with notifications. Or having your Action Stream become too admin-heavy. Check out our short video guide below to see the notifications in action.

Natural language typing

In addition, we’ve added natural language typing to the Next Action area, meaning as you type we’ll automatically detect terms referring to a date or time!

Examples:

  • Call Jane next Tue at 2pm (or 14:00)
  • Call Jane 24th of Jan
  • Call Jane tomorrow / in 2 days / 2 weeks etc.

So when you are just after completing an existing Action you can simply type as you think, hit Enter and we’ll do the rest! See full list of natural language commands below and become a Pro!

Natural Language Commands

Calendar feeds with time

While getting reminders (notifications) is the reason we added time in the Next Action, there’s also a few other advantages. Now when you subscribe to your calendar feed we display the Next Actions in your preferred calendar at the specified time! This also goes for pushing a Next Action to gCal or iCal.

Setting up notifications

To make sure you get desktop notifications you need to install our Chrome Lead Clipper extension. Once installed, when a Next Action falls due a popup will appear on screen to remind you.

If you have any feedback or questions, we would love to hear from you! Let us know what you think of our latest update – tweet us at @OnePageCRM or drop us a mail to support@onepagecrm.com

Not currently a OnePageCRM customer and interested in trialing this feature and more? Sign up for a free 21 day evaluation and see how our Next Action sales method can help you Get Sales Done!

blog-content-upgrade-CRM

 

 

Related posts:

Michael FitzGerald
Michael FitzGerald
As CEO of OnePageCRM, Michael is passionate about Getting Things Done! A champion of startups, Michael's goal is to help SMEs be more efficient and effective in business. Get in touch by pinging him on Twitter or connecting on LinkedIn.

Leave a Reply

Your email address will not be published. Required fields are marked *