Blog

Sales tips, insights & trends - OnePageCRM

Capture Leads on the Go with OnePageCRM Business Card Scanner

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.

Mobile OnePageCRM Updates

Divide and Conquer (KPIs) with User Groups

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!

OnePageCRM Updates

Manage Your Team’s Access Like a Pro with Focused User

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.

OnePageCRM Updates

Identify and Unblock Bottlenecks in Your Sales Process with Deal Velocity

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!

OnePageCRM Updates

Level Up Your Sales with OnePageCRM: New Experience Sneak Peek

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!

Featured OnePageCRM Updates

Never Drop the Ball by Displaying All Priority Actions in Your Action Stream

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!

OnePageCRM Updates

9 Simple Truths Essential to Closing a Real Estate Sale

Real Estate is a market that keeps growing. And the number of real estate agents keeps growing with it, now exceeding two million in the U.S. With competition that fierce, it’s important to find the edge that sets you apart from all the other agents.

We’ve asked nine sales pros to share their one simple truth for succeeding in the world of real estate sales. And here’s what they said.

Real Estate Sales Tips

OnePageCRM Joins Samsung AppStack, a Cloud App Marketplace Designed to Help Businesses Modernize and Thrive in Today’s Economy

We’re excited to announce that OnePageCRM has been chosen by Samsung’s newly launched cloud software marketplace AppStack to be part of its collection of highly rated apps for SMBs.

One of only 14 apps selected so far, we’re proud to be able to bring our solution to this platform and help more SMBs get focused and take control of their sales.

Company OnePageCRM Updates

Sales Chaos: Recognize, Embrace, Take Control (Practical Guide)

The pipes were old, so you’ve lost a deal. Wait, what?

Check out this practical guide to learn how Chaos Theory can be applied to sales, how to let go of the sales process components that you can’t control, and become a rock star at the ones you can.

Inside, there is a detailed guide to efficient sales, tons of research and cool graphs, and, of course, butterflies.

Next Action Sales Sales Tips

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!
Try Free

Join the OnePageCRM tribe

and receive the latest product updates,
as well as insider sales tips & insights!

Or Call Sales (646) 762 1303