MarKee Partners: How a simple CRM can help improve your business processes
To help clients, MarKee Partners needs to provide actionable and personalized advice and use a follow-up system. Here’s their success story.
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Stay up to date with the latest sales insights, CRM tips, and OnePageCRM updates.
![10 steps for a successful CRM implementation [Simple Plan]](https://sp-ao.shortpixel.ai/client/to_webp,q_glossy,ret_img,w_1280,h_720/https://www.onepagecrm.com/wp-content/uploads/crm-implementation-blog.png)
10 steps for a successful CRM implementation [Simple Plan]
Implementing a CRM system in a small business might seem like a daunting task… but it shouldn’t be. If you’ve chosen a simple CRM solution, the implementation process will be straightforward.
In this post, we’ll outline the most important steps that you need to take when introducing a new CRM to your business.
![What Is CRM? Definition, Benefits, Features [Guide For Beginners]](https://sp-ao.shortpixel.ai/client/to_webp,q_glossy,ret_img,w_1280,h_720/https://www.onepagecrm.com/wp-content/uploads/what-is-crm-blog.png)
What Is CRM? Definition, Benefits, Features [Guide For Beginners]
In this guide, we’ll introduce a simple CRM definition and also give a very simple CRM classification that works well for founders, consultants, and salespeople who don’t need a cumbersome tool to manage relationships with clients.
8 steps for choosing the best CRM for a small business
If you’re a small business, you should ask: what is the best CRM system for my business? What CRM can help my business grow and win the race?
Here’s a short guide on how to choose the right CRM and avoid all the most common mistakes.
Online vs. On-premise: Why web-based CRM is best for small businesses
Choosing the right CRM for your business requires careful consideration. There are multiple solutions available on the market, and it takes some time to find the one that works best for your business.
QuickBooks CRM integration: The best way to speed up invoicing and billing
Besides its existing integrations with Xero and Sage, OnePageCRM now integrates with QuickBooks, one of the leading accounting apps on the market.
In this post, we’ll dive deeper into how this CRM integration can help you improve your invoicing and billing processes and how you can use it in the most efficient way.
Your guide to performing a CRM audit at the end of every year in 12 steps
A CRM audit is the process of assessing your CRM system to ensure there are no data gaps, all sales processes are efficient, and there are no issues with the system.
Here’s a comprehensive guide on how you can review your CRM system.
![CRM Dashboard: What is it? [Examples, Benefits, Report Types]](https://sp-ao.shortpixel.ai/client/to_webp,q_glossy,ret_img,w_1920,h_1080/https://www.onepagecrm.com/wp-content/uploads/blog-crm-dashboard-header-v2.png)
CRM Dashboard: What is it? [Examples, Benefits, Report Types]
OnePageCRM has recently released an interactive Dashboard. You can now easily visualize your sales progress, track KPIs, and monitor team performance.
For those of you who are not familiar with CRM Dashboards, here’s a short introduction to what this tool can do, how it can help your business grow, and what you can use it for.
Discover OnePageCRM with Video Tooltips
In the fast-paced business environment, an early start can be a competitive advantage. And with easy-to-use tools, you don’t need detailed instructions, one-hour webinars, or five-page documents to get started.
Sometimes a 30-second video is enough.
And that’s why we’ve been looking forwad to introducing Video Tooltips to OnePageCRM users!
Introducing Two-Factor Authentication
Sales professionals deal with sensitive data every day. And data security has been of great importance to OnePageCRM from the very beginning. So we’ve been keeping up with the latest trends, including two-factor authentication (2FA).
You can now enable 2FA in OnePageCRM.
But before you do this, let’s quickly review what 2FA is and how it complements our existing security settings.
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!