If you have a list of standard services or products that you regularly use in invoices or sales quotes, make sure to check out this recent update: Your CRM now has a Catalog page.
Let’s have a quick look at what the Catalog is and how you can use it in your business.
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.
What happens when people click on your website? Do they scroll through briefly without taking any action? If so, then you need to improve your website conversion rate.
While getting more traffic to your website is important, converting website visitors into customers is no small feat either.
In this article, we’ll talk about conversion rate optimization and how you can convert more website visitors into paying customers.
The ultimate goal of every business is to have high-quality leads. Without leads, there are no sales and, as a consequence, no revenue.
Here are five actionable tips on how you can get the best leads in your sales pipeline.
At OnePageCRM, we always want to ensure your time is spent efficiently, and a part of it is helping you get started with our app in a matter of minutes! As you know, you can quickly and easily import your contacts from a .CSV file to facilitate a smooth transition from your previous CRM or spreadsheets. But what if you are used to working with deals and want to transfer them to your new sales CRM as well?
Now, you can quickly and easily import deals from a .CSV file straight into your OnePageCRM account!
Knowing why you’ve lost a deal is often more important than knowing why you’ve won one, as it gives you the opportunity to learn and create a better strategy for your sales success.
Introducing the Reason Lost, a new KPI for your deals! Now, every time you mark the deal as Lost, you can select the reason for it. And then, just as easily, include the breakdown of all the reasons for your team’s lost deals in your custom report. This way, you can easily identify the most common factors standing in the way of your sales success and adjust your strategy accordingly!
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!
At OnePageCRM, we believe in flexibility and giving you the power to adjust the system the way that works best for you. Your Deals are no exception. Our latest update allows you to fully customize your Deal List. With a few clicks, you can add columns that matter to you and remove those that don’t.… Read More
The world of sales is non-stop. You move from one target to another, from one goal in your sales pipeline to an even bigger goal. The more actions you make, the more you sell. (We should know — the Next Action is at the very core of OnePageCRM!) How often do you pause to smell… Read More
