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Stay up to date with the latest sales insights, CRM tips, and OnePageCRM updates.

Fuel Your Pipeline and Get Closing by Importing Deals

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!

Product Updates

Reason Lost: Record Why You Lost a Sale to Know How You’ll Win the Next One

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!

Product Updates

Power up your sales with new Pipeline features

Initially, the Pipeline page was mostly used for forecasting, but now it’s become an interactive tool so you can work smarter from within this page. By smarter we mean the ability to create deals and associate with existing contacts, or even create new contacts and add Next Actions directly in the Pipeline view! In addition,… Read More

Product Updates

How to track your sales process in OnePageCRM

Not sure of the steps involved in your sales process? Fear not, as this is a common obstacle in many SME’s. It’s critical to understand your customers journey and determine what key milestones are important. Go back to basics – pen and paper. Write down the key steps involved in converting your lead to a… Read More

Product Updates
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