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
Your time is precious. Why should you waste it on gathering deal info you already have just to send a sales quote? With our Quick Quotes, you don’t have to. When you want to send a quote to a prospect, simply click “Email quote”, and we will automatically generate it from your deal’s details, along… Read More
Sales reps across multiple industries have one thing in common – creating similar deals but for different customers. Correct me if I’m wrong but I’m pretty sure many deals are repetitive? I knew it! For all you sales reps out there, you’re going to love this new feature we’ve added to OnePageCRM. Let me introduce… Read More
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
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