Won Column - pipeline

Celebrate Your Sales Success with the Pipeline Won Column

“Learning to celebrate success is a key component of learning how to win in the market”  Douglas Conant, former CEO of the Campbell Soup Co. Keep moving. Keep calling. Keep pushing. Stagnation is the death of sales… The world of sales is non-stop. You move from one target to another, from one goal to an even bigger goal. The more actions you make, the more you sell. (We should know — the Next Action is […]
Perimeter_Real_Estate_case study

Perimeter Real Estate Scales Up by 50% Using OnePageCRM!

Since 1982, Richard has built an outstanding career in the Real Estate industry. He joined Perimeter Commercial Real Estate (PCRE) in 2018. For him, the Real Estate business is all about taking advantage of each opportunity; this is the main reason why finding a system to help him stay organized and on top of each follow up was crucial. Prior to using OnePageCRM, Richard used stacks of business cards and spreadsheets to collect the information from his leads. […]
deal items blog

Standardize and Build deals faster with Deal Items!

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 Deal Items! Now you can power-up your deals by creating a reusable list of your products or services, along with […]
Pipeline features in OnePageCRM

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, you have the option to select a Kanban view (drag n’drop), allowing you to work with speed while having better […]