Small business owners and entrepreneurs work hard. Sometimes you don’t feel like you have a choice. You’re the only person with a handle on all the pieces of the business, and you’re also the one who’s most committed to its success. But that’s exactly the reason why you may actually need to work less and… Read More
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Getting smart at sales productivity means maximizing your time and that of your sales team. Which of your daily tasks actually lead to profitable conversions – aimlessly scanning your social profiles, striving to achieve inbox zero (pfft), or making that one sales call you’ve been putting off? We hereby invite you to cut the noise.… Read More
If you have a number of Next Actions due on the same day, and want to prioritize one above the others; you can now quickly select this action and drag it to the top of your list. Use this drag & drop feature to quickly update your Action Stream and focus on your highest-potential or… Read More
Working as part of the Customer Success team for almost three years, some of the top questions which arise are ‘how do I assign another team member a task’ or ‘can I be notified about a project’ – well it’s easy! In today’s post, we’ll demonstrate how you can stay connected with your team members by looking… Read More
At the core of OnePageCRM application is a focus on Next Actions – that one next move required to move a sale forward. While roughly 90% of sales actions are “day based” we recognize that the remaining 10% need a specific time, like meetings and call requests. Time in Next Actions So, due to popular… Read More
Organization is key in business today, from jotting down notes after a brainstorming session to planning a large project. It’s important to keep a record! Introducing our latest integration with Evernote, to help you do exactly that! Evernote is one of the most popular organizational tools on the market. Use it for taking minutes at meetings,… Read More