A CRM audit is the process of assessing your CRM system to ensure there are no data gaps, all sales processes are efficient, and there are no issues with the system.
Here’s a comprehensive guide on how you can review your CRM system.
OnePageCRM has recently released an interactive Dashboard. You can now easily visualize your sales progress, track KPIs, and monitor team performance.
For those of you who are not familiar with CRM Dashboards, here’s a short introduction to what this tool can do, how it can help your business grow, and what you can use it for.
The role of a sales rep has evolved to the point where they now have the flexibility to work from wherever, whenever. This flexibility allows companies to hire and attract remote talent that would have been unavailable to them in the past. Studies show that remote work may even increase the productivity of your team.… Read More
Sometimes, to do their best work, sales reps need to remove distractions and concentrate only on their own tasks.
That is where Focused User comes into play!
Users that are set as Focused will only see their own contacts, deals, and activity. They won’t see or be distracted by the Team Stream either, so they can stay laser focused on their targets.
Now is the perfect time to seek and realize new opportunities. It’s time to focus on nurturing a strong team that’s adjusting to going remote. To reinvent your approach to sales and support your customers. And to find new ways to reach your prospects and re-evaluate your targets.
We’ve invited three top professionals from Zapier, SellMark360, and Help Scout to share their insights, experience, and strategies for these times. Join our webinar on Thursday, May 28th to learn how to implement them in your business!
The Activity page is the beating heart of your sales process. Every single update, every Call, every Deal change is stored there, giving you a full, real-time overview of your sales progress. However, sales are dynamic. If your team is as active as it should be, chances are your Activity page will get quite busy.… Read More
Estimated reading time: 23 minutes $563,500. That’s the cost of a sales rep mis-hire, according to research by Dr. Brad Smart of Topgrading Inc., a firm that helps companies assess sales candidates. “Based on our studies, the average cost of a mis-hire can be six times base salary for a sales rep, 15 times base… Read More
This post by Jordan Wan was originally published on the CloserIQ blog. CloserIQ is a sales recruiting platform connecting top sales talent and startups. When it comes to sales performance, consistency is what separates the good from the great. How often have you witnessed a rep having a record period—followed by spats of mediocre performance?… Read More
This post by Nick Persico was originally published on the CloserIQ blog. CloserIQ is a sales recruiting platform connecting top sales talent and startups. If you run an early-stage startup, your first sales hires—and how you train and introduce them to your company—will set the tone for the next stage of your startup’s growth. After… Read More
This post was originally posted on the Bracket Labs blog. Bracket Labs is a business software company that provides productivity apps. Everyone knows change is hard. Humans are, after all, creatures of habit. It helps us to have stability in a chaotic world. Generally speaking having good habits can be beneficial, allowing us to be… Read More