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Sales Process OnePageCRM

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 customer. We know not everyone falls into these exact steps, or moves along as quickly as they should, but in […]

How to increase sales and improve your team workflow

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 at an example of a typical team’s organizational inside sales workflow. In practice Take a marketing services agency ‘’Make it happen […]

The Science behind OnePageCRM – applying productivity principles to sales

Productivity is one of the most popular blog posts around. In fact, it has became something of a holy grail for most people. Everyone wants to be productive, and while they generally know how to do it, they end up just focusing really hard on “being productive”, instead of completing tasks with productivity principles in mind.

Cold calling is alive and kicking

We’ve always suspected a particular “use case” for OnePageCRM was quickly processing leads. For example, a company may have a list of leads from some event or tradeshow and processing these in other CRM systems seems a right pain. OnePage makes it logical and fast to go through the list, follow up and sort the genuine leads from time-wasters. Some recent emails from OnePage users confirm that our system is being used in a similar way for “cold […]