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
Tag: Sales Tips
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
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.
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… Read More
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