What are the top tips we can give to the agency owners and salespeople? Instead of coming up with a smart copy, we went directly to the source and asked our clients coming from marketing, creative, web and other agencies. From conducting a client audit to dealing with a long sales cycle, check out these experience-proven tips!
Optimized contact forms, referral system, ‘extra’ lead statuses, changing the mindset… This article offers 11 practical, crash-tested tips that will help you make the most of your agency CRM system and, of course, close more deals.
It’s late. You’re on your way home. You choose to take this out-of-the-way, dimly lit alley. Usually, you’d be more cautious and take the bigger roads, but, again, it’s late and you just want to get home. You hear a noise. You feel your hair standing on end and forget to breathe. Ah, it’s just… Read More
The biggest cliches often hold truth in them. When it comes to sales and marketing, it’s said that they seem to be on separate islands. A bit weird, since there are no teams closer related to each other than these two. They both want the same thing: make your business successful by selling more. Sales… Read More
When you order a coffee, you know just the way you want it. When you’re looking for a handyman, you know just the job you need done. And when it comes to getting the updates on your team’s sales activity, you are the best person to decide what metrics matter most to you and need… Read More
It’s no secret that a few days off and away from work, in a different environment can regenerate the mind and this is exactly how we feel after we return from the holidays. Hit the ground running in the New Year! If you’re looking for a way to rejuvenate or get an energy boost during the… Read More
Ex Ordo has built the best software in the world for managing a research conference and powers conferences for universities, associations and non-profits around the globe. In order to stay on top of queries coming in via the website, management realized they needed a centralized system to help with lead generation and lead management. It’s search for… Read More
Your time is precious. Why should you waste it on gathering deal info you already have just to send a sales quote? With our Quick Quotes, you don’t have to. When you want to send a quote to a prospect, simply click “Email quote”, and we will automatically generate it from your deal’s details, along… Read More
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
We’ve added some great updates to the contact view in OnePageCRM to help you become more efficient in how you work. It’s now easier to notify another team member on a note or a call note, quickly add attachments with our new drag ‘n drop feature and move deals faster from stage to stage. … Read More
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