Focusing and tracking activities are essential for pipeline management and meeting your organization's sales goals. The success of your team relies on knowing what are the important activities they need to focus on next and understanding what they did last.
Focusing on the activities that matter and have a direct impact on your pipeline results in a clear, focused high performing organisation. Goals are achieved when the right activities are completed.
OnePageCRM prompts you to decide on the follow-up activity directly after completing the last. This is the time when you have the clearest perspective on the situation and what’s required next. Being proactive at his stage, will improve the quality of future actions, making them easier and more automatic to execute when the time comes.
Once you have decided on the next activity required to move the sale forward, you can write this into your diary on the date of proposed action. Once noted, you can then forget about that activity for the time being, freeing up your mind for other tasks.
Of course, reminders and notifications are in place to drive prompt, direct action exactly when needed. Each day starts with an email of today's to-do list of the most important activities and desktop notifications remind you when they need to be done. Never again forget to follow up with a sales lead.
Integrations with various calendars such as: