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OnePageCRM: From Apprentice to Master

Master OnePageCRM, one video at a time

sales CRM apprentice

CRM Apprentice – Even masters go back to basics

Start here to lay a solid foundation to your sales CRM success (in just 15 minutes).

01

 
Introduction to OnePageCRM

Learn what sets OnePageCRM apart from other CRM tools and get familiar with its user interface and features.

Time: 4:20 min

02

 
Action Stream and Next Actions

Learn why Action Stream is the beating heart of our sales CRM and discover the power of the Next Action sales method.

Time: 2:23 min

Related: , .

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03

 
Contacts

Learn the in’s and out’s of contact management in OnePageCRM. Discover the time saving and efficiency perks of keeping all contact-related info on one page.

Time: 1:49 min

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04

 
Organizations

Learn how the Account view in our CRM can help you track all contacts, deals, and sales activity associated with a company on one screen.

Time: 2:27 min

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05

 
Shortlisting contacts

Learn how to use our CRM tool to quickly pull up the data you need when you need it. Compare the advantages of tags and statuses.

Time: 2:00 min

06

 
Notes, Calls, and Deals

Want to add a note, log a call, or create a deal in just a couple of clicks? Learn how you can do it right from the contact page, without losing time on admin.

Time: 1:33 min

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07

 
Lead Clipper

Learn how you can generate leads from anywhere on the web in just a click. Free your mind for actual sales, and let the trusted sales CRM take care of time-consuming data entry.

Time: 1:09 min

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sales CRM qualified

CRM Qualified – It’s time to get your hands dirty

Learn how to perfectly tune OnePageCRM to your sales needs (in under 12 minutes).

Want to track your progress AND get certified? Take the CRM Qualified course at the OnePageCRM Sales Academy!

01

 
Search

Learn how you can easily pull up the data you need by searching in Contacts or Activity and discover the power of the Advanced Search.

Time: 1:24 min

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02

 
Deals and Pipeline

Managing your sales Pipeline in OnePageCRM is a breeze. Learn how you can make the most of Kanban and Forecast Pipeline views and build Deals in just a couple of clicks.

Time: 2:13 min

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03

 
Email

Learn how powerful email CRM features like Bulk Send and Templates can keep your sales communications efficient and personal, even when done at scale.

Time: 2:05 min

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04

 
Activity

Learn how to read the beating heart of your team’s progress in our CRM, track the sales activity of a contact from one page, and find ways to improve.

Time: 1:32 min

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05

 
Bulk updates

Learn how you can save time and reduce tedious admin by updating statuses, tags, owners, Next Actions, and other aspects of multiple contacts at once.

Time: 2:08 min

06

 
Apps and Integrations

Learn how you can easily connect your favorite apps to your sales CRM. Discover how our native integrations can help you generate leads and send quotes in seconds.

Time: 2:31 min

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CRM Master – when you’re ready for the Big League

Learn the advanced CRM tricks to fly through your sales process (in just 8 minutes).

Want to track your progress AND become a certified Sales CRM Expert? Take the CRM Master course at the OnePageCRM Sales Academy!

01

 
Saved Actions

Learn how to save time by automating repetitive sales actions in your CRM. Accelerate your sales process, find the sequence that works best, and improve it over time.

Time: 1:24 min

Related: Action Stream and Next Actions, .

02

 
Custom Fields

Discover how our sales CRM allows you to manage and store the data the way it suits your business. Learn how to use custom fields to quickly pull up the data you need and action it.

Time: 1:40 min

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03

 
Custom Reports

Learn why OnePageCRM KPI reports are designed with salespeople in mind first. Discover how to generate a custom report in a click and get it regularly delivered to your inbox.

Time: 1:24 min

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04

 
Quick Quotes

Learn why we decided not to substitute email but to enhance it. Discover how you can quickly generate and send professionally looking sales proposals straight from your CRM account.

Time: 1:46 min

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05

 
Collaboration

Learn how you can use mentions, assign Next Actions, change contact owners, and more to help you effortlessly collaborate with your sales team and close more deals, together.

Time: 1:54 min

Related: , Action Stream and Next Actions.

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