You Don't Need a CRM! Academy

Keep the history of your exchanges & BCC email conversations

One of the greatest features of You Don’t Need a CRM! is that you have access to a complete history of your exchanges with a prospect. It’s very useful when you're closing leads with long cycles. For example, after a few weeks of inactivity you might not be able to recall certain conversations and decisions you made along the way – certainly without the history log. But in order to re-learn all this information, you absolutely need to write down the last exchange you had, every time, or you might forget it.

If you’re working on prospects, you can add the comment inside the spreadsheet (in the comments column); for example, when the person didn’t pick up the phone.

However, when it’s a qualified lead, you need to be able to rapidly get access to the last exchange you had: if you spoke over the phone, you need to sum up what you have talked about and mention the next thing you need to do. If you sent them an e-mail, you need to have that e-mail associated with the person’s file.

Inside You Don’t Need a CRM! we make it easy for you: underneath every lead there is a comment field where you can type all the information you need. Alongside this, there's a BCC system which enables you to automatically attach all the e-mails you send to a contact – straight to their lead, without the need to copy and paste. Keeping everything in a single place is not only important, but made easy with YDNCRM.

Read also: How to use the Bcc feature

Next post: Set reminders and synchronize your account with your calendar

You Don't Need a CRM! is an incredibly simple and efficient web based software built for your sales teams.
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  1. Organizing your sales activity
    1. Our philosophy
    2. Suspects (unqualified prospects) vs. leads
    3. Prospecting lists, leads & client folders
    4. Status vs. sales steps
    5. Defining key information on leads
    6. The importance of categorizing your leads
    7. Managing multiple contacts in the same company
    8. Admin, team manager & user
    9. Customizing your account interface
  2. Organizing your daily activities
    1. Every morning, know exactly what leads you need to work on
    2. Follow up the history of your exchanges & BCC email conversations
    3. Set reminders and synchronize your account with your calendar
    4. Extended, compact & pipeline mode
    5. Create several pipelines to analyse different sales processes
    6. Make your most important leads stand out
    7. Find leads by using filters
  3. Learn how to use prospecting lists
    1. When and how to use prospecting lists
    2. Only turn a row into a lead once the contact is qualified
    3. The importance of using column names
    4. Magic columns
  4. Working on the go
    1. Mobile app
    2. Using the speech recognition
    3. Scan your business cards
  5. Adding leads from external sources
    1. By e-mail
    2. From your partners
    3. From a contact form
  6. Follow up your business’s activity - understanding it and collaborating
    1. Analyze your activity by category or by salesperson
    2. Find the leads that have been pending for too long
    3. ROI of specific actions, or of a specific month activity
    4. Using the Activity feed to manage your team
    5. Follow the sales activity every morning thanks to the daily activity e-mail
    6. Exporting your data for reporting or marketing purposes
  7. Manage your existing customers
    1. Following up on your won clients
    2. How to manage upsells and renewals vs follow-up
  8. Connect You Don’t Need a CRM! to other apps
    1. How to connect: Zapier, API & direct integration
    2. Send notifications or fire actions based on events