The Academy The noCRM.io Academy

Becoming a better saleperson

Table of contents

  1. 1Organizing 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. 2Organizing Your Daily Activities
    1. Build the Perfect Setup for your Sales Team.
    2. Every Morning, Know Exactly What Leads You Need to Work On
    3. Follow Up the History of Your Exchanges & Bcc Email Conversations
    4. Set Reminders and Synchronize Your Account with Your Calendar
    5. Sort Activities for a Better Understanding of Your Leads
    6. Extended, Compact & Pipeline Mode
    7. Create Several Pipelines to Analyse Different Sales Processes
    8. Make your Most Important Leads Stand Out
    9. Find Leads by Using Filters
  3. 3How to Win at Cold Prospecting
    1. How to Organize your Prospecting and Cold Calling
    2. When and How to Use Prospecting Lists
    3. Only Turn a Row into a Lead Once the Contact is Qualified
    4. The Importance of Using Column Names
    5. Magic Columns
  4. 4Working on the Go
    1. Mobile App
    2. Using the Speech Recognition
    3. Scan your Business Cards
  5. 5Adding Leads from External Sources
    1. By E-mail
    2. From your Partners
    3. From a Contact Form
  6. 6Follow up your Business Activity - Understanding How it Works and Collaborating
    1. How to Manage Your Sales Team Efficiently?
    2. How to Implement an Activity-Based Sales Strategy?
    3. Analyze your Activity by Category or by Salesperson
    4. Analyze your business and sales team performance
    5. Find the Leads That Have Been Pending for too Long
    6. ROI of Specific Actions, or of a Specific Month Activity
    7. Using the Activity Feed to Manage your Team
    8. Follow the Sales Activity Every Morning Thanks to the Daily Activity E-mail
    9. Exporting your Data for Reporting or Marketing Purposes
  7. 7Manage your Existing Customers
    1. Following up on your Won Clients
    2. How to Manage Upsells and Renewals vs Post-sales Process
  8. 8Connect noCRM.io to Other Apps
    1. How to Connect: Zapier, API & Direct Integration
    2. Send Notifications or Fire Actions Based on Events
    3. How to connect noCRM to your own Information System
  9. 9Rolling out noCRM in your company
    1. Framework for a successful rollout
    2. Guide to a successful onboarding of your team

Framework for a successful rollout of noCRM in your company

Implementing new software, or just changing a small process in a team, requires time and patience. In fact, when we are used to doing something a certain way, it's only normal that a new way will take time for us to adapt.

Although noCRM is extremely intuitive and user-friendly, you and your team will need to get acquainted with it before it's fully adopted. In order to make this process easier for you and your team, and based on years of implementation of noCRM, we have designed the best framework for its successful rollout and a guide to help you onboard your team.

If you follow these guidelines, you'll be able to help your sales reps adopt noCRM in a smooth and efficient way.

Before inviting your team to join, make sure to follow these steps:

1. Define your sales process

Selling is a process, which is why without a specific sales process you won't be able to guarantee that your sales reps are doing what is needed to close deals. The first thing you need to do is define your entire sales process: sales steps, but also the activities that need to be done in each step, from prospect qualification to lead management.

2. Choose the plan that will bring the most value to your team

noCRM has 3 different editions: Starter, Expert & Dream Team. Remember to focus on your desired outcome become making a decision. Here is the information on all the editions we offer.

3. Set up your account

Once you've defined your sales process and chosen the plan that will bring the most value to your team, you can start setting up your noCRM account.

Here are the key elements you need to start with:

4. Create/Import data

In order for your team members to get started properly, make sure to have data inside noCRM:

5. Integrate with other software if needed

If you're already a customer of another software that you wish to integrate with noCRM, such as VOIP or email marketing, make sure to check our native integrations and set up the integration to automate your workflow.

If not a native integration, you always have Zapier or Integromat to help you connect your existing software to noCRM.

As a last resource and for more complex integrations, check our API.

6. Plan the onboarding of your team

Once everything is set up, it's time to onboard your team. If you have a big team, we recommend that you start it slow: invite a few sales reps, those you know welcome change so that they can adopt the software and become the champions of noCRM, to help with the rollout internally. They'll be your allies in this process.

For the correct onboarding of your team, please read the next article.

Next read: Guide to a successful onboarding of your team