The sales academy The Academy

Becoming a better saleperson

Table of contents

  1. 1Organizing your sales activity
    1. Our philosophy
    2. 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 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

The Academy

How to organize your sales activity and be more efficient

Hi, and welcome to the academy!

The goal of the articles and videos in the academy is to show you how to become an even more efficient sales rep by using our lead management software.

It’s not about listing features; it’s about giving you advice on specific uses of the services to help YOU with YOUR sales issues. By explaining our service’s philosophy we are confident that it will help you adapt the service to your needs and enjoy its full potential.

The articles are presented as classes, meaning that there is a chronology in the resources that we provide you with. You can skip to the section that interests you, but we recommend reading the whole of the first chapter since it presents the philosophy and the main concepts of our lead management software.

Some articles were specially created for admins since they are the ones who set up the account and organize the sales reps’ process. It’s important that admins then explain best practices to their sales reps. We don’t want it to be restrictive; on the contrary. The idea is to show you how to organize things to solve your problems and help you in your daily activities.

This academy is one of the support elements that we have created just for you. But don’t forget that there's also:

Take a look at the Table of Contents in the Academy; this should give you a good idea of what's most relevant to you right now. Don't hesitate to tell us if you think it’s helpful, or even if it could be improved!.

Next read: Our philosophy

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