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

Connect no crm.io to other apps

At no crm.io we believe in vertical SaaS applications. This means we think each company should be able to choose – at each step of their business – which product best matches their needs. This way, it’s the product’s job to interoperate with the internal products or external services as easily as possible.

We provide five ways of interconnecting no crm.io with other applications:

  • By using our API. Documentation can be found at youdontneedacrm.com/api
  • By using Zapier, which allows you to integrate with hundreds of third party apps like Wufoo, Gmail, MailChimp, Slack, etc…
  • By using our own integrations with a limited list of privileged partners which include Quickbooks, FreshBooks, Factomos, Google Apps for Work, Corporama, Get+, etc…
  • By using the customizable iFrame inside no crm.io to display information coming from your IT
  • By using our “add by email” feature to easily send leads to our system

The API allows you to programmatically manipulate the data of your no crm.io account. We’re always upgrading our API in order to allow you to integrate our solution to your information system — whether it is to add information coming from your side or to send information coming from our side.

The API is a clear and easy to use 'REST API'. It is documented and each function always comes with an example in Ruby and in command line. As simple as it might be, you still need to have a developer to use it. We’re always adding new features to the API so you can use it in the way that matches your needs. If a function is missing in the API please contact us, tell us what goal you want to achieve, and we’ll be happy to implement it.

If you don’t have a developer, Zapier is the premier solution. It allows you to send data from one application to another. For example if you use a Wufoo form on your website, it can automatically create leads inside no crm.io. To get the full benefit of the Zapier integration it is very important that you have well defined your leads' default fields in the 'Admin' section (Phone, email, address, website …), this is because Zapier will rely on it to send data from one app to another. Please check the Zapier admin section on how to set it up. To get more info you can also have a look a this post with examples: https://blog.youdontneedacrm.com/nocrmio-saas-software/

There is also Zapier / no crm.io documentation here: https://zapier.com/help/doc/how-get-started-nocrm-io-zapier

Using our own integration is very easy and straightforward. Just go to the admin section to get more information.

The customizable iframe allows you to display information inside no crm.io that comes from your own information system. It’s also a great way to display specific documents for your sales people. Feel free to contact our support to get more info on this feature that you can activate from the admin.

Finally and as previously explained you can use the “add by email” feature to send new leads to the system.

Next read: Send Notifications or Fire Actions Based on Events