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

Mobile App

Many salespeople have to be on the field to visit their leads and clients. Today’s world is mobile, so your work-related apps should be too.

You need to be able to access your contacts from wherever you are, so you can update their lead with important information and tasks at a moment's notice. In fact, we all know the sooner you can update records, the better.

Thanks to no crm.io’s mobile app, you can do this at all times, even if you've lost your internet connection. The mobile app is available for Iphone on the Appstore and for Android on Google Play. The mobile app doesn't have all the same features as the desktop version, but the most important ones for when in mobility are there. You can search for and access your leads, manage these leads, and add new leads using the business card scan.

All good SaaS tools offer a mobile app, and noCRM.io is no different. In today's fast paced sales world, reps need continuous access. Whether they are at their desk, rooted to the screen, or on the go at networking events or attending meetings, it's vital that they keep up with their leads.

A mobile app affords reps with the opportunity to start tasks in the office and finish them while on the move. They also have access to their contacts no matter where they are, a feat that is important for the modern day salesperson.

The business card scanner feature also means reps can quickly grab leads while at events and networking across their relevant industry. The mobile app offers many of the same features as the desktop version.

You can add, track and manage deals, all from your mobile phone or tablet. The mobile app is essential for the busy salesperson that needs to navigate all aspects and areas of sales.

Next read: Using the Speech Recognition