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

Every morning, know exactly what you need to work on

As a sales rep, you know how tricky it can be to remember what you have to do next; such as who you have to call, email and meet with. Maybe you are unable to find the piece of paper you noted it down on, or you had it in your scrapbook but left it at home. Perhaps you mentioned it in your Excel spreadsheet but aren't able to easily access the information. Don’t worry. It’s not just you. It’s thousands of sales reps all over the world. That’s why we created no crm.io: to make sure you never miss out on the next action with a lead!

Every morning, when you login to no crm.io, after checking the activity feed for some news, you should go straight to your To-Do page to find all the leads you need to manage that day.

You don’t need to waste time looking for the information, or worry that you will lose it. It’s already there, and the system makes sure you don’t miss anything!

At the end of the day, if you have worked well the 'To-Do' page should be empty. All leads should have been moved to 'Won', 'Lost' or 'Cancelled' if completed; and 'Standby' if a future action is needed to close the deal. A lead in 'Standby' will automatically move to 'To-Do' at the date you have set.

We insist this is one of the biggest strengths of no crm.io because there's always a next action. But, be careful. Creating too many "To-Dos" is not ideal. It's a sign that you are losing control of your leads and that you have neglected certain leads. Once you have over 100 To-Dos, you're in the danger zone.

The great thing about this is admins and team leaders can see where there are outstanding tasks and act accordingly. There's plenty of transparency when it comes to this.

Next read: Follow Up the History of Your Exchanges & Bcc Email Conversations