Becoming a better saleperson

Follow the sales activity every morning thanks to the daily activity e-mail

Every morning when you get to work, you need to prepare your day. You need to know what are the meetings you have, what are the calls you need to place and the e-mails you need to send out. You need to know what leads you need to manage and exactly what you need to do with each one of them.

As a manager, you need to know what happened the day before. You need to know how your team is working from one day to another, or from one week to another: how many new leads were WON, how many new leads entered the system, how many cancelled, how many are still alive and have evolved in the sales process. Thanks to the daily activity e-mail that no crm.io sends you, you don’t need to ask your salespeople to report the information. And, as a salesperson you simply need to read your daily e-mail to find out what you have to do that day. As a Manager, you will have all the information summed up, automatically, on a daily or weekly basis. We have designed the daily email to appear nicely on mobile phones, so it’s a great way to start off the day.

Read also: The new sales digest report: boost your sales performance

Next post: Exporting your data for reporting or marketing purposes

Table of contents

  1. Organizing 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. Organizing your daily activities
    1. Every morning, know exactly what leads you need to work on
    2. Follow up the history of your exchanges & BCC email conversations
    3. Set reminders and synchronize your account with your calendar
    4. Extended, compact & pipeline mode
    5. Create several pipelines to analyse different sales processes
    6. Make your most important leads stand out
    7. Find leads by using filters
  3. Learn how to use prospecting lists
    1. When and how to use prospecting lists
    2. Only turn a row into a lead once the contact is qualified
    3. The importance of using column names
    4. Magic columns
  4. Working on the go
    1. Mobile app
    2. Using the speech recognition
    3. Scan your business cards
  5. Adding leads from external sources
    1. By e-mail
    2. From your partners
    3. From a contact form
  6. Follow up your business’s activity - understanding it and collaborating
    1. Analyze your activity by category or by salesperson
    2. Find the leads that have been pending for too long
    3. ROI of specific actions, or of a specific month activity
    4. Using the Activity feed to manage your team
    5. Follow the sales activity every morning thanks to the daily activity e-mail
    6. Exporting your data for reporting or marketing purposes
  7. Manage your existing customers
    1. Following up on your won clients
    2. How to manage upsells and renewals vs post-sales process
  8. Connect no crm.io to other apps
    1. How to connect: Zapier, API & direct integration
    2. Send notifications or fire actions based on events