Becoming a better saleperson

Exporting your data for reporting or marketing purposes

Exporting data is very easy in our service. If you want to export all your leads you can do it through the Admin menu and you can export the data in Excel or in JSON formats. JSON format is the preferred format for computers, whereas Excel is of course the preferred format for humans.

For marketing purposes you might want to export only a subset of leads, for example those with a certain tag, or a certain step. You might for example want to export all the cancelled leads with the tag “Water fountain” to send them an email with your mailing software. To do this just go to “All leads” and, in the right column, apply filters on tags and statuses. Then you just have to use the export button at the bottom of the page to get the export.

To have a nice export with the First name, Last name, e-mail in columns, you must have your leads correctly filed with the same labels as the predefined fields.

Watch this video to see how it works:

Next post: Following up on your won clients

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