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Becoming a better saleperson
Table of contents
- Organizing your sales activity
- Our Philosophy
- Suspects (Unqualified Prospects) vs. Leads
- Prospecting Lists, Leads & Client Folders
- Status vs. Sales Steps
- Defining Key Information on Leads
- The Importance of Categorizing Your Leads
- Managing Multiple Contacts in the Same Company
- Admin, Team Manager & User
- Customizing Your Account Interface
- Organizing Your Daily Activities
- Every Morning, Know Exactly What Leads You Need to Work On
- Follow Up the History of Your Exchanges & BCC Email Conversations
- Set Reminders and Synchronize Your Account with Your Calendar
- Sort Activities for a Better Understanding of Your Leads
- Extended, Compact & Pipeline Mode
- Create Several Pipelines to Analyse Different Sales Processes
- Make your Most Important Leads Stand Out
- Find Leads by Using Filters
- Learn How to Use Prospecting Lists
- When and How to Use Prospecting Lists
- Only Turn a Row into a Lead Once the Contact is Qualified
- The Importance of Using Column Names
- Magic Columns
- Working on the Go
- Adding Leads from External Sources
- Follow up your Business Activity - Understanding How it Works and Collaborating
- Analyze your business and sales team performance
- Analyze your Activity by Category or by Salesperson
- Find the Leads That Have Been Pending for too Long
- ROI of Specific Actions, or of a Specific Month Activity
- Using the Activity Feed to Manage your Team
- Follow the Sales Activity Every Morning Thanks to the Daily Activity E-mail
- Exporting your Data for Reporting or Marketing Purposes
- Manage your Existing Customers
- Connect noCRM.io to Other Apps
