Becoming a better saleperson

The importance of column names

The names of the columns have to be consistent with your predefined fields for export purposes. Thus, when you import an Excel or CSV file or when create a new prospecting list manually, you will be able to pick the name of the columns directly from the wizard, as shown in the image below, to make sure that column names match your default lead structure.

If you often create marketing campaigns, or you need information for reporting purposes, you'll probably require your leads and data to be exportable, and in Excel format. This needs to be as quick and intuitive as possible – especially if you have lots of staff using it.

Consequently, it’s very important that the column names in your prospecting lists are the same as the predefined fields that are defined in the Admin > Default fields. This is because the export is based on those predefined fields; it’s important that they are reflected everywhere so that when you need to export your leads in CSV format, the file is easily readable and usable.

Next post: Magic columns

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