Becoming a better saleperson

Set reminders and synchronize your account with your calendar

How many times have you forgotten to call a lead back? Or sent them the wrong information? Or showed up to a meeting on the wrong day? This can happen, it’s only human… but it’s a very worrying sign for your lead. When you’re prospecting, the person on the other side thinks they're unique and probably doesn't take into account the fact that you have plenty of other leads to handle.

Start making your leads feel special! If you’re trying to sell something to a potential customer, you need to show them that you're a reliable person, working for a serious company. You want them to be able to trust you and the company you represent. This means remembering to call, sending the correct piece of information, and being super ready for a meeting – essentially, by remembering the exact date and time of key actions, in order to push the sale through.

The purpose of no crm.io is to make sure you never miss out on the next action with a lead. If the lead is set as a 'To-Do', it’s because you have something to do with it today, simple. If it’s on 'Standby' it’s because you chose to set a reminder for a specific date and time. You have no choice other than to remember!

Further to this, you can connect your account with your online calendar (Outlook, iCal, Google Calendar, Yahoo!...). This way, whenever you set a lead to 'Standby' with a reminder for specific date and time, it will automatically appear in your calendar at the right time – so you have two apps telling you about your meeting; you really can't forget!

To learn how to synchronize your account with you calendar, please watch this video tutorial:

Next post: Extended, compact & pipeline mode

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