The noCRM.io Academy Becoming a better saleperson

Sort Activities for a Better Understanding of Your Leads

The next action is a series of important steps that make up a successful sales process. With the introduction of Activities, there is now even more visibility when it comes to knowing what sales activity needs to be completed next in order to move leads through the pipeline.

Leads in noCRM.io are already set to 'ToDo' when you enter them into the system, and provide a way for reps to have a definitive next action. You can also set them to 'Standby', which sets them as an action for a later date. The Activities feature adds to this by letting salespeople set a specific action for each lead.

If, for example, a lead is entered and needs a specific follow-up call, you can assign the Call activity. The person dealing with the lead will see an immediate visual indicator as to what needs to be done and when. Once the call is finished, they log the result (answered, voicemail, etc.), which gives sales managers visibility over the process.

The Activities feature also syncs with your calendars, providing that extra bit of clarity to better plan your day and week. This means that you can see which activity you need to action on simply by looking at your calendar. The icon displays on the date, time and which action need to be taken.

Activities help simplify the process for sales reps, providing them with a clear and easy way to act on leads. They are also customisable, so you can set activities that are specific to your sales process. This can be done in the admin panel.

It’s possible to measure the success of each of your activities through the statistics tab. You can also group statistics together for a more detail outcome of each activity. Managers benefit by having the ability to track metrics and KPIs.

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. Sort Activities for a Better Understanding of Your Leads
    5. Extended, Compact & Pipeline Mode
    6. Create Several Pipelines to Analyse Different Sales Processes
    7. Make your Most Important Leads Stand Out
    8. 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 Activity - Understanding How it Works and Collaborating
    1. Analyze your business and sales team performance
    2. Analyze your Activity by Category or by Salesperson
    3. Find the Leads That Have Been Pending for too Long
    4. ROI of Specific Actions, or of a Specific Month Activity
    5. Using the Activity Feed to Manage your Team
    6. Follow the Sales Activity Every Morning Thanks to the Daily Activity E-mail
    7. 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 noCRM.io to Other Apps
    1. How to Connect: Zapier, API & Direct Integration
    2. Send Notifications or Fire Actions Based on Events