Becoming a better saleperson

Every morning, know exactly what you need to work on

As a sales rep, you know how tricky it can be to remember what you have to do next; such as who you have to call, email and meet with. Maybe you wrote it on a piece of paper and can’t find it anymore, you had it in your scrapbook but you left that at home, you mentioned it in your Excel spreadsheet but can’t easily find the information. Don’t worry. It’s not just you. It’s thousands of sales reps all over the world. That’s why we created no crm.io: to make sure you never miss out on the next action with a lead!

Every morning, when you login to no crm.io, after checking the activity feed for some news, you should go straight to your To-Do page to find all the leads you need to manage that day.

You don’t need to waste time looking for the information, or worry that you will lose it. It’s already there, and the system makes sure you don’t miss it!

At the end of the day, if you have worked well the 'To-Do' page should be empty. All leads should have been moved to 'Won', 'Lost' or 'Cancelled' if completed; and 'Standby' if a future action is needed to close the deal. A lead in 'Standby' will automatically move to 'To-Do' at the date you have set.

We insist this is one of the biggest strengths of no crm.io because there's always a next action. But, be careful. Creating too many "To-Dos" is not ideal. It's a sign that you are losing control of your leads and that you have neglected certain leads. Once you have over 100 To-Dos, you're in the danger zone. The great thing about this is admins and team leaders can see where there are outstanding tasks and act accordingly. There's plenty of transparency when it comes to this.

Next post: Follow up the history of your exchanges & BCC email conversations

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