Becoming a better saleperson

Turn a qualified prospect into a lead

Prospecting lists can contain up to 9,999 contacts. Unfortunately, these contacts are usually not fully qualified, and you don’t yet know if your product or solution can match their needs. If a person is not interested in your services or doesn’t have any budget, then it’s not a lead – and the suspect wasn't a good one. Conversely, if you reach a suspect that shows clear interest in what you’re selling, then it’s a qualified contact and you can now turn this into a lead.

As mentioned earlier, inside no crm.io you can transform suspects into leads with a single click in your prospecting list. But you should only click on the [+] button to transform a row into a lead when it makes sense, ie. when it really is a lead. Otherwise, simply cancel the row (right click and toggle cancel status), or leave a comment to highlight you should try again sometime.

Moreover, a sales rep should not manage more than one or two hundred leads at a time. Go above this limit and it will become very difficult, not to say impossible, to have a personalized relationship with the prospect.

Next post: The importance of using column names

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