Becoming a better saleperson

Admin, team manager & user

no crm.iowas not only created as a lead management tool for small companies and one-man bands – but also for bigger companies that are looking for an easy and efficient tool for their sales team.

As most companies work with teams, team managers and “big bosses”, you need to have the possibility of reproducing that same structure inside your lead management software. You might need to have users inside a team, a team manager to follow and guide their team, and one or several admins who can see what all the teams and team managers do. If you don’t require the team manager level, this probably isn't relevant for you. If you do, you need to choose the Expert Edition of the service and activate the Teams feature in your Admin > Account Settings.

When you create an account in no crm.io, you only have two levels of users, but if you have the Expert Edition you can activate the Teams feature to turn on a third level.

The three levels of users inside *no crm.io and what each can do.***

  1. Admins: they have super powers. Users who have access to all leads, who can customize the interface (settings, billing, logo and a lot more), access full statistics by user, by team, by date… and of course export all that information.

  2. Team managers: as mentioned earlier, this level of user only exists in the Expert Edition, if the administrator chooses to activate the teams feature in order to create multiple teams. Team managers are users who are in charge of a specific team. They're allowed to access the leads of the members of their team, but not of the members of other teams. Team managers can assign leads to the members of their team and access their team’s statistics.

  3. Users: if the teams feature is activated, users can either see what the other team members do, or exclusively see what they do (depending on the privacy setting picked by the admin). If the teams feature is not activated, they can either see everything or exclusively see their own leads (depending on the general privacy settings of the account). Regardless of the privacy setting, users can only access their own statistics.

Read also: How to create teams and Manage your sales team and organize your work flow

Next post: Customizing your account interface

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