noCRM.io aims to help you become a more efficient salesperson and boost your sales activity by increasing your productivity. But, for that to be possible, there are some things that you need to master in order to benefit the most from our lead management software.
How to adapt the system to your business needs
Using nocrm.io doesn’t mean changing the way you’re used to working. It’s the exact opposite: you can adapt the system to the way you work.
Here a step-by-step guide on how to customize the system’s sales process from the Admin section of your account:
– Create the custom fields of leads that you want.
Example: if you usually have more than one contact on the other side to manage a sale, add fields such as Primary Contact, Secondary Contact, instead of First name, Last name…
[More info here]
– Create your own sales pipeline or pipelineS if you use the Expert Edition!
True. If you want to have a clear overview of where you’re at in your sales process, make sure to reproduce correctly inside your lead management software. If you haven’t defined a sales process internally, do it. It’s not too late.[More info here]
– Create categories and tags to have clear statistics.
Yes. Tags are very important not only because they enable you to structure your leads and filter them according to product or service, or even country or city, but also because they will give you clear statistics of what you sold more in what city, to what type of company for example.
[More info here]
These are only some of the adjustments you can make to adapt the system to your company’s needs, thus boost your sales activity.
For bigger sales teams, soon some tips on how to efficiently use the system for correct team management.
The nocrm.io team.