The sales academy The noCRM.io Academy

Becoming a better saleperson

You Don't Need a CRM! An incredibly simple and efficient web based software to help your sales teamstrack to track and close their deals without spending hours filling out forms.

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noCRM pipeline

Table of contents

  1. 1Organizing your sales activity
    1. Our philosophy
    2. Prospects vs. Leads
    3. Prospecting Lists, Leads & Client Folders
    4. Status vs. Sales Steps
    5. Defining Key Information on Leads
    6. How to Categorize Leads, and Why It's So Important
    7. Contacts Management: How to Manage Multiple Contacts in the Same Company
    8. Admin, Team Manager & User
    9. Customizing Your Account Interface
    10. How to Develop the Right Sales Process to Close your Deals
  2. 2Organizing Your Daily Activities
    1. How to Build a Sales Process
    2. Every Morning, Know Exactly What Leads You Need to Work On
    3. Follow Up the History of Your Exchanges & Bcc Email Conversations
    4. Set Reminders and Synchronize Your Account with a Sales Calendar
    5. Sort Activities for a Better Understanding of Your Leads
    6. Extended, Compact & Pipeline Mode
    7. Create Several Pipelines to Analyse Different Sales Processes
    8. Make your Most Important Leads Stand Out
    9. Find Leads by Using Filters
    10. How to effectively prospect and qualify leads on LinkedIn
  3. 3How to Win at Cold Prospecting
    1. How to Organize your Cold Prospecting
    2. When and How to Use Propsect Lists
    3. Only Turn a Row into a Lead Once the Contact is Qualified
    4. The Importance of Using Column Names
    5. Magic Columns
  4. 4Working on the Go
    1. Mobile Sales App
    2. Using the Speech Recognition
    3. Scan your Business Cards
  5. 5Adding Leads from External Sources
    1. By E-mail
    2. From your Partners
    3. From a Contact Form
  6. 6Follow up your Business Activity - Understanding How it Works and Collaborating
    1. How to Successfully Manage a Sales Team
    2. How to Implement an Activity-Based Selling
    3. Analyzing Sales Activity by Category or by Salesperson
    4. Sales Performance Analysis: Get Total Insights
    5. Find the Leads That Have Been Pending for too Long
    6. ROI of Specific Actions, or of a Specific Month Activity
    7. Using the Activity Feed to Manage your Team
    8. Follow Activity Every Morning Thanks to the Daily Sales Activity Report via Email
    9. Exporting your Data for Reporting or Marketing Purposes
    10. Activity Based Selling: The Best Technique To Reach Your Business Goals
  7. 7Manage your Existing Customers
    1. Following up on your Won Clients
    2. How to Manage Upsells and Renewals vs Post-sales Process
  8. 8Connect noCRM.io to Other Apps
    1. How to Connect: Zapier, API & Direct Integration
    2. Send Notifications or Fire Actions Based on Events
    3. How to connect noCRM to your own Information System
  9. 9Rolling out noCRM in your company
    1. Framework for a successful rollout
    2. Guide to a successful onboarding of your team
  10. 10Additional Sales Resources
    1. The Sales Expert Directory
    2. All there is to know about SPIN Selling

How to display information from another service you use inside your noCRM leads

noCRM is certainly not the only tool you use to store and manage information about your customers. Focusing on the lead management part, it can be useful to connect it to your own information system.

You might have an ERP to handle inventory, accounting, or invoicing and a salesperson should be able to quickly check if their lead already exists in it:

  • How many invoices do they have?
  • Did they pay their last invoice?
  • Did they get a discount?
  • Did they get their last order?
  • ...

It's possible for your salespeople to get answers to these questions without having the pain of going from one service to another all day long.

noCRM provides a practical tool for that: the lead widget.

At noCRM, we obviously use our app to close deals, but we also have our own information system that contains other information such as usage statistics or invoices, but also features that our Customer Success team needs to answer users' requests. We use the lead widget to connect both tools.

Without going too much into technical details, you can compare the lead-widget with a window to your information system, it allows you to get more information on your lead, but also take actions without having to leave noCRM allowing you to streamline your sales process even further.

How does it work?

The lead widget uses the HTML iframe system. An iframe allows you to display any content (*) accessible through an internet browser into another webpage.

To create your widget, visit your noCRM admin, you will find the Lead widget in the Connect section.

In this example, we'll use the URL address type of content, as we want to display information hosted on our back-end system.

Let's say the system is hosted on yourprivatesystem.admin.com, and we can access a specific client by entering their email address in a search box. The result of that search would send us to this URL:

https://yourprivatesystem.admin.com/clients?email=john.doe@acmecorp.com

We can simply create a widget for our lead, that would replace the email address with the lead's email address, thus showing related information from our system.

If your system uses a unique identifier for each client, such as a client_id, it certainly has a page for each client that looks like the following:

https://yourprivatesystem.admin.com/clients/29384

or

https://yourprivatesystem.admin.com/clients.php?id=29384

That's where the magic of your Lead Fields happens. If you create a field (Admin → Default fields) named "Client ID", and set the client_id on each lead, you'll be able to create a widget displaying information according to that unique identifier.

The lead widget setup allows you to use any default field you created on your noCRM account.

The result would look like the following:

It is recommended to create a custom page on your information system, specifically designed for noCRM's widget. It requires a little effort, but you'll want to only have useful information and controls to keep the widget easy to read and use.

By creating a specific page, you'll also be able to handle those leads who don't have a client_id yet. You could add a button or a pre-filled form to create a client in your information system!

Simply add all the fields you need to the URL, and have your system display a pre-filled form if the client_id is empty.

The widget would then show a form when there is no client yet in your system:

That's it! This was a very basic example of what you can achieve with the lead widget, but it should be enough information to create your own. However, you know where to find us if you need some help!

Additional notes:

You might ask yourself about the safety of your own data. And you're right. But providing your internal system needs a login/password to display any information. Any user will need to be signed in to your internal system before being able to view any information through the lead widget. Your data is safe.

(*) Some web pages disallow to be displayed through an iframe, to know more about this, read https://developer.mozilla.org/en-US/docs/Web/HTTP/Headers/X-Frame-Options

Next read: Framework for a successful rollout