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

Mobile Sales App

Many salespeople have to be on the field to visit their leads and clients. Today’s world is mobile, so your work-related apps should be too.

You need to be able to access your contacts from wherever you are, so you can update their lead with important information and tasks at a moment's notice. In fact, we all know the sooner you can update records, the better.

Thanks to noCRM’s mobile sales app, you can do this at all times, even if you've lost your internet connection. The mobile sales app is available for iPhone on the Appstore and for Android on Google Play. The app doesn't have all the same features as the desktop version, but the most important ones for when in mobility are there. You can search for and access your leads, manage these leads, and add new leads using the business card scan.

All good SaaS tools offer an app, and noCRM.io is no different. In today's fast-paced sales world, reps need continuous access. Whether they are at their desk, rooted to the screen, or on the go at networking events or attending meetings, it's vital that they keep up with their leads.

An app affords reps the opportunity to start tasks in the office and finish them while on the move. They also have access to their contacts no matter where they are, a feat that is important for the modern-day salesperson.

The business card scanner feature also means reps can quickly grab leads while at events and networking across their relevant industry. The app offers many of the same features as the desktop version.

You can add, track and manage deals, all from your mobile phone or tablet. The app is essential for the busy salesperson that needs to navigate all aspects and areas of sales.

Next read: Using the Speech Recognition