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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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. 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. How to effectively engage and qualify prospects on LinkedIn
    5. Setting up a Perfect Sales Process with noCRM
  3. 3How to Win at Cold Prospecting
    1. How to Organize your Cold Prospecting
    2. When and How to Use Prospect Lists
    3. Only Turn a Row into a Lead Once the Contact is Qualified
    4. How to Build the Ultimate Outbound Engine and Deal with Management Flows
  4. 4Follow 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. Exporting your Data for Reporting or Marketing Purposes
    4. Activity Based Selling: The Best Technique To Reach Your Business Goals
  5. 5Manage your Existing Customers
    1. Following up on your Won Clients
    2. How to Manage Upsells and Renewals vs Post-sales Process
  6. 6Connect noCRM.io to Other Apps
    1. How to Connect: Zapier, API & Direct Integration
    2. How to connect noCRM to your own Information System
  7. 7Additional Sales Resources
    1. The Sales Expert Directory
    2. All there is to know about SPIN Selling

Status vs. Sales Steps

When managing your leads there are several aspects that you need to know, two of which are important ones: where is a lead in the sales process (sales funnel) and what’s its status (closed or alive)? Knowing these elements will help you optimize your sales process.

The main difference between these two elements is that the sales process is variable from one company to another, whereas statuses stay unchanged.

In every sales team out there, the statuses are: either I have something to do with the lead right away (To-Do), I will have something to do at some point (Standby), I closed the deal (Won), I lost it against a competitor (Lost), or the sale dropped for some reason (Cancelled). The status *canceled often doesn't exist in other software, but we believe there's a big difference between losing against a competitor and not closing the deal because the project ended up not going through.

On the other hand, it’s not possible to create an exact list when it comes to sales steps because, not only do they vary from one company to another, but also from an individual product or service to another.

Inside noCRM you can define each step of your own sales funnel so that it corresponds to your company’s needs, and it’s the same for every salesperson inside the company. For example: To Qualify > Contacted > Visited > Quotation > Closing. However, statuses can’t be changed. To-Do / Standby / Won / Lost / Cancelled always stays the same.

We suggest that you don't create too many sales steps. Above 7 or 8 and it becomes difficult to visualize and manage. Most importantly, do not create sales steps that replicate the statuses, you need to clearly define the difference in these before you set up.

If after your sales cycle there's another process of follow-up you need to start, then you can create a sales step such as "after sales" or "follow-up".

Read also: Defining your sales steps inside noCRM.io

Next read: Defining Key Information on Leads

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