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.

Discover noCRM.io

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

Every Morning, Know Exactly What Leads You Need to Work On

As a sales rep, you know how tricky it can be to remember what you have to do next; such as who you have to call, email, and meet with. Maybe you are unable to find the piece of paper you noted it down on, or you had it in your scrapbook but left it at home. Perhaps you mentioned it in your Excel spreadsheet but aren't able to easily access the information. Don’t worry. It’s not just you. It’s thousands of sales reps all over the world. That’s why we created noCRM: to make sure you never miss out on the next action with a lead!

Every morning, when you log in to noCRM, after checking the activity feed for some news, you should go straight to your To-Do page to find all the leads you need to manage that day.

You don’t need to waste time looking for the information, or worry that you will lose it. It’s already there, and the system makes sure you don’t miss anything!

At the end of the day, if you have worked well the 'To-Do' page should be empty. All leads should have been moved to 'Won', 'Lost' or 'Cancelled' if completed; and 'Standby' if future action is needed to close the deal. A lead in 'Standby' will automatically move to 'To-Do' at the date you have set.

We insist this is one of the biggest strengths of noCRM because there's always a next action on your sales process. But, be careful. Creating too many "To-Dos" is not ideal. It's a sign that you are losing control of your leads and that you have neglected certain leads. Once you have over 100 To-Dos, you're in the danger zone.

The great thing about this is admins and team leaders can see where there are outstanding tasks and act accordingly. There's plenty of transparency when it comes to this.

Next read: Follow Up the History of Your Exchanges & Bcc Email Conversations