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. 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

Turn a qualified prospect into a lead

Prospecting lists can contain up to 5,000 contacts. Unfortunately, these contacts are usually not fully qualified, and you don’t yet know if your product or solution can match their needs. If a person is not interested in your services or doesn’t have any budget, then it’s not a lead – and the prospect wasn't a good one. Conversely, if you reach a prospect that shows a clear interest in what you’re selling, then it’s a qualified contact. You can now turn this into a lead that you will move through your sales steps.

As mentioned earlier, inside noCRM you can transform prospects into leads with a single click in your prospecting list. But you should only click on the [+] button to transform a row into a lead when it makes sense, ie. when it really is a lead. Otherwise, simply cancel the row (right click and toggle cancel status), or leave a comment to highlight you should try again sometime.

Moreover, a sales rep should not manage more than one or two hundred leads at a time. Go above this limit and it will become very difficult, not to say impossible, to have a personalized relationship with the prospect and to correctly perform the actions implemented.

Next read: The Importance of Using Column Names

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