The sales academy The Academy

Becoming a better saleperson

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
  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 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

Admin, Team Manager & User

noCRM was not only created as a lead management tool for small companies and one-man bands – but also for bigger companies that are looking for an easy and efficient tool to manage their sales team, and for their sales team to use with ease.

As most companies work with teams, team managers, and “big bosses”, you need to have the possibility of reproducing that same structure inside your lead management software. You might need to have users inside a team, a team manager to follow and guide their team, and one or several admins who can see what all the teams and team managers do. If you don’t require the team manager level, this probably isn't relevant for you. If you do, you need to choose the Dream Team Edition of the service and activate the Teams feature in your Admin > Account Settings.

When you create an account in noCRM, you only have two levels of users, but if you have the Dream Team Edition you can activate the Teams feature to turn on a third level.

The three levels of users inside and what each can do.

  1. Admins: they have superpowers. Users who have access to all leads, who can customize the interface (settings, billing, logo, and a lot more), access full statistics by a user, by a team, by date… and of course export all that information.

  2. Team managers: as mentioned earlier, this level of the user only exists in the Dream Team Edition if the administrator chooses to activate the teams feature in order to create multiple teams. Team managers are users who are in charge of a specific team. They're allowed to access the leads of the members of their team, but not of the members of other teams. Team managers can assign leads to the members of their team and access their team’s statistics.

  3. Users: if the team's feature is activated, users can either see what the other team members do or exclusively see what they do (depending on the privacy setting picked by the admin). If the team's feature is not activated, they can either see everything or exclusively see their own leads (depending on the general privacy settings of the account). Regardless of the privacy setting, users can only access their own statistics.

Read also: How to create teams and Manage your sales team and organize your work flow

Next read: Customizing Your Account Interface