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. The Importance of Categorizing Your Leads
    7. Managing Multiple Contacts in the Same Company
    8. Admin, Team Manager & User
    9. Customizing Your Account Interface
  2. 2Organizing Your Daily Activities
    1. Build the Perfect Setup for your Sales Team.
    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 Your 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
  3. 3How to Win at Cold Prospecting
    1. How to Organize your Cold Prospecting
    2. When and How to Use Prospecting 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 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 Manage Your Sales Team Efficiently?
    2. How to Implement an Activity-Based Sales Strategy?
    3. Analyze your Activity by Category or by Salesperson
    4. Analyze your business and sales team performance
    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 the Sales Activity Every Morning Thanks to the Daily Activity E-mail
    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 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

When and how to use prospecting lists

Prospecting lists are Excel-like sheets available inside noCRM. They are mainly used to work on a large number of unqualified leads, aka prospects, and are a key element in building a successful prospecting process. You can work on these contacts exactly as you would on an Excel document or any other spreadsheet; however, once a prospect is qualified, you turn it into a lead in the system with a single click.

What are the other purposes of a prospecting list on noCRM?

Prospecting lists can also be used to start a brand new list of prospects inside the service so that you don’t have to use two different services.

In addition to this, prospecting lists can be used to import existing qualified leads you may already have. Despite this, it isn't possible to turn all the rows of a prospecting list into leads en masse, as we want to make sure you only create qualified leads.

At noCRM we believe that (most of the time) a salesperson shouldn't manage more than 100-150 qualified leads at the same time. This is because it's very difficult to maintain a personal relationship with someone above that level. That's why prospecting lists are useful; they enable you to pick and choose which prospects you wish to turn into leads, without losing sight of the rest.

Next read: Only Turn a Row into a Lead Once the Contact is Qualified