{"id":616,"date":"2018-01-31T11:57:45","date_gmt":"2018-01-31T11:57:45","guid":{"rendered":"https:\/\/www.nocrm.io\/blog\/?p=616"},"modified":"2024-06-25T13:07:18","modified_gmt":"2024-06-25T12:07:18","slug":"nocrm-ios-activities-feature","status":"publish","type":"post","link":"https:\/\/www.nocrm.io\/blog\/nocrm-ios-activities-feature\/","title":{"rendered":"Get Active with the noCRM.io Activities Feature"},"content":{"rendered":"

We are passionate about the next action. We think it\u2019s what drives our lead management software and is the key component – as opposed to CRM – that puts salespeople on the front foot. That is why we have been hard at work creating the noCRM.io\u00a0<\/span>Activities<\/i><\/b> feature.<\/span><\/p>\n

Who\u2019s Next?<\/b><\/h2>\n

If a rep is always clear as to what their next task is in the sales process<\/a>, there is little reason for them not to act on it. Each lead entered into noCRM.io is automatically set to <\/span>To-Do<\/i><\/b>. When reps or admin add leads into the system, there is an instant <\/span>next step<\/span><\/i>.<\/span><\/p>\n

Initially, when creating a new lead, you had the choice of either responding instantly or setting a date for when the next action takes place. <\/span><\/p>\n

The introduction of <\/span>Activities <\/i><\/b>affords users more options when setting the next action. Not only can you set the date when a next step needs responding to; you can define the exact details of what needs doing by adding a specific activity that you have predefined in your account. <\/span><\/p>\n

Let\u2019s Get the Party Started<\/b><\/h2>\n

It\u2019s easy to immerse yourself in the activities feature and customise it to your needs. Simply head to the <\/span>Admin Panel<\/i><\/b> and click on <\/span>Activities<\/i><\/b>. From there you can set the activities you want to display when a lead is created in noCRM.io. <\/span><\/p>\n

Create any activity for a lead – including call, e-mail, and meeting – and set a follow-up action. For example, perhaps you create a lead, and the first <\/span>To-Do<\/i><\/b> is to make a phone call to the lead.<\/span><\/p>\n\"noCRM.io\n

You can then set the outcome of the call to <\/span>answered<\/span><\/i>, <\/span>unanswered<\/span><\/i>, or any outcome that is relevant to the lead. These options help to simplify the process, as reps and managers can easily view what has and hasn\u2019t been done in greater detail. <\/span><\/p>\n

Activities for Actions<\/b><\/h2>\n

So, you\u2019ve set the activities for your sales process<\/a> when you create a lead. All that is left to do is see it in action. Once a lead has been created and the <\/span>To-Do <\/i><\/b>is set, there is a drop-down menu which lets users select specific activities assigned to the lead.<\/span><\/p>\n

Then, once the lead has been actioned, set the outcome. Did you win the call? Is there another follow-up, or did the lead decide they aren\u2019t interested? Hopefully, it won\u2019t be the last one!<\/span><\/p>\n

I Need Those Sweet, Sweet Numbers<\/b><\/h2>\n

While it\u2019s great to have more control over the detail of how you action leads, it would be even more helpful to have stats regarding the activities. The good news is: That\u2019s exactly what we have done. <\/span>It is now possible to view the statistics of all your activities in the noCRM.io Activities feature<\/b>.<\/span><\/p>\n\"noCRM.io\n

Go to the <\/span>Activities <\/span><\/i>page and click on the <\/span>Statistics <\/span><\/i>tab. Here you can see the amount of planned activities for the selected time frame. You are also able to group statistics by type and see a detailed outcome for each activity.<\/span><\/p>\n

More Clarity for your Sales Process<\/b><\/h2>\n

So, there you have it. A host of new activities to get you even more active inside noCRM.io while bring more clarity to your pipeline.<\/span><\/p>\n

If you want to further improve your sales team performance, you can learn more in this article on: how to implement an activity-based sales strategy<\/a>.<\/p>\n

The full features of<\/span> Activities <\/i><\/b>are available in <\/span>Expert Edition<\/i><\/b>, although a streamlined comments box has been added to the standard version. <\/span><\/p>\n\"noCRM.io\n

Check out more info on how the new noCRm.io\u00a0<\/span>Activities<\/i><\/b><\/a> feature works in our Help Center<\/a><\/span>\u00a0and watch the <\/span>video tutorial<\/b><\/a>. <\/span><\/p>\n

Happy activities!<\/span><\/p>\n

Related Posts<\/em><\/h3>\n

Scale your Communications with VoIP Integrations<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

We are passionate about the next action. We think it\u2019s what drives our lead management software and is the key component – as opposed to CRM – that puts salespeople on the front foot. That is why we have been hard at work creating the noCRM.io\u00a0Activities feature. Who\u2019s Next? If a rep is always clear…<\/p>\n","protected":false},"author":6,"featured_media":624,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[813],"tags":[1241,24,1242],"yoast_head":"\nGet Active with the noCRM.io Activities Feature | nocrm.io<\/title>\n<meta name=\"description\" content=\"Find out more information about the noCRM.io activities feature and get more clarity on your sales process and better insight about your next action.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.nocrm.io\/blog\/nocrm-ios-activities-feature\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Get Active with the noCRM.io Activities Feature\" \/>\n<meta property=\"og:description\" content=\"Find out more information about the 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