The benefits of using noCRM
Posted: Thu Dec 05, 2024 5:45 am
The kanban view, actions are very easy to perform. In just a few clicks, you can set an action reminder for example: appointment, phone call or email. The click-and-drag is very dynamic and allows you to move your opportunities back or forward within your sales funnel.
With the Kanban view, actions are very easy to perform. In just a few clicks, you can define the next action to be performed , for example: appointment, phone call or email. Automatic reminders accompany each action. The click-and-drag is very dynamic and allows you to move your opportunities back or forward within your sales funnel.
You also have the possibility to define your pipeline bolivia telemarketing type in the settings, in order to adapt and customize it to your own business processes . You can also change the view, which makes the tool a very efficient reporting system:
Pipeline by expected closing date: this gives you excellent visibility into future revenue.
Pipeline by Status: Determined by your sales pipeline.
Administration and reporting
By default, you have access to many elements such as:
The performance of each salesperson
Your company's overall performance
Analysis by prospecting file
Sales activities
Opportunity performance (lost, won, active)
Forecasts according to your pipeline (weighted sums)
A crystal clear view of how the sales pipeline is evolving over time
In order to acquire individual data and effectively coach your teams, please note that you have the possibility of filtering each report by salesperson.
Ease of use and ergonomics
With noCRM , all your salespeople can quickly define what they need to do for a prospect. As a reminder, these first ones are always asked to add a next step when they complete an action.
Indeed, the tool only offers them two actionable status alternatives when they manage their leads: Stand-By and To-Do. The To-Do status requires users to work on a lead immediately. Conversely, when a lead does not require an urgent task or action, the assigned status is Stand-By .
With the Kanban view, actions are very easy to perform. In just a few clicks, you can define the next action to be performed , for example: appointment, phone call or email. Automatic reminders accompany each action. The click-and-drag is very dynamic and allows you to move your opportunities back or forward within your sales funnel.
You also have the possibility to define your pipeline bolivia telemarketing type in the settings, in order to adapt and customize it to your own business processes . You can also change the view, which makes the tool a very efficient reporting system:
Pipeline by expected closing date: this gives you excellent visibility into future revenue.
Pipeline by Status: Determined by your sales pipeline.
Administration and reporting
By default, you have access to many elements such as:
The performance of each salesperson
Your company's overall performance
Analysis by prospecting file
Sales activities
Opportunity performance (lost, won, active)
Forecasts according to your pipeline (weighted sums)
A crystal clear view of how the sales pipeline is evolving over time
In order to acquire individual data and effectively coach your teams, please note that you have the possibility of filtering each report by salesperson.
Ease of use and ergonomics
With noCRM , all your salespeople can quickly define what they need to do for a prospect. As a reminder, these first ones are always asked to add a next step when they complete an action.
Indeed, the tool only offers them two actionable status alternatives when they manage their leads: Stand-By and To-Do. The To-Do status requires users to work on a lead immediately. Conversely, when a lead does not require an urgent task or action, the assigned status is Stand-By .