noCRM.io

The boxes are packed and the removal van is waiting outside. 

We hope that you enjoy reading the articles on noCRM.io's blog page. We are always striving to provide value to our readers through sales insights, product updates and sales tech news.

If you are a fan (and even if you’re a new reader), we have got some good news for you. Our blog has undergone a complete redesign and is moving web addresses.

Visit our new blog if you love to close deals and want to discover the sales content you need.

We aren’t breaking new ground by telling you that business is all about growth. But you would be surprised to see how easily companies enter their chamber of comfortability. And it happens quicker than you think. One day you’re an emerging business; the next you’re plodding along in your routine...

It’s that time of year again. Sales bonus time! Oh no, wait, it’s Christmas time. But hopefully you received your bonus too...

Ah, the old “how do I boost my sales team’s productivity” chestnut. It is fair to say this question has been around since the birth of the transaction itself. How do you motivate your sales team to reach their targets while also keeping them fresh and focused?

Salespeople don’t build statistics, nor do they segment data. Yet they are expected to use a CRM for these exact tasks. Once they stop worrying about information that is mostly needless to them, they can focus on what matters most: acquiring new customers...

Last month, we announced our latest integration with PieSync to offer our customers a smart two-way contact synchronization. On November 22nd, we are joining forces again to host a 30-minute webinar on how to connect noCRM.io with various other apps such as Google Contacts, Outlook, MailChimp and many more. We will also demonstrate how salespeople can capture leads with PieSync and take them through the sales cycle while ensuring data integrity across the board with noCRM.io.

In this webinar, you will learn:

Introduction to both tools and why you should use them

How to set up a noCRM.io and PieSync sync

How to use noCRM.io to better manage your leads

Q&A

Register & join us

When: Wednesday, November 22nd –  9 am PST, 12 pm EST, 6 pm CET

For a time, the world’s most populated zip code (according to data entered online) was 90210. Not because of the actual number of people living in the small and exclusive enclave for the rich and famous, though...

In celebration of our new and improved QuickBooks integration, we’re bringing you this quick guide on how to get even more out of the service when it’s linked to your favorite lead management software, noCRM.io. Quickly...

Hey there!

It's time for our monthly news .

We're happy to inform that October was another great month for noCRM.io, during which we have worked a lot on improving our integrations with third party apps by boosting our presence on Zapier.com, the compact mode view of leads inside the system was notably reinforced, we did a strategic integration with PieSync... but that's not all!

We're also extremely excited to announce the arrival of Yanina Baglieri, Customer Success Manager LATAM, our latest addition to the team! Based in Buenos Aires, Yanina is in charge of our LATAM existing and potential new customers. It's the official arrival of noCRM.io in Latin America! 🙌🏼  

For more detailed information on all the October news, please continue reading.

New Zapier triggers available!

As mentioned earlier in October, we have released a new version of our Zapier integration and we’re darn excited about it! The new integration includes a host of new triggers and actions to automate even more workflows.

For those of you who have already created zaps with the previous version, don’t worry, they still work! We’ve just renamed them to add (Legacy) to the title.

So, what exactly is new? Well we have expanded our Webhooks from 7 to 12 to include triggers such as moving a lead from one step to another and manual triggering.

Want to know more? Click here.

New PieSync integration: start syncing contacts between noCRM.io and your favorite apps!

We’re happy to announce that painless cross-platform contacts sync is here thanks to our latest integration partner, PieSync.

Finding the best way to share information between various business apps such as Google Contacts, MailChimp, and noCRM.io, without losing or duplicating data everywhere is a constant struggle for most businesses, not to mention the amount of time lost in manually importing and exporting data.

[Read full article]

Want to know more?

Join our co-webinar session on Nov. 22nd at 5PM London time 

New compact mode with resizable and interchanging columns!

noCRM.io aims at helping you be more efficient at sales by being a user friendly software, which is intuitive and answers YOUR needs. For that, we have developed many ways of enabling you to manage your leads: using a compact, extended or pipeline view.  3 different views to answer different needs.

[More on the compact mode here]

New Homepage options

As you might have noticed, you can now choose between 3 different options to save as your account's Homepage: the Dashboard, your To-Do leads or your Pipeline View.

Enabling our users to choose their Homepage was a way of helping them adapt their account to the way they work even more.

⚙️  Want to learn how to set up your account according to your business' needs in 30 minutes? Join our next webinar session!

🔍  Want to know how to use a specific feature? Check our Help Center & Academy.

noCRM.io aims at helping you be more efficient at sales by being a user friendly software, which is intuitive and answers YOUR needs. 

For that, we have developed many ways of enabling you to manage your leads: using a compact, extended or pipeline view.  3 different views to answer different needs...

At noCRM.io we believe that SaaS software should be great at doing ONE thing and when it comes to something else - out of the main scope – leave it to another great app. We think that having several well-designed apps beats having one big monolithic app. It costs less, it is easier to setup, and it always meets the exact needs of its core users.

noCRM.io is a lead management software and even though we want to stick to our DNA, i.e. keep a simple interface with a few but powerful features, we understand that many companies have the need to have their entire workflow interact in order to become more efficient.  

We’re happy to announce that painless cross-platform contacts sync is here thanks to our latest integration partner, PieSync. 

Finding the best way to share information between various business apps such as Google Contacts, MailChimp, and noCRM.io, without losing or duplicating data everywhere is a constant struggle for most businesses, not to mention the amount of time lost in manually importing and exporting data.  

In order to support our users in ensuring no lead or client data is lost, we wanted to integrate with a powerful app specialized in providing seamless and reliable synchronization. The advanced sync engine powered by PieSync works in the background to sync contacts in real time so that data gaps between sales, marketing and customer service are removed.  

How does it work?  

Well, PieSync validates how information flows across by offering default and customized mapping of available fields in all the apps in its directory. For example, the First Name and Email fields in noCRM.io is automatically mapped against the First Name and Email fields found in MailChimp, and there's still room for customizing other fields. In other words, whether it’s a one-way or a two-way sync, PieSync ensures data is being pulled and pushed correctly by tracking every mapped field between the connected apps; If any changes occur in app A, PieSync will retrieve this new data, manipulate the data structure, and push the changes into app B.

Piesync also allows users to set the rules and conditions for the sync. If a contact in app A meets the fixed filter then it is synched with app B and the chosen action is executed.    

noCRM.io is designed to help salespeople close more deals and grow their sales pipeline by making sure no leads fall through the cracks; PieSync's smart contacts synchronization allows us to double down on that effort!

Watch how you can start syncing your noCRM.io contacts

⚠️  This integration is only available on the Expert edition.

But there's more. A new "Only Active" switch was also added at the top of your "All Leads" or "All My Leads" pages.  Thanks to this new switch, you'll rapidly be able to exclude all the Won, Closed & Cancelled leads from the list you're viewing. Note that the preference is memorised by the system so when you leave a page and come back later, it will be exactly as it was when you left.New filters added to help you locate information more rapidlyHello there,

September was a month of big changes: 100% of all our customers are now officially using nocrm.io. The rebranding of our lead management software, which changed from You Don't Need a CRM! to nocrm.io was very successful, but we have to admit it was a lot of hard work.

If you wish to know more about the behind-the-scenes of our rebranding experience, you can read the article written by Sunny and Mariana by clicking here.

But September was also the month of big improvements of your favorite lead management tool. Not only did we fix many small bugs here & there, but we also added some features for a better user experience. 

Want to know more? Continue reading. ⬇️

New information in your Dashboard

Since the launching of nocrm.io, its Home page is Dashboard filled with useful information such as shortcuts towards the pages you use the most, statistics, pipeline data, activity feed... but there was key information missing to make it clearer and help our users become more efficient: the To-Do and Standby lists.

Our customers are very grateful that we added these widgets to the Dashboard, since it helps them get straight to business once they login to their accounts.

[Read More]

New filters added to help you locate information more rapidly

When you are working on your leads, it's important to be able to filter information. Inside nocrm.io, not only can you filter by status, by sales step, by tag, by date... but now also by lead owner or by lead creator. 

These filters are specially interesting for Admins, so that they can easily see how each member of their team is  working. 

But there's more. A new "Only Active" switch was also added at the top of your "All Leads" or "All My Leads" pages.  Thanks to this new switch, you'll rapidly be able to exclude all the Won, Closed & Cancelled leads from the list you're viewing. Note that the preference is memorised by the system so when you leave a page and come back later, it will be exactly as it was when you left.

You haven’t tried our new version yet? Start your free trial now!

⚙️  Want to learn how to set up your account according to your business' needs in 30 minutes? Join our next webinar session!

🔎  Want to know how to use a specific feature? Check our Help Center & Academy.

This is a guest post by Software Suggest for nocrm.io

No matter how groundbreaking your marketing campaign is, it won’t give you the desired results if it does not translate into sales/leads. Businesses need to be clear about the number of leads required for their campaigns in order to get the ROI and strategically meet the overall business objectives. This is the scenario where lead tracking plays an invaluable role.

Lead tracking is a series of interrelated steps to determine the lead sources, actively monitor the positioning of leads in the sales and marketing pipeline, implementing the right actions to take the leads to the next level and finally close the sale. While working on lead management, there are a plenty of questions that need to be answered by the sales reps like what is the cost of one lead? How many leads were lost in the last year? Or which sales rep handled maximum leads in the previous quarter? Answers to all these questions come down to a single activity- lead tracking.

So, what makes lead tracking such an important part of a sales and marketing department of any business. Lead tracking is essential as it helps to:

Determine the Goals: There is a saying in the business circle, “What gets measured, gets done”. By tracking leads, you can get an idea of the incoming business, which can be further used to analyze your goals. This helps organizations to motivate the employees for the next sales cycle.

Better Customer Acquisition: For a new lead to not fall through the cracks, tracking leads is essential. It helps to contact the customer initially, do follow-up and maintain service touch points and future relationships.

Increase Customer Retention: By tracking leads, a sales team can effectively monitor the activities of old as well as potential customers. With a database of leads, businesses can utilize the information to address the customer concerns/interests for any service or future maintenance that ultimately makes them happy and satisfied.

Track the Performance of Employees: It is imperative to know the number of leads managed by each sales rep in order to figure out the need of hiring more employees for the next season.

Improve Efficiency: With the coming of lead tracking software, it is easier for the entire team to be on the same page. Businesses can stay informed about the stage in which lead is in, for how long have the leads been in the pipeline and who is handling which lead. This results in better alignment via sales, marketing and customer satisfaction; hence, more closed sales.

When the leads are hundreds or thousands in number, it is best to have an efficient Lead Management Software in place, like nocrm.io, to track the leads strategically for better sales. An automated lead management or lead tracking system gives you the critical insights of the leads, which was not possible otherwise. Here are some of the ways in which lead management software helps in tracking of leads:

Determine the sources of leads through social media, PPC, emails, newsletter, etc.

Monitor all the lead interactions via phone calls, chats or emails.

Send trackable sales emails to your potential sales leads.

Know the history of lead’s activities and track the same.

Easy lead assignment to specialized salespeople depending upon the geographical location or the type of product.

Generate real-time reports that help the sales teams to know the status of each lead.

Measure the ROI of different lead sources that helps to give the lead budget to the high-performing leads.

Lead tracking is an excellent development in the lead management process. And, with robust lead management software, businesses can effectively track and manage leads, get rid of manual data entry, and improve sales processes and attribution models. Ultimately, all of this makes happier customers.

Author Name: - SoftwareSuggest

Back in June we announced the rebranding of our lead management software: the name changed from You Don’t Need a CRM! to nocrm.io and the entire UI was improved in order to offer our customers a much better user experience...