Great for Sales Prospectors and forces next steps.
November 14, 2018
Great for Sales Prospectors and forces next steps.
Score 8 out of 10
Vetted Review
Verified User
Software Version
Solo
Overall Satisfaction with OnePageCRM
I use OnePageCRM whilst sales prospecting. I am the only user in the organisation. Specifically, the CRM program forces you to schedule a next action or the next step. Then, every day, those actions pop up in the work stream.
Pros
- Keep tabs on deals in progress
- The work stream is great and it's easy to use
- Forces next steps to be scheduled. Again, it has an intuitive interface which means that the "getting things done" principals are easy to use
- Allows dialing and emailing directly from the software
Cons
- The ability to interface with all or many VoIP services would be top of my priority list
- Skype is not a favourite of mine, but Google hangouts is which is now included with OnePageCRM
- The ability to create email templates would be good. I have a separate app for that, but it would be good to have it on board
- The thing is, GTD seems to work well for me and ensures that I don't forget to follow up which is the number one failure in sales prospecting. So, the ROI is obviously good.
Again, my review is based upon my desire for an easy life using a CRM. I have little doubt that OnePageCRM would be configurable for most applications, sophisticated or not. For sales, the way OnePageCRM uses the GTD (Getting Things Done) principal is key to the success I've had with it and what sets it apart from many other programs.
Comments
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