As the first point of contact with new prospects and clients, salespeople have valuable data tucked away in their brains and inboxes. Sales leaders need that information to monitor pipelines and key performance indicators (KPIs) and ensure that salespeople are on track to make their quotas. Accounting, marketing and other customer-facing departments also require that data, prompting the need for customer relationship management (CRM). But salespeople are supposed to "Always Be Closing," and they often view data entry as a nettlesome task that only slows them down.
OnePageCRM takes a different approach. It helps sales leaders manage pipelines and break down interdepartmental data silos, and it also has a user interface designed to keep salespeople selling.
"Salespeople at SMBs [small and medium-sized businesses] don't have time for elaborate charts and reports that management possibly requires," says Nadia Reckmann, head of marketing for OnePageCRM. "They just need to get out there and sell every day just to succeed and survive, because it's a very competitive environment. We provide a tool that helps them do that."