The sales academy The noCRM.io Academy

Becoming a better saleperson

Table of contents

  1. 1Organizing your sales activity
    1. Our philosophy
    2. Prospects vs. Leads
    3. Prospecting Lists, Leads & Client Folders
    4. Status vs. Sales Steps
    5. Defining Key Information on Leads
    6. How to Categorize Leads, and Why It's So Important
    7. How to Develop the Right Sales Process to Close your Deals
  2. 2Organizing Your Daily Activities
    1. How to Build a Sales Process
    2. Every Morning, Know Exactly What Leads You Need to Work On
    3. Follow Up the History of Your Exchanges & Bcc Email Conversations
    4. How to effectively engage and qualify prospects on LinkedIn
    5. 16 powerful CRM features to enhance sales
  3. 3How to Win at Cold Prospecting
    1. How to Organize your Cold Prospecting
    2. When and How to Use Prospect Lists
    3. Only Turn a Row into a Lead Once the Contact is Qualified
    4. How to Build the Ultimate Outbound Engine and Deal with Management Flows
  4. 4Follow up your Business Activity - Understanding How it Works and Collaborating
    1. How to Successfully Manage a Sales Team
    2. How to Implement an Activity-Based Selling
    3. Exporting your Data for Reporting or Marketing Purposes
    4. Activity Based Selling: The Best Technique To Reach Your Business Goals
  5. 5Manage your Existing Customers
    1. Following up on your Won Clients
    2. How to Manage Upsells and Renewals vs Post-sales Process
  6. 6Connect noCRM.io to Other Apps
    1. How to Connect: Zapier, API & Direct Integration
    2. How to connect noCRM to your own Information System
  7. 7Additional Sales Resources
    1. The Sales Expert Directory
    2. All there is to know about SPIN Selling

Client Follow-Up: How to Manage the Post-Sales Cycle or Follow-Pp on Leads Once They're WON

noCRM is a lead management software that helps you close deals faster and managing them in the most efficient way possible as you improve your sales process.

Nevertheless, experience has shown us that once a lead changes to WON, i.e. a deal was successfully closed, there's often a need to manage some tasks such as invoicing, signing a contract, or managing a project... Therefore, noCRM Sales Essentials and Dream Team editions also include a Post-Sales Process. Essentially, there a lot of client follow-up.

In fact, closing deals is important but so is delivering.

If you chose the Sales Essentials or Dream Team editions, noCRM enables you to create several Post-Sales Process templates, with predefined tasks. Once the status of the lead changes to WON, you can easily add a Post-Sales Process to it.

Example: Using the Post-Sales Process in a travel agency

In a travel agency, when a lead changes to WON, it needs to be followed up for a correct organization of a trip.

A lead enters into the following Post-Sales Process:

First Post-Sales Process name: Trip Organization. Associated tasks:

  • Receive deposit
  • Confirm reservations
  • Invoice
  • Total payment
  • Send out documents
  • Confirm chosen service
  • Travel

Second Post-Sales Process name: Upon arrival. Associated tasks:

  • Arrival of guests
  • Tour comment of destination
  • Tour comment sent to an agent
  • Quality control

For more information about how to set up and use the Post-Sales Process inside noCRM, click here.

Next read: How to Manage Upsells and Renewals vs Post-sales Process

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