You Don't Need a CRM! Academy

Extended, compact & pipeline mode

Depending on your situation, you probably want to be able to view and access your leads in different ways. That's why we've created three different viewing modes to help you work more comfortably.

If you have a low number of leads to manage, you may wish to view them all in detail. If you need to do a bulk action with leads, you might want them all compacted into one page, so you can easily select and organize them. Finally, if you want to get a complete overview of your sales, then you might prefer visualizing your leads in your predefined sales funnel.

If you can relate, it's good news: You Don’t Need a CRM! offers you all these variations. At the top of every page, when viewing leads (ie. 'To-Do', 'All my leads', etc.), you can choose between the three modes: Extended, Compact, and Pipeline. Each one can be used in a different circumstance, depending on what it is that you want to do.

Next post: Create several pipelines to analyse different sales processes

You Don't Need a CRM! is an incredibly simple and efficient web based software built for your sales teams.
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  1. Organizing your sales activity
    1. Our philosophy
    2. Suspects (unqualified prospects) vs. leads
    3. Prospecting lists, leads & client folders
    4. Status vs. sales steps
    5. Defining key information on leads
    6. The importance of categorizing your leads
    7. Managing multiple contacts in the same company
    8. Admin, team manager & user
    9. Customizing your account interface
  2. Organizing your daily activities
    1. Every morning, know exactly what leads you need to work on
    2. Follow up the history of your exchanges & BCC email conversations
    3. Set reminders and synchronize your account with your calendar
    4. Extended, compact & pipeline mode
    5. Create several pipelines to analyse different sales processes
    6. Make your most important leads stand out
    7. Find leads by using filters
  3. Learn how to use prospecting lists
    1. When and how to use prospecting lists
    2. Only turn a row into a lead once the contact is qualified
    3. The importance of using column names
    4. Magic columns
  4. Working on the go
    1. Mobile app
    2. Using the speech recognition
    3. Scan your business cards
  5. Adding leads from external sources
    1. By e-mail
    2. From your partners
    3. From a contact form
  6. Follow up your business’s activity - understanding it and collaborating
    1. Analyze your activity by category or by salesperson
    2. Find the leads that have been pending for too long
    3. ROI of specific actions, or of a specific month activity
    4. Using the Activity feed to manage your team
    5. Follow the sales activity every morning thanks to the daily activity e-mail
    6. Exporting your data for reporting or marketing purposes
  7. Manage your existing customers
    1. Following up on your won clients
    2. How to manage upsells and renewals vs follow-up
  8. Connect You Don’t Need a CRM! to other apps
    1. How to connect: Zapier, API & direct integration
    2. Send notifications or fire actions based on events