{"id":3675,"date":"2024-05-10T20:54:46","date_gmt":"2024-05-10T20:54:46","guid":{"rendered":"https:\/\/actionclient.com\/crm-to-boost-your-sales\/"},"modified":"2024-10-26T20:11:12","modified_gmt":"2024-10-26T20:11:12","slug":"crm-to-boost-your-sales","status":"publish","type":"page","link":"https:\/\/actionclient.com\/en\/crm-to-boost-your-sales\/","title":{"rendered":"CRM to boost your sales"},"content":{"rendered":"\n<div class=\"wp-block-group alignwide is-layout-constrained wp-block-group-is-layout-constrained\">\n<div class=\"wp-block-cover alignwide home-page-background-solid\"><span aria-hidden=\"true\" class=\"wp-block-cover__background has-primary-background-color has-background-dim\"><\/span><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"800\" class=\"wp-block-cover__image-background wp-image-363\" alt=\"\" src=\"https:\/\/actionclient.com\/wp-content\/uploads\/2023\/02\/Group-17-2.png\" data-object-fit=\"cover\" srcset=\"https:\/\/actionclient.com\/wp-content\/uploads\/2023\/02\/Group-17-2.png 1200w, https:\/\/actionclient.com\/wp-content\/uploads\/2023\/02\/Group-17-2-300x200.png 300w, https:\/\/actionclient.com\/wp-content\/uploads\/2023\/02\/Group-17-2-1024x683.png 1024w, https:\/\/actionclient.com\/wp-content\/uploads\/2023\/02\/Group-17-2-768x512.png 768w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><div class=\"wp-block-cover__inner-container is-layout-flow wp-block-cover-is-layout-flow\">\n<div class=\"wp-block-group alignwide is-layout-constrained wp-container-core-group-is-layout-43b08600 wp-block-group-is-layout-constrained\" style=\"border-radius:20px;padding-top:var(--wp--preset--spacing--20);padding-right:var(--wp--preset--spacing--20);padding-bottom:var(--wp--preset--spacing--20);padding-left:var(--wp--preset--spacing--20)\">\n<div class=\"wp-block-group is-layout-constrained wp-container-core-group-is-layout-5051df0e wp-block-group-is-layout-constrained\">\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<h1 class=\"has-text-align-center wp-block-post-title has-text-color has-background-alt-color has-xx-large-font-size\">CRM to boost your sales<\/h1>\n\n\n<p class=\"has-text-align-center has-background-alt-color has-text-color has-medium-font-size wp-block-paragraph\">ActionClient, for SMEs and the self-employed, lets you concentrate on sales and prospecting.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-20772d9a wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link has-background-alt-color has-text-color wp-element-button\" href=\"https:\/\/crm.actionclient.com\/signup\" target=\"_blank\" rel=\"noreferrer noopener\">Get ActionClient free<\/a><\/div>\n<\/div>\n<\/div>\n\n\n\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<figure style=\"width:100%\" class=\"action-main-image wp-block-post-featured-image\"><img loading=\"lazy\" decoding=\"async\" width=\"2560\" height=\"815\" src=\"https:\/\/actionclient.com\/wp-content\/uploads\/2023\/05\/Group-243.png\" class=\"attachment-post-thumbnail size-post-thumbnail wp-post-image\" alt=\"\" style=\"object-fit:cover;\" srcset=\"https:\/\/actionclient.com\/wp-content\/uploads\/2023\/05\/Group-243.png 2560w, https:\/\/actionclient.com\/wp-content\/uploads\/2023\/05\/Group-243-300x96.png 300w, https:\/\/actionclient.com\/wp-content\/uploads\/2023\/05\/Group-243-1024x326.png 1024w, https:\/\/actionclient.com\/wp-content\/uploads\/2023\/05\/Group-243-768x245.png 768w, https:\/\/actionclient.com\/wp-content\/uploads\/2023\/05\/Group-243-1536x489.png 1536w, https:\/\/actionclient.com\/wp-content\/uploads\/2023\/05\/Group-243-2048x652.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/figure><\/div>\n<\/div><\/div>\n<\/div>\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n<div class=\"wp-block-columns are-vertically-aligned-center is-layout-flex wp-container-core-columns-is-layout-f2ff11a1 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\">\n<h2 class=\"wp-block-heading\">Your follow-up priorities :<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Proposals<\/li>\n\n\n\n<li>Follow-up of all customers\/prospects<\/li>\n\n\n\n<li>Customers<\/li>\n\n\n\n<li>Prospects<\/li>\n\n\n\n<li>Contact database<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Step 1. Add a customer or prospect.<\/h2>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"308\" height=\"266\" src=\"https:\/\/actionclient.com\/wp-content\/uploads\/2023\/05\/Screenshot-2023-05-04-123903.png\" alt=\"\" class=\"wp-image-754\" srcset=\"https:\/\/actionclient.com\/wp-content\/uploads\/2023\/05\/Screenshot-2023-05-04-123903.png 308w, https:\/\/actionclient.com\/wp-content\/uploads\/2023\/05\/Screenshot-2023-05-04-123903-300x259.png 300w\" sizes=\"auto, (max-width: 308px) 100vw, 308px\" \/><\/figure>\n<\/div>\n<\/div>\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n<div class=\"wp-block-columns are-vertically-aligned-center is-layout-flex wp-container-core-columns-is-layout-f2ff11a1 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\">\n<ul class=\"wp-block-list\">\n<li><strong>Individual customer or prospect: click on the &#8220;Customer\/Prospect&#8221; button<\/strong><\/li>\n\n\n\n<li><strong>By list: click on the &#8220;Import by list&#8221; button<\/strong><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Step 2. Fill in the customer or prospect form.<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Organization name<\/li>\n\n\n\n<li>Name of contact person (if there is more than one in the organization, you create several records)<\/li>\n\n\n\n<li>Phone<\/li>\n\n\n\n<li>Email<\/li>\n\n\n\n<li>Category: so that you can classify your customers according to their characteristics<\/li>\n\n\n\n<li>Give your customer\/prospect priority 1, 2 or 3<\/li>\n\n\n\n<li>Plan your follow-up<\/li>\n<\/ol>\n\n\n\n<ol class=\"wp-block-list\" start=\"7\">\n<li>No follow-up planned<\/li>\n\n\n\n<li>Today<\/li>\n\n\n\n<li>Tomorrow<\/li>\n\n\n\n<li>Next week<\/li>\n\n\n\n<li>January, February, etc.<\/li>\n\n\n\n<li>Schedule for specific date<\/li>\n<\/ol>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"895\" height=\"723\" src=\"https:\/\/actionclient.com\/wp-content\/uploads\/2023\/05\/Screenshot-2023-05-04-124048.png\" alt=\"\" class=\"wp-image-755\" srcset=\"https:\/\/actionclient.com\/wp-content\/uploads\/2023\/05\/Screenshot-2023-05-04-124048.png 895w, https:\/\/actionclient.com\/wp-content\/uploads\/2023\/05\/Screenshot-2023-05-04-124048-300x242.png 300w, https:\/\/actionclient.com\/wp-content\/uploads\/2023\/05\/Screenshot-2023-05-04-124048-768x620.png 768w\" sizes=\"auto, (max-width: 895px) 100vw, 895px\" \/><\/figure>\n<\/div>\n<\/div>\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n<div class=\"wp-block-columns are-vertically-aligned-center is-layout-flex wp-container-core-columns-is-layout-f2ff11a1 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\">\n<h2 class=\"wp-block-heading\">Step 3: Place the customer&#8217;s or prospect&#8217;s file in the right list<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Contact bank: for new contacts you can add to your prospects as needed<\/li>\n\n\n\n<li>Prospects on hold: customers\/prospects who cannot be reached at present<\/li>\n\n\n\n<li>Customers: former prospects to whom you have sold and with whom you work<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Current proposals: customers or prospects to whom you have made a proposal<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"501\" height=\"487\" src=\"https:\/\/actionclient.com\/wp-content\/uploads\/2023\/05\/Group-18-2.png\" alt=\"\" class=\"wp-image-749\" style=\"width:251px;height:244px\" srcset=\"https:\/\/actionclient.com\/wp-content\/uploads\/2023\/05\/Group-18-2.png 501w, https:\/\/actionclient.com\/wp-content\/uploads\/2023\/05\/Group-18-2-300x292.png 300w\" sizes=\"auto, (max-width: 501px) 100vw, 501px\" \/><\/figure>\n<\/div>\n<\/div>\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n<div class=\"wp-block-columns are-vertically-aligned-center is-layout-flex wp-container-core-columns-is-layout-f2ff11a1 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\">\n<h2 class=\"wp-block-heading\">Step 4: Call a customer or prospect<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Replace contact if necessary\n<ul class=\"wp-block-list\">\n<li>Prospect to current proposal<\/li>\n\n\n\n<li>Current proposal to customer<\/li>\n\n\n\n<li>Customer prospect if lost<\/li>\n\n\n\n<li>Customer prospect on hold<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Give <a href=\"https:\/\/www.colibri-snop.com\/fr\/methode-abc\/\" target=\"_blank\" rel=\"noreferrer noopener\">priority A, B or C to your customer or 1, 2 or 3 to your prospect<\/a><\/li>\n\n\n\n<li>Plan your follow-up\n<ul class=\"wp-block-list\">\n<li>No follow-up planned<\/li>\n\n\n\n<li>Today<\/li>\n\n\n\n<li>Tomorrow<\/li>\n\n\n\n<li>Next week<\/li>\n\n\n\n<li>January, February, etc.<\/li>\n\n\n\n<li>Schedule for specific date<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"682\" src=\"https:\/\/actionclient.com\/wp-content\/uploads\/2023\/05\/pexels-karolina-grabowska-4491493-1024x682.jpg\" alt=\"\" class=\"wp-image-767\" srcset=\"https:\/\/actionclient.com\/wp-content\/uploads\/2023\/05\/pexels-karolina-grabowska-4491493-1024x682.jpg 1024w, https:\/\/actionclient.com\/wp-content\/uploads\/2023\/05\/pexels-karolina-grabowska-4491493-300x200.jpg 300w, https:\/\/actionclient.com\/wp-content\/uploads\/2023\/05\/pexels-karolina-grabowska-4491493-768x512.jpg 768w, https:\/\/actionclient.com\/wp-content\/uploads\/2023\/05\/pexels-karolina-grabowska-4491493.jpg 1280w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n<\/div>\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n<div class=\"wp-block-columns are-vertically-aligned-center is-layout-flex wp-container-core-columns-is-layout-f2ff11a1 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\">\n<h2 class=\"wp-block-heading\">Step 5: Follow up and take notes<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click on the &#8220;Next&#8221; bookmark<\/li>\n\n\n\n<li>Follow-ups are listed in order of priority<\/li>\n\n\n\n<li>Late dates appear in red<\/li>\n\n\n\n<li>Your notes appear without having to go to the form<\/li>\n\n\n\n<li>Contact customer\n<ul class=\"wp-block-list\">\n<li>Immediately from the table<\/li>\n\n\n\n<li>Either by clicking on the customer file to take notes<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"650\" src=\"https:\/\/actionclient.com\/wp-content\/uploads\/2023\/05\/Group-245-1024x650.png\" alt=\"\" class=\"wp-image-758\" srcset=\"https:\/\/actionclient.com\/wp-content\/uploads\/2023\/05\/Group-245-1024x650.png 1024w, https:\/\/actionclient.com\/wp-content\/uploads\/2023\/05\/Group-245-300x191.png 300w, https:\/\/actionclient.com\/wp-content\/uploads\/2023\/05\/Group-245-768x488.png 768w, https:\/\/actionclient.com\/wp-content\/uploads\/2023\/05\/Group-245.png 1357w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n<\/div>\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n<div class=\"wp-block-columns are-vertically-aligned-center is-layout-flex wp-container-core-columns-is-layout-f2ff11a1 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\">\n<h2 class=\"wp-block-heading\">Step 6: Always prioritize follow-ups on current proposals<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>This is where you&#8217;ve invested the most time<\/li>\n\n\n\n<li>It&#8217;s what can pay off the most, and the fastest.<\/li>\n\n\n\n<li>Of course, the proposals are included in your follow-ups<\/li>\n\n\n\n<li>Accepted or rejected proposals must be withdrawn and reclassified.<\/li>\n\n\n\n<li>But follow-ups are sometimes &#8220;cluttered&#8221; with delays from less advanced customers.<\/li>\n\n\n\n<li>Your priority is therefore to see your proposals<\/li>\n\n\n\n<li>every time you open your CRM<\/li>\n\n\n\n<li>Before even looking at your follow-ups :<\/li>\n\n\n\n<li>Importance comes before urgency<\/li>\n<\/ul>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"868\" height=\"531\" src=\"https:\/\/actionclient.com\/wp-content\/uploads\/2023\/05\/Group-15-2.png\" alt=\"\" class=\"wp-image-763\" style=\"width:217px;height:133px\" srcset=\"https:\/\/actionclient.com\/wp-content\/uploads\/2023\/05\/Group-15-2.png 868w, https:\/\/actionclient.com\/wp-content\/uploads\/2023\/05\/Group-15-2-300x184.png 300w, https:\/\/actionclient.com\/wp-content\/uploads\/2023\/05\/Group-15-2-768x470.png 768w\" sizes=\"auto, (max-width: 868px) 100vw, 868px\" \/><\/figure>\n<\/div>\n<\/div>\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n<div class=\"wp-block-cover alignfull is-light\" style=\"padding-top:var(--wp--preset--spacing--80);padding-bottom:var(--wp--preset--spacing--80)\"><span aria-hidden=\"true\" class=\"wp-block-cover__background has-background-background-color has-background-dim-100 has-background-dim\"><\/span><div class=\"wp-block-cover__inner-container is-layout-flow wp-block-cover-is-layout-flow\">\n<div class=\"wp-block-group has-foreground-color has-text-color is-layout-constrained wp-block-group-is-layout-constrained\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-f2ff11a1 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h2 class=\"wp-block-heading\">Avantages de notre outil <\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>CRM for small businesses, SMEs, VSEs, freelancers and startups, developed specifically for their needs<\/li>\n\n\n\n<li>Designed by salespeople for salespeople<\/li>\n\n\n\n<li>Simple, easy to use, intuitive<\/li>\n\n\n\n<li>All activities can be carried out from a single page, with no need to navigate through complicated software.<\/li>\n\n\n\n<li>Uses files from your computer or cloud, so you don&#8217;t have to change your habits.<\/li>\n\n\n\n<li>All your file accesses can be grouped together on one page, with all your important shortcuts to your files on your cloud.<\/li>\n\n\n\n<li>Can be used for telephone, e-mail or face-to-face follow-ups<\/li>\n\n\n\n<li>E-mails from your keyboard<\/li>\n\n\n\n<li>Clicking calls from your phone<\/li>\n\n\n\n<li>Maximize your efficient time, minimize your administrative time<\/li>\n\n\n\n<li>Action-oriented rather than report-oriented<\/li>\n\n\n\n<li>Easy-to-give follow-up<\/li>\n\n\n\n<li>Working and monitoring tool<\/li>\n<\/ul>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h2 class=\"wp-block-heading\">Features of this CRM for small businesses<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Keeping track of your customers and prospects<\/li>\n\n\n\n<li>Possibility of prospecting from the general table of all customers to speed things up, or from the complete files to study them before calling.<\/li>\n\n\n\n<li>Sorted by contact and follow-up date<\/li>\n\n\n\n<li>Follow-up can be scheduled precisely or by month, just like in real life. This is key in a small business.<\/li>\n\n\n\n<li>Direct calls from the tool<\/li>\n\n\n\n<li>Direct e-mail from the tool<\/li>\n\n\n\n<li>No need to enter activity dates, it&#8217;s done automatically<\/li>\n\n\n\n<li>Simple, complete customer contact history is automatically generated.<\/li>\n\n\n\n<li>Category column to adapt the tool to your customers&#8217; specific needs.<\/li>\n\n\n\n<li>Free version available on this site.<\/li>\n<\/ul>\n<\/div>\n<\/div>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-f2ff11a1 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/actionclient.com\/wp-content\/uploads\/2023\/05\/Rendu-corpo_-28-1024x683.jpg\" alt=\"\" class=\"wp-image-722\" srcset=\"https:\/\/actionclient.com\/wp-content\/uploads\/2023\/05\/Rendu-corpo_-28-1024x683.jpg 1024w, https:\/\/actionclient.com\/wp-content\/uploads\/2023\/05\/Rendu-corpo_-28-300x200.jpg 300w, https:\/\/actionclient.com\/wp-content\/uploads\/2023\/05\/Rendu-corpo_-28-768x512.jpg 768w, https:\/\/actionclient.com\/wp-content\/uploads\/2023\/05\/Rendu-corpo_-28-1536x1024.jpg 1536w, https:\/\/actionclient.com\/wp-content\/uploads\/2023\/05\/Rendu-corpo_-28-2048x1365.jpg 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h2 class=\"wp-block-heading\">What you stand to gain from other CRMs for SMEs <\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Having to transfer files from your CRM to your IT system or vice versa<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Synchronize your CRM files with your computer<\/li>\n\n\n\n<li>Complicated software with dozens of pages<\/li>\n\n\n\n<li>Complicated codes to fill in<\/li>\n\n\n\n<li>Spend more time managing the tool than prospecting<\/li>\n\n\n\n<li>Menu and sub-menu entry and code entry for each call made<\/li>\n\n\n\n<li>Software designed by information for salespeople<\/li>\n\n\n\n<li>Software made to produce marketing reports: spending more time justifying missed sales than using that time to sell<\/li>\n\n\n\n<li>Systems that are very expensive to implement and require trainers, which is time-consuming and costly for a small or medium-sized company.<\/li>\n<\/ul>\n<\/div>\n<\/div>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-group is-layout-constrained wp-container-core-group-is-layout-cc35d76b wp-block-group-is-layout-constrained\">\n<div class=\"wp-block-cover border-radius-20\" style=\"min-height:50px;aspect-ratio:unset;\"><span aria-hidden=\"true\" class=\"wp-block-cover__background has-primary-background-color has-background-dim\"><\/span><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"800\" class=\"wp-block-cover__image-background wp-image-363\" alt=\"\" src=\"https:\/\/actionclient.com\/wp-content\/uploads\/2023\/02\/Group-17-2.png\" data-object-fit=\"cover\" srcset=\"https:\/\/actionclient.com\/wp-content\/uploads\/2023\/02\/Group-17-2.png 1200w, https:\/\/actionclient.com\/wp-content\/uploads\/2023\/02\/Group-17-2-300x200.png 300w, https:\/\/actionclient.com\/wp-content\/uploads\/2023\/02\/Group-17-2-1024x683.png 1024w, https:\/\/actionclient.com\/wp-content\/uploads\/2023\/02\/Group-17-2-768x512.png 768w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><div class=\"wp-block-cover__inner-container is-layout-flow wp-block-cover-is-layout-flow\">\n<div class=\"wp-block-group has-background-alt-color has-text-color is-layout-flow wp-block-group-is-layout-flow\" style=\"border-radius:10px\">\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-text-align-center has-small-font-size wp-block-paragraph\" style=\"line-height:.9;text-transform:uppercase\"><strong>FREE VERSION<\/strong><\/p>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-center has-background-alt-color has-text-color has-xx-large-font-size\" id=\"schedule-a-visit\" style=\"line-height:1.15\"><strong>Try ActionClient for free!<\/strong><\/h2>\n\n\n\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-buttons is-horizontal is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-17b981ca wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button has-custom-width wp-block-button__width-50\"><a class=\"wp-block-button__link has-secondary-background-color has-text-color has-background wp-element-button\" href=\"https:\/\/crm.actionclient.com\/signup\" style=\"border-radius:50px;color:#ffffff\" target=\"_blank\" 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Step 3: Place the customer&#8217;s or prospect&#8217;s file in the right list Current proposals: customers or prospects to whom you have made a proposal Step 4: Call a customer or prospect Step 5: Follow up [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":855,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-3675","page","type-page","status-publish","has-post-thumbnail","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>CRM to boost your sales - ActionClient<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/actionclient.com\/en\/crm-to-boost-your-sales\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"CRM to boost your sales - ActionClient\" \/>\n<meta property=\"og:description\" content=\"Your follow-up priorities : Step 1. 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