But your own sales workflow using workflow optimization [easy with Yoman.io]

Selling more by workflow optimization

So what is workflow optimization?

How does Yoman bring some magic into workflow optimization?

When using a regular CRM, you're usually locked into the traditional CRM workflow. You have contacts, you have accounts, you have opportunities, you have customers/leads, it's too complicated. And you need too many clicks to navigate in the CRM and really do what you want.

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Yoman allows you to build your own workflow - easily

It is not really a CRM. It's a spreadsheet - like Excel.

And what does everybody like about Excel?

It's fully customizable.

If you want to customize the columns in the table, you can just use the mouse to delete columns or add new columns. And just type in the spreadsheet. No sophisticated interfaces. No novel UI/UX experiences are needed.

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So how do I build my own workflow?

Instead of relying on what others have built for you, you can use our Saved Searches feature. A search is a very simple entity - just some keywords you type for each field, for example "Closed" for "Status" field, or "David" for "assigned to" field. Very simple.

That way you can build you own saved searches - like - show me only open leads. Only closed leads. Only leads assigned to me. Only new leads. And more. And there you have it - your own personal dashboard. Come every morning and check what's new on your saved searches. It's that simple!

What else?

Yoman is built to use the same nice and easy features of Excel, but prevent the clumsiness in using Excel when setting appointments, reminders, lead history, collaboration, and more.

We've reduced the complexity to a simple spreadsheet.

Try it

Try it - for free! Click here to sign up

We're always happy to hear your opinion, write to us at info@yoman.io

More resources:

2 secrets to selling like a Champion

7 tips for hiring the right people for your small business

Why are all CRMs complicated?

Our Story

9 sales tips

How to optimize and streamline your personal information workflow

Tags: crm workflow sales

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