August 8, 2011 • 2:01 pm 0
Any Account, Opportunity, Lead or Contact where you’ve provided an address now has a link – which opens up a new window with a pin marking the spot on Google Maps.
Filed under: How To's, New Features, address, crm, google map, sales pipeline, sales tracking, simple crm
August 8, 2011 • 2:00 pm 0
Something we’ve been receiving requests for lately is to have the filters for each of the list pages, ‘remember’ their settings. Also, if there’s a way to change the default filter settings, which in the past have always been defaulted to In Progress and yourself as the Owner.
With this latest release, you’ll find that each time you visit one of the list pages, your previous filter selections will automatically be applied.
Filed under: How To's, New Features, sales tracking, save filters, simple crm
January 26, 2011 • 1:41 pm 0
Until now, importing your data into Simple Sales Tracking has been limited to Contacts and Leads.
If you had wanted those Leads to be Opportunities or Accounts, you would have had to Covert the manually.
You’ll notice now, on Step 2 of the Lead import, at the bottom of the page, a new drop down list which asks you to choose at which stage you want to import the data. By default, this is still Leads. Optionally, change this to either Opportunities or Accounts to import directly to this stage.
Keep in mind that First Name, Last Name, Job Title and Company are fields that only exist in Leads. After the Lead stage, that information gets seperated out as a Contact.
Filed under: How To's, New Features, contact management, crm, import accounts, import opportunities, sales pipeline
May 25, 2010 • 1:47 am 2
Today, we’re excited to announce the integration of Simple Sales Tracking with Campaign Monitor.
The close-knit integration extends Simple Sales Tracking by adding rich email marketing capabilities provided by Campaign Monitor and their on-demand software. Read all about Campaign Monitor.
Once enabled, easily manage the subscriptions of Accounts, Opportunities, Leads and Contacts. The integration uniquely introduces a real-time connection to Campaign Monitor via their API. No synchronization needed, as all changes are reflected straight away.
Changes to the Name or Email address of one of those records are automatically reflected in Campaign Monitor. Delete one, and the subscriptions are also deleted.
If you’re already using both pieces of software, there’s nothing to setup. No contacts to import or export. The subscription statuses are automatically determined based on Name and Email address.
If you’re already setup with Campaign Monitor, and new to Simple Sales Tracking, easily import your Subscriber Lists into Simple Sales Tracking as either Contacts or Leads.
Best of all, until the end of June, access to the Integration is available to both Limited(free) and Full (paid) accounts.
Want to see the integration in action? Watch the short walk-through video.
Filed under: How To's, Integrations, New Features, campaign monitor, campaign monitor integrations, crm, integrations, sales tracking
May 25, 2010 • 1:46 am 0
Twitter has grown into a massive community of people talking about everything.
People are talking about your industry, your competitors and probably about you.
Within these conversations exist opportunities to connect, generate leads, support customers and discuss your industry. Everything from “I wish I could find someone to help me with…” to “I’m unhappy with so & so #fail”.
If you’ve used Twitter, you’ll have noticed that most people don’t hold back. If they’re unhappy with something or someone, they’ll usually let it be known. Likewise, if they’re especially happy. With or without you, those conversations are taking place.
Today we announce Simple Sales Tracking’s integration with Twitter, as the first of our new Social capabilities. After login, you’ll find a new Social tab within Simple Sales Tracking. There’s nothing to enable or passwords to enter. Everything’s already setup and ready to go.
Need some ideas? Here’s what you can do:
Next, watch a short walk through video where we’ll setup a new search term, and use some filtering.
Finally, some great news! The Twitter integration is available for both Limited and Full Account holders. With Limited, track a single search term at a time, and with Full up to 10.
Where’s what some others have to say about Twitter for business:
Filed under: How To's, Integrations, New Features, contact management, crm, sales tracking, social crm, twitter, twitter integration
May 11, 2010 • 11:04 pm 0
With the upcoming release, we’ve updated the Getting Started Videos.
Filed under: How To's, New Features, Uncategorized, crm, getting started, how-tos, sales tracking, videos
April 12, 2010 • 3:02 pm 0
We’ve just added the ability for you to upload your own custom logo to Simple Sales Tracking.
Your logo replaces the now default logo of Simple Sales Tracking, making it easier to keep your brand consistent for you and your sales team while using Simple Sales Tracking.
1. Go to your Admin page.
2. In Company Information, find the Logo field and click the Browse Button.
3. A new dialogue window will open up. From here, find your logo on your computer.
4. Select your logo and click the Upload button.
That’s it!
Filed under: How To's, New Features, custom branding
March 1, 2010 • 4:48 pm 0
Following up on our email to you last week, we’ve now released the latest version of our API (Application Programming Interface), along with Documentation & Code Samples.
The Simple Sales Tracking API provides you with the ability to connect and sync Simple Sales Tracking with your website and applications.
Filed under: How To's, Integrations, api, documentation
September 22, 2009 • 4:42 pm 0
We have been listening to your requests and now – some great new features and enhancements are ready and waiting for you.
Enjoy!
In your Start Page, you’ll notice a new Import Leads from a file option. Download the template provided to make things even easier.
Easily grab individual appointments or all of them together from your Calendar in the industry standard ICal format. Open and save the file into your favorite email program.
Larger working area and integrated date picker. Loads fast and looks great.
Now resizable, Printable and Super fast loading.
We’ve improved the tab ordering on the Contact detail form.
Filed under: How To's, New Features, contacts, import, outlook
June 17, 2009 • 4:40 pm 0
From time to time we’ll get a question about the differences between Leads, Opportunities and Accounts. Here’s a quick blog post to help clear it up.
Lead -> Opportunity -> Accounts represents a progression in the sales pipeline.
So, in many cases a sale starts as a lead, becomes an opportunity and then an account in that order.
For example:
1. A lead usually represents someone who you think might want to buy something from you, but they’ve not actually said that they do yet. (you may not have even spoken with them yet.)
2. An opportunity could then be the next stage, where you’ve spoken with someone and they’ve indicated that they are in fact interested in what you’re selling.
3. An account would be finally that they’ve made the decision to buy from you and they’re now you’re customer.
Each of the forms in Simple Sales Tracking for these look very similar on purpose – to provide a smooth transition for that pipeline.
Filed under: How To's, sales pipeline
