Simple Sales Tracking Blog

July 28, 2010 • 2:25 pm 0

Autoresponders Now Available with Campaign Monitor

Finally!

Campaign Monitor today announced the addition of autoresponder capability to their software.

If you’re unfamiliar with auto responders, David gives a quick summary in his blog post:

“Before we get too carried away, how about a quick introduction. Autoresponders go by a few different names like triggered emails and drip campaigns, but essentially they are an automated email, or sequence of emails sent when a subscriber meets a condition you set. For example, when someone joins your list, your subscriber’s birthday, or a month since someone purchased from your store.”

In May, we announced the integration of Simple Sales Tracking to Campaign Monitor.  Already a leading contender for the best email marketing software available, this now in our view solidifies their place out in front.

Well done Campaign Monitor – Keep up the good work!

Filed under: New Features

May 25, 2010 • 1:47 am 2

Campaign Monitor Integration

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, , , , ,

May 25, 2010 • 1:46 am 0

Twitter CRM Integration!

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:

  • Monitor & Respond to Tweets about your Company, Industry or Competitor.
  • Engage Twitter users for initial sales and follow-on customer support.
  • Automatically create new Leads based on a Tweet or Conversation.
  • Share Knowledge with others on Twitter.
  • We’re on Twitter! - Follow what we’re saying at @simplesales.

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, , , , , ,

May 11, 2010 • 11:04 pm 0

New Getting Started Videos Added

With the upcoming release, we’ve updated the Getting Started Videos.

Filed under: How To's, New Features, Uncategorized, , , , ,

May 10, 2010 • 3:44 pm 0

Simple Sales Tracking 3.0

We’re excited to annouce the upcoming major release of Simple Sales Tracking.

If you’re already signed up, you’ve had a couple of newsletters and a request for your feedback to help guide the direction of this next release.

If you’re new to Simple Sales Tracking, head on over to the Demo, where  many of the capabilities of the next release are already live.

In addition to what’s happening within the application, this release marks 2 new integrations with both Campaign Monitor for Email Marketing / Email Newsletters and ProWorkflow for Project Management.

Integrations are a part of how we envision future growth of Simple Sales Tracking, so stay tuned for more to come!

Filed under: Company News, Integrations, New Features, , , ,

May 2, 2010 • 1:41 pm 0

Social CRM

Conversations are happening about you, your products and services and your industry all over the internet.

Chances are you’re already getting a glimpse of that via Google Alerts and Twitter.

These discussions are important and can not only give you a glimpse into popular opinion, but perhaps most importantly, can tie in well to the way you track and manage your customer relationships and sales pipeline.

We’re about to make that a lot easier with Simple Sales Tracking.  Whether you’re new or experienced with Twitter, our new Social CRM capabilities will help you leverage new ways of making connections with new and existing customers and discussions about your industry.

Here’s what we have in mind.

Twitter

  • Monitor & Respond to Tweets about your industry, company or competitor.
  • Engage Twitter users for initial sales and follow-on customer support.
  • Automatically create new Leads based on a Tweet or Conversation.
  • Share Knowledge with others on Twitter.

 

Web Alerts

Web Alerts are updates of the latest relevant search results(News, Blogs, Web, Videos, Groups), based on your choice of query or topic, captured and reported to you in real-time.

If you’ve used Google Alerts, the capability is similar, with the added benefits of filtering, blocking, and a much higher degree of refining results. Alerts are either emailed to you or provided via an RSS Feed.

Use Web Alerts to:

  • Monitor any mentions or discussion of your company or brand on the Internet.
  • Follow a developing news story.
  • Keep current on a competitor or industry.
  • Keep tabs on any keywords or phrases.

Filed under: Company News, Integrations, New Features, Uncategorized, , , , , ,

April 12, 2010 • 3:02 pm 0

Upload Your Own Logo

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.

How To…

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,

February 24, 2010 • 4:47 pm 0

New Features Galore!

Today, we’re excited to announce the release of some much anticipated new features and capability within Simple Sales Tracking.

In Summary, here’s what’s been added:


  • 5 New User Definable (Custom) Fields for Sales

  • Lead Source Field for Sales is Now Editable

  • 5 New Reports & Existing Ones Enhanced. Html tags in Reports, Now Cleaned Out. Page Numbering and Total Record Counts Shown on Every Report. Mailing Label Report.

  • Mobile Friendly Buttons for One-Click Phone Calls and Emails to Contacts

  • Faster Page Loading Time, using Better Page Compression.

  • No More Account Activation Email when Adding New Users to your Existing Company.





5 New User Definable (Custom) Fields for Sales



 
Define up to 5 of your own fields in your Admin page.
Available Only on Full (Paid) Accounts.


Each of those fields will then be available in the details of every Account, Opportunity and Lead. They’re also available in reports.



Lead Source Field for Sales is Now Editable



You’re no longer confined to using pre-populated options for Lead Source from a drop down list. Now, you can choose your own.



5 New Reports & Existing Ones Enhanced


New Reports Include:

  • Detailed Sales Accounts, with more fields included. Also includes User Defined fields.

  • Notes, Tasks and Appointments Report on Individual Account, Opportunity or Lead.

  • Detailed Contacts Report, with Addresses

  • Contacts Mailing Lable Report, for Printing.
In addition to the new reports, each report now includes:

  • Total Record Count

  • Page Numbers

  • No more messy html tags

Mobile Friendly Buttons for One-Click Phone Calls and Emails to Contacts



From your mobile device, tap the phone or email icons to instantly connect with the contact.





API & Re-Release of Outlook 2007 Plugin

In a follow up newsletter to come shortly, we’ll be announcing the availability of our API documentatation. We’ll also provide the latest version of the Outlook 2007 Plugin.

The API and Outlook 2007 plugin have been used so far only by a select group. Now they’re both ready for the main stream.

Along with the release will be sample code to show how easy it is to build your own software that can connect with, and leverage your data from within Simple Sales Tracking.



Partner Program Now Open

If you’re not already part of our partner progam, you can find out more about it here.

It’s a great way to earn additional income from an ongoing 20% commisssion.



Follow Us on Twitter

@simplesales

Filed under: New Features

September 22, 2009 • 4:42 pm 0

Check out our new features!

We have been listening to your requests and now – some great new features and enhancements are ready and waiting for you.

Enjoy!

  • Import Leads

    In your Start Page, you’ll notice a new Import Leads from a file option. Download the template provided to make things even easier.

  • ICal Support

    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.

  • Calendar Enhancements

    Larger working area and integrated date picker. Loads fast and looks great.

  • Text Editor Enhancements

    Now resizable, Printable and Super fast loading.

  • Tab Ordering

    We’ve improved the tab ordering on the Contact detail form.

Filed under: How To's, New Features, , ,

September 6, 2009 • 4:41 pm 0

Expect some new features

Lately we’ve been receiving lots of feedback and suggestions. Thanks for that.


Shortly we’ll be releasing the latest set of feature upgrades and additions.  Some of which include:




  • Lead Importing (in addition to Contacts Importing)


  • Better tab sequences on some forms


  • ical support with Calendar.

 

Filed under: New Features

About

Simple Sales Tracking is web-based sales CRM software for the tracking, analysis and forecasting of individual and team sales pipeline and contacts.

Built with simplicity at its core, focus is kept on key sales tasks, while eliminating unnecessary ones, helping to ensure buy-in of the entire sales team.

Go to SimpleSalesTracking.com

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