Simple Sales Tracking Blog

Real-Time Collaboration with News Feeds

Earlier, we sent you part one of the latest features added to Simple Sales Tracking. In part 2 of 2, we’ll highlight the new real-time collaboration capability called the “News Feed”.

If it looks familiar to you, it’s because it probably is. Each time you use Facebook or Twitter you find something similar. Facebook with its latest news feed and Twitter with it status lists. In the same way, you now have the ability to communicate and stay up-to-date privately and securely with others in your team.

2 Types of News

There are two types of news that make it to the news feed.

  • Status Updates – On the Start Page you’ll find a new text box near the top of the page which reads “What are you working on?”. Simply answer this question and keep in touch with others on your team throughout the day.
  • Auto Updates – Each time you, for example, create a new Lead or upgrade an Opportunity to an Account, the news feed will automatically announce the upgrade to others in your team.

News Feed on the Start Page

You’ll find that the Notice Box on the Start Page has been replaced with the “Latest News”. Whatever news item is most recent is now automatically displayed in the box.

To view a full list of recent news, click the blue “Show News Feed” button directly underneath the Latest News box. Click it again to switch back and forth between the news list and the chart and follow up information.

If, as a Full Account user, you’re operating in the “Closed” access model, you’ll find that auto-updates on anything marked as closed, will not be displayed in the News Feed.

Comments

Included with the new News Feed is the ability to comment on any piece of news. In that way, you can discuss an idea back and forth, get clarification or provide suggestions.

Smells like Chatter?

Not only is the news feed similar to both Facebook and Twitter, but it has also become a simpler (and more cost effective) alternative to Saleforce’s new Chatter platform, which they released earlier this year.

With each new piece of functionality added to Simple Sales Tracking, we aim to keep ease of use and simplicity at the forefront. Include the most important features and reduce hardly-used ‘extras’, which serve mostly to complicate.

In the same way, what’s included in the news feed is what we’ve uncovered as most important, without a lot of extra bell’s and whistles.

As for cost? The news feed is available at no extra cost to Everyone who uses Simple Sales Tracking. And for that, there is no alternative.

Filed under: New Features, , , , , , , , , , ,

A Feature Bonanza, Part 1 of 2

Over the weekend we released a handful of new features and we think you’re going to like them.

We’ll give you the highlights in this newsletter and with one in particular, we’ll follow up in a (rare) second newsletter to follow shortly.

User Defined fields as Drop Down Lists

Until now, User Defined fields were available only as text boxes. That meant that you needed to type in each value manually for every record.

Sometimes values recur, so to speed things up, we’ve given you the option to change a text box to a drop down list.
To define the values for the drop down list, have a look on the Admin page.

Avatars

A while back we gave you the ability to upload your company logo. Now, you can upload an Avatar, or profile picture of yourself.

Latest News & Real-Time Chatter

Sound familiar? We’ll tell you all about it in a newsletter to follow a little later.

Sales in Tasks List now Linkable

For better reference, and by popular request, we’ve made the column of Sales in the Tasks list linkable back to the related Sale.

Changes to the Social Tab

A while ago we introduced the Social Tab, with its Twitter integration. It’s been a popular feature and we’d like to continue to add to it; however, by growing it, it will outgrow it’s fit within Simple Sales Tracking. As a marketing tool, we felt branching it off onto it’s own mini-product (still integrated with Simple Sales Tracking), would be the best approach.

We’re calling the new product Twitter Web Alerts. Have a look and let us know what you think.

And not to worry, if you’re currently using the capability, you’ll have the option to migrate accross at no charge with a long while of free usage as well.

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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