Simple Sales Tracking Blog

Important changes to Simple Sales Tracking

New sales calendar view

As the release date approached for our first quarter release, we realized we were planning to release a lot of changes and improvements all at once. Instead, we’ve decided to split the release up into 2 or 3 parts. The first part was released last night.

The upcoming release will include the other changes we mentioned in our previous newsletter, including a revamped Start Page – with charts and more summary data.

Highlights of what’s been released in Part 1:

 

  • Increased File Storage – We’ve doubled the file size limits on uploads and increased overall storage from 200Mb to 1Gb. Soon we’ll be releasing an option for even greater storage.
  • Follow Up and Expected Close Dates – These are now included in the Calendar, Start Page Reminders and Appointments Report.
  • Additional Security Profile – We’ve created a new “Manager” security profile. Read more about this later in the email.
  • View combined calendars – Previously, you could only view one calendar at a time. Now, view a combined calendar of all users.
  • Choose Acocunt, Opportunity or Lead when entering a new Task or Appointment
  • Easily view associated Account, Opportunity or Lead when viewing a Task or Appointment
  • Increased space for your logo and have it display on login page.
  • Added search box for messages.
  • Revised organization of Admin page.
  • Easily lock-out a user from the Admin page.
  • And there’s more on the way…

 

New Manager Security Profile

In the past, each team would default to having a single Admin person. A lot of the time this worked fine, but occationally, there was a need for more flexibility.

In this latest release, we’ve given you the ability to create as many Admin or Manager users as you need.

The new Manager profile gives a user with that profile the ability to view any records, even if you’re operating in the Closed Model for security access. This was only possible previously if the user was an Admin.

Admin users are also by default made Managers, but they also retain access to the Admin area – whereas Managers do not.

 

 

 

 

Filed under: New Features, , ,

Major Release Scheduled For Early February 2015

We’re excited to announce the upcoming Q1 release of Simple Sales Tracking for early February 2015. Thank you for your questions and feedback – You’ve helped to make Simple Sales Tracking a sought after product that continues to push the boundaries of our industry and grow at an exponential rate.

A Few Highlights of What’s Planned:

 

  • Automatic Contact Info – Optionally, build and help keep your contact’s information up to date, with real-time social integration.
  • Zapier.Com Integration – Leverage your data and connect to 300+ 3rd party applications.
  • Increased Storage Capacity – We’re blowing the lid off of storage space. Get ready for a lot more document space.
  • Chart-based Reports – Get ready for visually stimulating chart-based reports.
  • Enhanced security configuration options
  • Associate multiple contacts with Leads
  • More branding customization options
  • Display Follow Up and Expected Close dates in Calendar
  • Visually catogorize appointments by type
  • And much more…

Filed under: Company News, 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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