Simple Sales Tracking Blog

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, , ,

AMEX Now Available as Payment Option

AMEX-LogoIn the past, as a Canadian company, we’ve had some restrictions around charging in USD through American Express credit cards. This was a restriction put in place by AMEX.

Our solution had been to support only Visa and Mastercard; however, we’ve been increasingly requested to bring in AMEX support.

To support AMEX, we’ve partnered with US-based payment processor, Stripe.  They’re an industry leading payment processor and we’re pleased to have them setup with Simple Sales Tracking.

If you’re new to Simple Sales Tracking, you’ll be offered AMEX as an option from today onwards.

If you’re an existing client and would like to switch to using your AMEX card, please update your billing profile on the Admin page of Simple Sales Tracking with the new card information.

Filed under: Company News, , , ,

Looking ahead to 2014

2013 was a great year for us at Simple Sales Tracking.  We welcomed a mass of new customers and steadily added new product features, being careful to keep Simple Sales Tracking easy to use and work inline with what you’ve come to expect.  Thanks for making it a great year!

Looking ahead to 2014, one of the areas we’ve committed to add to is the Reports area.  We receive many requests for new or altered reports and we’d like to provide them.

In the very first release, you’ll have probably noticed the existing detailed sales reports have now been renamed to “Custom Detailed”.  If you look at the filters for the report, you’ll find you can now add/remove columns in the generated reports – to make them include the data you want and clear out what you don’t.

Wishing you Sales Success! and All the best to you in the new year!

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

Every Sale has 5 Basic Obstacles – Do you know what they are?

We not only want you to know what they are – but also how to overcome them!

We’ve worked together with Brett to publish our first in what we plan will be a series of sales technique and strategy resources.

The first, entitled “Every Sale has 5 Basic Obstalces – Learn What They Are And How To Overcome Them”, is available now to download from

You’ll have the option to download it immediately and even download the first chapter for free.

Filed under: Company News, Sales Techniques and Strategy

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, , , ,

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.


  • 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, , , , , ,

10 Day New Year’s Resolution Promotion – Get Organized. Close More Sales!

Hello 2010!

The start of a new year is a time where most of us ask the big picture questions of where we’ve been and where we’re headed. To look to the year ahead and often make resolutions.

If you’re in sales, one of those resolutions will probably be to increase your sales in 2010.

If that resonates with you, we’d like to help you get going.

For the next 10 days, we’re running the Get Organized. Close More Sales! – New Year’s Resolution Promotion.

It’s easy. All you need to do is:

  1. Sign up or Upgrade to a Full Account

  2. Pay for Month 1

  3. Get Months 2 & 3 Free

There are no gimmicks, or contact. Just sign up normally and the promotion will be automatically applied. If at month 4 you decide you want to go back to a Limited Account, no problem – just flick us an email to let us know.

If you’re already on a Full Account, add additional users and the same discount applies.

Why sign up for a Full Account? Compare Limited and Full Accounts.

Happy New Year!

Filed under: Company News, Promotions and Contests

Simple Sales Tracking is on Twitter!

We’d like to hear from you!  Ask us questions and give us feedback.  We’ll annouce latest updates, articles and promotions.  Helping you Get Organized and Close More Sales!

Filed under: Company News, Promotions and Contests,

Partner Program – Earn 20% for your Referrals

We are pleased to announce the Simple Sales Tracking – Partner Program is now public!

Do you know many small or medium sized business owners? Do you come into contact with many sales professionals?

As an affiliate partner, you’ll be provided with a specific url that’s unique to you. Anyone who clicks that url and signs up to use Simple Sales Tracking will have your affiliate ID associated with their account. Even if they click the url, but don’t sign up, then come back another day and sign up, the tracking information will already be in place and you will get credit. 

For every person you refer who signs up, from this point onwards, you’ll be issued a 20% commission every month for the duration of the customer’s service in residual, passive income.

For example, if you were to refer a 10 person company that would generate $150 in revenue per month. Of that, you’d receive 20%; $30 per month for the duration of the service to that company.

If you were to refer one such company per month, by the end of the year you’d be receiving one cheque every month for $360.

Often, new users will initially sign up to use the Limited (free) Account. In this case, your partner ID is still attached to the company and in time if they sign up to a Full (paid) Account, you will begin receiving commissions at that point forward.

For further information or to register as a partner, visit or email

Filed under: Affiliate Program, Company News,


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.
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