Simple Sales Tracking Blog

Another Addition to List Pages

The ability to perform bulk actions on Leads, Opportunities and Accounts has been a big hit! – So we’ve kept going.

The latest bulk action now available is ownership reassignment.  You’ll find under the Bulk Actions drop down list near the bottom of each of the Account, Opportunity and Lead list pages a new option to re-assign all selected records to a different owner.

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

The Best Way to Increase Your Sales Using Twitter

twitter-chicken-eggUsing Twitter as a sales tool is nothing new.  (Neither is experiencing when this is done well or badly)

As in any sales activity, the best way to sell your product or service is to focus on the customer and what they’re searching for.  Usually you’d go through a process to determine this, but with Twitter we can skip straight to the solution!

There are a plethora of tweets being posted every minute. Many of them might be about what that person had for breakfast, but in amongst these sorts of posts are a gold mine of messages where people are reaching out looking for help.  They might be directly asking for ideas or suggestions or how to solve a problem – or they might just be complaining.

In those situations, that person is already primed for a solution to be presented to them.

When you reply to their request, you’re responding to a discussion they already started themselves.  This is an example of Twitter being used well as a sales tool.

The question is – how do you find the people that are looking for the products and services that you can offer them.

One option is to use the twitter search function. You can search, in real-time, about what people are tweeting about at that moment.  This will work – but it is time consuming and to do this repetitively would become onerous.

The best option is to use a tool that tracks any tweets that are posted that match a keyword from your industry. It could be your product or service name, company name, or even industry or competitor names.

Simple Sales Tracking comes standard with just such a capability. Not only that but in addition to catching desired conversations, you’ll also be able to:

  • Filter out repetitive or useless tweets or users
  • Convert Twitter users to Leads with a single click.

Although Twitter can be used to increase sales in other ways, using other methods as well – this is one of the best and easiest of them.

If you’re struggling to gain traction with Twitter or looking for a way to use Twitter for business – this is the low hanging fruit that anyone can grab.

To read more about the Twitter  – Social CRM integration in Simple Sales Tracking have a look at this blog post or at the website.

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

Google Map with Every Address

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, , , , , ,

Filter Selections Remembered

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, , ,

Import directly into Accounts and Opportunities

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, , , , ,

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, , , , ,

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, , , , , ,

New Getting Started Videos Added

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

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

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,

API Documentation & Samples

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.


What can you do with the API?


View and Modify your data in Simple Sales Tracking, from another website or application.

There are a lot of possibilities. Here are a few ideas:


  • Synchronize Contacts with another Contact List

  • Build your own Custom Reports

  • Add Notes, Tasks and Appointments Remotely

  • Create a seamless link between your own applications and website with the data, features and capability of Simple Sales Tracking.

Find out more and Get Started


3rd Party Tools & Integration

If you program your software product to integrate with Simple Sales Tracking, or any another 3rd party piece of software, let us know!

If it’s a fit, we’ll post it here with link-backs to your website and kudos.

We’re also working on 3rd party integration from our end and will announce them as they become available.


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: How To's, Integrations, ,

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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