Simple Sales Tracking Blog

Simple Sales Tracking Integrates with HootSuite


From HootSuite, easily create new leads from any incoming Twitter or Facebook post. Specify lead warmth, and other details directly from within the HootSuite dashboard, before automatically saving the lead to Simple Sales Tracking.

Capturing Leads via social mentions is an effective way to generate new business. To learn more, read about the best way to increase your sales using Twitter.

One way we’re committed to growing Simple Sales Tracking is through integrations just like this one with HootSuite.

Have an idea for another integration? Tell us about it.


Convert Messages to Leads


If you’re already a HootSuite user, easily install the app plugin now.


If you’re not, consider signing up for HootSuite today. It’s easy and you can get started for free straight away.


About HootSuite – Social Media Management

HootSuite is a social media management system for businesses and organizations to collaboratively execute campaigns across social networks such as Twitter, Facebook, LinkedIn and Google+ Pages from one secure, web-based dashboard. Advanced functionality includes tools for audience engagement, team collaboration, account security and comprehensive analytics for end-to-end measurement and reporting.

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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, , , , , ,

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, , , , , ,

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

Filed under: How To's, Integrations, ,

Web to Lead Forms Now Available

You speak – we listen. Many of you have requested a capability known as Web to Lead Forms. Over the weekend we introduced this new capability and in this newsletter we’ll walk you through what they are.

Web to Lead Forms provides a way for you to include a form on your website to capture both new contacts and new leads and have that information stored directly into Simple Sales Tracking. Each time a new piece of information is collected, you’re automatically notified via email.

Step 1 – Build the Form

Login to Simple Sales Tracking and click the new “Web to Lead” link at the top of the page. From there, select each field you want to include in your form and optionally change the text that describes each one. Once complete, click the “Build” button.

Step 2 – Preview the Completed Form

After clicking the “Build” button, further down the page you’ll see a preview of what your new Web to Lead form looks like. If you need to make further changes, do so, then click the “Build” button again.

Step 3 – Copy and Paste the Html Code

You’ll notice next to the Preview a textbox labelled Html Code with some text in it. Copy that Html Code into the code of a webpage on your website and the form will be there.

Step 4 – Enable Web to Lead Forms

As a security measure, your account administrator (the first account created by default when you signed up), will have to select a check box on the Admin page in order to enable the Web to Lead forms to work.

You’re Done! Create as many Web to Lead forms as you like. Remember to test them to make sure they’re capturing the data the way you want it.

Please note Web to Lead Forms are available to Full Account holders only. If you’re using a Limited Account, consider upgrading today!

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

Attention Developers: Web API Now Available!

June6, 2008

We’re pleased to announce the immediate availability of the Simple Sales Tracking Web API.

The API, Application Programming Interface, gives you the ability to extend and access the functionality of the application and your data stored in it.

While the API was built using Microsoft’s new WCF technology, the API can be used on many different platforms and different software languages. Keep in mind leveraging the API requires a good understanding of software development knowledge and practices.

As an example, the API was used to tie together the new Outlook 2007 Plugin to the Simple Sales Tracking application. There are many ways and reasons why you may want to look at doing this.
Not only is accessing the API at the transport level secure using 128bit SSL encryption, each message is also individually secured using mesage level certificate security.

As always, if you have any questions or feedback on this new availability, don’t hesitate to get in touch.

Please keep in mind the API is available only to Full (Paid) Account Customers.

Filed under: Integrations, New Features, ,


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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