Simple Sales Tracking Blog

New report and charts added

New Sales Tracking Charts

The first in a series of new reports and charts we’re developing is now ready for your review.

The first of those is a new manager-only report named Team Member Activity. The goal of this report is to give you insight into the same kind of information that each of your team members view on their own Start Pages – including New, Won and Lost Opportunities, Current and Overdue Tasks and Current Appointments – filtered by date range. By default, when you run the report it will show you all the information created or due for the current week. Sorry, if you’re not an Admin or Manager on your team, you won’t have access to this report.

In addition to the new report is a new charting series which enables you to graphically display your sales, grouped by your custom fields. So, for example – if you have a custom field for Industry, you can see all your Leads, Opportunities and Accounts per industry in a nice bar chart. The charts can be interacted with as well as exported as a downloadable image.

Just like the reports, you can access the new charts from the Reports tab.

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Easily switch between company or group accounts



We had some great feedback on the new reports for the Report Center as well as suggestions for new ones. If you missed our last email, please consider sending us your feedback – it’s not too late yet.

Along with the handful of design changes this week, you may have noticed a new menu option named “Link to Account…”. This is something that’s been on the requested list for a while and we’re excited to get it into production. Note – this setup option is visible only to those with Admin level access, however accounts can be linked for those with any level of access.

There are 2 reasons why you might like to take a closer look at this new capability:

  1. You have more than a dozen users who work in separate divisions.
  2. You use Simple Sales Tracking for more than one company.

With the ability to switch between accounts, you can jump from one company (or division) to another without having to logout, then back in again. If you want to organize your sales people into teams and restrict access so that each member has access and visibility only to those in their team, then linking accounts is a perfect solution.

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Tell us what you’d like to see in the new Report Center


We’ve got a couple of new developers on board working out the final parts of a new API and Outlook plugin (we’ve had some delays – but it’s finally coming together now). Once they’re finished, we’re going to be starting on a new Report Center within Simple Sales Tracking – which will include new Reports and Charts/Graphs.

If you click on either report thumbnail above, you’ll see the sample report drafts that we’re looking to introduce. I’d really appreciate your feedback on those and any other ideas that you would find helpful from both a sales manager and team members perspective.

A handful of new fields will need to be added to support concepts like targets/budgets, so if your report idea includes information that’s not currently captured in SST – include it anyways.

You may have noticed the new filter boxes on the list pages. Over the next while another one of our developers is working to improve / streamline some of the UI. No big changes – just some refinements. If you have any questions about any of them – don’t hesitate to ask.

Filed under: New Features, , , ,

Lead Sources as a Drop Down List

 

Earlier today we published the latest release of Simple Sales Tracking. Included in the release are a number of small changes and minor bug fixes.

The most important change has to do with how Lead Sources are managed. In the past, the only option was to type in the Lead Source for your Accounts, Opportunities and Leads on a case-by-case basis. In our latest release, you now have the option of creating a drop down list of lead sources. The list of available Lead Sources are managed by your group administrator, in the Admin area.

From there, Lead Sources can be added, changed or removed entirely. If one is changed, the change flows through to any matching Lead Source marked against an Account, Opportunity or Lead.

If you’d like to continue to type in Lead Sources manually, all you need to do is delete the Lead Sources from the list in the Admin area.

As always, if you have any questions about this or anything else in Simple Sales Tracking – please don’t hesitate to ask.

Filed under: New Features, , ,

Next Release to Simple Sales Tracking Scheduled for Tonight

The next release of Simple Sales Tracking is scheduled for tonight, so we thought we’d give you a quick heads up of what’s on the way. There are a few big improvements and we think you’re really going to like them!

One of the main ones is the introduction of Opportunity Stages to the sales pipeline. Opportunity Stages are fully customizable – so you’ll have better control and flexibility over your sales pipeline.

One big change to the software has to do with how the detail pages for Accounts, Opportunities, Leads and Contacts are layed out. You’ll find all of the same information that was present before, as well as some extra – but presented in a 3 column format. View a sample of an Opportunity Detail page.

As you’ll notice, we’ve put a greater emphasis on Notes – which will now include not only any notes you or other team members write, but also any activity updates that have to do with that record. We’ve also introduced Notes to Contacts, which did not exist previously.

In preparation for our social integration, we’ve added the ability to upload a photo or logo for any Account, Opportunity, Lead or Contact. Once the social integration is complete, you’ll have the option to have Simple Sales Tracking automatically import this information, if it’s available, from popular social sites – like LinkedIn.

Filed under: New Features, , ,

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, , ,

New features Released Today

You spoke and we listened. Thanks to your feedback and others like you, we’ve made a number of changes to Simple Sales Tracking – which went live last night.

The largest of the changes has been a popular request. You’ll find on the Accounts, Opportunities and Lead list pages that you can now choose which columns of information you’d like to display. No longer are you stuck with the defaults. Customize them to show what’s most important for you and your sales activities.

Have a suggestion to make Simple Sales Tracking better? Tell us about it by email or on @simplesales on Twitter now.

Complete List of New Features

This latest release includes the following new and improved features.

  • Details for Appointments: Just like with Tasks, you can now include extra details about an Appointment.
  • Appointments in Search Results: Appointments will now be included in search results.
  • Improved Search Results: Search results (from the search bar on the Start Page) have been improved to include searches in additional fields – like Lead Source and Address.
  • Associated Opportunities Correction: To reduce confusion, the Associated Opportunities list on your Accounts detail pages no longer include the detail of the Account itself. Only the associated sub-Opportunities.
  • Accounts Downgrade: Any account can now be downgraded back to an Opportunity. First, make sure the Account has no sub-Opportunities.
  • A bit of CleanUp: Depending on your setup, you may find a bit of tidy up on the Start Page.
  • Page Settings: As already mentioned at the beginning of this email update, Account, Opportunity and Lead list page columns can now be customized.

Filed under: New Features, , , ,

Filter Tasks Report by Due Date

Monday we released a minor update to the Tasks Report – which now enables you to filter your tasks by Due Date.  We made this change based on feedback we received from users just like you and we thought it made a lot of sense.

If you have a suggestion or feedback on how to improve Simple Sales Tracking – let us know!

Filed under: New Features, , , ,

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, , , ,

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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