Simple Sales Tracking Blog

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, , , , ,

New Reports and a Few Changes

We’ve added 2 new report to capture more details on the dollar amounts of your opportunities.  Grouped by Account, both a summary and detail Opportunities report have been created which include  a Sum total of the Low, High and Actual (dollar) amounts.  The summary report also includes the Expected Closed Date as well as your User Defined fields. 

The details report includes additional fields.

Additionally, we’ve added your custom user defined labels to each of the Sales reports.  Until now, a generic column header was given, which did not reflect your custom naming. You’ll find this has been put in place.

You’ll also notice something new on the detail pages of your Accounts.  In the “Opportunities” box, where you’ve associated an Opporunity with an Account, you’ll find that the amount columns now give you a Sum total, simliar to what’s being generated in the new reports.

Finally, as you know, the majority of list pages within Simple Sales Tracking default to showing records which have a status of “In Progress”. We’ve now changed this on the Accounts list page.  Since an active account could be considered either In Progress or, more likely “Won”, we’ve decided to show the list without filtering by status.

Filed under: New Features

Real-Time Collaboration with News Feeds

Earlier, we sent you part one of the latest features added to Simple Sales Tracking. In part 2 of 2, we’ll highlight the new real-time collaboration capability called the “News Feed”.

If it looks familiar to you, it’s because it probably is. Each time you use Facebook or Twitter you find something similar. Facebook with its latest news feed and Twitter with it status lists. In the same way, you now have the ability to communicate and stay up-to-date privately and securely with others in your team.

2 Types of News

There are two types of news that make it to the news feed.

  • Status Updates – On the Start Page you’ll find a new text box near the top of the page which reads “What are you working on?”. Simply answer this question and keep in touch with others on your team throughout the day.
  • Auto Updates – Each time you, for example, create a new Lead or upgrade an Opportunity to an Account, the news feed will automatically announce the upgrade to others in your team.

News Feed on the Start Page

You’ll find that the Notice Box on the Start Page has been replaced with the “Latest News”. Whatever news item is most recent is now automatically displayed in the box.

To view a full list of recent news, click the blue “Show News Feed” button directly underneath the Latest News box. Click it again to switch back and forth between the news list and the chart and follow up information.

If, as a Full Account user, you’re operating in the “Closed” access model, you’ll find that auto-updates on anything marked as closed, will not be displayed in the News Feed.

Comments

Included with the new News Feed is the ability to comment on any piece of news. In that way, you can discuss an idea back and forth, get clarification or provide suggestions.

Smells like Chatter?

Not only is the news feed similar to both Facebook and Twitter, but it has also become a simpler (and more cost effective) alternative to Saleforce’s new Chatter platform, which they released earlier this year.

With each new piece of functionality added to Simple Sales Tracking, we aim to keep ease of use and simplicity at the forefront. Include the most important features and reduce hardly-used ‘extras’, which serve mostly to complicate.

In the same way, what’s included in the news feed is what we’ve uncovered as most important, without a lot of extra bell’s and whistles.

As for cost? The news feed is available at no extra cost to Everyone who uses Simple Sales Tracking. And for that, there is no alternative.

Filed under: New Features, , , , , , , , , , ,

A Feature Bonanza, Part 1 of 2

Over the weekend we released a handful of new features and we think you’re going to like them.

We’ll give you the highlights in this newsletter and with one in particular, we’ll follow up in a (rare) second newsletter to follow shortly.

User Defined fields as Drop Down Lists

Until now, User Defined fields were available only as text boxes. That meant that you needed to type in each value manually for every record.

Sometimes values recur, so to speed things up, we’ve given you the option to change a text box to a drop down list.
To define the values for the drop down list, have a look on the Admin page.

Avatars

A while back we gave you the ability to upload your company logo. Now, you can upload an Avatar, or profile picture of yourself.

Latest News & Real-Time Chatter

Sound familiar? We’ll tell you all about it in a newsletter to follow a little later.

Sales in Tasks List now Linkable

For better reference, and by popular request, we’ve made the column of Sales in the Tasks list linkable back to the related Sale.

Changes to the Social Tab

A while ago we introduced the Social Tab, with its Twitter integration. It’s been a popular feature and we’d like to continue to add to it; however, by growing it, it will outgrow it’s fit within Simple Sales Tracking. As a marketing tool, we felt branching it off onto it’s own mini-product (still integrated with Simple Sales Tracking), would be the best approach.

We’re calling the new product Twitter Web Alerts. Have a look and let us know what you think.

And not to worry, if you’re currently using the capability, you’ll have the option to migrate accross at no charge with a long while of free usage as well.

Filed under: New Features, , , , , , , , , , ,

New Features and Reports Released

Overnight we released a handful of new features that have been in high demand. We’ve also beefed-up reporting. We’ve included the highlights in this email, along with an experiment we’d like to tell you about.

Word-Of-Mouth Experiment

We’d like to try something a little different.

We’d like to see if we can outpace Google searches, Ads and Partner referrals for getting the word out about Simple Sales Tracking and we’re asking for your help.

If you find Simple Sales Tracking a useful tool for you, and you know of someone else who might also, tell them.

Then, let us know! We don’t want to know who, what or where. Just send us an email to let us know you did.

To sweeten the deal, in about a week we’ll pick at random 10 people and send each a free copy of Seth Godin‘s latest book, Linchpin.

New Features

Buttons added to Lead, Opportunity and Accounts Pages

We’ve added a new “Save & Add New” button, which will speed things up when entering multiple sales at the same time. Clicking the button saves the current sale and opens a new blank entry form.

We’ve also added a new “Clone” button, which will copy all of the data from the sale you’re viewing at the time, into a new sale entry form. If you’re creating new sales that are each similar to each other, this should help to speed things up.

Increased Size Limits for Notes and Documents

In the past you were limited to the length of Note you could enter for a Sale. Although that limit was large, for some, it wasn’t large enough. So, we’ve blown the cap off entirely. Notes can now be as long as you like.

We’ve also increased the document storage space limits from 50mb to 100mb on Full Accounts and 5mb to 10mb on Limited Accounts. In the near future we’ll also be making an announcement regarding unlimited document storage and overall enhanced capability in this area. Stay tunned!

Lead Import

In the past, you were not able to set the Status, Scale or High/Low/Actual Amounts during the Lead Import process. We’ve changed this so you can set each of those per record at the time of importing.

New Reporting

This release introduces a number of new capabilities surrounding reporting.

With all Lead, Opportunity and Account reports you can now filter your results based on a date range of when they’re created. Also, you can filter based on the data from your User Defined fields.

Additionally, we’ve added a report that will return ALL data fields for Leads, Opportunities, and Accounts.

We’ve added a brand new report called the “Pipeline” report, which returns a combined list of Leads, Opportunities and Accounts based on the pipeline they’ve followed. Filtered by date range, you can view, for example all Leads which where converted to Opportunities and all Opportunities converted to Accounts over the past month.

Finally, in addition to pdf and excel exports of reports, you’ll now have the added capability of saving the result of a report in MS Word document format.

Thanks

Thanks for your feedback and suggestions. You’ve helped to make Simple Sales Tracking a top CRM choice for Small and Medium sized businesses from around the world.

Filed under: New Features, , , , , ,

Improved Search Capability

Up until now, searching using the search box located on the Start Page has been limited to the names of Leads, Opportunities and Accounts.

In our latest release, we’re pleased to announce the introduction of a more full-featured search.

Search will now take into account both the Name and Details of Leads, Opportunities, Accounts, Tasks and Notes.

Filed under: New Features, , , , , ,

Autoresponders Now Available with Campaign Monitor

Finally!

Campaign Monitor today announced the addition of autoresponder capability to their software.

If you’re unfamiliar with auto responders, David gives a quick summary in his blog post:

“Before we get too carried away, how about a quick introduction. Autoresponders go by a few different names like triggered emails and drip campaigns, but essentially they are an automated email, or sequence of emails sent when a subscriber meets a condition you set. For example, when someone joins your list, your subscriber’s birthday, or a month since someone purchased from your store.”

In May, we announced the integration of Simple Sales Tracking to Campaign Monitor.  Already a leading contender for the best email marketing software available, this now in our view solidifies their place out in front.

Well done Campaign Monitor – Keep up the good work!

Filed under: 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, , , , , ,

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

Tweets

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