Simple Sales Tracking Blog

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, , ,

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, , , ,

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, , , ,

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, , , , ,

Simple Sales Tracking Integrates with HootSuite

banner-hootsuite-integration

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

hootsuite-ddl

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

INSTALL APP

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.

Filed under: Integrations, , , , ,

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, , , , ,

20 Ideas to Find New Customers and Increase Sales

Whether you’re stumped for ideas or looking for a few new ones, we’ve put together a comprehensive bread & butter list of some of the most important.  Have we missed any?  Include your suggestions following in the comments.

Here they are in no particular order.

1. Ask for referrals.  Your social and business network may reach farther than you think.  Get in touch with others who know and trust you, your products and services.  Ask them if there’s anyone they know that they’d suggest you contact.  When you make the contact, be clear who referred you.

2. Ask for Feedback.  Learn what’s working and what’s not about your product or service.  Show that you care about your current customers feedback, implementing changes based on it.  They’ll love you for it and tell their friends.

3. Know your Customer.  You’d be surprised how few business owners really know who their customers are.  Do a survey, keep track, do whatever works.  By knowing your customer you’ll be able to refine your market and target more accurately; leading to less wasted time and increased sales.

4. Know your Products & Services.  Also known as “eating your own dog food” and “drinking your own champagne”.  Don’t just know about them, but use them yourself.  When you look through the eyes of your customers you’ll learn a lot.

5. Make it Easy to Buy.  Take out as many obstacles as possible to the sale.

6. Ask for the Business.  Don’t leave a sale open to chance and don’t shy away from closing the sale. If your prospect show they’re interested. Always be clear on the next step and when the sale can happen.

7. Include a Call to Action.  On all of your marketing material, always include a Call to Action. What is the next step you want the prospect to take.

8. Consider an Incentive or Referral Program. As mentioned in #1, referrals are important.  If you want to increase the scale of your referral network, try creating an incentive or referral program. This is no substitute for one-on-one relationships and requests for referrals from people who know and trust you.

9. Up sell & Inline Sale.  Not usually considered a strong method of attracting new customers, but one of the best ways to increase sales with existing ones.  Your customers already know and trust you.  Offer them something else they’ll also find valuable.

10. Be professional. On your website, in printed marketing material, how you dress.  Professionalism encourages trust. Disorganization and sloppiness promote the opposite.

11. Be Customer Focused.  Focus on the needs of your customer, not on your own needs.  Look closely at your written material. Does it focus on “I”, “We”, “Me”, or “you” and “your”?

12. Give Outstanding Customer Support. We’ve all waited on hold or worked through a labyrinth of phone menus trying to reach a support team.  Don’t be them. Be easy to reach, approachable, and friendly.  It doesn’t mean always saying yes, rather it means showing you care – even when the answer is no.

13. Develop a Sales System.  Any system – just make one and use it.

14. Provide More Value More Often.  Listen to feedback, produce and iterate.  Do this regularly and let your customers know you’re doing it.

15. Toot Your Own Horn.  We’ve all seen this done distastefully.  Done thoughtfully, it’s a great way to build up customers turned promoters. Everyone wants to be part of a winning team.

16. Be Trendy.  Don’t go out of your way to be trendy. But if you notice a trend that correlates to your offering, consider including it.

17. Don’t be Shy. Make sure everyone you know, knows what you’re up to.

18. Tell Everyone About Everything.  You might be selling XYZ, but at some point, make sure you let the prospect know about your other products and services that are appropriate. Sound obvious? It is. Yet, still this gets forgotten or ignored more than you’d think.

19. Give your Customers the Inside Scoop. Make sure you let your customers know about what’s happening. They’ll feel like they’re “in the know” and a stronger relationship will be developed.

20. Give Something Away For Free. Something of real value to your customer, but doesn’t necessarily cost you very much.

Filed under: Sales Techniques and Strategy, , , , , ,

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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