Simple Sales Tracking Blog

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, , , ,

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, , , , ,

Outlook 2007 Plugin Now Available!

Over the past few days we’ve updated Simple Sales Tracking with a number of enhancements.

Two that you’ll notice straight away are (1) the ability to re-assign ownership of a Task to another user and (2) the sales Follow Up Box on the Start Page now includes all sales (no longer just the top 10) and text shadding when the follow up dates start to slip.

Our major announcement today is the release of the Simple Sales Tracking Outlook 2007 Plugin. This initial plugin has been built for the 2007 edition of Outlook. A plugin for the 2003 edition of Outlook is in development.

Initially we will be making the plugin available by request. If you’re interested in using the plugin, please contact support and we will send you the install file. Installation is simple and takes less than one minute.

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




Outlook Plugin Features



Secure Login, using SSL encryption.


While looking at the detail view of an email message, select the Sale (Lead, Opportunity or Account) from the drop down list and click Add. It will be uploaded to Simple Sales Tracking and show up in the Documents list of that Sale.

Any Sale you’re tracking in Simple Sales Tracking that’s not marked as Closed will appear in the drop down list.


When you create a new Task, Appointment or Contact instead of clicking the standard “Save & Close” button, choose a Sale from the drop down list and click “Save and Add to Simple Sales Tracking”.

This will save the item to Simple Sales Tracking as well as to Outlook.




We Value Your Feedback


We’re committed to driving future enhancements of Simple Sales Tracking based on your feedback and requests.

At any time, contact us at support@simplesalestracking.com with your feedback and requests.




© 2008 Consilium Solutions Corp. Simple Sales Tracking is a service of Consilium Solutions Corp. All Rights Reserved.



Filed under: 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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