Simple Sales Tracking Blog

Check out our new features!

We have been listening to your requests and now – some great new features and enhancements are ready and waiting for you.


  • Import Leads

    In your Start Page, you’ll notice a new Import Leads from a file option. Download the template provided to make things even easier.

  • ICal Support

    Easily grab individual appointments or all of them together from your Calendar in the industry standard ICal format. Open and save the file into your favorite email program.

  • Calendar Enhancements

    Larger working area and integrated date picker. Loads fast and looks great.

  • Text Editor Enhancements

    Now resizable, Printable and Super fast loading.

  • Tab Ordering

    We’ve improved the tab ordering on the Contact detail form.

Filed under: How To's, 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 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, ,

Data Portability a Reality With Simple Sales Tracking

Over the weekend we rolled out some anticipated new features.

You now have the ability to easily import your existing customer’s contact information into Simple Sales Tracking. Once logged into your account, you’ll find the Import Contacts button has been added to the list of buttons in the left hand column of your Start Page.

Following in line with our belief that the data you store in any application should belong to you, you can now easily export your data (Accounts, Opportunities, Leads, Calendar, Tasks, and Contacts) to your computer via XML. Once logged into your account, this can be done through the Admin page.

In addition to these newly released features, we’ve corrected a couple of bugs that had been brought to our attention. There had been some issues with Money formatting and Timezones, which are now gone. Thank you to those that brought this to our attention. Feedback and suggestions are always welcome. Our goal is for Simple Sales Tracking to evolve based on its users requests.

Over the weekend we also welcomed a new addition to Simple Sales Tracking. Brett Burgess, a leading sales trainer with Moss & Associates International, will be contributing regular articles to the Simple Sales Tracking Blog. His first article is included further on in this email. You can subscribe to the RSS feed on the website. Welcome Brett!

Getting your contacts ready for Import:

First, you’ll need to save your existing contact information to what’s called a Comma Separated File. It should have the extention (.csv).

The instructions for exporting your contacts from Microsoft Outlook are as follows:

  • Click on the “File” menu, then on “Import and Export”.
  • Next, you’ll be given a list of actions to choose from. Select “Export to a file” and click next.
  • Then, from the next list, choose “Comma Separated Values (Windows)” and click next.
  • You’ll next see a hierarchy of folders. Select the “Contacts” folder and click next.
  • Finally, choose where to save it to your computer and click next. You’re asked to confirm and click finish.


As a Salesperson do you recognize when the lights change from Red to Green?

Last time we looked at why 62% of sales presentations end without the salesperson asking for a buying decision due largely to a lack of sales skills training and a focus on product training.

One of the key skills for any salesperson is in recognizing buying signals.

The average person can talk at approximately 260 to 300 words a minute. It’s estimated that most people can absorb that same information at six or seven times that rate. That’s why you can go home after a long day at work, turn the television on, read the paper, have a conversation with your spouse, eat dinner, find out how the kids did at school and think about the sales meeting you have at 9 am the next morning . all at the same time.

We all have the capability of mentally multitasking.

Now here’s the big question. As a sales person, are you really listening for your prospects or customers buying signals, or are you just selectively hearing what you want to? Is your mind wandering, or are you just listening to respond and filtering out important buying signals?

If you don’t listen, you’ll never know. If you let your prospects or customers talk without interrupting, they will tell you everything you need to know about their needs and give you a roadmap on how to sell to them. They will also, through verbal buying signals, let you know when and how to ask for the business. Timing is everything. But you have to listen – pay attention and listen.

While it’s not profound, it’s painfully true. You can’t listen for verbal buying signals if you’re always talking. It’s been said that if a salesperson is talking more than 20 percent of the time, he or she is talking too much. It’s not about us! It’s all about finding out how you can help them.

Ask an open-ended question; actually listen to the answer and concentrate on it.

It’s important to pause. Salespeople feel uncomfortable allowing a pause to continue, but from the standpoint of listening to buyers, sometimes that pause is essential. They’re considering something and formulating their answer. Don’t jump in. That small uncomfortable pause is an opportunity to listen for verbal buying signals that may give you the key for closing the sale. Take the pause and, instead of making it a comma, make it a period. It’s also important to take notes. If you’re taking notes that means you’re listening and focused on what the prospect is saying. The faintest ink is greater than the fondest memory.

Listen for loopholes. When a prospect starts asking such questions as, “Do you have anything a bit less expensive that I can work into the budget?” or “Do I pay now or can you bill me later?” – those are all verbal buying signals. That means they are interested in spending money with you. Now it’s just a matter of working a project into their budget. It’s not if, it’s how and when.

In many cases, customers hold up a big sign saying, don’t trip over the obvious customer interest that is coming your way, but salespeople don’t always recognize those signals because they have a tendency to talk more than they listen. Listening for buying signals is really easy to do badly and really hard to do well.

In my next article we will be looking at the questions that tell you that a buyer is ready to buy.

Brett Burgess
Moss & Associates International
Corporate Training & Communication Consultants

Quote of the Week:
As you travel down life’s highway..whatever be your goal you cannot sell a doughnut without acknowledging the hole
Harold J. Shayler

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

Filed under: 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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