Simple Sales Tracking Blog

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, , , ,

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, , , , ,

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, , , , , ,

Bulk Delete Just Added

From time to time we get asked for the ability to delete multiple records at once.  This is especially true of Accounts, Opportunities & Leads.

So – Thanks for the feedback, and you’ll find we’ve now included this on each of the list pages.

Filed under: New Features, , , , ,

Latest Release and the new My Resources page

Between now and into the new year, we’ll be releasing a number of new capabilities to Simple Sales Tracking that have been highly requested.

In today’s release we’ve introduced the My Resources page, and the ability to Downgrade Opportunities to Leads, along with a number of other smaller tweeks and improvements.

 

My Resources

Maintain an easy-to-access set of team-wide resources on the new My Resources page. In addition to a text editable area, Admin’s have the ability to upload documents, pdf’s, spreadsheets and images.

A few examples could include:

  • Sales Scripts
  • Document Templates
  • Support Letters
  • Team Performance Charts & Spreadsheets
  • Company-wide Notes

My Resources page on Simple Sales Tracking

 

Downgrade Opportunities to Leads

A question we often get, and one we’re happy to answer YES to!

 

What’s Next?

In the near future we’ll be releasing a number of much sought after capabilities, including:

  • More flexible User Access/Permissions
  • Customizable Reporting
  • iPhone Mobile App!!!

Filed under: New Features, , , ,

Forward your Emails to Simple Sales Tracking

Your communications with prospects and customers is likely to include sending email messages. Until now, you’ve been limited to using either Notes or the Outlook plugin to track those email communications.

Now, with the new Messages feature, you can easily forward any important email message to Simple Sales Tracking and have it automatically included in
the new Messages Tab.

Additionally, if an email address is recognized as matching an email in any of your Sales or Contacts, an association between the two is created.

How To Get Started

First, make sure that the “Enable Messages Drop-Box” check box is selected on your Admin page. Then, generate your unique email address in your Settings.

Now any time you want to forward a message to Simple Sales Tracking, include the unique email address in the CC or BCC of the message.

Note: Currently storing of email Attachments is not supported.

Filed under: New Features, , , ,

Google Map with Every Address

Any Account, Opportunity, Lead or Contact where you’ve provided an address now has a link – which opens up a new window with a pin marking the spot on Google Maps.

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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