Simple Sales Tracking Blog

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.

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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.

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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.

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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.

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Simple Sales Tracking Gets Mention on Innovation Resource Centre Blog

The Innovation Resource Centre, based in Prince George, BC mentions Simple Sales Tracking in a recent blog post, highlighting the benefits of the system.  More at: http://innovate.bc.ca/irc/ and http://blog.innovate.bc.ca/?p=134.


 

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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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