How to track your sales pipeline and why it’s important
Your sales pipeline (or sales funnel) is an important part of your sales process, and when used will lead to closing more sales. In its simplest form, a sales pipeline can be represented in 3 major stages, starting with Leads,
New text editor released
Yesterday, we published the latest release of Simple Sales Tracking, which includes a new text editor. With better support for newer browsers and mobile - we think you'll be pleased with the latest. The controls are very similar to the
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
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
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
What Are Your Key Prospecting Activities?
This is a question I always ask when meeting salespeople and sales managers. The answer I often hear is “cold calling or managing referrals from existing clients.” The next question I ask is “what processes do you have in place
Prospecting Plan – Do You Have One?
People don’t deliberately plan to fail but often fail to plan. In sales one of the most crucial elements is a prospecting plan. A challenge for many salespeople is they do not have one and as a result spend the
How Many Networking Opportunities Have You Wasted?
In this article I continue with the sins of networking theme from my last article. The next sin is failing to establish a connection. Effective networking means actively making a connection with the people you meet. Your goal is not
How Effective Is Your Networking?
Everyone talks about networking to improve business; however I find it to be an overused word and underused strategy by many of the salespeople and business owners I meet at so called “networking events”. Many people think of networking as
Better Filters. More User Defined Fields.
Here's a quick update to let you know of 2 recent updates to Simple Sales Tracking. Based on the feedback you've been giving us we've -Added an additional 2 customizable fields, for a total of 7.Added the ability to filter
Which Type of Salesperson Are You?
There is an old quote which we can adapt that goes – “There are three kinds of salespeople – those who make things happen, those that watch things happen and those who are wondering what happened.” It’s an oldie but
Are Great Salespeople Great Talkers?
I was guest speaker at a meeting a few weeks ago and a chap I was chatting to was telling me that after 18 years of having 3 women in the house now that his daughters had left he was