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
Are There Natural Born Salespeople?
A question I am often asked is “Are there natural born salespeople that we should be looking for?” My answer to this is there is no such thing as a natural born salesperson. There are salespeople with the “gift of
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.
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
Every Sale has 5 Basic Obstacles – Do you know what they are?
We not only want you to know what they are - but also how to overcome them! We've worked together with Brett to publish our first in what we plan will be a series of sales technique and strategy resources.
What Is Your Prospecting Plan?
We talked about “Farmers” and “Hunters” last time and how many salespeople fall into the comfortable role of farming their existing clients rather than bringing on new business. This occurs largely due to a lack of a clear step by
How Many Sales Interviews Are Your Team Doing?
Recently I was questioning a sales manager about the number of new sales interviews each of her sales team did each week. Her answer was that a week probably wasn’t the right duration – more like a month. When I
Are you a Rocket Scientist or a Salesperson?
Recently I attended a business function where one of my clients introduced me to a business consultant. Upon hearing I was a sales trainer the consultant related how he had watched a couple of dvds on sales training over the
How Much Actual Selling Time Do You Have?
A challenge I hear from many salespeople and business owners alike is that there is never enough time to keep in touch with all their clients and prospects. This in turn leads to many lost opportunities and indeed lost clients.
Import directly into Accounts and Opportunities
Until now, importing your data into Simple Sales Tracking has been limited to Contacts and Leads. If you had wanted those Leads to be Opportunities or Accounts, you would have had to Covert the manually. You'll notice now, on
New Reports and a Few Changes
We've added 2 new report to capture more details on the dollar amounts of your opportunities. Grouped by Account, both a summary and detail Opportunities report have been created which include a Sum total of the Low, High and Actual (dollar) amounts. The
Real-Time Collaboration with News Feeds
Earlier, we sent you part one of the latest features added to Simple Sales Tracking. In part 2 of 2, we'll highlight the new real-time collaboration capability called the "News Feed". If it looks familiar to you, it's because it