This review was last updated
This CRM Review examines Simple Sales Tracking.
In-Depth CRM Review
Simple Sales Tracking
575 Quebec Street
Prince George British Columbia V2L 1W6
CRM Category: Strategic Solution – Cloud
Sub-Category: Contact Manager
Seats: Small Business
About the Company:
Simple Sales Tracking was born out of a need that existed within our own sales team. Back in 2005 we tried a number of crm sales tools that were available, but each crm proved either too complex to use, difficult to learn, expensive or a combination of the three.
We knew there had to be a better way.
We needed a crm and sales pipeline tool to help each sales team member track their sales and everyone to work together. It was important that the software was easy for the entire sales team to use, while providing detailed reports and reporting.
The result was a sales crm pipeline system with company wide by-in. This made all the difference to becoming better coordinated, organized and ultimately closing more sales.
Today, Simple Sales Tracking helps thousands of sales teams and medium and small businesses world-wide to get organized and close more sales.
About the Product:
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.
How’s this for a guarantee?
We Pay You! If after using Simple Sales Tracking for one month you’ve not increased your sales enough to cover the cost of the service, we’ll pay you back $15 per month until you do. For up to 3 months!
Key features of Simple Sales Tracking
The Simple Sales Tracking Start Page keeps your most important information easily accessible thru a single screen.
- Key team and personal information
- Personal and Team Charts
- Calendar and Task Reminders
- Sales Follow Up Reminders
- Recently Viewed Items
- Personal Notepad
- Company Wide Notice Board
Manage sales thru the 3 stage pipeline. Create and Manage Leads, Opportunities & Accounts.
- For each Lead, Opportunity and Account track details and status information as well as attaching additional information including:
- Associated Contacts
- Email Messages
- Collaborate with Everyone on the Team, Leaving Your Sales Open, or Mark as Closed to Keep them Private
- Include Expected Close and Follow Up Dates for Accurate Forecasting and Automated Notifications
- Estimate Low and High Dollar Amounts
- Track lead source, Status, Scale
- Recurring Accounts. Perfect for Ongoing Advertising Sales Type Sales, Where Sales Continue to Occur on a Regular, Ongoing, Basis.
- Forward your emails to Simple Sales Tracking
Calendar, Tasks & Contacts
Track personal and team calendars, tasks and contacts independently or associate with a sale.
- Outlook Plugin to Syncronize your Outlook Calendar, Emails, Tasks and Contact Lists with Simple Sales Tracking
- Import Contact Lists from Outlook, CSV, etc.
- Receive Automated Email Reminders of Upcoming Due Tasks and Appointments
- Just as with Sales, Collaborate With Everyone on the Team, Leaving Your Items Open, or Mark as Closed to Keep them Private
- Prioritize and Track Task Progress
Email Messages Drop-Box
Forward your email messages to Simple Sales Tracking
- Automatically associated with related Accounts, Opportunities, Leads & Contacts
- Use a unique email, which you generate, included in the CC or BCC of an email message
Mobile CRM App
Track your sales and manage your customer relationships with our Mobile App.
Supported on all major mobile platforms, including:
- Windows Phone
- Palm WebOS
Increase Sales with Twitter (Social CRM)
Monitor & Respond to Tweets about your Company, Industry or Competitor using Social CRM
- Engage with people already looking a product or service you can provide
- Automatically convert Tweets to Leads
- Track keywords and filter out unwanted messages or users.
Real-Time Collaboration with News Feed.
An alternative to Salesforce’s Chatter
- Share Status Updates
- Auto Update Team Members on progress
- Collaborate on Sales
User Defined Fields
Create up to 5 custom fields.
- Text Box Fields
- Drop Down List Pick Lists
Web to Lead Forms
Generate a web form that you can copy to your website to capture incoming leads directly to Simple Sales Tracking.
- Fully customize the layout and content of the form.
For complete pricing details, please see:
For a proper demo of this CRM solution:
For a proper demo of this CRM solution, please see:
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