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In-Depth Review
Simple Sales Tracking
Consilium Solutions Corp.
#21094 – 737 West Central Street
Prince George, British Columbia V2M 7A5
CANADA
Telephone: 250-277-1588
Email:
info@simplesalestracking.com
Web:
http://www.simplesalestracking.com/
Simple Sales Tracking is a service of Consilium Solutions Corp; an
Internet consulting company providing software product solutions and
internet-based communication strategies.
Product: Simple Sales Tracking
Current Version: 2.0
(January 18, 2008)
Category: SaaS Small Business CRM Solution
Sub-Category: Contact Manager
Client Platform: Web Browser
Server Platform:
Database Platform:
Simple Sales Tracking is a web-based service for the tracking, analysis
and forecasting of individual and team sales collaboratively.
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.
Start Page
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
Sales Pipeline
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
- Appointments
- Notes
- Tasks
- Documents
- 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.
Calendar, Tasks & Contacts
Track personal and team calendars, tasks and contacts independently or
associate with a sale.
- Outlook 2007 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
My Settings
Manager your personal settings and information.
- Include Email for Notifications by Email.
- Change Password
- Set Date, Time-Zone, Currency Formatting
- Set Commission Rate for Reports & Forecasting
For pricing details, see:
http://www.simplesalestracking.com/pricingandsignup.aspx
We have yet to review this product.
Join the Conversation!
To see if this program is the best CRM solution for you just join into
the discussion thread on our CRM Community site. You can ask your questions
and hear what other users of this program have to say there!
Reminder: To post questions to the forum, you must
register first.
Don't worry, it's free!
Short List
If you are considering this program, you should also look at these other
CRM solutions:
Rich's Recommended Web Sites
Simple Sales Tracking Blog
Jim Cecil's Nurture Marketing site
Nurture Institute
Rich's Recommended Reads
Buy these books from Amazon.com
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