In-Depth CRM Review

     Simple Sales Tracking

 Consilium Solutions Corp.
 #21094 – 737 West Central Street
 Prince George, British Columbia  V2M 7A5
 CANADA

 

About the Company:

Simple Sales Tracking is a service of Consilium Solutions Corp; an Internet consulting company providing software product solutions and internet-based communication strategies.

About the Product:

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

Manage 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 

Price:

 For pricing details, please see:

http://www.simplesalestracking.com/pricingandsignup.aspx

Rich's View:

 Sorry, we have yet to review this CRM solution.

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