Name: Simple Sales Tracking
Author: Simple Sales Tracking

Help Desk

Web and Video Conferencing

Customer Support

Version Control

Development

Alumni Management

Education

Business Intelligence (BI)

Collaboration

Contract Management

Enterprise Legal Management

Policy Management

Project Portfolio Management

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

HR Service Delivery

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Converged Network Adapters (CNAs)

Data Catalog

Data Center Networking

Data Integration

Database Load Balancing

Density-Optimized Servers

Fraud Detection

Integration Platform as a Service (iPaaS)

Managed DNS

Managed File Transfer (MFT)

Managed Hosting

Mobile Application Performance Monitoring  (APM)

Mobile Device Management (MDM)

Network Diagnostics

Network Performance Monitoring

NoSQL Databases

Observability

Server Management

Time Series Databases

Unified Endpoint Management (UEM)

Information Technology

A/B Testing

Account-Based Marketing (ABM)

Ad Serving & Retargeting

All-in-One Marketing

Audio Editing

Content Management

Contest Management

Customer Journey Analytics

Digital Asset Management

Email Marketing

Marketing Analytics

Marketing Automation

Mobile Advertising

Mobile Analytics

Press Release Management

Product Information Management (PIM)

Social Media Analytics

Social Media Management

Survey & Forms Building

Video Collaboration

Web Analytics

Marketing

Project Management

Wireframing

Professional Services

Call Recording

Customer Communication Management

Customer Relationship Management (CRM)

Presales

Sales

Civil Engineering

Construction Workforce Management

Dental

Loan Servicing

Patient Engagement

Revenue Cycle Management (RCM)

Vertical-Specific

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Simple Sales Tracking CRM is a solution aimed at helping businesses manage customer relationships and streamline sales processes. According to the vendor, this CRM solution is suitable for small to medium-sized companies across various professions and industries, including independent contractors, construction companies, auto repair shops, car dealerships, insurance agents, consultants, sales and marketing professionals, as well as higher education institutions. The software offers a range of features that can enhance customer management and sales tracking capabilities.

## Key Features

**Contact Management**: The software provides a centralized platform for storing and organizing customer information. Users can track customer interactions, communication history, and project details. Contacts can be categorized based on industry, profession, or custom criteria for easy access and updates.

**Sales Tracking**: The CRM solution offers a comprehensive tracking system for managing sales leads and opportunities. Users can monitor the sales pipeline, track progress at each stage, and set reminders and follow-up tasks for sales activities. The software also enables users to generate reports and charts to analyze sales performance and make informed decisions.

**Task and Appointment Management**: Users can schedule and manage tasks, appointments, and follow-ups to stay organized and meet important deadlines. The software allows users to set reminders and notifications to ensure timely completion. Additionally, tasks can be assigned to team members, and their progress can be tracked for seamless collaboration.

**Marketing Campaigns**: Simple Sales Tracking CRM enables users to create and execute email marketing campaigns. Users can manage and send targeted email blasts to specific customer segments. The software also offers automation features for follow-up emails and nurture campaigns. Email open rates and click-through rates can be tracked to optimize marketing efforts.

**Document Management**: The software provides document management capabilities to streamline organization and retrieval. Users can store and manage important documents and files. Documents can be attached to customer profiles and sales opportunities for easy reference and collaboration. The software also allows for document sharing with team members.

**Reporting and Analytics**: Simple Sales Tracking CRM offers robust reporting and analytics capabilities to track sales and marketing performance. Users can generate reports and charts to analyze key metrics such as conversion rates and revenue growth. The software helps users identify trends and patterns to make data-driven decisions and improve overall business strategy.

**Mobile Access**: The CRM solution is accessible on mobile devices, allowing users to view and update customer information remotely. Users can manage tasks, appointments, and sales activities while away from the office, enabling them to stay connected and productive.

**Integration and Customization**: Simple Sales Tracking CRM can seamlessly integrate with other business applications and tools, streamlining workflows. Users can customize fields, workflows, and user permissions to fit specific business needs and processes. The software also allows for easy import and export of data, facilitating integration with existing systems.

**Support and Training**: Users can access customer support via email or phone. The vendor also offers personalized training and onboarding assistance. Additionally, users can access a knowledge base and documentation for self-help. Online communities and forums are available for peer support and best practices.

**Automated Reminders**: The software provides automated reminders to ensure customers do not miss important appointments or deadlines. According to the vendor, these reminders help improve customer service and engagement by keeping customers informed and engaged with timely notifications about service appointments, repairs, or renewals.

Norada Solve360

Copper is a customer relationship management (CRM) built as an integration into Google Apps.

Basic - Paid Annually

Professional - Paid Annually

Business - Paid Annually

Starter - Paid Annually

Copper

Simple Sales Tracking

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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Simple Sales Tracking

Overview

What is Simple Sales Tracking?