How to view your conversion rates

When we did our customer survey before Christmas for Tracks for Highrise many customers asked for some basic sales pipeline stats like conversion rates.

In the last few weeks, we’ve added some new sales pipeline views for your Highrise deals and the ability to set a custom date range in these views.

Today, we’ve added conversion rates. Here are a couple of scenarios on how conversion rates work: Read More…

Setting custom dates on the sales pipeline views

A couple of weeks ago we launched several new sales pipeline views in Tracks for Highrise. These views allow you to view your Highrise deals grouped by categories (like sales stages), confidence levels and users.

Today, we’ve added an improvement to the new views: the option to set a custom date range. For example, if you want to view your Highrise deals won and lost in the last 12 months grouped by sales person then you can. Check it out below (click on the image to see a full view).

Custom date range for new pipeline views

Click the image to enlarge

Don’t forget you can also reorder the columns in each view and you can set any of the new views (including with custom dates) as your Tracks default URL.

If you have any questions then please just get in touch with Gregor or Ruth at help@buildtracks.com

New sales pipeline views

Today we launched a number of improvements to Tracks for Highrise including new timeline views, default views and viewing your deals by categories (like sales stages), confidence levels and users.

Some of these improvements have been in development for a while, and some came off the back of the customer survey we did before Christmas. Here they are: Read More…

Product updates and what’s next

Over the Christmas and New Year holidays we made some tweaks to Tracks for Highrise (see below for what else is in the pipeline – pun intended!). Here’s what we’ve changed…

Ordering and sorting by category group

You can now order and sort your deals in the pipeline view by category group.

ordering deals by category

Read More…

Highrise Update: Custom fields for deals are (hopefully) in the pipeline!

Part of my daily routine is to check the Work in Progress YouTube channel for the day’s latest discussion between Jason Fried (CEO of Basecamp) and Nathan Kontny (CEO of Highrise).
Jason Fried and Nathan Kontny talk daily about Basecamp and Highrise

Jason Fried and Nathan Kontny talk daily about Basecamp and Highrise

Not only do you get a good insight into the way Jason and Nathan run their businesses and how they think, but you also get snippets into what might be next for Highrise.

In the recording from yesterday, Nathan talked about custom fields for deals.

Read More…

Traffic lights for sales tracking

We are in the process of making some design tweaks to Tracks that should be with you within a week. As well as a mini-face lift, we’ve changed how won, lost, pending and stale deals are displayed on the pipeline view.

You can see in the image below that on the right – the new design – we have opted for a traffic light philosophy where the green dot represents a won deal, the red represents a lost deal and the amber represents a deal that is going stale.

The other status is active (grey), which in Tracks at the moment means it has been updated within seven days. (Soon you’ll be able to set your own timeframe on this)

The new traffic light design can be seen on the right

The new traffic light design can be seen on the right

The main problem this change overcomes is highlighting the status of deals whilst keeping the styling clean and simple. Even though it’s just a small change, we are really excited by it, particularly because we plan to add in the ability to set your own timeframes for stale deals including an “ignore” function.

Thanks for reading. Have a great day!

Networking and starting conversations

I think it was either at MicroConf Europe in October or on a Startups For The Rest Of Us podcast that Mike Taber (the co-founder of both) said that one thing he noticed when he was trialling Google Glass was that he had way more conversations. People were curious, so they asked questions.

As I’m not a natural networker, I love this.

However, I had forgotten about this snippet of genius until recently where I’ve found myself working in an office full of new people to me. No – I wasn’t wearing Google Glass, but what I noticed were two things that made having conversations easier. Read More…

The brown tube effect

tubes
My first B2B sales job was to launch a UK company into three other European countries. As part of the business development process, I had to develop product concepts based on a UK product that were specific to each of these countries: France, Spain and Sweden. In essence, what I was selling in the first instance was a meeting to discuss these concepts.

The companies I was selling to were banks, which are notoriously difficult organisations to get a meeting with.

Here’s how I did it using brown cardboard tubes. Read More…