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 the 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…

Respect

What is it with people building free software? I’m OK with very small apps or plugins being free, but I’ve just seen a very feature rich CRM become available free of charge.

Sounds like I’m bitter. I’m not, but how does it pay any respect to the people building the software to say:

“Hey, you know that thing you work on 40 hours a week, well it means that much to us that we are going to give it away free”

I have respect for my time. And Lewis’s time. And Ruth’s. And the army of freelancers that help us.

And we all have respect for our customers.

That’s why we charge for our software.

And by charging, we can afford to make improvements that make our customers happier.


Join a bunch of other good folk reading articles like this

The “closing date” and sales forecasting

I got asked the other day by a new trial user for Tracks about forecasting capabilities. It’s something I have looked at a lot over the years building Tracks. It’s also something I’ve tried (and failed) to improve on.

Looking back, I’m not convinced it’s something we need to improve. Here’s why: Read More…

Are you a front end developer?

Are you a front end developer? If you are then we’d love to talk with you.

We are looking for freelance mid-level FRONT END DEVELOPER to take our complete redesign and rebrand and produce high quality HTML5 and CSS3, firstly for Tracks the app and then secondly for our new website.

This is a great project for someone looking to bring awesome designs (done by our very own Lewis) come to life and to work with a couple of really friendly start up founders (that’s me and Lewis)!

Must have experiences include:

  • Multiple years working on the HTML5 and CSS3 of web apps
  • Responsive design
  • Planning HTML / CSS projects from scratch
  • Producing style guides
  • Developing for cross browser compatibility

JavaScript experience would be a big plus and experience with git would be useful too – but these are not essential as we are primarily looking for someone who is a good fit for us and loves front end development.

This is a remote position, so your written communication skills should be pretty good.

We have on going front end work too after the redesign and rebrand projects are complete and tons of opportunity.

If you’d like to apply then please email gregor@buildtracks.com with your experience, availability and something about yourself that’s not work related

No agencies please!

Leaving your sales pipeline spreadsheet behind

Every two weeks Lewis and I meet to go through our current list of projects. This week I was talking about our new approach to marketing, which is one of my projects.

In the discussion I said that we get a lot of new customers that are moving away from an Excel spreadsheet to manage their sales pipeline.

And pretty much as soon as the words left my mouth, Lewis piped up and asked “why”.

“Why would a small business move from using a spreadsheet to manage their sales pipeline to Tracks?”

And there I was, challenged by my very own business partner, without him even meaning to do so!

So I talked him through it

And then later when I was pondering it a bit more I thought to myself:

“If Lewis is asking why then maybe some of our potential customers might want to ask why too”

And that leads me to this article. So here’s why you should move from a spreadsheet to Tracks for sales pipeline management: Read More…