Here is another interface tip as part of our learning series. This one shows you how to quickly and easily add multiple contacts to your sales pipeline in Tracks. Hope you have some contacts as talented as the ones in the demo!
Here is a short video on the order of contacts as they appear in Tracks when you sync them with Highrise. How you add contacts to Highrise matters when you want to export certain contacts in a specific order. You can learn how to do this below.
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 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…
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.
Looking back, I’m not convinced it’s something we need to improve. Here’s why: Read More…
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
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 email@example.com with your experience, availability and something about yourself that’s not work related
No agencies please!
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…
And still is.
Enter Lewis. He joined us at the end of November last year, two years after my claim of “making it sexy” and I’m glad to report that sexy is in production.
Not only do we have a new version of Tracks being tested, some significant changes to the sales pipeline view (more on that below) and a new logo, but we’ve got the first version of our reskin of Tracks nearly ready for some HTML and CSS work.
Things are moving. So in celebration of the new work I wanted to share a change we’ve made and that’s available on the beta version.
Our sales pipeline grows up
The current version of Tracks allows you to view your deals only by week, month, quarter or year. Not any more. Due to popular demand, we’ve added the ability to view your pipeline across the timeline options AND your category groups. That means sales stages, products or services, regions or any other data group you use for categories – you can now view them in the pipeline view.
Have a look below. We are excited.
If you’d like to get access to the beta version just email me on firstname.lastname@example.org