Please note this article only applies if you are subscribed to Salestracker’s CRM functionality, as the process described in this article cannot be followed if you are subscribed to the data-only version of Salestracker. This article describes quotes in general. … Continue reading
Category Archives: Insight University- Sales
List Exclusion Preferences
Please note that this tutorial article only applies to users given advanced manager permissions on Salestracker. By default, Salestracker will exclude any record marked as “Do not contact” from lists which are built using the list builder. However, there may … Continue reading
Credit Rating Alerts
Please note that this tutorial article only applies to users given advanced manager permissions on Salestracker. Salestracker allows managers to set up email alerts notifying them of credit rating changes on records based on their relationship status. To utilise this … Continue reading
Mobile Login Preference
By default Salestracker will attempt to determine what kind of device you are using. If you are using a mobile device it will attempt to serve you the Salestracker mobile web app optimised for mobile devices. However, you can override … Continue reading
How can you effectively mobilise your sales team?
In a rapidly changing, highly-competitive market, it’s never been harder for field-based sales teams to prospect effectively. Almost every day, businesses change hands, move or even close down, making it incredibly challenging for salespeople to target potential new customers. The … Continue reading
What is Real-time Data?
Insight Data, the specialist data provider for the construction and fenestration industry was formed in 2006. The vision was to provide the industry with the freshest and most up-to date information ever seen. This would improve marketing responses and subsequently … Continue reading
Do Business Anywhere, Anytime with Salestracker Mobile
Do you want to increase the productivity of your field sales team? Find prospects within a certain radius of your current location? Access up to 60,000 prospects at the touch of a button? If the answer is yes, you need … Continue reading
Instant Sales Results For Field Sales People
In today’s frantic, fast-paced business world, your team need to have their fingers on the pulse. Sales, marketing and customer support is all about now. Sales leads need following up, customers need an answer and you need to know what’s … Continue reading
Contact Customisation
We recommend reading the article on CRM Custom Tab Customisation before this one as many of the concepts are the same. Salestracker allows you to customise all the contacts on the system with various items of information as required. For … Continue reading
CRM Custom Tab Customisation
By default, the system allows for fields like company name, address, postcode etc., however you may have more, possibly niche, information you would like to add to your data. CRM Custom Tab Customisation allows you to add extra fields to … Continue reading
Target Architects To Increase Sales
Every month thousands of construction projects gain planning approval, providing a lucrative stream of new business opportunities for commercial and domestic suppliers. It also creates a flurry of activity as contractors and building product suppliers bombard the architect or specifier … Continue reading
Insight Data Launch Live Interactive Map Tool
Insight data the leading data supplier for the construction and fenestration industry have launched a live interactive map tool on their website. The tool will allow businesses to go onto Insight’s website and click on certain regions to see exactly … Continue reading
How to Improve Your Sales Team’s Performance
An effective sales team depends on a number of factors – skills, communications, goals, and even individual people – but one thing that’s often overlooked is resources. You wouldn’t expect a builder to carry out a job without tools and … Continue reading
Salestracker Adds New Contact Customisation Feature
Insight Data, the prospect marketing data supplier for the construction and fenestration industry and creators of Salestracker, the live database CRM system, have added a new feature to ensure their clients can store even more information about their key contacts. … Continue reading
Why Use a Customer Relationship Management System?
Customer relationship management systems are a must-have when it comes to modern day business. Building good relationships with clients is not only important for customer retention but also for acquiring new customers. Most companies end up leaving their current supplier … Continue reading
The Guide to Buying Direct Marketing Prospect Data Lists.
It’s come to that time again; you’ve come up with an amazing direct marketing campaign, it’s all good to go and the leads will soon be flowing in, but you have one problem: your data list is old and outdated … Continue reading
List Highlighter Tool
If you do not appear to have the list highlighter tool and you are interested in utilising it, please contact Salestracker Support. The list highlighter can be used to visually keep track of records in a list e.g. you could … Continue reading
Why Every Supplier Should Use Salestracker
When it comes to managing sales and marketing in the window industry, Insight Data’s MD Andrew Scott knows a thing or two – he created the strategy that propelled Cambrian Windows from 200 to over 2,000 frames per week in … Continue reading
LEAD RANKING: How to improve your sales conversion rates
Companies are once again investing in marketing and sales lead generation. But what if your sales team aren’t converting enough leads into customers? One of the reasons might be the way you define leads. Take exhibitions for example. Any supplier … Continue reading
Financial Data Key to Successful Sales and Marketing says Insight Data
With Insight Data’s latest version of Salestracker, suppliers can leave bad payers firmly in the past Insight Data’s software system, Salestracker, has become the ‘must have’ tool for sales and marketing professionals across the window industry, providing users with real-time … Continue reading