Manually adding leads into a CRM system can cost your team a lot of time and energy when it comes to processing potential sales. The majority of other CRM systems available require lead information to be manually added to the … Continue reading
Category Archives: Insight University- Sales
Live prospect data direct to your CRM
Insight Data can now provide market-leading databases as a live XML feed for your CRM system, giving you even greater flexibility over the way your team manage data and client relationships. What is an XML feed? XML stands for ‘Extensible … Continue reading
50% productivity boost for field sales
It’s not often that a new technology comes along that can dramatically improve sales productivity and customer relationship management. But that’s exactly what Salestracker Mobile does. Salestracker Mobile: a “better way of driving sales” Salestracker Mobile has been hailed as … Continue reading
Geolocation – is your sales team losing out?
One of the most powerful features of Salestracker is its integrated Google Maps feature that has revolutionised the way field-based sales teams work. Salestracker Mobile takes geolocation technology to the next level by using the powerful Nearby tool. This uses … Continue reading
The importance of Credit Profiling
Who really wants to waste their time, money and effort negotiating with potential prospects who aren’t in the position to pay? Unfortunately, that’s exactly what happens if you use a prospect database without adequate financial information. Credit profiling: reduce the … Continue reading
LEAD RANKING: How to improve your sales conversion rates
As the economy returns to growth 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. … Continue reading
Mobile – Common Error Messages
If you are having any issues with the web app, find out about common errors here. Continue reading
Mobile Settings
Find out how to customise your Salestracker Mobile experience. Continue reading
Mobile Saved Lists
Learn about viewing your saved lists on the mobile/web app. Continue reading
Mobile Leads
Find out how to manage your leads in Salestracker Mobile. Continue reading
Mobile Tasks
Read how to create tasks on the mobile app. Continue reading
Mobile Relationships
Learn about viewing relationships on the mobile app. Continue reading
Mobile Favourites
Learn about marking records as “favourites” and how to view them. Continue reading
Recently Viewed Records (Mobile)
Find out about viewing your recently viewed records on the mobile app. Continue reading
Mobile Record View
Learn about the core record view on Salestracker Mobile. Continue reading
Mobile Menu
Read about how to navigate around Salestracker Mobile quickly and efficiently. Continue reading
Mobile Route Planner
Find out about the route planner on Salestracker Mobile. Continue reading
Mobile Search
Find out how to search for records on the mobile app. Continue reading
Mobile Proximity
Read about the proximity function on Salestracker Mobile and start finding customers near you. Continue reading
Mobile Maps
Learn about the maps on Salestracker Mobile and how to read them. Continue reading