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A First Look at Stride: A Simple Sales Tracking System [Invite Code!]

A First Look at Stride: A Simple Sales Tracking System [Invite Code!]

We love to showcase new and shiny apps that help our readers become and stay more productive. With our recent discussion of not going minimal and instead using technology to stay focused on what matters, there come some simple technological tools that can help you do complicated things.

For any start-up or entrepreneur, tracking potential sales and winning over customers can be a real pain. Instead of making the process even more difficult, the new app Stride tries to help you make sales as simple as possible. It really is the ultimate simple sales tracking system.

Let’s take a quick look at Stride.

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Easy to use and understand interface

    One of my favorite things about Stride is the super simple and clean interface it offers. At first, I thought, “This is it? Really?”. I couldn’t figure out how I would enter due dates and time spent on a deal, be able to enter detailed data about the customer, or have the app annoy me with countless notifications to remind me that I suck at sales.

    Stride is the opposite of that kind of app. It gives the user a “hub-like” view of all of their potential projects making it very fast to visualize where you are at with customers. You can add new deals, change the status of the deals between Lead, Pitch, Negotiation, Closing, and Won, pause the project, give the deal a name or star rating.

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    That’s about it. But that is why it is awesome.

    The interface really does just work and if you are trying to manage a bunch of potential deals, Stride may be just the thing you need to give all of your projects some breathing room and not to get caught in the weeds.

    Metrics that aren’t just for the sake of metrics

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      Some sales systems use countless types of graphs and charts to show you all kinds of ratios you probably don’t need. Once again, Stride simplifies your metrics giving you only the important stuff like:

      • Won deals vs. lost deals
      • The value of each step based on the project’s potential cost
      • And the time that has been spent on each step of the process

      These are awesome metrics to use to improve sales negotiations going forward because seeing the data can help a team or individual find the weaknesses in the sales process and get rid of them.

      Beautiful

      Stride is pretty. If you are a design-y type of person you will appreciate the aesthetic.

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      Price

      The price for using Stride is definitely right. For smaller businesses (especially individuals) you probably won’t need anything more than the free version that gives you 25 total deals. If you are in need of more, you can pay the small price of $7 a month to get unlimited deals.

      Hey, we have something for you!

      The folks over at Stride have really outdone themselves by making the sales process easier and not suck. And because of that, they want to give the first 100 Lifehack readers beta access to Stride if they use the code betahack. So, if you want to get your Stride on (they can run with that), then head on over to the sign up page and use the code betahack to get your access.

      Let us know what you think of the app in the comments below.

      More by this author

      CM Smith

      A technologist and writer who shares advice on personal productivity, creativity and how to use technology to get things done.

      Design Is Important: How To Fail At Blogging 7 Tools to Help Keep Track of Goals and Habits Effectively 6 Unexpected Ways Journaling Every Day Will Make Your Life Better Why Getting Things Done is the Best Productivity System For You How to Beat Procrastination: 29 Ways to Beat It Once and for All To Automate or not to Automate Your Personal Productivity System

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      Last Updated on February 15, 2019

      7 Tools to Help Keep Track of Goals and Habits Effectively

      7 Tools to Help Keep Track of Goals and Habits Effectively

      Now that 2011 is well underway and most people have fallen off the bandwagon when it comes to their New Year’s resolutions (myself included), it’s a good time to step back and take an honest look at our habits and the goals that we want to achieve.

      Something that I have learned over the past few years is that if you track something, be it your eating habits, exercise, writing time, work time, etc. you become aware of the reality of the situation. This is why most diet gurus tell you to track what you eat for a week so you have an awareness of the of how you really eat before you start your diet and exercise regimen.

      Tracking daily habits and progress towards goals is another way to see reality and create a way for you clearly review what you have accomplished over a set period of time. Tracking helps motivate you too; if I can make a change in my life and do it once a day for a period of time it makes me more apt to keep doing it.

      So, if you have some goals and habits in mind that need tracked, all you need is a tracking tool. Today we’ll look at 7 different tools to help you keep track of your habits and goals.

      Joe’s Goals

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        Joe’s Goals is a web-based tool that allows users to track their habits and goals in an easy to use interface. Users can add as many goals/habits as they want and also check multiple times per day for those “extra productive days”. Something that is unique about Joe’s Goals is the way that you can keep track of negative habits such as eating out, smoking, etc. This can help you visualize the good things that you are doing as well as the negative things that you are doing in your life.

        Joe’s Goals is free with a subscription version giving you no ads and the “latest version” for $12 a year.

        Daytum

          Daytum

          is an in depth way of counting things that you do during the day and then presenting them to you in many different reports and groups. With Daytum you can add several different items to different custom categories such as work, school, home, etc. to keep track of your habits in each focus area of your life.

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          Daytum is extremely in depth and there are a ton of settings for users to tweak. There is a free version that is pretty standard, but if you want more features and unlimited items and categories you’ll need Daytum Plus which is $4 a month.

          Excel or Numbers

            If you are the spreadsheet number cruncher type and the thought of using someone else’s idea of how you should track your habits turns you off, then creating your own Excel/Numbers/Google spreadsheet is the way to go. Not only do you have pretty much limitless ways to view, enter, and manipulate your goal and habit data, but you have complete control over your stuff and can make it private.

            What’s nice about spreadsheets is you can create reports and can customize your views in any way you see fit. Also, by using Dropbox, you can keep your tracker sheets anywhere you have a connection.

            Evernote

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              I must admit, I am an Evernote junky, mostly because this tool is so ubiquitous. There are several ways you can implement habit/goal tracking with Evernote. You won’t be able to get nifty reports and graphs and such, but you will be able to access your goal tracking anywhere your are, be it iPhone, Android, Mac, PC, or web. With Evernote you pretty much have no excuse for not entering your daily habit and goal information as it is available anywhere.

              Evernote is free with a premium version available.

              Access or Bento

                If you like the idea of creating your own tracker via Excel or Numbers, you may be compelled to get even more creative with database tools like Access for Windows or Bento for Mac. These tools allow you to set up relational databases and even give you the option of setting up custom interfaces to interact with your data. Access is pretty powerful for personal database applications, and using it with other MS products, you can come up with some pretty awesome, in depth analysis and tracking of your habits and goals.

                Bento is extremely powerful and user friendly. Also with Bento you can get the iPhone and iPad app to keep your data anywhere you go.

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                You can check out Access and the Office Suite here and Bento here.

                Analog Bonus: Pen and Paper

                All these digital tools are pretty nifty and have all sorts of bells and whistles, but there are some people out there that still swear by a notebook and pen. Just like using spreadsheets or personal databases, pen and paper gives you ultimate freedom and control when it comes to your set up. It also doesn’t lock you into anyone else’s idea of just how you should track your habits.

                Conclusion

                I can’t necessarily recommend which tool is the best for tracking your personal habits and goals, as all of them have their quirks. What I can do however (yes, it’s a bit of a cop-out) is tell you that the tool to use is whatever works best for you. I personally keep track of my daily habits and personal goals with a combo Evernote for input and then a Google spreadsheet for long-term tracking.

                What this all comes down to is not how or what tool you use, but finding what you are comfortable with and then getting busy with creating lasting habits and accomplishing short- and long-term goals.

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