The company screen becomes a working screen
From a screen you look things up on to one you work from
The company screen was somewhere you went to find information. It now helps you pick who to call today and finish the follow-up without leaving.
What is new
Repeat-purchase filter and a next-action tab
- The company list gained a filter and badges for repeat-purchase status. Companies that have gone quiet for too long rise to the top.
- A next-action tab on the company detail is where you decide what to do about that customer, on one screen.
- The summary tab shows the current state as it stands.
VIP status set by threshold
- Set a threshold and VIP companies are selected automatically, with a badge in the list.
- Companies you want handled differently from the automatic result can be added or excluded by hand.
- Conditions you use often can be saved and reloaded.
A better basis for relationship strength
- Judging a relationship on transaction value alone under-rates customers who ask a lot of questions and need a lot of support. Enquiries, tickets, and activity records now count alongside transactions.
The rep 360
- One salesperson's pipeline, opportunities, accounts to look after, and results, gathered on one screen.
- Activity frequency sits next to performance against target.
Related improvements
- Campaigns and tickets can be created from the company detail itself, removing the step of moving screens and retyping what you already knew.
- Notes, calls, meetings, emails, and tasks all open as the same drawer, so the input works the same way wherever you are.