Development Update - September 2021

If we had to pick one word to describe this month, it would be "BUMPER".

Back in the summer months, we reported that our dev team had expanded and the new recruits were busily finding their way around our code. Now, looking back over this month's releases, it's truly apparent how much we've benefitted from these extra adept pairs of hands.

We can't detail every release here for risk of this article becoming a book but our amazing team has completed circa one hundred system improvements over the last 30 days. Astonishing.

Below we've picked some of the headline features to tell you about:

Effortlessly Recycle Dead Leads

We know that today's dead leads can be potentially valuable leads tomorrow. Unfortunately, they can be easily forgotten and fall off of your prospect list. With this new feature, you can now recycle these leads back into any team member's lead list. Within the Leads section, simply click the "Bulk" dropdown and select "Recycle Dead Leads" to begin the transfer.

Built for: PRO CRM

Add TPS or CTPS Information

This new feature will ensure you don't contact customers who have enrolled on to TPS (Telephone Preference Service) and CTPS (Corporate TPS) schemes. You can now import this information or update it directly within the system. As CTPS requires annual renewal, this information will helpfully expire after 12 months.

Built for: PRO CRM (UK Only)

Other bits and bobs...

We've also added the following other bits and bobs...

Auto Set Persistently Uncontactable Leads To Dead

When a Customer 'Calls Made' reaches 5, the system will now automatically change the lead status to 'Dead' with a reason of 'No Contact'.

Built for: PRO CRM

Account Phase Type Added

US Customers can now choose an Account 'Phase' type when adding account information for interval electric accounts.

Built for: PRO CRM (USA Only)

Improved Error Messaging with Data Imports

Previously importing payment files with an incorrect unit of measure would result in an unhelpful generic error message. We've updated our error messaging to help you drill down to any potential unit of measure error.

Built for: PRO CRM (USA Only)

Show 'Snapshot' for Customers

We have a rather useful screen in our PRO CRM that gives a quick snapshot of your 'Lead' information. We've enabled this view so you can now see snapshot information on 'Customers' too.

Built for: PRO CRM

Helpful Redirect After Adding a Lead

We're striving to make our system as efficient as possible. As such we've made an important UX change when adding a new lead. Post lead creation you'll now be redirected to that leads details page.

Built for: PRO CRM

Add Annual Difference Percentage to Input Prices

When viewing comparable prices to the current contract (in Input Prices), we've added a % breakdown of the difference to complement the monetary difference.

Built for: PRO CRMPRICED

Streamlined Pricing Request Process

We've streamlined the process when creating a new Matrix/Custom request. Now, when you've added your meter(s) to your request, you can select to "Save & Price" the request immediately if desired.

Built for: PRO CRM

New Expected Commission Rate

We've updated our reporting to now show you the 'Expected Commission Rate' on consumption requests.

Built for: PRO CRM (UK Only)

DC/DA Eligibility

When editing/adding individual sites (or uploading in bulk), you can now record if any given meter has DC/DA eligibility

Built for: PRO CRM (UK Only)

Customer Name Added To Detailed Quote Export

We've updated our 'Detailed Quote' export (found under Partner > Procurement > Input Prices > Quotes), so that it now includes parent and child customer information.

Built for: PRO CRM (UK Only)

Supplier Insights Dashboard

We've revolutionised the dashboards of our Supplier Insights product to include the same cutting-edge technology found within our PRO CRM product.

Built for: INSIGHTS

New Dashboard Improvements

We told you last month about the monumental upgrade we've been making to our reporting. We continue to refine these reports and have begun the process of switching these on for an initial select group of customers.

BILL VAL Error Reporting

BILL VAL now offers considerably more feedback when uploading files to be validated. We'll release further information around a huge BILL VAL update shortly.

Built for: BILL VAL

Fixed Fee Commission Type

For manually-added quotes (for both Matrix and Bespoke) you can now add a fixed fee standard payment to a contract.

Built for: PRO CRM

API Event Emitter

We've added a hidden layer to our software that will allow for any number of third party APIs to communicate with it. Stay tuned for some exciting integrations over the coming months.

Built for: PRO CRM

That’s it for this month.

Our software evolves at such an exciting rate so please feel free to get in touch to discuss any of the functionality we’ve added since you last saw it. We’ll be more than happy to arrange a demo to show you around!


Poll: What Do You Want Next?

Brokers – You told us that having suppliers inform you if they were participating in your pricing request would save hours of admin.

Suppliers – You told us that having the ability to notify brokers efficiently on your intent to price would help build a better broker relationship.

When we released this feature earlier in the summer, it went down a storm. So…

Brokers & suppliers, what would you like next?

Complete our short poll and help shape the next big advancement within our Supplier PORTAL.

Please select one option for each question:





    We Wanted To Say Thank You

    We’re thrilled to announce the launch of our new Dashboards module and it’s all because of the great feedback we’ve received from brokers like you.

    With our new Dashboards module, our reports now look and feel great. They’re also customisable to your requirements. You could say that they're the perfect icing on the cake pie.

    Here's a recap of the other incredible features our system already offers:

    • Instant Matrix Pricing
    • Custom Pricing
    • Portfolio Management
    • Task Management
    • Lead Management
    • Make and Monitor Outbound Calls
    • Commission Forecasting & Reconciliation
    • Employee and Referrer Payment Profiling
    • Your Own Branded Customer Portal
    • DocuSign Integration

    ...And much much more!

    Interested in seeing what takes our CRM reporting to the next level?

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