This month:
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
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
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!