There's a pleasant feeling in seeing something that we've all worked so hard on finally being applied in the "real world". This month saw the cutting of ribbons on two long time projects, namely the new dashboards, and the Tickd integration.

For the dashboards in particular, it's an incredible milestone that the team can be proud of. We must also offer our thanks. Many of you depend significantly on the reporting it provides, so it's taken great understanding on your part to make the switch.

Read on to hear more about dashboards, Tickd and the "Other Bits & Bobs" that we've been working on in November.

Tickd Integration

We've now added the ability to run pricing through Tickd to all UK based CRM PRO accounts. No matter your supplier relationship coverage, you can now (optionally) utilise this new Tickd connectivity to pass on greater tariff flexibility to your customers.

In short, it can offer pricing versatility to give you an edge over competitors. We'll be working with Tickd to add even more suppliers and we'll be in touch once live.

Built for: PRO CRM (UK Only)

Dashboards Live

Our reporting had previously been powered by PowerBI and although robust, it had been clear to us for some time that it was limiting the diversity of our reporting. With the new system in place, we're completely uncapped on the variety and customisation of potential reports.

You may have seen from our recent dashboards article that we're planning on showcasing more on what the new system can do. Keep an eye on our website for a new series of video shorts that we've named: Reporting Drilldown.


Other bits and bobs...

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

Improved Navigation For New Dashboards

We've made it quicker to jump straight into any of your dashboards from anywhere within the system. Simply select the one you need from the new dropdown on the main menu.

Built for: PRO CRM

Improved Bulk Import for MOP & DC/DA Data

When bulk uploading 'Meter Operator / Contract' information, you can now import "Deal Status" and "Accepted Date" for MOP or DCDA records. Thus saving you valuable time not having to enter information on a per meter basis.

Built for: PRO CRM (UK Only)

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!