BlogGreat new features in SalesClic

We will be upgrading SalesClic next Wednesday (Nov. 2nd) from 18:00 to 19:00 CET. The solution won’t be available during that period.

This is again a combined upgrade for our Salesforce module and our standalone solution. Also, this upgrade kinda rocks.

 
SalesClic for Salesforce and SalesClic standalone

• Identify priority opportunities: the “Ideal pipeline” on the right-hand side of the Pipeline page lets you compare your current pipeline and the pipeline you would need (based on your track record) to reach a chosen target. Click here for more information on this significant development.
• Visualize recent pipeline trends: small arrows in the margin of each pipeline stage tell you whether the number of opportunities, total amount of opportunities, weighted amount of opportunities and average stay of opportunities are increasing, stable or decreasing. Click here for an explanation of how we calculate these trends.

SalesClic for Salesforce

• Measure your pipeline dynamics: the headings of pipeline stages now include the historical conversion rates of opportunities from one stage to the next.
• Visualize your complete pipeline on any date in the past: click “Display at date” in the top right-hand corner of your SalesClic pipeline to visualize the pipeline on any date in the past and assess your progress between two dates.
• Summarize your pipeline at the end of past periods: The “Basic calculations” section gives you a summary of your pipeline on the last day of past reporting periods.

SalesClic standalone

Two significant developments here.

• Increase the quality of your pipeline: you can now create “stage tasks”, i.e. tasks attached to pipeline stages. This is a great way to ensure that transitions from one stage to another are consistent across users. Note that stage tasks are created in pipeline templates, as explained here.
• Improve your visibility on your planning: on the Pipeline page, the mini opportunity card now displays the next Google Agenda event for the selected opportunity.

Don’t hesitate to contact us for feedback and support.