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We will be upgrading SalesClic next Tuesday (Aug. 23rd) from 18:00 to 19:30 CET. The solution won’t be available during that period.
This is an interesting upgrade, both for our Salesforce module and SalesClic standalone.
Salesforce module
Users with the appropriate Salesforce rights will now find under the SalesClic tab the individual sales pipelines of their colleagues and the “consolidated” pipeline of their team, in addition to their own individual pipeline.
This is especially relevant to sales managers with no sales activity of their own.
SalesClic standalone
Four significant developments here.
- We are very happy to launch the “SalesClic weekly summary” – a summary of your sales pipelines you will receive every Monday in your mailbox. In keeping with the SalesClic spirit, this summary will focus on the business implications of your pipelines, not on their administrative activity. You can set your weekly summary up in Settings > Profile.
- In your pipelines, the headings of pipeline stages will now include the historical (real) closing probability of the corresponding opportunities. This is obviously a big analytical and forecasting plus. (Note that historical closing probabilities will soon come to our Salesforce module too.)
- We are adding autocompletion to the “Opportunity”, “Company”, “Product” and “Reference” fields of the opportunity card.
- You will now be able to drag-and-drop opportunities on the iPhone.
Enjoy, and don’t hesitate to contact us for feedback and support.