Product News and Features Preview April 2020

NEW USER INTERFACE

JUMPSTART PRODUCTIVITY WITH A NEW HOMEPAGE DASHBOARD & CRM INTERFACE

• View calls, meetings & activities in one snapshot!
• Track progress & monthly performance to reach & exceed sales goals.

NEW MOBILE APP

GENERATE REVENUE WHEREVER YOU GO

The new iOS/Android app helps you work your magic!

• Enter notes, calls & meetings when top-of-mind.
• Add new contacts & edit records on-the-fly.
• Conveniently call your client & access Google Maps directly from the app.

CRM UPGRADES

PROJECT REVENUE WITH THE NEW OPPORTUNITY SUITE

Analyze pipeline data to maximize profit & plan ahead.

SHARPEN YOUR SELLING POWER WITH ENHANCED CONTACT PAGES

The convenient new layout will do your sales homework for you!

• Get 360 degrees of customer data in one snapshot & expand action panels for details.
• Summarize proposals & ad orders for each contact & print it for your next meeting!

CLEAN-UP YOUR DATABASE OF DUPLICATE CONTACTS WITHOUT DOING WORK!

Our new Contact Merge Tool combines multiple records into one.

PROTECT YOUR ORGANIZATION WITH BUILT-IN E-SIGNATURES

Why pay for a separate app when your publishing CRM provides legal documentation?

ATTRACT NEW ADVERTISERS WITH NEW PROSPECTING TOOLS

You’ll never miss a new opportunity!

Reach out at the Right Time!

• ‍Our new Client Engagement Notifications tell you when a prospect is visiting your website.

Identify Top Decision-Makers

• Our built-in business directory includes 90 million contacts!

AD MANAGEMENT & PRODUCTION

OUR NEW AD MANAGEMENT & PRODUCTION SHORTCUTS MINIMIZE MANPOWER

NEW! Accelerate Approvals with the Interactive Ad Portal

• ‍Automatically deploy status updates & notifications without lifting a finger.

Save Production Time with Batch Updates to Ad Orders

• Copy & renew insertion orders by the bulk.
• Update production info across multiple IOs in one shot!

NEW BILLING FEATURES TO GET YOU PAID IN RECORD TIME

NEW! GET PAID INSTANTLY WITH THE CLIENT-FACING PAYMENT PORTAL

Provide clients the convenience to securely submit payment anytime.

PROCESS PAYMENTS WITH MORE SPEED & POWER

• Apply payments to any product, order, or contract including prepayments.
• Reconcile billing with new Authorize.Net & PlugNPay integrations.

BOOST MARKETING SERVICES REVENUE WITH POWERFUL NEW TOOLS

• ‍Zero in on which media assets contributed to a sale.
• ‍Track every sales & marketing interaction in an audit trail.
• ‍View engagement by an individual or entire company!
• ‍Identify top prospects and most active website visitors.

PROVE MARKETING ROI WITH NEW REPORTS

• Identify top keywords driving web traffic.
• Show clients the percent of website visitors identified & number of companies.
• Detail how many prospects were identified & added to the CRM.

BUILD THE MARKETING WORKFLOW OF YOUR DREAMS

• Integrate with hundreds of apps you love: Zapier, WordPress, MailChimp & more!
• Instantly validate emails directly from your CRM.
• Instantly build a database of qualified leads. Our new browser plugin extracts contact data from web pages.