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.
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.