projectfacts 5.15 – Optimized Sales Processes

Sales Optimization

So that no prospect slips through the net

You want to further optimize your sales? You also want to improve the scheduling of your employees? Then with release 5.15 we have turned the right screws for you. In addition, there is a whole range of further improvements.

So that you can focus entirely on your prospects and customers, we have integrated many new CRM functionalities. With the new version you can create sales teams, assign tasks to employees and monitor them. Your sales staff have several views available on which they can plan their customer care. Searching through full contact lists is now a thing of the past. Everyone only sees what is relevant to them. This ensures that nothing gets lost and you are on the ball at the right moment.

Sales opportunities have also been refined. In future, you can create several different sales funnels – for example, depending on the product, sales channel or customer.

Better scheduling of your employees

In the previous version we already improved the deployment planning of your employees with the new capacity planning. Capacity planning has now been significantly expanded. A direct link to projects is now available. In this context, there are diverse monitoring options and warning systems. This allows you to perfectly plan the project deployment of your employees.

Further highlights: Document approval and new document formatting

You can also look forward to great new features with documents such as offers, orders or invoices. Thanks to the document approval process, you can attach different review scenarios to your documents. Responsible persons are requested to review depending on conditions.

With document formatting, you can now design your documents exactly as you wish. Bullet points, bold or italic, color coding are no longer a problem.

projectfacts version 5.15 will be released for cloud customers on 21.09.2017 and a few days later for customers with their own server.

All new features and improvements can be found in the following changelog:

New Features

• New tiles for sales management: Sales team, My sales opportunities, My key accounts, Key accounts
• Traffic light system for key accounts to support regular customer care
• Traffic light system for sales opportunities to support regular follow-up
• Ability to store multiple different sales funnels (workflows) for sales opportunities
• Various sales reports and evaluation options at the level of contacts, employees and sales opportunities
• Organization-based permission system for the CRM
• Placeholders in documents can be formatted if the layout allows it
• Contact report (address labels)
• Mail import
• Document templates can be matched with each other (“document sets”)
• Document approval process
• Capacity planning with project link
• Warning system for capacities
• Employee utilization report and warning system for employee utilization
• ABC analysis based on orders
• New group permission “Team responsibility”
• Timesheet comparison for integrating and checking external time recording systems

Improvements

• Display of the discount amount in document items
• Elements of the personal pinboard can now be reordered
• Special recipient email address for invoice dispatch by mail can be defined in the organization
• Merged tickets can now be edited in administrator mode
• Invoice numbers of linked invoices are shown in the detail manager of orders
• Attached mails are automatically imported like normal mails if the actual mail has no other content
• Version list in the file detail manager was not displayed correctly
• The mail account test now also tests sending
• If a mail cannot be sent, a notification is now displayed
• Fields “Key account manager 2” can be changed via multi-selection
• Contact data added in the organization contact are inherited by the other contacts of the organization if applicable
• File module has received the new fields keyword and color marking
• Invoice analysis extended to contacts and documents

Bug Fixes

• Click problems in popups resolved
• Processes of deleted contacts were displayed in CRM activities
• Deactivated ticket statuses are no longer displayed in multi-selection and filter
• Creating project directories did not work in rare cases
• Key account manager statistics in the CRM report now also include key account managers for organizations
• Cost documents selection reviewer
• Multi-selection in surveys
• Costs etc. also visible from passive users
• Display of preview cards did not always work
• When copying contacts, the fields “Last contact” and “Follow-up” were not reset
• Action permission matrix in the project detail manager is displayed correctly again
• Mailbox migration from 5.13 is verified and repaired if necessary