Ace Your Sales Conversations with BI Tools on Team Hub
Now, you can add crops and acres as a data set in your BI reports, providing deeper insights into your customers’ operations.
Don’t forget the previously released BI updates that will help drive sales conversations to be more focused and effective.
- Updating personalized customer information in Custom Profile in order to refine BI reports by specific client segments
- Adding the Custom Profile filter in BI reports.
Dial-in Client Lists with Marketing Filters
Save time by filtering marketing customer lists and quickly identifying missing information, such as email or phone numbers. The improved user experience also allows you to build and preview lists based on client information.
Never Miss a Beat: Add Outlook Emails to Your CRM
Get a full picture of customer conversations, in and outside of the portal, when you connect your Outlook email to you portal CRM. This allows you to see emails sent and received in the Activity Timeline when the email matches customer information.
Everything else:
- Portal invite copy updated to say “click Sign In to set up your account”
- [CRM+] Notification Updates for Task Emails
- [CRM+] Increase Pins shown at a zoom in Map View
- AgVance - Ensure split details that are loaded from Agvance add up to 100%
- Agris - Show Unpaid Bushels in Grain Balance Page
- Merchant - Display inbound and outbound scale tickets as separate tabs
- Merchant - Skip Outbound Scale Tickets in BI calculations