What's New: 2024-06-20

This week, Mel Kozun shares improvements to how leads are captured, payment is collected, and much more.

Business App

[Automations] Enjoy an improved UI when building Automations.
[Automations] Hide Automations from clients' view in Business App to run automations in the background without client input. Learn more
[Inbox] Respond to Instagram DMs from Inbox. Learn more
[Inbox] Train AI web chat on all the text on a business’ website to empower the widgets to answer more questions and provide a great experience for website visitors. Learn more

Platform

[Automations] Enjoy an improved UI when building Automations.
[Billing & Payments] Collect payment via ACH and pre-authorized debit. Supported in orders, invoices and subscriptions. A 1% application fee applies at time of payment. Learn more
[Billing & Payments] Add tax exemptions for specific products and packages when sold in certain locations to ensure accurate tax application for each product and service you sell. Learn more
[Campaigns & Snapshot Report] Create and send Snapshot Reports quickly by creating a campaign, and clicking “Add Snapshot.” This will create or refresh Snapshot Reports for the primary company associated with each recipient of the campaign.
[CRM] Avoid duplication when adding prospects via Find Nearby Businesses. The search results now include Companies that are already in your CRM, but only new Companies will be added when "Create Companies" is pressed.
[CRM] Add manually selected Sales Tasks to a Task Queue to make sure the most important tasks are completed first.
[CRM] Monitor sales activity by salesperson from the Leaderboard. View totals and averages of calls, emails, and meetings, by salesperson, pulled from the activities logged to Companies and Contacts in the CRM.
[CRM] View field syncing status between Companies and Accounts. Learn more
[CRM] Welcome your sales team to a white-labelled Partner Center.* Once you’ve set up your custom domain for Partner Center, any user logging in using that unique url will see a white labelled log in screen.

Any partners who have not white-labeled their Sales & Success Center will see a new “Partner-Center” button that will bring them over to the new CRM. Any new salespeople added to your team will receive a welcome email that will direct them to Partner Center, where they will only see the CRM components to which you’ve given them access.
Any partners who have white-labeled their Sales & Success Center can contact our support team for help setting up your custom domain for Partner Center. Learn more

[CRM] Enjoy cleaner, clearer navigation in Partner Center. View a comparison image in last week's What's Next article.
[Inbox] Train AI web chat on all the text on a business’ website to empower the widgets to answer more questions and provide a great experience for website visitors. Learn more

Products

[Advertising Intelligence] Measure the impact an ad campaign is having on a local business' phone traffic by connecting your client's Telmetrics Call Tracking account. Previously, this had to be done by Vendasta’s Marketing Services team. Learn more
[Social Marketing] Customize social posts by account by toggling between different accounts from tabs at the top of the text box to seamlessly adjust content for each one. Available when creating a single post or creating in bulk with AI.

Reminder: Legacy Access Only for Sales & Success Center

From June 24th on, Sales & Success Center will no longer be offered to new partners. All current Vendasta partners will retain access, but transitioning sales operations to Partner Center is strongly encouraged in order to get all the benefits the new CRM has to offer. Learn more