Ability to Showcase Senior & Military Discounts
It would be great to have an option available in Partner Center for accounts to showcase along with the payment methods for these types of discounts. Senior Discount, Military Discount These are discounts we see clients frequently offer, yet it is hard to promote without Social Posts.
More design and layout options in newsletter emails
Need more design options: Set background colors to different email sections. Add columns. Swap what side of text the image with text is on. Larger/custom sizes for image with text. Customize headers, text, etc. in each individual block, instead of all conforming to theme settings. Add fonts. More! Like Mailchimp.
Ability to set default colors and fonts
We need to be able to set our clients colors and fonts in Campaign Pro.
Automate the creation of sales tasks with Sales Sequences
Automate the creation of tasks based on a user-configured cadence to help streamline the Sales process from within Partner Center. Sales Sequences will empower users to automate and customize their sales processes by allowing them to select task types and define time intervals between each step. Users can configure Sequences by specifying the type of tasks involved and setting the number of days to wait before triggering the next task.
Expand the knowledge base of AI-assisted web chat on your website
The AI-assisted web chat widget will have knowledge about a business from its website and additional text uploaded to the widget. Add FAQs, service & pricing details, more context on the products/services a business does and does not offer, and even instructions on how to book appointments so that the web chat widget can converse with visitors to your website and answer their questions accurately. This will be available in Business App for your clients to use too.
Score leads to facilitate sales strategy and prioritization
Transform engagement activities and buyer profile fit into quantifiable scores by assigning specific point values to categorize leads as "Cold," "Warm," or "Hot." Lead scoring facilitates prioritization and delivers improved flexibility in identifying leads with good sales potential.
Find and merge duplicate contacts and companies
See the list of duplicate contacts and companies through selected criteria to facilitate management and merging of duplicate contacts and companies as needed.
Manage multi-location companies
Model the multi-location relationships between the companies by creating parent-child associations between companies. Includes: Create and edit parent-child associations between companies See a list of associated companies on the company profile Add a “label” to specify the association between the companies Filter the company table by “Parent Company”
Organize and track daily tasks with Task Queue
Sales representatives can easily filter through their task list to the ones they wish to focus on. By clicking on "Start Task" they will be directed to the relevant contact or company profile with a task banner, which they can choose to complete, reschedule or skip the tasks. This makes working on sales tasks more trackable, streamlined, and efficient.
Capture more leads with embedded forms
Capture enquiries, contact details, survey responses, and more with our dynamic new Form Builder. Build flexible, embeddable forms for a wide variety of use cases. Ask for email addresses or phone numbers, create surveys, and design it all so it seamlessly matches your website. Currently in beta, but available to all partners. Upon full release it will sync contact information with the new CRM. At this time, simply download submissions as a CSV.