IFS SCRM 12.1 now supports inbound and outbound calls. Users can now make and receive calls from SCRM and automatically log all the call data. This release also added a new sales report, convenient quick actions, and various functionalities and user experience enhancements.
Inbound and Outbound Calls
Users are now able to make and receive phone calls right from SCRM.
All call data (company name, point of contact, phone number, extension, call duration, date & time) is automatically recorded.
A smart call pop-up opens from anywhere in SCRM when a user calls from their physical phone or an incoming call is received. This helps the user log their calls easily.
When the phone number dialed/received has a match in SCRM, the system will smartly fill in or suggest call details (company name & point of contact). This helps users streamline the process further.
One-click, easy integration with Asterisk VoIP system.
New Sales Report
A new report was added - Sales Owner Avg Awarded Lane Deal Size
This allows users to analyze a sales owner's performance according to their average awarded deal size and compare it with the rest of the team.
This new report includes a line graph that shows each sales owner's monthly average awarded deal size and the sales team's average.
The graph helps users visualize the data and see trends.
The sales team's average activity line helps identify performing or underperforming sales owners.
Users can hover elements in the chart to see more details, select and unselect sales owners, highlight an individual line, and more.
Clone FTL Lanes
FTL lanes can now be duplicated by clicking "Clone" in its three-dot menu.
This accelerates the creation of multiple lanes with the same origin and numerous destinations and vice versa.
Users can now quickly perform the following actions in the contact list:
Call cycles now support the call functionality introduced last release, where users can make calls from the application through the phone system integration.
The Sales Owner Activities report now allows users to see a more detailed and granular view of the data (drill-down functionality).
New fields were added in the Office 365 and DAT integration settings to specify which account is integrated.
While creating a new contact, the company name field is now instantly interactable.