IFS SCRM 12.4 introduces automatic Gmail synchronization, pipeline KPIs, and two new sales reports. Gmail synchronization lets users automatically sync all their emails with customers and leads in SCRM. The new reports help users understand customers’ lanes and deals conversion to identify high and low-converting customers. And the pipeline KPIs allow users to track sales pipeline trends and conversion rates. This release also includes various improvements and bug fixes.
Gmail users can now sync all their emails (sent and received) and automatically organize them on the right contact and company.
This new feature enables companies utilizing the Gmail service to have full visibility of their email exchanges with customers and leads.
This helps promote better client communication, visibility, and teamwork by allowing your team to centralize all email communications.
Lane Conversion by Customer Report
This new report lets users understand the conversion rate of quoted to awarded lanes at a customer level.
Example: A 50% lane conversion rate means a customer is awarding 50% of the lanes quoted to them.
This report helps users identify customers that convert high and low. For low-converting customers, it is recommended to conduct a pricing analysis to try to increase the conversion rate.
Additionally, the report includes a graph that lets users see conversion trends over time to detect changes in customers’ lane conversion behavior.
Awarded Lanes by Customer Report
This new report shows users the raw number of lanes awarded by each customer.
This report lets users identify customers who are awarding the most lanes, so they can maintain high customer service and generate consistent business from those customers.
The report also identifies the customers awarding the least number of lanes, so the team can make adjustments to grow these accounts.
Additionally, the report includes a graph that lets users see trends over time to detect changes in customers’ awarded lane behavior.
New KPI widgets have been added to the pipeline.
Currently, these KPIs allow users to track the number of companies or contacts in each stage.
In a future update, users can track counts per stage, month-over-month comparisons, and conversion rates.
Attachments now have more granular permissions in the admin portal to customize user access.
Attachments can now show previews of images and PDFs for increased user convenience.
When the pipeline is set in card view, users can hover a card and find an icon to open a company/contact in a new tab.
Users can now easily call from the company list by hovering on a company and pressing the call icon near the phone number. For more convenience, users can also call a specific contact from a company by clicking the three-dot menu and pressing call.
In the pipeline, users can also easily call a company by clicking the three-dot menu and pressing call.