IFS SCRM 12.4

What's New?

Gmail Synchronization

• 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.

New Reports

• 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.

Pipeline KPIs

• 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.

Improvements

• 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.