IFS SCRM 12 introduces phone system integration, allowing users to make calls from the application and automatically log call data. A new sales report was also added while improving an existing report to enable users to see the data behind the report (drill-down functionality). This release also includes various enhancements to functionalities and user experience.
Phone System Integration
SCRM can now be integrated with a VoIP phone system, allowing users to make calls from the application.
All outbound call data will be automatically recorded, including company name, point of contact, phone number, status, duration, and date & time.
Inbound call capabilities will be released in the next version.
Users can make calls from the contact list by hovering over the phone number and clicking the phone icon. Users can also click on the three-dot menu to place a call.
A new report was added - Sales Owner Activities
In this new report, you will find the following sales owner data:
Sales activities per month, yearly total, and avg/month
Calls per month, yearly total, and avg/month
Emails per month, yearly total, and avg/month
Meetings per month, yearly total, and avg/month
Rank (Based on Yearly Total)
You will also find the average activities of the sales team per month, yearly total, and avg/month.
This new report includes a line graph that shows each sales owner’s activities and the sales team’s average.
The graph helps users visualize results and see trends.
The sales team’s average activity line helps identify overperforming or underperforming sales owners.
Users can hover elements in the chart to see more details, select and unselect sales owners, and more.
The Sales Owner Conversion report allows users to see the data behind the report (drill-down functionality).
While creating a new quote, the company name field is now instantly interactable.