IFS SCRM 12

What's New?

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.

New Report

• 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.

Improvements

• 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.