Zoom In on Pipeline Snapshots: Official Beta Release

Zoom In on Pipeline Snapshots: Official Beta Release

We invite you to a revolutionary new way to gain insight into your business and make smarter decisions by harnessing auto-captured activity and data to drive increased sales.

FreeAgent CRM Platform Update March 19, 2019

Snapshots: Beta Release

This week’s Taco Tuesday features the official announcement of Snapshots Beta Release.

We also invite you to be a part of Snapshots Beta release. To experience the power of snapshots for your business, reach out directly to our Product Team at ryan@freeagentcrm.com

Building on last weeks sneak-peek, today we’re excited to get a little more in-depth on Snapshots and zoom in on some exciting ways to leverage the data already being captured in FreeAgent CRM automatically.

What is Pipeline Snapshots?

Snapshots is visually stunning real-time tracking for your pipeline over time. Gain instant insight in a revolutionary new way, from quarter-to-quarter forecasting right down to day-to-day changes.

Fuelled by your daily activity, Pipeline Snapshots connects the dots to provide predictability, foster collaboration and drive revenue growth. The power of Snapshots is real-time tracking combined with insights over time. So whether you want to know…

“What happened since Friday to alter the pipeline forecast by 25k?”
or…
“How to gain better foresight into risk and opportunity to have confidence in the next forecast call?”

… we’ve got you covered.

Pipeline Snapshots Tour

Click-through a visual tour below to zoom in on:

  • Track every material change to your pipeline in Real-time
  • Analyze daily, weekly, or monthly variances to your pipeline
  • Quickly pivot to the time interval you want to focus on
  • Have a Birds-eye View of Your Pipeline Progression
  • Zoom in to see the daily activity of your pipeline
  • Analyze your Pipeline across different angles: Pivot by Sales Stage, Status and Forecast Category
  • Set Targets and Keep Track of Pipeline Coverage
  • Isolate snapshots by a single team member or the entire team
  • Always 1-click Away from the Opportunity Details
  • Drill through to actual opportunity information to view complete change history


Send us your feedback!

Like the new updates? Let us know! Have an idea to improve the usability of FreeAgent CRM? Chat us up, send us an email, or give us a call.

Super-power your follow-up with Bulk Actions from Email Analytics

Super-power your follow-up with Bulk Actions from Email Analytics

Customize your Related Lists and a special sneak-peek at Snapshots!

FreeAgent CRM Platform Update March 12, 2019

In this update:

Related List Configuration
Bulk Actions from Email Analytics
Sneak-peek at Snapshots – Beta Announcement


Customer relationships are your top priority. But in your CRM, data relationships matter, too! Your business is unique, so some related list items are more important to you than others – naturally, you want to see those first. Also, some items don’t need to appear in your Related Lists at all. One of the things that makes FreeAgent CRM so visually pleasing to use is the ability to NOT see a bunch of stuff that doesn’t matter to you.

1. Related List Configuration

Creating data relationships in FreeAgent CRM is super easy. When a relationship is created, FreeAgent includes a Preview Card in a Related List that provides quick context into the related record.

Things to Know

Admin users can customize their Related List configurations in Settings.

  • Customize the Order of Related List items
  • Activate/Deactivate Related Lists
  • Rename Related Lists

2. Bulk Actions from Email Analytics

We’re super excited about this game-changer that will 10x your follow-up!

Email analytics has always empowered you to send the exact right message at the exact right time. By seeing that your lead has opened up or clicked a link in an email you sent, you can customize your next interaction and perfect their customer journey.

If you already use this powerful feature, get ready to feel super-powered with bulk actions from email analytics! Respond to many open/clicks all at once, but with the same professional personalization that makes your customers feel catered to – not marketed to.

Have a perfect “next-step” content to share with your leads who opened up the last newsletter? Want to send a quick “last day to save” reminder to the customers that clicked on your special offer?

You can mix and match your response types, between one-time emails, your custom FreeAgent email templates, and Mailchimp campaigns!

Things to Know

You can take the following bulk actions based on Opens / Clicks:

  • Email All
  • Add to Campaign


3. Sneak-peek at Snapshots – Beta Announcement

Never a dull Taco Tuesday here at FreeAgent! We’re fired up to announce the Beta release of Snapshots.

Snapshots is visually stunning real-time tracking for your pipeline over time. Gain instant insight to pipeline forecasting and day-to-day changes in a revolutionary new way.

  • Track every material change to your Pipeline in Real-time
  • Analyze daily, weekly, or monthly variances to your pipeline
  • Quickly pivot to the time interval you want to focus on
  • Have a Birds-eye View of Your Pipeline Progression
  • Zoom in to see the daily activity of your pipeline
  • Analyze your Pipeline across different angles: Pivot by Sales Stage, Status and Forecast Category
  • Set Targets and Keep Track of Pipeline Coverage
  • Isolate snapshots by a single team member or the entire team
  • Always 1-click Away from the Opportunity Details
  • Drill through to actual opportunity information to view complete change history

If you’d like to be a part of the beta experience for Snapshots, please reach out directly to our Product Team at ryan@freeagentcrm.com

 


Send us your feedback!

Like the new updates? Let us know! Have an idea to improve the usability of FreeAgent CRM? Chat us up, send us an email, or give us a call.