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November, 2020

Business card & Global search card for To-Do

Business card for To-Do.
  • Provides quick action like attaching document(s), creating Work Item(s), creating Activity(ies) and creating ticket(s), to be performed from list of To-Dos created by me and created for me that needs to be looked after, typically organized in order of priority.
Global search card for To-Do.
  • Helps you to provide search list of To-Dos created for you along with Work Item(s), Activity(ies) and/or Ticket(s) associated with it, if any..

October, 2020

Enhanced Business cards CRM & WorkQueue

Opportunity Business card Enhancement for CRM.
  • Enhanced business card helps keep you informed and enables you to offer your customers appealing services that suit their needs.
  • It gives a quick view of interest level to the business based on the various ratings with web visit.
  • It also helps you to perform various action such as Create/record activity and/or Initiate project, Adding documents and notes on-the-fly from action menu of each card.
Ticket Business card Enhancement for WorkQueue.
  • New Enhanced look of Ticket business card strengthens not only bug tracking mechanism but also quick enhancement(s) to be done with the faster troubleshooting approach.
  • to resolve it which helps software development organizations and even gives quick view to prioritize the work based on Work Item(s) created through it.
  • Helps you to create/view attachment(s), Work Item(s), Activity(ies) on-the-fly with action menu attached.

September, 2020

Enhancement of Business cards for PMS & CRM

Workitem Business cards Enhancement for PMS.
  • New Enhanced look of workitem business card Enables software development organizations and gives quick view to prioritize the work that matters most and break it down into manageable chunks.
  • Helps you to view different types of parameters like roadblocks, subtasks, bugs, documents associated with task with allocated hours, end date & planned start date
Lead, Activity Business cards Enhancement for CRM.
  • This enhanced business card helps keep you informed and enables you to offer your customers appealing services that suit their needs.
  • It gives a quick view of interest level to the business based on the various ratings with web visit.
  • It also helps you to perform various action such as creating follow-up, add/record activity and/or opportunity, Adding documents on-the-fly from action menu of each card.

August, 2020

Opportunity Card and Detail FlowRocket OTG (Mobile App for iOS & Android), Enhancement of existing system using scrum architecture on FlowRocket for PMS

Opportunity Card detail and Edit on FlowRocket On The Go (OTG).
  • By Looking up to the Opportunity on the go helps reviewing your business goals and plans to identify opportunities for improvement.
Enhancement of existing system using scrum architecture on FlowRocket for PMS.
  • Resource allocation helps to determine the proper timing of the resources within the project schedule and in most effective and economical manner.
  • Helps to focus on the use of an empirical process that allows teams to respond rapidly, efficiently, and effectively to change.
  • Helps getting business benefit by adopting this architecture as it allows teams to work together, encouraging teamwork and accountability across the whole project.
  • Magnification helps to identify/track workitems which seeks highest attention, risks with high level view of work items ending in short period.

July, 2020

Activity Card, Lead Card & Details on FlowRocket OTG (Mobile App for iOS & Android) , Implementation of Scrum entities & it's architecture on FlowRocket for PMS

Activity Card, Lead Card & Details on FlowRocket On The Go (OTG).
  • User can now see their upcoming activities/events like call,meeting etc. promptly, also they can easily view the lead details from lead card.
Implementation of Scrum entities & it's architecture on FlowRocket for PMS
  • Adopting an agile framework like Scrum, helps Increased ability to manage changing priorities, Gives better visibility into projects, More alignment between business and IT, Faster time to market.
  • Roadblocks helps to identify and analyze whether project is proceeding as planned, and to take corrective action as needed.

June, 2020

Activity, Lead ,opportunity Creation from FlowRocket OTG (Mobile App for iOs & Android).

Activity, Lead and opportunity Creation from FlowRocket On The Go (OTG)
  • User can now easily create an Activity, Lead and Opportinity from their cellphones using FlowRocket Mobile app which helps them increase in conversion rates for their business gains to add flavor in CRM.
  • Moreover, opportunity provides everything and anything one could possibly need to start or increase their business in a positive direction with clear goal.

May, 2020

Activity Card, Configurable Time tracking system

Activity Card
  • Using Activity Tracking, you can log your calls, emails, demos and set up reminders for yourself so you can keep yourself on target and make sure nothing slips through the cracks.
  • You’ll be able to see your open, overdue and closed activitie(s) in activities tab on your homepage as soon as you log in.
Configurable Time tracking system
  • Time tracking is now configurable allowing you to track time at macro or micro level, as per your organization needs and goals.
  • Time tracking offers real-time visibility into projects and surfaces key operational matrics that otherwise would remain hidden.
  • It helps create better workflows with visibility to access an overview of work estimation and effectiveness of employees.

April, 2020

Opportunity Card, KPIs (Key Performance Indicator)

Opportunity Card
  • As a standard business rule multiple opportunities make up sales pipeline, which contributes to sales forecast.
  • Opportunity card feature helps user visualizing up to date information about all opportunities instantly, which ultimately helps to speed up the process of converting opportunity into business/sales.
  • Using this feature, user quite easily can see probability percent, opportunity value with document(s), if attached with the facility of creating activity on-the-fly.
KPIs
  • In order to evaluate the success at reaching targets, we designed KPIs at different levels which demonstrates how effectively company can achieve key business objectives.
  • Below are the various levels of KPIs:
    * CRM
    * WPL
    * Adaptation
    * Work Queue

March, 2020

Merge Tickets, Organization Tree and Location Tree in AddressBook

Merge Tickets
  • During routine Bug Tracking and/or Support, it is quite possible that duplicate tickets are created. For e.g. different Client Contacts may make the same request resulting in duplicate tickets.
  • With Merge Tickets feature, duplicate tickets can be easily merged now.
  • The Merge Tickets feature provides with fine grained options of merging on which Ticket data you want to keep and which you want to discard. There is similar selection available for Ticket documents.
Organization Tree and Location Tree in AddressBook
  • Organization Tree is a tree showing the hierarchy of employees in a Company. This is important information when dealing with Prospects and Clients. You can track this information with the Org. Tree in the Company page.
  • Location Tree is a tree showing the physical organization of locations and employees in a Company. This is important contact information for communication purposes.

February, 2020

ToDo Lists in WIP

  • February Release of WIP introduces ToDo lists. Record your thoughts, quick ideas, work to be done which doesn't have clarity, as a ToDo.
  • Create your own ToDo list or for your team members.
  • When you have more clarity of work or when your idea needs to converted to work, convert your ToDo into a Activity, Task, Ticket or close the ToDo.
  • No need to have maintain seperate Excels or use other software, with the ToDo in WIP, you have all your work at one place and morever, you can search within it and track it.

January, 2020

Save/Share Search Filters, RCA in Queues, Quick Add Company/Location

Save/Share Search Filters
  • Many a times you have created a search filter with diligence that you wish you could save it somehow, or you have a a search criteria(s) that you use frequently. In the January Release of WIP, you now have ability to save search filters.
  • You can save search filters for Search Tasks, Search Contact, Search Company, Search ProgressEntry, Search Ticket and all other custom Searches.
  • You can also share these filters with your Colleagues with Share feature available in the Search page.
RCA in Queues
  • With RCA (Root Cause Analysis) feature for Queues, you can now track detailed RCAs for items in any Queue.
  • You can control whether RCA is required for every item in a queue or for specific items.
  • Tracking RCA will go a long way in detecting and eliminating flaws in your workflows.
Quick Add Company/Location
  • When you are adding a new Contact in the Addressbook in WIP and you realize that you need to add Company of the Contact as well, you can add it directly from the Contact screen itself without having to leave the Contact screen, with the Quick Add Company feature in WIP.
  • Similarly you can add new location directly from the Contact screen without having to leave the Contact screen.

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