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- Leads: Helps you ensuring the continuous growth of your business.
- Calls: Stay up-to-date with prospects/clients based on the lead(s) received with follow-up(s).
- Work Items: Highlights task that needs to be done.
- Tickets: Shows up any kind of issues/defects which needs attention.
Enhancements in Global '+'
- Design, Build and Automate Workflows in no Time dynamically.
Enhancements in Activity, My Wall and Annotation with linked document.
- A new look and feel of activity for Call, Email, To-Do, and Note will certainly help user to log these and enhance business by updating customer segment with review and update about customer journey.
- Annotation on document helps user to review any file/document with the latest comment/note instantly.
Enhancements in To-Do & Intranet.
- To-Do enhancement helps user to create To-Dos for anyone with lot more ease now without taking care of project management entities like Epic & Feature.
- Newsletter and Buzz modifications helps user to track/view within organization activity.
Global search for RatedAge Request(s).
- It's a reliable bridge between insurance brokers and underwriter of Life Company(ies) to communicate the Payee RatedAge.
- User can easily view registered RatedAge using global search by inputting any text.
Time tracking on/off option implementation in Work Item detail & revision page.Time tracking on/off option implementation in Work Item detail & revision page.
- Work Item detail page will show status in pull down list. User can easily change status on the fly from this drop down.
- User can easily view log(s) of status change with Date and Time of status change with the user who changed the status.
- Ease of Work item revision helps to revise hours, start date and end date with apporipriate reason type.
Global Search Extension.Global Search Extension.
- Lead: Ease of search helps to identify leads to gain huge profits in the business process.
- Opportunity: Displays all the opportunity(ies) by any keywords with all the necessary information like revenue, probability etc.
- Policy: Brings all the policies created by inputting any text, numbers with details like policy name, start date & end date.
Enhancement of Global Search & Jira Integration.Enhancement of Global Search.
- Provides you a real quick search of an activity which you have created, with a quick view of Note(s) & document(s) to FlowRocket platform in the desired format.
- Just by the click of a button, you will get all your Work item details like Subtask(s), Roadblock(s) & document(s) to FlowRocket platform in the desired format
- Such ease of integration helps to get better control over existing system and helps you to focus more on productivity.
Enhancement of Work item detail.Enhancement of Work item detail.
- Provides you a spot insight of effort estimation of work assigned, Hours left for completion, Actual hours of time spent on current work and responsible team member.
Marketing Campaign KPIs, Enhancement of Activity detail.Marketing Campaign KPIs.
- Gain the insights You Need to Keep Teams Focused.
- Useful for contact management, tracking interactions, scheduling/reminders for customer services.
Marketing Campaign reports, Enhancement of Marketing tool integration.Integration of Marketing tool
- Helps effectively communicate a company's marketing strategy, including research, promotional tactics, goals and expected outcomes
- Used to understand whether the marketing strategies you currently use are going in the right direction and to further improve them.
- Marketing integration and communication is key to competing effectively, particularly in markets where competitors sell essentially the same product at the same or even higher price.
Integration of Marketing tool, All-in-One Console.Integration of Marketing tool
- An integration even makes it possible to easily access marketing data like client lists and conversion metrics which helps keep relevant data with the project so you can better plan the next trade show presentation.
- Tracking everything in one place in real time to keep projects and progress visible across teams and stakeholders efficiently is now at a one place.