Skip to main content

Atollon Innovations 2021 (week 8)

New features

Call centre app

  • Brand new tool to increase performance of sales or marketing team members
  • Easy address editing
  • Full customization of lead detail to target group
  • Campaign setup automation to quickly create target group of individuals
  • Customizable call flow
  • Automated next step when success is arrange meeting for consultant
  • Automated confirmation of arranged meeting

Mail response tracking

  • Display who is interested in your e-mails. See who is opening your e-mails and clicking on URLs, so you can contact engage with them.

Mass mail on client relations

  • New Key contacts feature was extended with mass mail capabilities

Timer services and workflow plugins

  • New application for running automated repeated tasks
  • User-based configuration of custom plugins

Enhancements

Deals

  • Complete overhaul of deal detail - new pricing options and calculations (discounts, margins, etc.)
  • Visibility of currency exchange rate on foreign currency deals

Forms

  • Now it is possible to setup required fiels checking on forms.

General

  • Mac users - support of atollon:// protocol - useful for sending links to Atollon objects within team of Atollon users

Invoice

  • More reliable integration of document preview (PDFs or images)
  • Improved visibility of approval history
  • Visibility of related invoices - in case you need to pair purchases and sales on one activity

Marketing

  • New marketing tracking code added to components available on client detail, deal or project, etc. Using this component you can set / see marketing source of the sales / marketing activity for futher measuring the success of your marketing effort.

Messages

  • Send again (e-mail) feature added to all views with e-mails

Products

  • New tool for updating product prices using import file (so you can modify prices in Excel and upload them)

Service Activities

  • Make sure users don't switch from Service Activity detail without saving it first

Workflow

  • Complete redesign of workflow configuration

Timeline

  • Records are now better readable thanks to added colors.

Bug Fixes

  • General - support for high resolution on Mac displays
  • Messages - enabled sorting message templates
  • Products - fixed export of larger products data
  • Products - fixed formatting of price / number and rounding
  • Recruitment - fixed searching on max salary criteria
  • Recruitment - fixed number formatting in salary field
  • Timeline - fixed displaying MM:HH in Timeline records

 

Other

New integration on ABRA Flexi

  • Our next integration of accounting system with PUSH capabilities, which make synchronisation of accounting & atollon platform in real time.

 

 

Back to top