New to this version of Atlas CRM is the ability to add communication to companies or contacts. Phone calls and emails can be attached to the topic you've created. Within a customer interaction, multiple companies and contacts can be linked. In this way all communication about a particular subject can be found. It's also possible to see what the latest conversation with this customer has been, before giving an update to your coworkers.
We hear you thinking: what is the create dialog? The create dialog is a screen used for creating companies, contacts or sales in Atlas CRM. We made things easier for you with two improvements.
It is possible to directly link companies and contacts in the dialog. You can add new companies or contacts as well: they do not have to exist already.
What are your options linking companies and contacts in the create dialog?
Within the create dialog, it is possible to upload files to the contact, company or sale. Next to that, issues can be linked directly. From this create dialog you can also create new Jira issues, since a create Jira issue dialog will appear once the button "create a new issue" is pressed. The newly created issue is linked directly.
A few months ago we released the sales functionality for server. We have improved the existing functionality with some new features.
To align the filter bar for all entities, it is possible to filter for sales with the filter bar. You can filter the sales overview for all fields in your sales template. For example filter all sales with an estimated revenue above $.... or all sales that are assigned to you.
With JQL (Jira Query Language) it is possible to search for issues linked to a sale in Jira. For example search for issues linked to sales with an estimated probability higher than 50%. More info on advanced searching with JQL can be found here.
You are able to export sales, choose the export button in the sales overview to start an export. You can choose to export sales or export the sales with linked companies and contacts. It is also possible to export a filtered selection of sales.
Some new endpoints are available to our API. See our API documentation for more details.
Entities are contacts, companies and sales. It is possible to link these entities with the API. Therefore, contacts, companies and sales can be linked to each other.
Using our API you can create, change or delete sales.
Want to find out if this new functionality helps you work more efficient, gain customer insight and increase conversion? Start your free trial now.