Waterbury, CT: CRM and business automation software provider, SalesChain, released version 7.09 of their software Sunday, May 8th, 2022. This update represents the largest collection of improvements to the provider’s IT pricing and managed services provider (MSP) business management tools. This update comes as the company continues to focus on office technology dealerships with diverse and evolving offerings.
This highly anticipated build includes an integration to ConnectWise Manage that synchronizes company, contact, tickets, opportunities, and orders between the two platforms. This integration is the foundation of SalesChain’s One System platform, supporting companies selling IT services, IT products, and print solutions with a single sales management, proposal & order pricing, documentation, and commissions platform. This integration means that SalesChain users can now share common customer data effortlessly between ConnectWise Manage and ECI e-Automate via SalesChain.
SalesChain’s new IT pricing platform is included in this update as well. Powered by Etilize, this tool pulls catalog data from TechData, Synnex, Supplies Network, and Ingram Micro nightly to offer up-to-date pricing data, inventory data, product comparisons, and associations. This tool was built so that businesses can quote IT products in the same system as imaging and IT services offerings.
Companies utilizing RingCentral phone services may now click on a phone number and automatically activate the phone. Upon finishing the call, a note window will automatically pop up and allow the user to enter details along with the system capturing the call duration. If the user clicks on a phone number that appears on a task, a task action window will pop up instead of a note, to allow the user to log the action along with the call duration details.
This update also includes a new scope of services feature, the option to sort leads by revenue range on the forecasting screens, new 30-60-90-day forecasting charts, DLL’s credit application submittal API integration, and improvements to SalesChain’s HubSpot integration, workflow notifications, and email campaign systems. Several fixes and tweaks are included in the update as well.
For a full list of fixes, enhancements, and tweaks, SalesChain users can review the release notes from inside of SalesChain under Menu -> Release Notes.
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