Yes, this week is a new release week. We have a bunch of updates and changes going live for Friday including Sales Stages and Saved Filters. Read below for more…
New Mobile Apps Are Live
If you haven’t heard already, our new mobile apps are now available on iTunes and Google Play. Here is a quick recap on what is new:,
★ brand new interface
★ local caching for massive speed improvement
★ 100% native interface for zippy user-experience
★ expanded activity stream
★ addition of Sales Lead module (Sales leads for Android will be Nov 14)
★ optimized for larger screens iOS6 and iPhone 5
If you really do love what we do, then we’d love you right back if you post a quick review:5 x ★ us @ Apple iTunes5 x ★ us @ Google: Play
Sales Stages (and an Insider Reveal)
Earlier this year we introduced Project Types; the ability to store a template of project types and progress stages and use that structure to better manage the different types of projects your business might do.
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With this release we introduce Sales Processes. This lets you set up and create different sales processes for the different products and services you sell or to run a different sales process for each market or territory you operate in. Cool right?
Top Secret Reveal: Smart readers quickly identified that Project Types was the first fundamental step in building resource allocation and utilization. These same smart readers have also, just this second, realised that Sales Processes is the first critical step to building out our Marketing Automation module. |
This is what the new Sales Process feature looks like:
Saved Filters
Next up we have saved filters. Any place in WORK[etc] where you can filter your data, you can now also save that filter for instant access in the future.
For example, lets say you are the manager of your support team and you’ve just hired a new support agent. You want to keep a close eye on the new recruit’s progress, so you would simple create a filter with these variables:
- All support cases
- Within the last 7 days
- Assigned to Mr New Recruit.
Then simply hit the save button and that filter is hitched to your menu bar for next time.
Centralized Apps and Integrations
All of the WORK[etc] apps and integrations can now be accessed from the single Settings Menu. Also note that the Outlook Add-in is now out of beta and readily available.
Other Improvements
There are also a heap of minor tweaks and improvements going live, including:
- improved table layout when viewing projects
- improved Web Form -> Sales Lead or Support options
- context when viewing the activity history of a contact
- about 100 additional help glyphs through out the inteface
- new framework for new dashboard widgets (this needs a separate blog post!)
Hiring a Journalist
We’re looking to hire a business and technology journalist, with 5+ yrs of experience to help us tell all the amazing stories that our customers have to share. This is a full time position, with the option to work from an office (New York) or possibly remotely for exceptional candidates. Top pay is on offer – journalists should read more here.
What we’re coding up right now…
Right onto the next batch of projects:
- Marketing Automation (a.k.a Drip Marketing)
- Universal Contact Sync (Gmail, Salesforce, Outlook and everything else)
- Enhanced Rich Text Editor
- The Social Enterprise in-app chat (goodbye email tsunami)
Plus-one, Tweet or Like Us below if these projects are important for your business.
