New Salpo CRM features and functionality

We’ve been working hard to improve the Salpo CRM business platform, adding and updating features to help our clients to drive their businesses forward, improving processes, increasing efficiency and making more money.

 

Latest releases:

  • Updated: Document Templates
  • New: Email Templates
  • New: Recurring Revenue
  • New: Timer custom field
  • Updated: Business Rules
  • New: aBILLity integration

Read more below and click links to visit Salpo Support documentation…

Updated: Document Templates

Our Document Template feature now has enhanced views and functionality for ease of use and increased customisation options.

New: Email Templates

Create customised email templates, pull-in contact data and connect to Office 365 to send emails via Outlook – all without leaving Salpo CRM.

New: Recurring Revenue

Specify billing frequency and billing cycle for each Product when adding it to an Opportunity. Products can be billed as One Off, Monthly or Yearly and the billing cycle term can be defined as a specific numeric value or to be continued until cancelled, allowing for auto-renewals.

Sales reporting will no longer reflect full amounts based on sale ‘won’ date, instead showing accurate revenue per month and year.

New: Timer custom field

Track time spent on records with our new Timer field. Auto-trigger the timer to start when a record is created or updated. Pause the timer and make notes for each interval.

Schedule notifications when the total time hits a pre-defined time or cap. Track and report on total time spent. Perfect for tracking time spent on a project, job or support ticket.

Updated: Business Rules

Our Business Rules feature now includes Timer custom field functionality. Users can add, start, pause, reset and remove the field via automation.

New: aBILLity integration

Track sales Opportunities from Quote through to Order and add Products from aBILLity into your Salpo sale Order via a Product Picker.

Progress your Provisioning, Contracts, Configuration and Billing all within the same Order, for simplicity and transparency across departments.

If you have questions about our updates, please email Salpo Support. To see these new features in action and discover the benefits for your business, register for our webinar on Thursday 15 August.

We continue to improve Salpo CRM in line with the growing needs of our customers. If you have a suggestion for any improvements, please visit our support pages and make a feature request.