New lead-management-functionalities: For “Rights & Roles“ and for “Field Linkages“
To provide our customers with a lead-management solution that really fits their needs and makes their daily work routine much easier, we make regular adjustments for EASI’R, based on the feedback of our customers. Learn more about two recent updates which might also be helpful for the daily work routine of your sales team!
We have introduced a “Field Linkages function”, and have significantly extended the “Rights & Roles” area. The adjustments of the “Rights & Role” area gives admins more freedom to fine tune their individual user management. Our updated field linkages function makes the data entry even easier for users, it helps to save time and helps to avoid data entry mistakes.
You can find a short description of these updates below. If you need further assistance, please do not hesitate to contact our customer support team.
EASI’R NEW RELEASE FOR THE RIGHT & ROLES FUNCTIONALITY
With the new update for “Rights & Roles” in EASI’R, admins can finely tune the definition and accessibility of the roles they want to assign to people in the sales team by themselves. The admin can now freely determine, which groups (e. g. salesperson, sales manager) or specific users are allowed to delete cases, edit and delete tasks, delete customer contacts along with many more specifications (see the following screenshot).
In addition, the admin can now decide which plan-specific features of the whole EASI’R feature package the users are supposed to see – if a dealership wants to exclude and therefore hide the option of e. g. the Social Media integration feature (which allows the sales team to retrieve information from the public social media information of their customers), the admin can now make it invisible for a defined group.
EASI’R NEW RELEASE “FIELD LINKAGES”:
With the introduction of the EASI’R field linkage function, we want to give our customers the opportunity to create their own field combinations which makes their whole process of data entry easier, faster, and helps to avoid mistakes.
An example: Let’s take the field “Model of interest”, being selected in EASI’R during the data entry process by a salesperson, when he receives a new lead. If that dealership offers new and used cars, it might make sense to specify that customer wish in more detail, for example with a field New/Used car. With field linkages, you can now link both fields so that only models of the current product range are shown in the field “Model of interest”, when “New” has been selected in the field “New/Used car”. Similarly, you may tie the fuel options (such as diesel, gasoline, hybrid etc.) to specific models. So, when Model A is selected in the field “Model of interest” and it is only offered with diesel engines, then the field linkages can ensure that the value diesel is automatically selected in the field fuel options.
Picture header: unsplash.com/Markus Spiske