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We are proudly presenting the In Mind Cloud Digital Sales Platform product release 20/05!
Finding the right data is mission-critical for efficient selling. In our 20/05 release, we improved our Digital Sales Platform's search capabilities from the ground up. We included more data points for sorting and filtering, relative time queries, and saved searches.
We also revamped the home page to display the most relevant information for sales and management. Having an instant overview of how the business is going, and things that require their urgent attention is crucial for Sales Leaders to make an impact on revenue growth and business competitiveness.
Team Leaders need to orchestrate staff and ensure the timely delivery of quotes. They rely on the perfect match to customer requirements and the seamless input delivered by other collaborators. With the new Gantt Chart View released in 20/05, their life does get much easier, and they will be able to push their teams to be highly effective.
Get all the details in our Release Summary
1. Search Capabilities
Always have the right data at your fingertips. Our new search capabilities include more data points for sorting and filtering, relative time queries, and saved searches.
- Additional fields available for filter, sort, and display:
Every major business object (i.e. accounts, opportunities, quotes, and products) receives additional fields that are enabled for filter, sort, and display within their respective data sets. This helps create a more consistent end-user experience as well as more accurate search queries. - Relative Selects:
Finding an object such as opportunities and quotes relative to the current point in time or an organizational unit is a common requirement. The "Relative Selects" function enables users to use powerful search queries that include date reference points or search within the user’s assigned organizational unit. - Saved Search:
Many search queries are used for different purposes. Functions such as account segmentation, management, or operational tasks can help you organize daily work. Instead of posing search queries on the same data object repeatedly, end users can now use the ‘Saved Search’ feature: a pre-defined search query for filter criteria, sort parameters, and display fields.
2. Home Screen: UI Widgets for KPI Dashboards
A new KPI-based Homepage was first introduced in the 20/02 release. It comprises table and tile widgets that help you easily identify, and quickly access crucial data points. The 20/05 release enhances the homepage and turns it into a Dashboard for Sales Reps and Managers, that displays the most critical business information as soon as they log into MX. It now features multiple chart types and entry points to launch external systems, and shortcuts for instant access to the most commonly used functions within MX.
In the 20/05 release, customers are now able to configure their own widgets. These widgets use powerful search capabilities to create comprehensive dashboards that keep your users and managers on top of their daily activities:
More Features
What else did we pack into our 20/05 release?
- Activity Management:
Additional features and capabilities have been added, including email, meeting, and phone call tracking. - Further MX Homepage improvements
- Access Permissions
- Action Workflow Enhancements
Our goal is to help manufacturing businesses unlock their growth potential and increase sales efficiency. Do you want to find out how our new enhancements look like in detail? Download our release notes! Do you want to see our Digital Sales Platform in action? Book a demo!
All Test Systems will be upgraded to release 20/05 by 2 May 2020, and Production Systems by 16 May 2020. For the full release upgrade and patch schedule for 20/05 please visit our Support Site.
