Welcome, where we're thrilled to share the latest enhancements and features added to our product. This update brings a range of exciting improvements, including a new feed user interface, enhanced task management capabilities, advanced spreadsheet integration, personalized nudges, priority sorting, and consistent tabular formats. We've been listening to your feedback and working tirelessly to deliver a product that meets your evolving needs. Read on to discover how these updates will revolutionize
your experience with our product.
New Features and Bug Fixes:
Priority Feeds: A Streamlined Approach to Account Management We understand that efficient account management is crucial for your success. To address this, we have implemented a new feed user interface that provides a holistic view of your account summary and to-do list. This streamlined approach allows you to access critical information, track tasks, and monitor account health directly from your feeds, enabling you to stay on top of your priorities effortlessly.
Enhanced Task Management with To-Do List : Managing tasks effectively is essential for maximising productivity. With our enhanced task management system, you now have the power to create, edit, and assign tasks to other users seamlessly. Whether you're working individually or collaborating with a team, our intuitive interface and comprehensive functionality will empower you to stay organised and accomplish your goals efficiently. Furthermore, we have integrated HubSpot tasks, allowing you to consolidate your task management across platforms, ensuring a cohesive workflow.
Advanced Spreadsheet Integration: Connect and Analyze Data with Ease We recognize the importance of data integration in your workflow. With the new "Spread-Sheet by sheet name" feature, you gain greater flexibility and control over your data analysis. Now, you can effortlessly connect to a specific sheet within your spreadsheets through AppEQ, providing a seamless data integration experience. This enhancement enables you to extract valuable insights and make informed decisions based on the data that matters most to you.
Personalized Nudges for Enhanced Customer Engagement : We believe in the power of personalization. To strengthen your customer relationships, we have introduced the option to send nudges exclusively to the user’s selected by you. By leveraging this feature, known as "Nudge Based on Account Domain," you can tailor your communications and outreach efforts to focus on your most important accounts. This personalized approach enables you to nurture relationships effectively, increasing customer satisfaction and engagement.
Priority Sorting: Focus on What Matters Most In a fast-paced business environment, it's essential to prioritize your activities effectively. With our priority sorting feature, accounts in your feeds will now be sorted based on their health status. The highest priority accounts, indicated by the red status, will appear at the top, ensuring that you can quickly identify and address critical issues. This enhancement streamlines your workflow, enabling you to optimize your time and resources efficiently.
Improved UI and Flow for Creating Summaries: We believe that simplicity and efficiency go hand in hand. To facilitate effortless summary creation, we have revamped the user interface and flow. With the new flow, selecting summaries is more intuitive and user-friendly. This enhancement streamlines your workflow, allowing you to generate insightful summaries with ease. By enhancing data visualization and actionability, we empower you to make informed decisions