Buying Center, Products on Accounts, New Lookup Field Type and more

As well as enhancements to the individual Contact cards making it even easier to define and view the types and strengths of the relationships you have, we’ve now added the ability for you to create “on the fly” Groups so you can batch Contacts together. Maybe you want to reflect “political” alignments of Contacts or prioritise sets of Contacts by how you need to activate the relationships — it’s entirely down to you! You can add, and remove, Groups as needed to help you manage your deals.

You can now also access the Account’s Contact Org Chart from your Buying Center and add additional Contacts directly from the Org Chart.

We’ve also covered the frequent situation where you know someone is influencing the progress of your deal but you don’t yet know enough about them to add them as a Contact. Now you can add a “Ghost” Contact card to represent this individual. For example, you could be talking to the Manager but need to find out who the VP is. Once you’ve been able to research and find out more information, the “Ghost” can be promoted to a saved Contact in Coevera. You can also add “Ghost Contacts” to your Org Chart for an Account.

To enhance Account Management, there is a new Products tab to Accounts. Use the Products tab to see a breakdown of what Products or Product Categories were included in Open, Won or Lost Opportunities linked to that Account.

Use the Trend View to visualise trends over a period of time for the Account and help identify upsell and cross-sell potential. Drilldown into the Opportunity data by clicking on a product from the Trend View. Or use the “List View” for an overview of Open, Won and Lost Amounts (by Category or Product). Whichever View you are using, you can filter by Period, Product Category or Pipeline.

An additional field type has been added to the available options when creating a new custom field in the Admin Module>Fields and Forms. The new "Lookup" field allows Coevera Admins to create custom relationships between different types of entity/record. For example, on an Account record, as well as the record Owner which is the default in Coevera, you may want to create a User Lookup field named "Account Manager" to track which of your colleagues is responsible for ongoing account management for the company.

Or for Opportunities, you might want to add a field named "Main Competitors" so you can look up the account(s) that is/are the main competitor(s) for the deal and track all opportunities where those companies have been your main competition over time.

In this example, you would use the "Filter" option to refine the account records available for users to select when using the field to just accounts of type "Competitor". Tick the box to "show related on the linked " to create a new tab on the linked entity so, for example, you will be able to see all related Opportunities where the Account is one of your main competitors. Type the name you want to use for your new tab in "Section Name".