Brand new “Sales POP!” Content Widget, “Automatizer” Enhancements (Manual Trigger), Improved Imports and more

Sales POP! content is now available within Navigator for every Coevera user on a daily basis. As a modern digital magazine, Sales POP! multimedia delivers written content, videos, e-publications and free tools that highlight key topics in today’s sales landscape. Our goal is to provide expertly curated content to empower sales professionals and leaders to achieve new levels of success. Every day, Coevera delivers a different article with a direct link to Sales POP! These articles are aimed at highlighting key issues in sales, in order to inspire and inform the modern sales professional. When you log in to the Navigator, a new article will be accessible every day via this brand new widget.

Users can select preferred categories of content by clicking on the gear icon. Our goal is to provide you with refreshing articles that match your personal interests to help you advance your sales expertise and knowledge. Articles matching the indicated categories will be delivered. This is a great way to start your day and get in the mode for selling!

Also, you can unsubscribe at any time from the Sales POP! widget.

Our customers are loving Automatizer — and with good reason! We’ve now made it even more adaptable and flexible for your business by adding the capability for your users to manually attach processes to records. So, they’re working on a Lead, say, and realize that it needs to be added to a specific follow-up process — they can now add the process to the record they’re working on right now! Or, maybe, an Opportunity is ticking along nicely and suddenly expands — the Key Opportunity Management process can be enabled in seconds! Check out our new article for the Key Opportunity Management example.

Set up and manage your manual processes in the Automatizer in the same way as any other process and use the Process Manager to track them. If your process has future scheduled activities built into it and something changes, simply clear them all or delete individually from inside the record.

We’ve been delighted that so many of our customers are blown away by the Automatizer! We’ve been working on incremental improvements as well as the big new ticket item “Manual processes”.

These include the option to personalize values for the Country field — e.g. populate a Contact with the value for Country on the related Account record.

When working with Opportunities and Leads you can now link the related Primary Account or Contact in Automatizer actions. You’d use this, for example, when creating a Task when you want to link it to both the Opportunity itself AND the Primary Account. This would work really well for an Account Credit Limit Check task that needed to be carried out when working with a prospect for the first time.

We’ve added multiple improvements to the import tool to make it more useful and flexible.

When you’re importing Leads or Opportunities, you can now enable an option to automatically create the linked (Primary) Account and/or Contact at the same time:

Importing data from other systems has been enhanced as you can map to system fields such as Created Date preserving the true timeline of records. Previously, Creation Date was automatically set to the date the record was imported into Coevera.