New Features & Enhancements
InTouch
The InTouch Module for Elements gives you the ability to keep track of, plan, remind, and build comprehensive client touches for a complete customer journey. By leveraging the “Last Contacted On” (LCO) date within the InTouch module, you can schedule future interaction dates and methods -- call, text, email, or in-person meeting for Contacts and Prospect Relationships.
Date of "Last Contacted On"
Displays the last date that a linked task was scheduled or a linked email was saved. This field will update even if you link the task or the email to the record at a later time.
Date of "Next Activity"
Displays the due date of the next incomplete task. When the date is in the past, this indicates that there is an overdue task.
Time & Expense
The Time & Expense module automates efficiency tracking. By associating a dollar amount to the module, Time & Expense automatically provides efficiency and profit analytics associated with Activities, Prospects, and Clients. Eliminating frustrations around how you track the level of effort and amount of time spent with Clients and Prospects. Time & Expense provides the ability to hone in your or your team's most efficient and valuable efforts and clients.
Knowing how valuable a task is can make planning easier, allow you to make more informed marketing decisions, and provide more financial awareness.
Read More About Time & Expense
Business Development
The Business Development module combines pipeline management and customer data gathering.
The connection of prospect data points and sales stage improves efficiency while providing suggestive next steps.
Read More About Business Development
Outreach
Outreach is located within the Business Development module and allows you to track outreach events for Prospects, Customers, and Center-of-Influences (COIs).
Outreach allows you to track the calls your sales team makes daily, monthly, or quarterly. Easily understand how many emails they are sending, and be informed if leads are moving down the sales funnel with more frequency after a call or after an email.
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Outreach Tracks the event details. Outreach Member Tracks the Attendees of Outreach efforts. Sponsorships Include any other company’s that are co-sponsoring Outreach efforts or Events. New Business New Business Prospects that are the result of the Outreach event. -
Elements CRM 2020 Release
SS&C Salentica's product experts give an in-depth look at the new features deploying this July.
Wednesday, June 24, 2020
50 minutes
In this webinar, we describe our latest product innovations and learn how our exciting new features empower firms to capture customer and prospect data more efficiently.
James McClenahen, Sr. Manager of Product Development joins Jonathan Lucas, Sr. Solutions Manager, for a deep dive session on our newest CRM enhancements.
Using the 2020 Release Features and Enhancements
Edit your Page Layouts
Edit the Page Layout on the following Objects:
Relationships
1. Edit Section: Relationship Details - Add InTouch Service Level
2. Edit Section: Compliance & Service - Add Last Email, Next Email, Last Conversation, Next Conversation.
Lock:
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Last Contacted On
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Last Contact Activity
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Last Contacted By
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Last Email
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Last Conversation
3. Add New Section: Time & Expense
4. Add the following fields, and check off read-only for each:
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Expenses (YTD)
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Time - Hours (YTD)
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Average Cost Per Hour (YTD)
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Expenses (12M)
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Time - Hours (12M)
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Average Cost Per Hour (12M)
5. Update Related Lists: Add New Business & Time and Expense
Requests
1. Add New Section: Time & Expense
2. Add the following fields, and check off read-only for each:
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Expenses (YTD)
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Time - Hours (YTD)
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Average Cost Per Hour (YTD)
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Expenses (12M)
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Time - Hours (12M)
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Average Cost Per Hour (12M)
3. Update Related Lists: Add New Business & Time and Expense
Financial Accounts
1. Add New Section: Time & Expense
2. Add the following fields, and check off read-only for each:
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Expenses (YTD)
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Time - Hours (YTD)
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Average Cost Per Hour (YTD)
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Expenses (12M)
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Time - Hours (12M)
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Average Cost Per Hour (12M)
3. Update Related Lists: Add New Business & Time and Expense
Contacts
Update Related Lists: Add New Business & Outreach
Company
Update Related Lists: Add Sponsorships and Vendor Contracts
Here's a quick video where we updated the Relationships
If you would like more information, check out our article on Page Layouts.
Update User Permission Sets
So that your colleagues can see the new features, all users will need to be assigned the Salentica Elements Power User (Wealth Management) and Salentica Elements Power User (Business Development) permission sets.
Note: If the User is an administrative user, add the Salentica Elements Configuration permission set as well.
If you would like more information, check out our article on Permission Sets.
Deactivate the following Process Builders
If you plan to use our new Interaction Service Module, you will need to deactivate a couple of existing Processes in Process Builder and configure the Interaction Service Module.
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Compliance - Update Contact LCO for Calls
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Compliance - Update Contact LCO for Event
Configuring InTouch Service Module
Setting up and configuring the new InTouch - Interactive Service module does take a few extra steps to do. In this article, we explain how to make these changes, as well as have a quick video that walks you through these updates.
- Setting up Entity Reference Records
- Defining Service Levels
Configuring Time/Expense Module
Setting up and configuring the new Time and Expense module does take a few extra steps to do. In this article, we explain how to make these changes, as well as have a quick video that walks you through these updates.
- Setting up Entity Reference Records
- Add Duration to Activity Forms
- Add Rate Per Hour to the User form
- Set Rate Per Hour on the User record
