The 2020 release delivers expanded innovations across the Elements product and includes enhancements for Wealth and Asset Managers. Empowering you to get a single shared view of your customer and your business to keep delivering more moments that matter.
HOW TO USE THE RELEASE NOTES
Our release notes offer brief, high-level descriptions of enhancements and new features. We include links into our Support Center for more detailed information, tips to help you get started, and best practices to ensure your continued success.
GET READY FOR THE RELEASE
Reading the release notes is a great first step, our Product Support team is also available Monday - Friday from 9am to 5pm EST to help with specific questions.
HOW AND WHEN DO FEATURES BECOME AVAILABLE?
Some features in the 2020 release affect all users immediately after the release goes live. Consider communicating these changes to your users beforehand so they’re prepared. Other features require direct action by an administrator before users can benefit from the new functionality.
New Features & Enhancements
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 teams 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.
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.
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 is making on a daily, monthly, and quarterly basis. 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.
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.
For the installation link and instructions on how to install the newest version of Salentica Elements, click here. (Available June 29, 2020)
For more detailed guidance on how to take full advantage of this latest release, click here.
This article is a reproduction of an article found on Salentica.com