SalesChain has released version 8.7 of its software. 

New: US Bank Integration

SalesChain has implemented a major integration with US Bank, featuring:

• All new portfolio display and nightly synchronization
• Credit application submittal
• Automated credit decision retrieval and notifications
• Integrated buyout requests
• Invoicing history and details display

New: Evolved Office Integration

This capable and easy-to-use integration, developed with the design guidance of Evolved Office CEO Marc Spring, allows dealers to maximize the power and potential of effective marketing, communication and lead generation.

This integration allows end users to:

• Create campaigns
• View activity
• Seamlessly open and view Evolved Office from within SalesChain
• Search to target interested prospects

New: Used Equipment Pricing Tools

• Added more flexibility and controls to the used equipment pricing tool.
• Added workflow notifications for inventory management, catalog administration and sales-rep exclusivity expiry notifications.
• Added the ability to order line items for the accessories that are attached to a used machine. Previously, the accessories were not separated out. Instead, there was one main line item with the accessories in the description.
• Additional fees will apply to utilize the Used Equipment Pricing Utility. This enables SalesChain to provide you with advanced functionalities and maintain optimum service quality.

New: Report Generation & Printing Utility

SalesChain has released a new reporting and report printing utility that will initially be integrated with the Used Equipment and Lease Desk tools.

• This new report and printing tool allows for reports to be printed more easily, with proper pagination and formatting for small as well as very large.
• This new utility will enable SalesChain to create the next generation of reports within the company's platform.

Other Enhancements in this Update

Order Breakdown Tools:

• SalesChain added mouse-over text to the OBD tools to display the "Bundle Name" for configured machines.
• SalesChain added mouse-over text that will show the full name of the bundle entered by the sales rep to aid in the configuration and management of complex order and delivery jobs.

FINALLY! Delivery Job Appointments:

• SalesChain modified the delivery job appointments for sales reps to no longer be all-day events.
• This modification has been on the wish list for some time, and we know that every sales rep and delivery desk manager is going to appreciate this change.

Order Breakdown Products Grid: SalesChain moved the "Exclude from Lease" check box column from the far right to the left side of the grid to simplify the access for sales reps using smaller devices and to highlight the feature.

IT Service Product Lookup: SalesChain added the Vendor column to the grid and search option for the column to further simplify the search and selection of products for IT Services.

Delivery Job Machines: SalesChain added the MFG Item Number column to the Machines display grid.

Significant Upgrades to Delivery Desk: 

• SalesChain has made significant modifications to show additional information.
• SalesChain has added additional search criteria on the truck assignments.

Proposal and Order Pricing System: Added the standard pricing column to the product lookup and display forms of the proposal and order pricing system. Previously, we showed the MSRP, now we have added the dealer's "Default" pricing level to the display to provide sales reps with more information.

FCO Integrations:

• SalesChain added safeguards and error logging to the finance company portfolio integrations to trap unintended close outs and updates.
• In some cases, leases were closed out because they were not present in a daily update, only because the data provided by the FCO application was not all inclusive.

IT Products: SalesChain added the MFG Item Number column to the IT Products display grid.

Commissions:

• SalesChain added a feature to exclude "Non-Equipment" gross profit from commission dollars from manager escalation calculations.
• For example, this feature allows manager roll ups to receive an extra 10% of GP, excluding non-equipment profit such as MFG spiffs or service commission dollars.

Workflow Emails: SalesChain expanded the data merge utilities for workflow emails to include used equipment and new OBD properties.

TCO Tools: SalesChain has created a seamless transition of MPS Proposals into the SalesChain OBD Proposal and Order system.

Order Desk: SalesChain has added the criteria "Exceeds MSRP" to provide lease administration a quick view of possible blending rate requirements

Water Pricing Tool: SalesChain has created the ability to define and mix catalog items that are MRR and Revenue on a single order.

Data Export Utility: SalesChain has expanded the properties that can be downloaded by secured users for social media and integration partner keys. These properties include:

• ZoomInfo
• ConnectWise
• Facebook
• Twitter
• LinkedIn
• HubSpot
• Yelp

e-automate (EA) Integration:

• Enhanced Filtering – SalesChain has enhanced its integration utility to provide advanced filtering to selectively synchronize data that is stored in e-automate.
• This tool is designed for large enterprises that operate multiple businesses within a single EA database instance.
• They can selectively import specific businesses into SalesChain, rather than importing all of them.

Catalog and Configurations: SalesChain has enhanced its ability to import product catalogs from e-automate along with configurations.

Fixes and Tweaks

• Fixed an issue with the Evolved Office "Campaign Edit Form" where the Home button was misdirecting users.
• Added a "Clear All" feature to the MIF Desk form.
• Modified the Group assignment rules, increasing the maximum size from 75k to 150k.
• Fixed a few minor issues with fonts and cursor focus on the Contact View form.
• Fixed an issue with the apostrophe in the customer number causing issues when saving an OBD.
• Fixed an issue with the e-automate sales order push customer form that was causing non-critical display error.
• Modified the HubSpot integration to include additional properties to support CEO Juice integration properties.
• Fixed an issue with the Named Views feature that was causing the new items to be incorrectly displayed.
• Fixed an issue on the dashboard and charts where the font size was too small.
• We further refined the ability to use the Pontrelli Marketing program’s industry group names within the Customer Target listing form.
• Fixed an issue where order status change emails were showing as text and not HTML.
• Fixed an issue on the OBD Price form, when Credit Levels were selected, the credit column amount was not loading properly.
• Added the ability to manage up to 10 order line adjustments within the Catalog Item maintenance utility.