New Touchpoints Feed
Accelerator & MobileX for Sage 100 & Sage 300
The best product development and ensuing enhancements come from customer conversations without doubt.
Our customer, Creative Concepts, requested to be able to see customer activity as a feed within Accelerator and MobileX for Sage 100.
We could see the value of such an enhancement so it was implemented immediately.
Users want a quick way to review a summary and recent interactions on their home screen within our applications.
This new feature is now available across our email integration and MobileX applications for Sage 100 and Sage 300.
Customer Activity at a Glance
The new Touchpoints Summary provides an at-a-glance overview of customer engagement, allowing users to quickly see activity for:
- Today
- Yesterday
- This Week
- This Month
A refresh option ensures users are always viewing the latest information.
This provides an immediate understanding of customer engagement without needing to investigate individual records.
Drill Down into Recent Touch Points
For users who need more detail, the Recent Touchpoints panel displays a chronological feed of customer interactions.
Each entry includes information such as:
- Date and time
- Subject
- Activity type
- User responsible
- Customer
- Quick access to additional details
This makes it easy to understand what has happened recently before engaging with a customer.
Available Wherever You Work
Touchpoints has been introduced across both our desktop and mobile solutions. The real power in our products is the ability to customise, so lets keep the conversation going, it benefits everyone.
Whether you’re using:
- Email Integration
- Accelerator for Sage 100
- Accelerator for Sage 300
- Mobile platform
- MobileX for Sage 100
- MobileX for Sage 300
Built with Our Customers
Every business works differently, which is why CRM Together products are designed to be flexible, extendable and are continuously evolving.
Touchpoints is another example of customer feedback becoming product innovation. We’d like to thank Creative Concepts for the suggestion that inspired this enhancement.
Have an idea that would make Accelerator or MobileX even better? We’d love to hear it.
See the Touchpoints feed in Action
If you’d like to learn more or arrange a demonstration, we’d be delighted to show you how Touchpoints can help your team stay informed, improve customer conversations and work more efficiently. Click here to arrange a call!