New
- Offer strategies. Match customers to vehicles with your offer profiles and add the offers to their opportunities, without sending a campaign.
Sales Showroom · Workspace - Communication strategies. Pick an audience, narrow it with filters and send each segment its own email, checking every recipient before it goes.
Sales Showroom · Workspace - Lender settlement requests. When a lender reports that a customer wants to settle, it lands on the opportunity as a task, with a queue card for each organisation.
Finance Retention · Workspace - Notification centre. Notifications collect behind the bell in the navigation bar, grouped by category, so you can come back to them later.
All products · Workspace - Sign in with a registration. Customers can sign in to the portal with their vehicle registration, and you choose which sign-in methods to offer.
All products · Customer portal - Agreement completion dates. Handed-over opportunities show when the customer's finance agreement completed.
Finance Retention · Workspace
Improved
- Move customers between organisations. Move customers to another organisation in bulk, and their opportunities move with them.
Sales Showroom · Workspace - Marketing preferences on opportunities. Update a customer's marketing consent while editing their contact details on the opportunity.
Sales Showroom · Workspace - Mappings and fields. The rebuilt editor lets you map a file's columns first and name the mapping when you save, keeping your draft as you go.
All products · Workspace - Enhance changed records only. After a sync, choose to enhance just the records it changed rather than every record.
All products · Workspace
For enterprise
- Workspace themes. Choose a theme when you create a workspace for your group.
For partners
- Upload modes for handed-over sets. Choose whether an upload replaces a handed-over opportunity set, adds to it, or only updates the agreements already there.
Data feeds