Restful API
We’ve created a secure Restful API and Webhook utility that allows customers to integrate our best-in-class CPQ platform with other systems. This advanced utility enables customers to systematically integrate proposals and orders created in SalesChain with other computer systems within their ecosystem. This optional feature is available to Platinum level subscribers for an additional fee. We also added a new API Call Log history desk for certain authorized users to view activity.
Wells Fargo Leasing Integration
We are proud to announce that we’ve greatly expanded our integration capabilities with Wells Fargo Leasing. Then enhancements include:
- Updated the Portfolio API Integration to be a nightly synchronization. This replaces the weekly FTP file import.
- View Invoice History for Wells Fargo Lease Contracts. This feature saves time by allowing users to view invoice history customers directly within the SalesChain system, eliminating the need to request or log into the Wells Fargo Portal.
eAutomate Integration Enhancements
We added an additional parameter “unavailable quantity” to the inventory allocation algorithm.
Messaging
We have expanded the use of the integrated messaging utility beyond the Credit Desk and Delivery Desk to include the Lead Bundle and Customer Profile forms. We have also added an activation switch to the system parameters to enable the feature.
Branch Level Manufacturer Credits
We added the ability to define MFG Credit pricing at the Branch level. This allows clients operating in multiple states or jurisdictions to tailor pricing and credits to the relative markets being served.
Bundled Forecast
The Bundled Forecast report has been modified to exclude the SAAS revenue and gross profit from the MRR values. Previously, the MRR column included the SAAS and a separate column showed the software as a service value for informational purposes.
Credit Processing
- Credit Applications
-
- Added validation logic to require users not enter a zero-dollar credit request.
- Credit Decisions
-
- We added a feature to allow secured users to view the log history for credit decision “Web Hook” API calls made by the notifying finance company. This feature allows admin users to view the actual notification history and helps SalesChain support team to better provide support to users of the system.
- Lease Buyouts
-
- We added a feature to allow secured users to view the relative API transaction call details for auditing purposes. Viewing the raw XML/JSON results received from the integration partner enables dealers to eliminate redundant efforts of creating/requesting PDF file backups of emails and buyout requests. This feature also helps to enable the SalesChain support team to better provide support to users of the system.
-
- We added a feature to allow secured users to remove Buyout Request records from the system. Previously, removing the requests were not allowed.
Company List
We added a new filtering feature called “Billing Customer”. This is a configurable measurement of has a customer (or bill to parent customer) received an invoice in the most recent number of months. The number of months is a parameter that is configured by the support team within the system parameters.
Evolved Office Integration
We’ve added security around the view Evolved Office details on the Contact Profile form. Previously, if Evolved Office was active, all users would have been able to view the details.
Finance Company Buyout & Upgrades
We’ve added the ability to “HIDE” lease Buyout & Upgrade values for a specific finance company. Companies like Great America Leasing provide these numbers as part of their portfolio integration. This feature allows the dealer to not show these values if they chose to do so.
Order Adjustments
We added the ability to create Quantity driven order adjustment values. This feature allows dealers to set and configure order-level fees with a quantity multiplier. Combined with our branch-level adjustment values makes this feature tailorable for large dealers with varying geographical cost and pricing structures.
Order Analysis
We added functionality to support color meters on machines that are no longer under contract.
Order Desk
We enhanced the filtering of this report desk by adding a group filter that allows users to view all orders with a status this is “available to push to eAutomate”. This feature makes it easier for order processors to view orders that are ready to push to eAutomate but but have different statuses. We also added the filter “Has Used Equipment” to the report to allow users to identify orders and proposals that include used equipment.
Order Pricing
We added a “Update Salesforce.com” button to update a company’s SalesForce.com Opportunities. We also improved the formatting of the user messaging to make things easier for users to read.
Order Service Pricing
We added the ability for dealers to disallow machine grouping. Until now, this feature was always available to users.
Order Workflow
To improve data integrity, we’ve added the option of requiring that a user provides a billing contact, a federal identification number, and/or the existence of a Delivery Job for customer orders prior to marking an order submitted for processing. This feature will help dealers to capture necessary information prior to initiating the fulfillment processes. These validations are individually configured and can be toggled on or off per the clients preference.
Sales Rep Commissions
We added the ability to define a unique quota source for sales rep bonus achievement computations. Now, bonus achievement can be measured differently from base commission achievement.
Fixes and Tweaks:
- Commissions – Fixed an issue with the computation of Mail Commissions that was incorrectly stating the commission basis amount.
- Proposal Wizard – We added security around the generation of documents to match the security used on the main document request form. The system was allowing proposals to be generated when the pricing rules prohibit document generation.
- Document Generation
-
- We added additional merge fields representing IT Product Descriptions.
-
- The published Service Contract Escalation schedule. These values may be overridden at the order level. Having the published values, we provide the option to show actual versus published for booking validations.
-
- We fixed an issue that was prohibiting documents from being generated by an overriding sales manager.
-
- We fixed an issue that was causing combined Per Proposal documents to be out of sequence, when proposals were cloned.
- Hubspot Integration – We added logic to disable HubSpot Marketing integration when a contact is marked “No Longer With Company”.
- Lead Disposition – Replaced the old Lead List form as the default listing form for Leads to be the new Lead Disposition Desk form.
- Selling Partners – Fixed the display size of the partner contact drop down window that was displaying taller than the page when many contacts were present. It is now a fixed size with a scroll bar.
- ESign Signature Desk – Fixed the issue where only partial results were included in the download feature. We also fixed an issue with the email template reference to the esign image button that was referencing http and not https.
- Groups – we removed the option to associate Leads to groups.
- OBD Pricing Pane – we changed label of the “Notes” field to be “External Notes” to ensure that sales rep users know that the contents of this not field may be visible to the customer on documents.
- OBD Travel Fees Pane – we changed label of the “Nbr Days” field to be “Nbr Nights”.
- SalesChain Mobile – We expanded the allowable size of Task Actions within the account history display to show a maximum of 500 characters. The previous limit was 200 characters.
