Notes for October 22, 2018
Monarch
We spoke with dozens of people about how they work each day, and it seemed there was always one idea present. You want a better way of knowing something needs to be done in order to help move the sales process forward. We've introduced The Feed which lives in a notification bell at the top of your screen.
- The Feed will help managers know when a lead needs to be approved or when a salesperson wants an account transferred among other things. It lets salespeople know when accounts have been given to or taken away from them and when deals may need your attention after recent revenue has been found along with other types of recommendations. The feed will also be an alternative view into your alerts as we experiment to see if this is a better experience for users so please don't be shy about giving us your input on The Feed!
- If you do not wish to see an item on the feed any longer you can dismiss it and the results will remain hidden until data changes. If you do not wish to see something in the feed, ever, you have the ability to configure it and turn off a specific item.
We really want to make this an easy, integral part of your sales experience. Please let us know how this is working out for you and if you have additional needs that can be addressed through notifications of this type. This is probably not the last you'll hear from us on The Feed, and it definitely opens up the doors for future workflow improvements.
Thanks for all of the great feedback!