As we kick off the new year, we’re excited to share a roundup of the latest features we've added to Getyn CRM. In this update, we'll cover everything new in sales enablement, including enhancements to Zia and improvements that boost your sales operations.
Let’s start the year on a high note with this major update for Getyn CRM!
Sales enablement
Ultimately, a CRM should enhance your daily operations and improve the quality of your team's work. Here’s a snapshot of the new features we've added to Getyn CRM, designed to help sales teams carry out their daily tasks with greater efficiency and personalization.
Email threads
Since emails remain the dominant channel for business communication, it's crucial to provide an excellent email experience.
We’ve made a significant improvement in this area: you no longer need to read each customer interaction as a separate email. Getyn CRM now supports threaded views, allowing you to open any email and easily expand the conversation thread to view the entire email history.
Transactional SMS functionality now available in Getyn CRM
Effective and timely communication is essential for nurturing strong customer relationships. Getyn CRM’s omnichannel communication system ensures your business remains accessible through the channels your customers prefer.
Enhance your interactions with customers using Notification SMS, which allows you to send critical transactional SMS messages directly from Getyn CRM.
- Personalized message templates: Build stronger connections by using merge fields to incorporate relevant information into your SMS messages.
- Automated SMS messages: Set up important SMS notifications through workflows, Blueprints, and CommandCenter journeys.
- Uninterrupted communication: Ensure your business can consistently send crucial SMS messages by setting a minimum credit balance and utilizing the auto-recharge feature.
Roll-up summary fields
When sales representatives engage with prospects or account managers handle key accounts, having immediate access to key record summaries can significantly aid in prioritizing their tasks and streamlining their processes. Roll-up summaries provide your team with essential data at a glance, such as the total number of pending activities for a lead, the timing of the next scheduled activity, and account-level insights, including total revenue generated, deals in the pipeline, and deals lost, among other details.
User lookup field support in subforms
Subforms are a valuable tool for collecting various pieces of information related to CRM records as line items within a form.
Initially, subforms supported a broad array of commonly used fields to cater to diverse business needs within Getyn CRM. We’re now enhancing these capabilities by adding support for user lookup fields. This means you can now link users in subforms using lookup fields such as user email IDs or any other details from the user profile page.
Subform support in email templates
Subforms provide great flexibility for associating information in Getyn CRM. This versatility can now extend to your email templates, making it easier to share relevant details with your customers.
You can now embed any of your subforms into email templates as tables, allowing you to add or remove rows and columns just as you would with other tables in Getyn CRM.
Deal lookup fields in Invoices
Invoices are crucial in every sales process, often representing the final step that signifies the successful closure of deals your team has worked hard on. Previously, you could link invoices to specific accounts or contacts using dedicated lookup fields, but associating invoices directly with deals wasn't possible.
To streamline this, we're excited to announce that Getyn CRM now supports deal lookup fields for invoices. This means you can now directly link invoices to individual deals and maintain this connection when converting a quote into an invoice.
Enhancements to portals
The Portal feature revolutionized how organizations collaborate with customers, partners, and vendors by providing controlled CRM access to external users.
We’re introducing several enhancements to improve your experience with the Portals feature in Getyn CRM:
- Update Portal User Email IDs: If a portal user changes their email address, you can now easily update their email ID in the system, ensuring they can continue to access the portal with their new email.
- Customize Portal Invitation Templates: You can now fully personalize portal invitation and email confirmation messages. Customize the subject line, email body, and sender details, use merge fields and formatting to tailor the content, and edit and save these templates in multiple languages.
Translation support enhancements
In today’s globalized world, as businesses expand, teams from around the globe become part of the equation. With such diverse teams, ensuring that your software is accessible in various native languages can significantly boost comfort and productivity.
To enhance inclusivity and accessibility for international teams, Getyn CRM now offers a translations feature. This allows you to export field labels and picklist values for translation and then import the translated values back into Getyn CRM.
The latest updates include the ability to translate:
- Module names
- Subform labels
- Related list labels
These additions help your global team work with Getyn CRM in their preferred language, fostering better adoption and productivity, while still delivering the benefits Getyn CRM offers to your business.
Global picklist values make capturing data across modules easier
Picklists are a great tool for capturing specific information needed by your organization, enabling your team to connect with customers and close deals more effectively. Previously, Getyn CRM required you to manually recreate the same picklist values for each module where they were needed. This process was time-consuming and prone to errors, which could impact your reporting.
With the introduction of global sets, administrators can now create a unified set of picklist values that can be assigned to any picklist across different modules. This simplifies the process for teams by ensuring consistency and making it easier to use the same set of values throughout your Getyn CRM account.
Analytics and sales performance management
Numbers tell the true story, and for your business, having immediate access to performance data is crucial. This insight allows you to pinpoint strengths, areas needing improvement, and the strategies or corrective actions required to drive continued growth.
Following last year's major updates, including new reports and a forecasting system, we're kicking off this year with enhancements to our existing features. Keep reading to discover the latest improvements!
Archive your forecasts
Forecasts are crucial for business growth, guiding organizational direction, goal-setting, and strategic planning by senior leaders.
Last year, we revamped our forecasting system to offer enhanced functionalities, allowing businesses to set ambitious goals and work towards achieving or surpassing them. However, the previous system only retained forecasting data for two years (the current year and one year ahead).
Understanding the value of historical forecasting data, we now allow you to archive up to five years' worth of business forecasts. This enhancement enables you to access and analyze your performance history as needed. Please note that these forecasts will be deleted when you update your fiscal year, so proceed with caution when making changes to your fiscal year settings.
Search and highlight support for reports
Reports are essential for monitoring your business’s performance. As your business grows, the number of metrics you can track through Getyn CRM’s reporting system increases, which can make it challenging to locate key reports among the many you have running.
Our latest update addresses this issue by allowing you to search for and highlight reports based on the text you enter. Think of it as having a Ctrl+F or Cmd+F search function built directly into Getyn CRM.
URL-based performance tracking in webform analytics
For many modern businesses, online webforms on their websites are a major source of leads. To enhance the quality and volume of leads from these forms, businesses need to continually evaluate their performance and make adjustments to maintain high submission and conversion rates. Getyn CRM’s webform analytics already allows you to do this, and we're now enhancing its features.
You can now analyze webform performance based on individual URLs. This is particularly beneficial for businesses that use the same webform on multiple pages of their site. Each URL's performance is tracked separately, giving you detailed data for every URL across your domain.
A new analytical component to give you deeper insights into your sales process
Joining the expanding array of tools designed to analyze and present key metrics from your sales processes, we’re introducing the stage component.
As its name implies, this component provides a comprehensive view of how your records are distributed across various stages of your processes, such as lead qualification, nurturing, and deal management. It details the number of records in each stage, tracks records entering and leaving each stage, and highlights those that reach the final stage. The stage component effectively visualizes this data using a pyramid or staircase model, offering a clear and organized reference.
Predictive intelligence
One of technology's greatest strengths is its ability to harness large volumes of data to generate valuable insights, make accurate predictions, and provide personalized recommendations to enhance experiences. We’ve added powerful new features to Zia and improved existing AI functionalities to boost their effectiveness.
Zia Presentation
Data plays a crucial role in guiding your business's planning, strategy, and resource allocation, accessible through dashboards and reports shared with key stakeholders. But what if you could consistently gather and compile critical business metrics on a regular schedule?
With a recent update, Zia now has the capability to compile personalized analytics from your CRM data, generate unique insights and behavioral analytics pertinent to your organization's performance, and organize the most significant findings into a presentation.
Recommendation analytics
Enhancing customer experience with personalized touches can be achieved by integrating a recommendation engine into your engagement process. This is now possible with Zia Recommendations in Getyn CRM, which leverages customer data to suggest products, bundles, and cross-sell or upsell opportunities for both new and existing customers.
We’re now adding an analytical dimension to these recommendations to help you gauge their impact on your business. You’ll be able to review detailed metrics, including the number of active recommendations, their influence on conversion rates, and trends in recommendations for specific products or services.
Object detection in Zia Vision
We've advanced Zia Vision by adding the capability to detect specific objects within images processed through the model.
Now, you can train Zia to validate images uploaded to Getyn CRM based on the presence of specific objects you've trained it to recognize. This complements the existing feature of validating images as a whole.
Here are a couple of practical examples where object detection could benefit your business:
- Real Estate: A real estate company wants to ensure that images of luxury villas feature a swimming pool. By training Zia with images of swimming pools, the system will validate villa images only if it detects a swimming pool. Images without a detected swimming pool will be marked as invalid.
- Car Dealership: A car dealership wants to exclude images of defective cars. By training Zia with close-up pictures of dents and scratches, the system will validate images only if it does NOT detect these defects. If dents or scratches are detected, the image will be considered invalid.
Consecutive negative sentiment notification
Ignoring a dissatisfied customer once is problematic, but repeatedly overlooking their concerns can lead to even more severe consequences. How do you handle customers who repeatedly have negative experiences? How can you ensure you’re aware and responsive when customers express dissatisfaction?
Zia’s email sentiment analysis can help by evaluating the tone of every incoming customer email and categorizing them as positive, negative, or neutral. You can now set up Zia to alert you whenever a customer sends multiple consecutive emails with negative sentiment. This enables you to stay informed, pinpoint the issues causing dissatisfaction, and take corrective measures before the situation worsens.
Analytics for best time to contact
When you’re on the front lines interacting with customers daily, the last thing you want is to miss an important call or have an email go unopened. In a world saturated with ads, emails, and calls almost around the clock, customers still make time to engage with communications they find valuable.
Zia already helps by indicating the optimal times to reach your leads and contacts based on their response patterns for emails and phone calls.
We’re now enhancing this feature with detailed analytics, so you can assess how Zia's timing recommendations affect your call conversion rates and email open rates. You’ll receive summaries of Zia’s suggested contact times, see how many users are following these suggestions, and understand the impact on the effectiveness of your calls and emails.
Zia notifications on the go for Cliq, Slack, and email
Getyn CRM delivers all of Zia's insights via the in-product notification panel. But what if you want to act on these insights while working outside of Getyn CRM, whether engaging with customers or collaborating with your team?
No worries! You can now configure Getyn CRM to push Zia's notifications to your preferred external app. Whether it's email, Getyn Cliq, or Slack, you can receive Zia’s notifications directly, allowing you to utilize valuable insights without needing to leave your current workspace.
Zia's similarity recommendations
Occasionally, a customer's interests, challenges, and needs may resemble those of other customers you've previously worked with. In such instances, Zia will identify records with key similarities to your current customer and suggest these related customers to you.
You can then examine these similar customers, review the notes associated with their records, and gain insights from your past interactions to enhance your pitch for the current customer.
Zia's Next Best Experience
Today’s customers are influenced as much by their brand experience as by pricing or product quality. Every interaction—whether via email, phone, or meetings—is an opportunity for your business to deliver meaningful experiences and persuade customers that you’re the right choice for them.
But how do you determine the best approach for your next customer interaction? Getyn CRM now offers Zia's Next Best Experience feature to help you. This feature analyzes closed-won deals in your organization, reviews how communications were handled at each stage, and applies these insights to your current open deals. It then provides tailored suggestions in a widget for each deal.
Use this feature to engage with customers through the most effective communication channels, enhance their overall buying experience, and accelerate deal conversions.
Custom intent categories for your incoming emails
If you’ve been utilizing Zia's email intelligence, you may have noticed your emails being tagged with keywords such as "request," "query," "complaint," and others. These tags provide a quick overview of the sender’s intent before you even open the email.
We’re now enhancing this feature by allowing you to create custom intent categories tailored to your business needs and processes. You can train Zia with specific keywords and sample emails for each custom intent, enabling Zia to recognize and tag incoming emails according to the custom intents you’ve set up in Getyn CRM.
Call transcription and intelligence
An average business handles around 4,400 calls each month, presenting a wealth of insights waiting to be uncovered. But how do you extract meaningful information from these calls? Getyn CRM has the solution.
When you record calls with prospects and store them in Getyn CRM, Zia will automatically transcribe each call into a text document for your team to review. Once the transcripts are available, Zia analyzes them to provide insights into the call’s overall sentiment, intent, and emotional content, along with summaries of each call. This allows your sales leader to assess call quality and evaluate your sales team's performance, helping to refine strategies for future success.
History and usage information for Zia Data Enrichment
Enrichment in Getyn CRM is an excellent tool for enhancing the quality of your customer data. By using existing details such as names, phone numbers, or email addresses, Zia searches the internet for publicly available information to update your leads, contacts, and accounts.
However, distinguishing between the data you've collected and what Zia updates through Enrichment can be challenging, and it’s often unclear what your current usage and limitations are.
Zia’s enrichment history provides a detailed timeline of all records and specific fields that were updated using Zia's Enrichment capabilities, offering clear insight into the information Zia has added. Additionally, you can now track how the Enrichment feature is utilized across your organization with the new Enrichment Usage enhancement.
The available metrics for your reference include:
- Monthly limit and average consumption per month
- A pie chart showing the total number of enrichments across different modules
- A trend chart depicting the adoption of enrichment over time
- A table displaying the number of enrichment limits used per module each month
Routine messages for Ask Zia
Zia is the industry’s pioneering conversational AI designed specifically for sales professionals, allowing users to perform a variety of tasks—such as updating records, adding notes, creating tasks, and generating reports—simply by chatting or speaking to Zia.
We’re introducing an enhancement to further refine how Zia meets the needs of users across your organization.
The new Routine Messages feature is designed for users who frequently ask Zia the same questions. For example, sales reps may want a daily update on the number of leads they've created, sales managers might need a monthly report on closed deals, or you might want a quick summary of your open tasks or cases each morning.
With Routine Messages, you can pre-configure Zia to automatically send you updates at specific times or intervals with the information you need, allowing you to simply review the responses.
Churn prediction
In today’s competitive landscape, retaining your best customers is more crucial than ever. Losing a customer who could have been persuaded to stay can be especially painful.
We've all heard the adage, "Acquiring new customers is more expensive than retaining existing ones," and the data supports this.
Considering the numerous benefits of customer retention—such as increased revenue, positive word-of-mouth, and sustainable growth—wouldn't it be advantageous to anticipate which customers might be dissatisfied or at risk of leaving? This way, you can take proactive steps to address their concerns.
Getyn CRM’s churn prediction feature provides a solution. Zia evaluates all your customer records, interactions, purchase patterns, and more, assigning scores to each customer based on their likelihood to churn. Higher scores indicate a greater risk of churn. For subscription-based businesses, you also receive subscription-specific churn scores. This allows you to identify at-risk customers, reach out to them, and implement corrective actions to encourage them to remain with your business.
Sales operations
Modules, custom fields, workflows, views, and processes—there's no shortage of elements to manage to ensure your CRM system is perfectly tailored to your business needs.
As a Getyn CRM administrator, you often have to balance all these factors to maintain an optimal system setup. To simplify your role, we've introduced some new features in Getyn CRM designed to make your job easier.
Enhancements to the Getyn CRM sandbox
In complex or large-scale Getyn CRM implementations, it’s crucial to thoroughly test any changes or customizations in a sandbox environment before applying them to your production account. Failing to do so can lead to significant disruptions if issues arise from the new changes. Therefore, testing in a secure environment is essential before deploying updates to your live production account, where all your business operations are managed.
We’re now expanding the capabilities of the Getyn CRM sandbox, allowing you to extensively test a range of advanced features. You can now experiment with and validate client scripts, static resources, trusted domains, wizards, and map dependency functionalities within the sandbox environment before making them live.
Admin tools for managing CRM configurations
Being a CRM administrator is undoubtedly a challenging role. CRM admins are tasked with keeping their organization's CRM system in optimal condition by configuring new views, customizations, automations, access settings, and more. While setting up these elements is demanding, managing and deleting outdated or unused configurations adds another layer of difficulty. Over time, your CRM may accumulate obsolete workflows, outdated templates, and invalid reports.
Getyn CRM's admin tools offer a centralized solution to simplify this process. You can now remove obsolete templates, custom views, workflow rules, and reports, and also track the deletion history of each feature.
Preserve the essence of your records with record locking
Your CRM system functions as a network of interconnected records that document the customer’s journey with your business. At certain stages in this journey, you may need to ensure that specific records are preserved unchanged for various reasons, such as maintaining a proper paper trail or complying with legal or financial regulations.
To address this need, Getyn CRM now offers a record-locking feature. You can choose to lock records manually, allowing sales reps to decide when a record should be locked, or automate the process by setting criteria for which records should be locked and specifying the profiles to which these criteria should apply.
