Product Release Notes 1/2024

v.4.3.0

The following Accelerate updates will be available to customers on January 29, 2024.

👩‍💻 Accelerate UI Improvements

• We’ve made UI updates to the My Team and Manager Dashboard pages in Coach to ensure consistency across both views

• Added a nested filtering options on the client admin dashboard to handle complex hierarchy views.

👟 Sprint Selling

To improve both the learner experience and efficiency of the customization process, we have streamlined the Sprint Selling workbook to reduce repetitive information and allow more fluidity in capturing the scenario storyline. We have also streamlined the customization process to gain efficiencies.

🗎 PAS Strategic Account Planning Salesforce Application: Winter 2024 Release

This upcoming release of PAS boasts substantial enhancements to improve the user experience. Here’s a sneak peek:

• Effortless Offline Plan Sharing: Introducing the PowerPoint Export functionality! Users can now export their plans to PowerPoint, making plan presentations simple and professional (of note, this feature will be released in a 2 phase approach, with an initial launch and immediate formatting improvements coming quickly thereafter).
• Efficient Stakeholder Management:
  • With our Bulk Key Stakeholders management feature, users with a large number of contacts in their PAS plans can seamlessly choose and filter their most important “Key Stakeholders”. This ensures focus on the most pivotal contacts.
  • What’s more? The above feature gets even better. Inline editing allows users to quickly update Stakeholder details directly from the list view, as opposed to clicking on ‘Edit’ for each individual stakeholder. Additionally, we will include column sorting for the Stakeholders (and Account Structure!) table.
• Customizable Account Performance:
  • We’re revamping the Account Performance section to let clients personalize labels, ensuring they align with their business’s unique terminology.
  • Moreover, users will have the capability to modify the automatically filled values, granting them more autonomy over their data.

⚙What’s in the works?

Here are some projects our team is currently working on:

• Prosperous Account Strategy Salesforce Application
  • New PAS listing on AppExchange
  • Deprecate old MAP/PAS version
  • PowerPoint Export
  • Key stakeholder improvements: “Key Stakeholder” filter, inline editing
  • User override for Amounts in Account Performance Chart
• Sales Management Capabilities on Accelerate – slated for a Q2 release, more to come on this
  • Coaching in the Field
  • Conducting Strategic One-on-Ones
  • Conducting VITAL Conversations
  • Driving Salesperson Accountability
  • Leading Sales Team Meetings
  • Managing Different People Differently
  • Motivating Sales Professionals
  • Strengthening Your Sales Culture