The Apparound Release 2024.2 introduces a series of updates and features designed to enhance the efficiency and productivity of sales teams. Below are the details.
On-demand updates*
Features marked with an asterisk will be available upon specific request. For more information, contact your representative.
1. Agenda - Appointment Management*
The Agenda module has been developed to offer more efficient management of customer meetings. This functionality allows users to create, modify and delete appointments directly from the virtual agenda. Each meeting can be associated with a customer from the portfolio and with a sales opportunity, ensuring a structured approach of activities. Event management functionalities, accessible via API, allow external systems to create, capture and synchronize the complete list of events in the salesperson's agenda.
2. Simplified Document Management*
The Agenda module supports document management. With the Task Management feature, back-office operators can verify contracts and create tasks for salesreps. The user interface makes document management more efficient and organized.
3. Profit & Loss Management*
This feature provides a detailed overview of the current margin on each product or service sold. Whenever a product price is changed, the margin updates automatically, enabling informed sales decisions. Prices can be adjusted to maximize profits without compromising competitiveness.
4. Reseller Portal - Self-Management for Network Agencies*
The Reseller Portal allows network sales agencies to indipendently manage their user profiles and set up multi-level hierarchies. The goal is tooptimize and simplify user operations.
5. Order detail functionality
This feature significantly improves order management:-
Status change timeline: Tracks the entire order process from creation to delivery. Each state change is clearly displayed, facilitating planning and response management for customer needs.
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Order line detail: Provides updates for each product or service in the order. Fields can be customized to adapt the information display to business needs.
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Field customization: Configures fields based on specific preferences, highlighting crucial information such as shipment tracking numbers or total billed amounts.
6. Customer Card – data visualization for quote creation
Customer Card allows for easy and customizable viewing of relevant data for the quoting process, applicable to offers and customers associated with sold assets. The data set can be defined based on needs and will be populated by an integrated external system.
7. SAML 2 authentication - advanced security and single sign-on*
Apparound now supports authentication with third-party identity providers via SAML 2 protocol. Advantages include:-
Single Sign-On: enhances user experience by allowing single sign-on across enterprise applications.
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Cost reduction and Enhanced Security: centralizes and simplifies operational management of accounts and credentials, strengthening security policies.
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Standard Open Protocol: SAML 2 is supported by any market identity provider and is easy to configure.
8. UX/UI improvements: enhanced User Experience
In Release 2024.2, improvements have been made to the user interface (UX/UI) to ensure a more intuitive user experience. The objective is to improve the overall usability of the platform, making it accessible and supportive of users in their tasks.
With Release 2024.2, Apparound confirms its status as an advanced solution for sales management, offering an optimized user experience and operational convenience.
