CRM

v4.12

The released 4.12 version of Platforce CRM includes the following updates:

• New features and improvements

  • Check in/Check out feature. The main purpose is to control the conduct of the visit. For pharma companies, it's important to be sure that the visit took place directly at the contact's place of work.

    Whenever user performs the check-in action, Platforce captures the current or cached coordinates of the latest field force user's location and compares them to the account's address coordinates. The allowable discrepancy between these coordinates is specified in meters in the Check-in verification range system setting.

  • Redesigned the User activity list, Events, and Activity screens.

  • AI insights – Speaker recognition CRM development. The main purpose is a built-in function to automatically distribute text among conversation participants (speakers) or determining who said what.

  • Added a possibility to select the division on POSM distribute screen.

  • Added a possibility to add new periods to the existing TF matrix.

  • Added a possibility to re-launch the presentation during the visit.