Southbury, CT (Nov. 16, 2022) — Business automation software provider SalesChain released version 8.2 of its platform. This release brings an industry-first bundled configure price quote (CPQ) platform for print, IT products, management services, telephony, and document management products and services.
SalesChain has created the ability for users to save named views for various desks throughout the system including the accounts desk, the forecast, the contact view, and the order desk. This new feature allows users to save their searches and return to their favorite reporting views, saving time and effort, and simply making the data work more efficiently.
“The ability to create saved queries has been widely requested and will save everyday users a ton of time,” says Matt Szczygiel, CSM at SalesChain.
SalesChain has also added an import tool for quotes from IT distributors, starting with Ingram Micro. Users can enter a quote number from Ingram Micro to pull that quote directly into their Saleschain deal via an API integration. SalesChain will be adding compatibility for Dell, Synnex, and other distributors and IT Vendors in upcoming releases.
SalesChain has added logic to its order breakdown CPQ system specific to NASBO credit levels. When NASBO credits are applied to a deal, or to a specific machine, the system will reference the established maximum price and will not allow the sales rep to price above that designated level. When NASBO credits are applied, the NASBO price level is shown in the equipment pricing table for easy reference.
This update also includes enhanced delivery notifications, color coding and classification of documents, and other enhancements, fixes, and tweaks. Click here to read the full list of changes.
###
About SalesChain
SalesChain is the complete business automation solution for office equipment dealers. A CIO magazine top 10 Workflow Automation Company, SalesChain provides CRM, CPQ, quote to cash and more for copier dealers and managed service providers. SalesChain helps dealers create smart data that can be used across the business to create more efficient operations.
