Introducing Custom Value Picker in Bosseo CRM
The latest update to Bosseo CRM has unveiled a significant enhancement in the form of the “Custom Value Picker” within the Math Operation feature. This improvement reflects Bosseo’s commitment to providing its users with more flexibility and efficiency in managing their numeric data, whether it involves financial transactions, operational metrics, or customer interactions.
What’s New?
Select Field
Numeric fields from triggers are now selectable, granting users the ability to seamlessly integrate data directly from their operational workflows.
Value Field
Every numeric field can now be accessed through a custom value picker, expanding the range of data interactions users can perform without manual entry.
Applications Across Industries
The enhancements in Bosseo CRM are particularly beneficial to a range of industries with specific needs for numeric data manipulation and record-keeping.
For Home Improvement Businesses
In the home improvement sector, businesses frequently handle complex estimates and invoices that can benefit from automatic calculations. The Math Operation feature allows users to set fixed rates for different services (like hourly labor costs or per-square foot material costs) and have those automatically adjusted based on real-time project specifics. This automates traditionally manual math procedures, enhancing both the speed and accuracy of financial dealings.
For Legal Practices
Legal firms can leverage this feature to efficiently manage billing for client consultations or case handling fees. Attorneys can set initial consult fees and have their client’s total bill auto-adjusted based on court time, documentation hours, and other variables. This seamless billing solution not only saves time but ensures that each client’s invoice reflects precise services rendered.
For Medical Practices
Medical practices, which often deal with insurance codes, frequently require precise calculations for billing and record-keeping. This feature can help medical administrators by auto-calculating patient balances after insurance adjustments, facilitating smoother transactions without administrative oversight. This can streamline patient processing times and reduce administrative burdens.
Enhancing Business Efficiency
Bosseo CRM’s update seeks not only to accommodate complex operational needs but to streamline them for daily use. Businesses with recurring customers encounter consistent challenges in tracking and updating financial details, which often involve tedious manual entry. With the new automatic update capabilities of numeric fields, repeat transactions can be adapted seamlessly. For example, as noted in scenarios similar to those faced by barbershops, each return visit could mean an automated lead value increase—reducing the need for manual adjustments.
Improved Accuracy and Reduced Manual Work
This functionality reduces the potential for human error in calculating totals, discounts, or adjustments, as businesses can automate calculations directly from customer interactions or transaction records. In effect, it allows businesses enhanced data precision while reducing manual workload.
Conclusion: The Future of Automation with Bosseo CRM
The Custom Value Picker’s integration into the Math Operation feature heralds a new era of efficiency for Bosseo CRM users. It not only aligns with Bosseo’s vision of more streamlined and user-friendly data handling processes but also sets a precedent for future enhancements designed to elevate business process automation across industries. Whether it’s reducing the steps in financial reporting, speeding up service invoicing, or ensuring precise client billing, Bosseo continues to deliver essential tools that match the evolving needs of its diverse user base.
