Introducing the All-New Prospecting Report Builder
At Bosseo CRM, we are thrilled to unveil our newly enhanced Prospecting Report Builder, meticulously crafted to align with your brand and embody your voice. This major upgrade comes in response to the feedback we’ve received from valued customers like you. Long gone are the days of being confined to rigid color schemes that fail to capture your agency’s essence, or struggling with outdated contact details and logos. We’ve also tackled the lack of flexibility in creating effective calls to action (CTAs) that drive meaningful engagement.
Customize Your Brand Like Never Before
With the new Report Builder and user interface, the power to fully personalize your reports is now at your fingertips. Tailor every aspect, from brand colors to conversion-focused footers, and ensure your outputs perfectly mirror your business’s identity. Say goodbye to off-brand hues and mismatched buttons. Set text, link, and CTA button colors to fit your unique brand theme, harnessing the power of consistency and professionalism in every report you create.
Key Features Include:
Brand Identity Customization
- Customize primary and secondary colors seamlessly
- Match brand themes with specific text, link, and CTA button colors
Contact Detail Personalization
- Upload your agency logo easily
- Edit and display vital details such as website, email, and phone number
- Effortlessly add a custom CTA button in both header and footer areas
Tell Your Story with Custom Intros & CTAs
With this update, narrate your agency’s story in your voice. Add a compelling introduction message that clearly communicates the value of your audits. Craft powerful Header & Footer CTAs with personalized copy and links that best represent your brand ethos. The choice of fonts, sizes, and visibility toggles ensures that the presentation is just as you imagined.
Efficiency Made Effortless
The Report Builder is designed not only for personalization but also for maximum efficiency. Experience live side-by-side previews as you modify your reports, ensuring everything is perfect before it goes live. Plus, the full report preview feature in a new tab provides an overall view conducive to last-minute quality checks. The best part? Save your settings once, and see your branding applied instantly to all past and future web reports.
Who Can Benefit?
Home Improvement Use Case
Tailor your reports to reflect the meticulousness and craftsmanship characteristic of your work. Highlight value points in your service offerings and ensure potential clients feel the quality and care you put into your projects through customized intros and professional CTAs.
Legal Practices Use Case
For law firms, maintaining a professional image is critical. Customize reports to reflect seriousness and trustworthiness, making sure every piece of communication exudes authority and respect. Use custom header and footer messages to communicate your firm’s core values effectively.
Medical Practices Use Case
Ensure your reports are in line with the stringent standards expected in healthcare. With the ability to reflect your practice’s standards and procedures clearly, engage with patients and provide them assurance through every piece of personalized communication.
Access the New Features
This customized report feature comes with all Premium Prospecting packages at no extra cost. Basic users too can test the builder, but saving customizations is reserved for premium accounts. Currently, customizations reflect on your web reports, with PDF customization coming soon.
Visit the Full Setup Guide for detailed instructions and start crafting reports that truly match your brand identity today. Begin at Prospecting → Report Builder to make your reports truly yours.
If you have any suggestions, reach out via email at [email protected] or drop your ideas here.
Regards,
