Introducing the Upsell Banner and Snapshot Availability in Custom Objects
In an effort to streamline and enhance the functionalities of Bosseo CRM, the platform has introduced a remarkable update aimed at providing a more seamless user experience to agencies working on the 97$ and 297$ plans. This strategic upgrade is designed to simplify the process of upgrading and significantly enhance visibility by introducing the Upsell Banner feature alongside Snapshot Availability for Custom Objects. Such features were previously restricted to agencies on higher-level plans.
What’s New?
Upsell Banner for Agency Users
The new update brings an Upsell Banner designed specifically for agency users and admins. This banner will prominently display pricing and essential upgrade information for Custom Objects, ensuring all relevant parties are aware of possible upgrades and potential enhancements to their current plan.
Snapshot Loading for 97$ & 297$ Plans
Agencies subscribed to the 97$ and 297$ plans now have the capacity to load Custom Object Snapshots directly from the agency view. This functionality affords a taste of what was previously an exclusive feature for higher-tiered plans, thereby offering more flexibility and control without a complete upgrade to the most premium options.
Why it Matters
The significance of these updates stretches beyond mere accessibility. Up until now, only agencies operating under the 497$ plan had the privilege of creating and deploying Custom Objects with snapshots. With the introduction of the Upsell Banner and Snapshot Availability for lower-tier plans, these agencies can now explore broader functionalities, upgrade their offerings, and enhance their management capabilities without a steep increase in commitment.
How to Use
Using the Upsell Banner
As an agency user or admin, begin by logging into your Bosseo CRM account. On your dashboard, the Upsell Banner will be displayed if your account is not currently under the 497$ plan. This banner acts as a one-stop look into potential improvements and plan benefits, helping facilitate an informed decision-making process regarding the utility of higher-tier plans.
Harnessing Snapshot Features
Once logged in and if your agency is on the 97$ or 297$ plan, you now have the ability to load snapshots using Custom Objects into sub-accounts. This feature allows agencies to view and effectively utilize Custom Objects across different client accounts, broadening operational scope and management flexibility.
Use Cases Across Industries
For Home Improvement
The home improvement sector can leverage snapshot functionalities to maintain consistency across various job sites and projects. By integrating snapshots, companies can standardize processes, manage customer data efficiently, and ensure a unified approach to client interactions, thereby enhancing service quality and customer satisfaction.
For Legal Practices
Legal practices can utilize the snapshot capabilities to manage case records and client data seamlessly across different cases or legal entities. This ensures that legal firms maintain precisely calibrated data management and communication processes, providing an organized and comprehensive approach to their legal documentation and client relationship management.
For Medical Practices
Within medical practices, snapshots can be employed to enhance patient data management, streamline appointment scheduling, and ensure consistent follow-ups and communication. This facilitates a robust client relationship, ensuring patients receive timely and consistent care without lapses in data handling or communication.
Bosseo CRM’s latest enhancements not only deliver transformative industry-specific solutions but also empower small to medium-sized agencies to optimize their workflows effectively without an imposed financial burden. This demonstrates Bosseo CRM’s commitment to facilitating growth through innovation and user-centric updates.
