Installation Company ERP / CRM

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Business Pilot launches role specific dashboards

Business Pilot has brought in dedicated landing dashboards defined by job function within installation businesses.

Up until now, all users regardless of the role that they perform, have landed on a ‘standard dashboard’ when they have logged onto Business Pilot.

Going forward, a major update of the installer CRM and business management tool means users can chose a dedicated dashboard depending on the role or roles that they perform.

This includes a new Sales Dashboard, Survey Dashboard, Service Dashboard, and Ops Dashboard. Each is designed to bring the most useful tools, dependent on role, to the fingertips of users.

It also allows users who perform multiple roles within a business to switch between them, bringing the tools they use to perform each role into a single dedicated dashboard.

“The update delivers a big visual change”, explained Elton Boocock, Managing Director, Business Pilot. He continued: “It simplifies what you see when you log in, pulling in the elements that as an individual, you need to access, depending on what you do, so you can get straight into what you need to do.

“For example, if you work in Sales, you’ll see you appointments for the day on the left hand side of your screen. You’ll also see your sales summary and where you are against target.

“Alternatively, if you work in the ops team as well as your appointments, you’ll see the status of contracts – everything is geared to the job you perform, while each dashboard is linked so everything is joined up.”

Users have to opt in to access role-specific dashboards, otherwise the system will default to the Standard Dashboard.

This has also been updated so that tasks are merged into one focus screen rather than split between Contact, Lead and Contract, making it easier to get an overview of workflows.

This also includes team chat functionality, which allows you to tag any registered user by simply pre-fixing their name in the feed with an ‘@’ sign.

“We’re following the launch of role-specific dashboards with a series of very exciting developments in the next couple of months and into the lead into the Fit Show in May”, Elton continued.

“They’re being delivered as part of our continuous programme of development based on what we see in our own retail businesses and what our customers report back to us.

“Installation has gone through incredible change in the last two-years, Business Pilot is, and will continue to evolve with it”, he concluded.

If you want to see any of the recent updates that Business Pilot have released, simply click here. Even better, if you want to see them in action, just take a free trial. It’s instant and easy.

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As part of our free trial, we will send a whole series of how to videos to help you get to grips with the Business Pilot Installation company CRM system. Because the system is much more than a regular CRM, we are even on hand to talk you through how other installation companies are using Business Pilot as a business improvement system. If you would prefer to book a call with an existing user before the trial, call us on 0333 050 7506 or use the live chat facility.

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