Opmetrix Major New Release
We are excited to share details of the second major Opmetrix release of 2021. This release includes Opmetrix dashboards which have been specifically designed to provide powerful data insights to boost sales and productivity.
We appreciate your ongoing support and feedback which helps shape many of the features built into Opmetrix CRM.
Introducing Dashboards
We are delighted to bring customisable dashboards to both Opmetrix HQ and the mobile Apps for tablet and smartphone.
This video provides an overview of how powerful dashboards will be, both for management and field users.
Smart Route for Smartphone
Smart Route has been well received since it was released in February 2021.
Field teams report significant savings in distance travelled and time saved. With the pro features, including the ability to insert one off visits into the route and set your finish location for the day, it has been a valuable feature addition.
Smart Route is now available for field teams using the smartphone version of Opmetrix.
Pinch to Zoom
Many users have asked for the ability to show a full size product image on the screen and then zoom into the detail. Pinch to zoom is now available in both the product image catalog and showcase views on the tablet App.
Share saved reports with a public link
There are many great reports within Opmetrix that users would like to share with their team, Vendor, or brand owner.
The Opmetrix Saved Report feature (also called Portfolio) allows a scheduled delivery of a PDF or Excel file. Users can now also send a live link to the report that can be accessed at anytime.
Other Changes and Enhancements
- A new setting is available to restrict selecting photos from the camera roll. If enabled, all photos must be taken live.
- Bulk Call Cycles with Multi Vendor has a new clock icon which sums up total time spent per visit.
- First release of Single Sign on (SAML) to connect your Microsoft or Google Accounts to Opmetrix.
- Calling Card email notifications now include the Vendor field, if enabled.
- Pagination Support for reports.
- Dispatch Module has new Job Screen layout to select delivery address and job contact.
- New outlet migration report to migrate new outlets (similar to prospect migration)
If you have any questions, please contact the Acclaim support team and we will be happy to assist.
