Category: New Features

Category: New Features

TRC Contract Renewal Report Gets a Refresh

We like to hear when clients are using the system in interesting ways.  But we love to help simplify things for clients even more. Many times a Chamber needs something a bit different than what EasyTRC reports provide. Things are exported to Excel and then the filtering, updating, sorting, and rearranging begins.  With this in mind, and at the request of one of our client Chambers, we recently improved the Renewal Prospecting Report in several ways.

Multi-Column Sorting and New Pricing Columns Bring Clarity

The most important improvement was that, by default, the report is now sorted by division, then by team, then by salesperson, then by product type, then by product name, then by contract #.  This makes it super easy to produce a report for each of your salesepeople showing them what they sold last year.  We also added the contract price from last campaign as well as the product price from the current campaign.  To make it more obvious, we highlight the row when those two numbers are different.   That doesnt export to Excel, but to replicate that same highlighting, this example teaches you how to quickly highlight cells whose contents are different from the comparison cell in each row

 

[CLICK TO VIEW LARGER] The TRC Contract Renewal Report Updates Save Chambers Time
TRC Contract Renewal Report Updates Save Chambers Time [CLICK TO VIEW LARGER]

Campaign Switcher Doubles as Total Resource Campaign History Lesson

The new TRC Campaign Switcher and Total Resource Campaign Historical Reporting Feature
The new TRC Campaign Switcher and Total Resource Campaign Historical Reporting Features are live everywhere [CLICK TO VIEW LARGER]

New Campaign Switcher Feature Now Available

Now that we have so many Chambers that have used EasyTRC for multiple years, we heard requests for a few new features.

First, users wanted an easier way of switching campaigns so they could go back and look at contracts and details from previous campaigns.  This was always available if you knew how to change the URL, but now it is as easy as 2 clicks.

 

TRC Campaign Summaries All in One Place

Second, users were asking to see a summary of all their campaign totals in one place.  As staff changes, some history is lost. We made it easy to show how successful historical total resource campaigns were.  And if the grand total isn’t enough, just click it and you’re transported to the last leaderboard for that campaign. Find out who your top 5 salespeople were 3 years ago. Need to know which teams sold more than $10,000 last year?  Who was the campaign chair in 2011?  It’s all here.

Salespeople that try to login early now told when they can log in

New message shown to volunteers when they can't login yet
New message shown to volunteers when they can’t login yet

If you happened to use the feature that allows you to keep salespeople out before your campaign offially starts, you’ll be happy to hear we’ve added an alert message to the login screen that now tells them when they will be able to login.  Enjoy

EasyTRC v2.10 goes live – new features abound

Hi everyone! We’re excited to announce that we’ve updated EasyTRC to v2.10 with some exciting new features that many of you have requested in the past year.

We’ve added several new features to help with prospecting including business classifications, a Do Not Call list, and a company search feature.

We’ve added a new report, tied everything to Facebook, and even let you change what you call your users – salespeople, volunteers, salesketeers, whatever you want!

We’re also happy to schedule a quick demo to show off the new features to you and your staff.

Give us a call and enjoy!

New Features in EasyTRC v2.10

  1. Login using Facebook. No more separate user/password to remember.
  2. Facebook profile pictures now appear on the leaderboard and everywhere you see a salesperson’s name
  3. Company Search can now be found on the SELL tab, right next to Product Search and the Sell Renewals tabs

    Prospecting: Search for companies just like you can search for available sponsorships

  4. Added field for company phone number; previously only had phone numbers for people.
  5. Do Not Call list feature added. Companies can now be marked as “do not call” and you can include a note as to why that is the case.
  6. New Report: Available Products – shows list of sold, pending, and available products and sponsorships.  Listed by event, publication, etc so now you can see who bought the golf tournament presenting sponsorship, who bought each table at the winter formal party, or how many sponsorship levels are still not sold for the annual dinner meeting.
  7. Can now record number of full time and part time employees for each company
  8. Added Business Classifications; assign however many classifications you want to each company
  9. Added field for company location  phone number
  10. Buyer’s email address was added to the contract
  11. People can now be set inactive
  12. Several report filtering options added and tweaked (user requests)
  13. Administrators can now send emails to individuals, teams, or all people on the campaign directly from within the system
  14. Change terminology used to describe salespeople to anything you want. Call them volunteers, sales monkeys, volunteer salespeople, cowboys, Chamberketeers, etc.

 Also, a full salesperson training video has been posted to YouTube.

It is about 26 minutes long. Please call us to get the link.

Did you miss the update about Easy TRC v2.9?

Screenshot of the company summary page showing the new features
New company data points are available

 

New Report – Available and Sold Sponsorships brings clarity to event specific available Sponsorships
We’ve connected EasyTRC to Facebook

New Feature: Hide TRC Campaign Total Until The Big Reveal

Hide the Total Resource Campaign’s grand total

We’re pleased to announce the addition of another feature requested directly from our great chamber of commerce clients! When a TRC is getting near the end, campaign administrators can now choose to hide the grand total from all the salespeople.  This can help build suspense and keep volunteers focused on selling instead of laying back when the campaign goal has been reached.

Learn more about how to hide totals at the end of TRC campaign

The best part is that the salespeople can still login, manage their sales, and see their individual sales totals – so they’ll know if they have qualified for incentives and trips.  The campaign administrator can still see the grand total in the admin only area to make sure everything adds up for the big reveal at the victory celebration.

What is hidden?

The login screen helps keep the TRC campaign progress a secret
The Reports tab has the progress meter hidden
The Leaderboard has the progress meter and parts of the goal grid hidden
The Leaderboard has the campaign to date team totals and division totals hidden

EasyTRC Version 2.9 Goes Live. New 3.0 Design in the Works. Want a Peek?

First and foremost, we’re excited to share that the number of chambers of commerce using EasyTRC has quadrupled so far this year!

Version 2.9 Released

It's now very easy to hide the campaign total so you can keep it a secret for the "big reveal"

We’re also happy to announce that several new features and tweaks have been made to the system in the past few months. Here are some highlights of 2.9 build 21725
1)    The most requested item is the ability to HIDE THE CAMPAIGN TOTAL from salespeople when you get near the end of your campaign. This option can be found in the CAMPAIGNS area on the Admin side.
2)    We’ve moved the menu in the admin area to the left hand side – this gets rid of the issues some people were having in the reports section.
3)    We’ve added a “weekly sales report” to help get an accurate account of sales.
4)    We added division goals to the system.
5)    You can now send an initial email blast to all users at the beginning of your campaign that tells them their username and provides a link for them to change their password
6)    LOTS of speed improvements. Need more? Let us know.
7)    A bug in an update of Internet  Explorer 9 broke sales splitting, so we fixed it.
8)    Admin Area: User can now search for contracts using more fields including number, status, buyer, salesperson, and product name
9)    Selling a new membership is now ridiculously easier
10)  Added a new contract status: PENDING PAYMENT

Want more details? Give us a call!

Version 3.0 Sneak peek

Based on the awesome feedback from existing and potential clients, we’ve designed a whole new look for EasyTRC version 3.0.  While we don’t have a fixed launch date set yet, know that it is currently expected in 2012.  We’d love to share the details with you and get your feedback. Give us a call and lets talk about it!

About EasyTRC

EasyTRC
EasyTRC is a Total Resource Campaign management system

EasyTRC is a Total Resource Campaign contract manager that allows your Chamber of Commerce to handle the flood of contracts that go with memberships and sponsorships of events and publications.

It costs nothing to find out how EasyTRC can help your organization improve the bottom line. Give us a call today.

New Feature: Embed Your Sales Leaderboard into Your Chamber’s Website

EasyTRC is pleased to announce the addition of a new features requested directly by clients.

The sales leaderboard can now be made public to the world.

EasyTRC Sales Leaderboard (click for larger image)

Plus, you can display it with the styling that comes with EasyTRC or a “skinnable” version that just exports the data and takes on any styling you wish to use. This “skinnable” version means that EasyTRC now allows you to embed your Total Resource Campaign leaderboard directly into your Chamber’s website or your TRC campaign website.

You can provide links to specific weeks or the very latest leaderboard.

How Do I Do This?

Load up the leaderboard in your browser. Now just add “&public=skinnable” to the end of the web address. This is the link you can include anywhere.

To point people to a specific week’s leaderboard example: http://demo.easytrc.com/2010-trc-2/campaign-leaderboard?id=17&public=skinnable .

To point people to the latest week’s leaderboard, just drop off the “id=” part. So the address becomes: http://demo.easytrc.com/2010-trc-2/campaign-leaderboard?public=skinnable

This works great for WordPress pages!

Skinnable EasyTRC Sales Leaderboard (click for larger image)
Everything is classed so skinning using CSS should be relatively easy, but we’re happy to help in any way we can. Check out an example

Other updates included in v2.5.11

  1. New renewal prospecting and renewal exception reports.
  2. New investment product type.
  3. Major cleanups to product information code on sales side for all simple product types.
  4. Public campaign leaderboard option available for instances that want it.

Don’t Run a TRC? Great! This System Tracks Contracts for Your Inside Salespeople

EasyTRC
EasyTRC is a complete contract management system

EasyTRC is a contract manager that allows your professional organization to handle the flood of contracts that go with memberships and sponsorships of events and publications. Originally built to help the hundreds of volunteer salespeople enlisted in Total Resource Campaign efforts of Chambers of Commerce and Associations, EasyTRC has been found to greatly help the inside sales staff of organizations with the task of contract management.

It costs nothing to find out how EasyTRC can help your organization improve the bottom line. Give us a call today.

v2.8 Released

A number of updates and improvements were made with this release.
Thanks to suggestions from our newest users! Keep em coming!

The highlights of this release are:

  1. Implemented full text searching.  This allows people to search with keywords that don’t appear consecutively in product names and get the expected results. Example: “women banquet” will find “Women’s Network Annual Banquet”
  2. Allow adjustments of contract date sold from the contract status screen in the admin.
  3. Show contract status history on status update screen in admin.
  4. Allow users to opt-out of email notifications when setting contract statuses on multiple contracts in the admin.
  5. Numerous minor fixes and improvements to the administrator side, driven by the recent work on the instance for our latest client.

About EasyTRC

EasyTRC
EasyTRC is a Total Resource Campaign management system

EasyTRC is a Total Resource Campaign contract manager that allows your Chamber of Commerce to handle the flood of contracts that go with memberships and sponsorships of events and publications.

It costs nothing to find out how EasyTRC can help your organization improve the bottom line. Give us a call today.

v2.7 Released

The highlights of this release are:

  1. Division name was added to several reports to make tracking of division totals easier for system administrators.
  2. An issue related to the entry of range values (e.g. 50-125) into integer fields was fixed with improved consistency between business logic and database constraints and a patch to Swat.
  3. Added a “Team Progress Report” that displays team progress in each incentive category in relation to the team’s overall campaign goal.
  4. Added “Campaign Week Exception Report” which lists all contracts that have sold dates that fall outside all campaign weeks.  The report integrates with the campaign leaderboard to alert administrators to this potential data problem.

The previous release was v2.6.2 and was made on June 18th.

About EasyTRC

EasyTRC
EasyTRC is a Total Resource Campaign management system

EasyTRC is a Total Resource Campaign contract manager that allows your Chamber of Commerce to handle the flood of contracts that go with memberships and sponsorships of events and publications.

It costs nothing to find out how EasyTRC can help your organization improve the bottom line. Give us a call today.

v2.6.2 Released – Split Sale highlighting added

We’ve released v2.6.2 to all live systems.

What is changed in v2.6.2?

Example of the new split sale highlighting feature in the Salesperson Incentive and Sales Credit report
Example of the new split sale highlighting feature in the Salesperson Incentive and Sales Credit report

We found an issue in the Leaderboard that we’ve fixed. Previously, the Top Individual producers in the campaign to date section was reporting an incorrect number of contracts and sales credit. Sorry about that.

Additionally, we’ve added row coloring to the Salesperson Incentive and Sales Credit Report so you can more easily see reports that have a split sales credit.

About EasyTRC

EasyTRC
EasyTRC is a Total Resource Campaign management system

EasyTRC is a Total Resource Campaign contract manager that allows your Chamber of Commerce to handle the flood of membership and sponsorship contracts associated with events and publications.

Don’t run a TRC? That’s OK. The system can be used by your inside salespeople as well.

It costs nothing to find out how EasyTRC can help your organization improve the bottom line. Give us a call today.