Over the past few months, we’ve been continuing to evolve the Engage & Elements platform to include the new tools and objects we know you want. Now, it’s time to show you what we’ve been doing.
The major story of this release is due diligence, which acts as a hub for centralizing emails, surveys, and meetings notes. This update allows you to have more control over your data and create even greater collaboration within your firm.
- Investment Manager
- Distribution Channel
- New Business/Opportunities
Specifically designed for Asset Management & Hybrid Firms, improvements to Pipeline Management build on system strengths to surface lead, opportunity, and marketing list data points – giving you more opportunity to nurture the life cycle of lead to opportunity.
New Objects & Entities
New data input possibilities set the stage for future-looking integrations while allowing users to establish best practices now - reducing the need & dependency for custom entity creation & maintenance.
New Inputs Include:
- Investment Managers
- Investment Vehicles
- Asset Allocation
- Fee Schedule
Keep better track of sponsorships with new marketing tools on Engage. Now you can see who has sponsored events and how much they have contributed.
Engage Platform Highlights
This Salentica release cycle wouldn’t be complete without additional enhancements from our Engage CRM platform partner -- Microsoft. Microsoft releases platform updates bi-annually, in what they call "waves". As an Engage user, you automatically inherit these platform enhancements. In 2022's Wave 1 some of the new and notable features and functionality available include:
- In-app notifications for Model-Driven Apps
- New updates to Advanced Find
- Relationship Intelligence
- Co-presence while editing records
- New Rich Text availability
- Enhanced MS Teams and d365 integration capabilities
How to Get the Latest Updates
To update to the latest release, you must enter a ticket in the Engage or Elements help center. When you choose the category, make sure you select Upgrade Request.
Elements Help Center
Current Salentica Elements clients' can use the link below to access our help center, and submit a support ticket. Where our team will help get your org updated!Submit a Ticket
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