CloudLink Ideas Portal

5 Vote

Job sites data push to DBS

Most of our customers have various job sites were their machines are located. We want to encourage activity through SalesLink and one of the features that the team want to use is to enable data to be entered into SalesLink for Job sites and this b...

Created 06 Nov 22:06 by Darren McAllister

SalesLink

0 Needs more votes
6 Vote

Enhanced business and sales plan functionality for customers

Caterpillar is pushing dealers to develop (and more importantly track) plans at the customer level. Sales Link has some functionality currently in the profile page, but it has limitations such as being at the account and division levels only (no a...

Created 29 Aug 12:42 by Mike Love

SalesLink

1 Needs more votes
1 Vote

Edit Territory Plans and Customer Plans

My idea would be to allow Administrators access to edit or delete Territory Plans and Customer Plans.

Created 09 Apr 19:50 by Marciano Vasquez

SalesLink

0 Needs more votes
5 Vote

Enable multiple escalation alert levels / timeframes for Customer Issues Management

To enable the right people to be advised of outstanding issues. An organisation has multiple levels, for example, an initial escalation might go to a parts manager, then if not closed in time be escalated to a branch manager, and if still not reso...

Created 02 Oct 02:18 by Greg Chard

SalesLink

0 Needs more votes
1 Vote

Add Mass Updates to Prospects and Reassign Reps to Multiple Reps

Reassign prospect accounts to MULTIPLE REPS, re-set the date and assign new par through using the upload template. Add missing information IN MASS to incompletely built existing prospect accounts - update street address, zip code, county, industry...

Created 03 Apr 21:44 by Janet Colley

SalesLink

0 Needs more votes
5 Vote

Gatekeepers should have the power to be able to remove divisions from prospect accounts

Gatekeepers should have the power to be able to remove divisions from prospect accounts. Often our reps add a division to a prospect account by accident, then when it's time to merge prospect accounts to DBS accounts we cannot until we put in a ti...

Created 03 Sep 18:22 by Rebecca Zanfardino

SalesLink

1 Already exists
5 Vote

Users would like to be able to drag & drop items on their Sales Link calendar

In order to edit activities, reps currently have to open each activity and manually update the date if they want to change it. Reps would like to be able to drag & drop the activity on their calendar

Created 28 Aug 14:31 by Jessica Mayher

SalesLink

1 Needs more votes
1 Vote

Improve Adding Campaign Batch Leads

Marketing Managers and Coordinators want to bulk create over 1000 leads for a campaign so that they can quickly complete the data management process for managing a campaign. Today, the system can sometimes send misleading messages to the user sayi...

Created 28 Mar 14:23 by David Vuong

SalesLink

0 Needs more votes
4 Vote

Aggregate customer divisional info into a single line view

Like many other Dealers, Hastings Deering uses the traditional equipment divisions structure within customer views in SalesLink however, this restricts our holistic view of many customer reports and as a result Reps & their managers can not ea...

Created 06 Oct 23:18 by Mark Courtenay

SalesLink / Dealer Idea

0
4 Vote

Field Service First Arrival Date

Add a new field to ServiceLink for Estimated FIRST ARRIVAL date to ServiceLink. Calculating the percentage of time a dealer meets their first arrival target is a new metric for Service Excellence 2020. We need a location to enter this date on a fi...

Created 04 Sep 21:30 by Joe Swayne

SalesLink / Dealer Idea

1

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