CloudLink Ideas Portal

4 Vote

Lead sources by Division

The current lead source list contains many sources that are primarily used by one division vs. others (e.g., E Division utilizing Marine Work). Due to the volume of sources (and campaigns), many people simply elect the first source available inste...

Created 22 Jan 17:45 by Justin VAhlborn

SalesLink / Dealer Idea

0 Planned - to be scheduled
4 Vote

OLGA - By Industry - add filter to see complete Industry (or sort by)

It would be helpful to be able to filter OLGA - By Industry - the complete Industry (or sort by). We are using the CIC provided by CAT to assign our industries. The descriptions in the current report are listed by name not code so it is not easy t...

Created 07 Jan 21:50 by Tracy DiStefano

SalesLink / API, Data or Reporting

0 Will not implement
3 Vote

Link Leads/Opportunities where same product or work has been created for a customer

We receive PSE leads from CAT and often the work that is proposed as part of the lead has already been identified by the PSSR and an Opportunity already exists. Currently we call the CAT lead a no lead with no connection to the opportunity and the...

Created 12 May 23:45 by Darren McAllister

SalesLink / Dealer Idea

0 Needs more votes
5 Vote

Make Opportunity View more valuable to sales managers and save rep's time.

Our sales mgrs and reps spend a good deal of time managing the opportunity pipeline view. That being said, there are some basic improvements that could be made that would improve the UX of the tool and enhance the value. We spend too much time cli...

Created 27 Aug 14:59 by Mike Love

SalesLink

4 Needs more votes
4 Vote

Option box to send an Alert to REP of account when ISR has completed an activity

ISR's are handling calls and inquiries for current customers and feedback from them would suggest they would like the option to send a email alert to the Rep for the account to let them know their customer has contacted them etc. They suggest a ti...

Created 16 Dec 22:09 by Darren McAllister

SalesLink

0
2 Vote

Show serial number in "Transfer Equipment Popup" being transferred to ensure right asset is being moved

In the SalesLink equipment list, the dropdown to transfer equipment causes a box to popup to select which equipment to transfer. At the moment you just add the customer number for the asset to be transferred. If the Serial number could be shown in...

Created 19 Aug 05:01 by Darren McAllister

SalesLink

2 Will not implement
4 Vote

CavCare Flag on customers who are participating

We have hundreds of customers who are part of out CVA program. It would be really good to identify these customers within the customer Info header with a Magenta coloured flag to let everyone know this customer is a valued client...

Created 07 Nov 06:14 by Darren McAllister

SalesLink

3
4 Vote

View to Customer Loyalty Status

If Dealers are using Customer Loyalty Discounts in DBS/ERPs a way to show the status on the Customer Page. This would highlight to Sales & or Marketing that Customer is "Gold Level Loyalty" etc. "PCC Discount" Should be visual on Customer Pa...

Created 01 Nov 14:53 by Jayme James

SalesLink

1 Needs clarification
4 Vote

Modifying Leads created from Condition Monitoring from Service to Part sales

When we identified an issue with a customers equipment a lead is raised via condition monitoring to flag for the service manager to engage with the customer to sell a service option to correct the minor issue. The lead when created is nominated as...

Created 25 Oct 04:15 by Darren McAllister

SalesLink

1 Needs more votes
3 Vote

Gatekeeper - Ability to choose equipment models via drop down and/or add missing models to DBS

Hello Uptake, I have an idea on a way to improve Gatekeeper. When adding new equipment a common error is “invalid model information”. If there is a way to create a drop down for reps to select those or for gatekeeper to automatically check and add...

Created 11 Mar 19:15 by Erica Gladden

SalesLink / Internal Idea

1 Needs more votes

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