In Mind Cloud - Product Release - 2108
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The 21/08 release of the Digital Sales Platform includes the following key updates: 1. A rebranding of the platform and improvements to the user experience, including skeleton loading and an optimized configurator UI. 2. New self-registration functionality that allows commerce portal users to sign up directly. 3. Enhancements to quoting and salesforce integration, including improvements to product comparison, account searching in quotes, and pre-built integration between salesforce and the platform.
In Mind Cloud - Product Release - 2108
- 2. What is new in 21/08 Release? Features-at-a-Glance § Commerce § Re-Branding § Self-Registration (BETA) § UX Improvements: Skeleton Loading & Configurator UI § CPQ § Salesforce Integration § Seamless, Pre-built, Adaptive, Instant UI integration § Data integration via MuleSoft § Configuration experience § Assistive Selling - Product comparison § Technical specification view switch § UI Profile / Group Profile to hide/disable dynamic attributes § Various UI enhancements (New button to save, Date Control, Launch Point to access help, Placement of Micro Action, Notification Harmonization, Update Round Trip, Default Profile Settings) § Quoting Convenience § Account search enhancement § Edit custom fields in quote line-item table § BOM Quantity Update with only minimum user input § Copy Quote in Background, Report generation in background § CRM § Collaboration & Notes § Various activity enhancements: Additional Fields including Unique Activity ID, Upcoming Tasks Widget, Additional Filter Params (Partner Function User / Partner Function Role), Permissions § Additional Fields on BO (Sales Group & Sales Office) § Widgets - Max Number of Records § Pipeline View - Additional Enhancements
- 3. UX Enhancements § Rebranding § UX improvements § Skeleton Loading Re-Order Screens, Product Catalog, Search/Result Screens § Configurator UI Enhancements § Less White Space, Theming changes Commerce § Self-Registration (BETA)
- 4. New In Mind Cloud branding With this brand update, we want to demonstrate that we do not only strive to continuously improve our product, but also to evolve our services as a company. Our new brand is designed to better communicate our manufacturing expertise, values, and vision to the market. Audience Benefits • Our platform is dedicated to ‘creating consistently remarkable sales experiences.’ The new branding reflects that in user experience. • With new branding we have moved to flat design creating soft visual interface that stays consistent throughout the entire product. The main benefit of going leaner is the strong visual hierarchy by putting usability at a higher podium than the mere aesthetics. • This calls for using subtle contrast, minimal play of shadows and few pops of color directing clear call to actions. Features • New font type: Basis Grotesque • New logo • New colors Sarah Hong Sales Rep Mick Jones Service Rep Font Type: Logo
- 7. Self-Registration New commerce portal users can now sign up on their own! The email entered will be subject to system checks to ensure: - Email is valid - Email domain is not blacklisted domain - Email is not tied to an existing User - Contact is added/linked to an existing Account if the email domain matches - A new Account is created together with the contact if it is a new email domain Audience Benefits • Effortlessly onboard new prospects • Leverage Commerce as a new channel for inbound leads Features • Light registration starting with business email validation • Verified business email address to maintain / increase data quality within CRM. • Built-in logic to use email domain to associate the right account, to avoid creating duplicate accounts. Additional Notes • Enable Self-registration, Maintain default values for Sales Organization, Distribution Channel, division, currency for new accounts • Maintain list of blacklisted domains; for example, you may not want users to register with personal or fake emails • Implementation tip: List of disposable email provider domains https://gist.github.com/michenriksen/8710649 • Maintain domain field on Account for better match Sarah Smith Customer / Distributor End User
- 8. Enable the Self- Registration feature Restrict email domains – only allow business emails to improve email to account matching
- 9. Set default Sales Area on Prospects and Contacts to ensure accurate ERP pricing & order processes.
- 11. UX Enhancements Providing a state-of-the-art shopping experience is imperative to a high adoption of the digital sales channel, improve conversion rates and thus increase the wallet share. Various enhancements are shipped to delight Commerce users in terms of screen loading, data representation and enhanced theming for the configurator UI. Benefits • Overall enhanced user experience to drive higher digital adoption rates • Ability to better align the commerce experience with corporate branding guidelines. Features • Skeleton Loading Re-Order Screens, Product Catalog, Search / Result Screens • Optimized API calls for faster active UI state • Optimized space for config UI Audience • Commerce Users Joe Wills Customer / Distributor Biz Admin Sarah Smith Customer / Distributor End User
- 12. Configuration Experience • Assistive Selling - Product comparison • Technical specification view switch • UI Profile / Group Profile support • Various UI enhancements Quoting Convenience • Search and select account • Edit custom fields in quote line-item table • BOM Quantity update with only minimum user input • Copy Quote in Background • Report generation in background Salesforce Integration § Seamless, Pre-built, Adaptive, Instant UI integration § Data integration via MuleSoft
- 13. Seamless Integration Pre-built, Adaptive, Instant Connecting Salesforce CRM with In Mind Cloud Quoting capabilities 1. SFDC Managed Package for pre-built UI components • Create and Edit quotes from SFDC, through Accounts and Opportunities. • View Quote list and detail view within SFDC. • External Opportunity reference in Quote • Flag to indicate the Primary Quote 2. MuleSoft Connector for Account & Contact sync • Message-based integration using state-of-the-art middleware • Delta & bulk update for scalability for Accounts, Contacts
- 14. Opportunity Update opportunity header & Items Items Items Items Opportunity Push to ERP Mashup in SFDC (with groovy scripts to update API calls) Account / Contacts Account / Contacts Delta Upsert / Delete Passing SFDC Opp ID, Account ID Quote List Quote Action: Update CRM Items Items Items Quote Create, update With External Opportunity reference Add Products, configuration, pricing, proposal… ID Mapping* URI / External ID mapping Full Load Master data / External ID <demo screenshots> * ID Mapping for following picklist is loaded Partner functions (Account Team roles), account types, account source, contact source, Industry, countries, country regions, Person Title, Employees
- 15. MuleSoft Connector Unidirectional Integration from SFDC to DSP for Account (including address and account team) and Contacts
- 16. SFDC Managed Package for pre-built UI components Quote list view Quote detailed items view In the embedded mode, uiModeEmbedded=true à Left navigation, Logo & Favourite icons are hidden Also applicable for SAP Sales Cloud integration
- 17. Note: Our managed packages are Custom Lightning Page Template Components that have been created by our engineers. The screenshots of SFDC are current as of 21/08 release. Please refer to documentation on the Salesforce website for ongoing updates. Lightning App UI Installation https://help.salesforce.com/articleView?id=lightning_app_builder_overview.htm&type=0 https://help.salesforce.com/articleView?id=lightning_page_components_custom.htm&type=0 https://help.salesforce.com/articleView?id=lightning_page_components_use_expressions_for_labels.htm&type=0 https://help.salesforce.com/articleView?id=lightning_page_getting_into_salesforce1.htm&type=0 Add and customise tab for Quotes on the SFDC interface Please note when selecting Form Factor that we support Desktop, not Phone.
- 18. Assistive Selling – Variant Comparison Making a fast and reliable decision is crucial for improving the speed, effectiveness and precision in quoting. What if, the material variants could be previewed before selecting or using them for the existing quote configuration? Here it is, the product variant comparison allows to compare up to 5 product variants before taking any action: Benefits • Quickly access relevant information (i.e specs, etc.) • Compare and select variant • Reduce time taken to make comparisons and consider choice of configuration. Features • Selection of 2-5 product variants for side- by-side comparison with detailed specifications. • User assistance to highlight what values are already configured • One-click action to continue configuration work. Audience • Sales Reps • Business Admins
- 19. Specification View for Configuration In the manufacturing world, technical specifications consist of data sheets and drawings. Having a simple tabular view of the material configuration while compiling it, gives the user the most natural way of looking at the summary of the configuration. Need to copy & paste? Simply copy the configuration and paste it into email, or other documents… Benefits • Give a fast overview of data, in a different view • Clean tabular overview of the configured options • Cross-check the configuration summarized like a read-only data sheet Features • Switch configuration UI to a read-only mode • Specification view gives a better summary of selected options in one scrollable printer friendly view. Audience • Commerce Contact • Sales Reps • Business Admins Configuration UI for user interaction, focused on the actual work defining the material configuration (data entry) Condensed and simple view of current configuration work. View (data read & copy) in data sheet form as traditional view in manufacturing View Switcher Same data, different view
- 20. User control & performance Configuring quickly through the quote is enhanced by further support of having the option that the configuration will call the back-end system only on request. It may be useful that once several fields have been edited, that the user will trigger the roundtrip call collectively by choice. Either because the entire configuration should be reloaded or because the field is the only field that needed an update after coming back to the configuration. Configuration update may now be controlled by the user on demand. Benefits • Speed up configuration process with always accurate ERP-backed data • Reducing round-trips for many items individually • Save time for the user and improve productivity Features • Labels each attribute as Edited if it has been changed and no round-trip happened • User can trigger an update of workspace to send all UI changes in one go. • Decreased amount of backend calls, make also complex models fast and safely configurable Audience • Commerce Contact • Sales Reps • Business Admins User gets information about edited values Config Update on Demand
- 21. Control Config UI based on business role or process Business processes require controlling dynamically the view of standard-designed configuration models based on role, specific expressions profiling. Entire configuration groups may be hidden from users to hide sensitive or not required configuration segments. On the other hand, configuration fields may be hidden or disabled based on the business need. Benefits • Users only see what they need to see, or have clearance to configure • Hide sensitive or restricted configuration parts from certain user (roles) • Manage who may enter information (allows to set technical approval schemes directly onto the configuration) • Hide entire configuration parts with one look-up entry Features • UI Profile Support: • Hiding dynamic attribute on configurator • Making dynamic attribute read- only/editable • Hiding/Showing tools and button actions on configurator • Group Profile Support: • Hide/show (sub)groups based on lookup tables Audience • Business Admins • Sales Reps • Quotation Manager Sales Rep Config UI View Quotation Manager Config UI View E.g. Business Admin adapts standard KB for business use cases on the right hand side Biz Admin
- 22. Various UI enhancements Business admins and sales users experience a bunch of enhancements providing more flexibility in customizing the UI. Sales users will find a further evolution of the UI with easier navigation, consuming information more intuitively and optimized screen usage. Benefits • Overall increased user experience during configuration • Providing a more responsive experience • Ability to better align the commerce experience with corporate branding guidelines • Better representation of currency with adequate decimal support Features • Default profile settings for new user creation • Complete settings for UI customization • Hiding / Disabling tools and items • Calendar week on Date Control • Overall space and font harmonization • Help panel control, access and information • Config navigation with clear separation between invalid and incomplete configuration • Various alignments Audience • Commerce Contact • Sales Reps • Business Admins Calendar week Alignment micro actions Error vs Mandatory Space optimization & help launch points Error message Tools provisioning
- 23. Search and Select Accounts While creating a quote or assigning a partner relationship to the quote, it is a relief to not only search the required account via name but find the right account. Finding the right account details via additional search fields improves the overall speed and precision. Errors can be avoided while being faster on target. Benefits • Additional search fields improves user efficiency and accuracy • Find the correct account group / address via further details Features • During Lead, Opportunity, Quote or Contact creation/copy assigning an account supports now search across the additional dimensions: City, Country, Account Group in addition to Name, ERP ID, ID. • When selecting a partner the above functionality is newly supported • Github tickets: • https://github.com/in-mind-cloud/release- testing/issues/1184 • https://github.com/in-mind-cloud/product- management/issues/53 • https://github.com/in-mind-cloud/product- management/issues/90 Audience • Sales Reps Enter search across all Columns Reduced List according search term
- 24. Fast entry of line-item specific data A lot of the information entry is a tedious work for a sales person, but needs to be done. Many times that information is data entry such as tender specific info to a line item, some additional flags, and so on. Hence anything that helps the sales person entering this information as easy as possible is via the quote’s line-item table without changing the screen for each item. This release will allow users to customise what details they would need shown on the quotation page. Particularly for unique sales attribute items within product details, such customisation would be additionally useful. See below some customization examples possible: Benefits • Enhanced line-item data entry speed and readability for overall improvement in user productivity • The user may adjust table columns to show more product details without having to click into each line item • Having details shown on the lines allows for an easier overview of items on the quotation Features • Flexibility to change settings of column and action button. • Action buttons are now all moved to the left of each line item. Audience • Sales Reps Sales item information & data processed by scripts Mark line items for additional production processes, e.g. ETO Customize line-item view with any Additional Sales Item Attribute Reference tender document line-item identifier with line- item position
- 25. Sales BoM quantities update Bill of material quantities may end up in extremely complex combinations and calculations. With this enhancement the user receives much better support and guidance on where and what is allowed to be updated and which quantities are defined purely by the system. Overall this will drive down a lot the errors and corrections required during the sales cycle. A new pop-up drives user efficiency in providing firstly, a summary of the update-eligible line- items and a quick-to-goal user interface which minimizes user clicks by only looking at ONE interaction with the system Benefits • Rely on the correct quantity calculations and permissions • Eliminate errors in accidental changes • Provide intuitive and supportive QTY control • Drive efficiency in making the right decision Features • Based on the product BOM setup you can • Auto propose quantities • Make quantity read-only to prevent changes • Use script to calculate quantity • User pop-up is shown only if a user input is necessary, else no pop-up is shown. Audience • Commerce Contact • Sales Reps • Business Admins Bill of Material Factors and Permissions are consider according Product BoM explosion set up and the user gets assisted
- 26. Assign long processes into background Copying quotes and generating Report files may consume a long time and force the user to wait and lose time in being productive in the system. Therefore such jobs can be executed in the background. After the task has been stipulated the user shall be able to continue his work and get notified once the job is done via Email. Benefits • The user may continue working while waiting for smoother productivity • User receives a notification when process is finished Features • Background processing to connect certain services to be performed without blocking user • Copy quotes in background • Report generation in background Notification Email Issue System notification Job completed/failed Audience • Sales Reps • Business Admins
- 27. Outlook Integration • Rebranding • LinkedIn, Facebook Search Activities § Collaboration & Notes • Various activity enhancements • Permissions • Additional Fields & filter params • Activity ID, • Partner Function User / Partner Function Role • Additional Fields on BO (Sales Group & Sales Office) Home Page & Pipeline view § Table Widgets - Max Number of Records § Upcoming Tasks Widget § Pipeline View - Additional Enhancements
- 28. Collaboration Complex sales can only be successful with orchestrated and laser-focused collaboration. While Activities help to deliver on structured tasks and meetings, the collaboration feature in CRM brings transparency to conversations around specific deals, or updates on accounts, etc. With the ‘Virtual Team’ representing a group of people in different roles being kept in the loop, it’s now possible to display the virtual team as well as send reminders of tasks around (e.g. new task assigned, status update/ change on tasks, etc.). Audience Benefits • Know who is part of the virtual team to send adequate updates. • Stay updated when working with activities or deals in terms of new assignments or status changes. Features • Display the virtual team for all business objects (including side cards on activities) • Auto-add owner / assignees to tasks’ virtual team for regular email updates on new tasks assigned or tasks closed. Additional Notes • n/a Sarah Hong Sales Rep
- 29. Pipeline and Homepage Updates Searching and filtering pipeline information are essential for Sarah to stay on top of her individual pipeline as well as her manager, to browse deals for his team. With 21/08, the pipeline view has been optimized to reduce the number of clicks to filter the pipeline accordingly and a new feature to display the top/bottom X number of records, widgets like ‘Top 3 Deals This Quarter’ can be created. Audience Benefits • Make your weekly forecast call more efficient • Reduce the number of clicks to get to the right opportunity • Home page tables widgets: Improve focus by looking at the top 5 or bottom 5 records and act. Features • Pipeline view has been optimized • When setting up a table widget, define the sort order correctly and restrict to number of records, for example if you want to see only the top 3 opportunity, restrict to 3 Additional Notes • n/a Sarah Hong Sales Rep Mick Jones Sales Manager Click to instantly clear and search. Click avatar to filter based on rep. or on tag Restrict number of records for table tiles.
- 30. Activities enhancements Various incremental enhancements across all activities, to help manage different business needs. Audience Benefits • Enriching activities with a more complete interaction history. • Categories activities with business contexts (e.g. Road shows, email campaigns, etc.). Features • Dedicated permissions for all activities on a business role level (CREATE, UPDATE, DELETE) • ‘Activity ID’ (auto-generated; similar to Quote ID) • ‘All Day Event’ for meetings • ‘Category’ - Configurable field on all activities (except emails) • ‘Optional’ flag for meeting participant • Upcoming Task widget to show tasked owned or assigned to logged in user • Enhanced filter capabilities (partner function user and partner function role) Additional Notes • Use Master data management for setting up values for respective category • Activities created before upgrade will not have ID, but when any modification is made you will see the IDs Sarah Hong Sales Rep New flag ‘Add Day Event’ New flag ‘Optional’ New field ‘Category’ New field ‘Activity ID’
- 31. Outlook Integration Continued effort is focused on enhancing the add-in user experience and functionality. Various features included, such as: • New add-in look and feel • Facebook, LinkedIn search Audience Benefits • Fresh and aligned look and feel • Find more about contacts and company on linkedin & facebook Features • Re-branded add-in • Get company logo • LinkedIn & facebook search Additional Notes Sarah Hong Sales Rep
- 32. Europe & North America Rosental 6 80331 Munich, Germany +49 89 69 31 447 0 China A8 Building, No.1002 Keyuan Rd, Tech Zone, Nanshan District, Guangdong Province, Shenzhen, 518057, China Asia 35 Ann Siang Rd Singapore 069714, Singapore +65 6908 4350 inmindcloud.com In Mind Cloud The scalable digital sales platform made for manufacturers