What's New: 2024-04-11

This week, Mel Kozun shares TikTok’s arrival in Social Marketing, plus updates to help you sell, bill, and fulfill from the Partner Center CRM.

Platform

[CRM & Snapshot Report] Leverage social data from Snapshot Reports to nurture leads. [3:13] The data fields listed below are logged to Company records to enable filtering Companies by these parameters:

Average number of Facebook likes per post
Average number of Facebook posts per month
Average number of Facebook shares per post
Total number of Facebook likes
Total number of X posts
Total number of followers on X
Total number of following on X
Total number of Instagram followers
Total number of Instagram posts
Social performance grade

[Opportunities & Pipeline] Manage pipeline settings from Partner Center. Configure each pipeline as desired: choose a name, customize the number of stages and their names, and set close probability percentages for each stage. [4:31]
[Task Manager] Get all the order information you need for fulfillment in one location. The Orders and Order Fulfillment tables have been merged into a single, tabbed page. View all orders on the first tab, and focus on those with more work to be done on the Unfulfilled tab. [5:03]
[Task Manager] Get to know your way around Task Manager quickly with the new Get Started page, which describes the basics of Task Manager with links to key pages. Anyone who has been a user in Vendasta for less than six months will see this as their default page for up to 30 days, or until they mark each section as read, whichever comes first. [5:21]
[Task Manager] Automate the creation of customer accounts in Task Manager, complete with projects or tasks to be fulfilled, even before any products have been activated on their account. [5:48]
[Task Manager] Filter sections are now collapsed by default to help you find the filters you want to set on the Task, Project, or Accounts pages with less scrolling. [6:08]
[Task Manager] Upload MP3 files to Tasks. [6:24]

Products

[Social Marketing] Post to TikTok from the single-location and bulk create with AI social composers. [1:06] Learn more
[Social Marketing] Refine social content by conversing with AI through web chat. Iterate on messaging, tone, and length through conversational text, rather than updating individual settings or providing entirely new prompts. [2:47]

To help you get your clients pumped about the new value you’re bringing to their businesses, we’ve created a white label update video you can share with them. Find this video in our

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