Atollon Lagoon for Autumn 2014

jansafka

Another set of new features and enhancements of our business growth & productivity platform Atollon Lagoon is here :-). We're happy to announce several major innovations that will support your sales & marketing activities, as well as your smoother cash flow.

Atollon Call Centre

We've implemented number of functions that will help you streamline processes in your call centre. Call centre workflow starts by importing contacts. Atollon allows you create several contact groups for setmentation and prepare your target contact groups, assign them to telephone operators as well as initiate fully customizable calling workflows. Atollon telephony integration with VoIP providers will allow you directly dial phone numbers from your Atollon CRM database. To validate your marketing efforts, you may run multiple campaign results reports.

Atollon Call Centre - contact detail

Atollon Call Centre Functions

  • Contacts import
  • Allocations of contacts/opportunities to call centre operators
  • Customizable calling workflows
  • Campaign statistics
  • Call centre (VoIP) integration

Invoice Approvals

One of the major innovations for Atollon Lagoon Autumn 2014 edition is brand new Invoice Approvals workflow. This new feature allows you send your invoices (both received & issued) for internal approval, before they are entered into your accounting system. We have prepare also several ERP/Accounting systems integrations and are ready to add new per request.

Invoice received approvals

The new Invoice Approvals workflow is part of our brand new Atollon Billing solution.

Management Finance / Controlling

Major improvement of our Finance module consists of new features that help you connect marketing / sales world with your internal production (Time Tracking / Project & Task Management). New features in Estimates & Invoicing modules allow you split costs / revenues by %, value or units easily into controlling variables. These allow you track your finance results per categories you define (such as Cost Centre, Revenue Centre, Organization Units, Product Categories, etc.)

Management Controlling - invoice transaction

Set-Up Your own Business Growth & Productivity Platform Atollon Lagoon

Other Improvements

There are plenty of other innovations, such as:

Exchange Rates Import

Atollon Lagoon now automatically loads new exchange rates to calculate current value of your costs & revenues, in case you charge or pay in foreign currency.

Auto-forwarding Notifications

This is major improvement for Atollon users that do not use Atollon's integrated e-mail solution on daily basis. In user settings, you can now enter your e-mail address to forward all notifications from Atollon Lagoon to your e-mail of choice. In case of Task or Invoice Approval notifications, Atollon Lagoon sends several notifications in one e-mail (once per hour) to not overload your inbox.

Billing Automation Improvements

There are multiple innovations in Billing modules, such as complete overview of Recurring Fees, several new workflow including (service) Activity billing or Time Sheet approvals / refusing Time Sheets for billing, re-using numbers in series that will help you have your invoicing numbering consolidated, etc.

Estimates: manual sorting

One small innovation that will please all sales people - now it's possible to manually re-sort records in your Estimates.

Sending Requests from Lagoon

We added functionality that fully utilizes your Atollon Touch client portal. Now you can send (outgoing) requests from Lagoon directly. Your partners / clients will be able to complete the request using Atollon Touch request tracking functionality / web portal.

Mass responsible user / status change on Projects & Folders

Reporting functionality was enhanced to allow you change Project / Client responsible users directly from Report results. The same functionality was added to allow you change Project / Client status.

 

We hope you're happy with all innovations we developed for you. In case you have any ideas on how you think Lagoon may be improved to help your business excell, please send us your suggestions!

Your Atollon Islanders Team