Summary:
Several enhancements in CRM improve usability, automate customer system data capture, and provide clearer visibility into key account contacts to help associates work more efficiently.
Question:
What are the recent CRM enhancements in Xvantage?
Answers:
Contextual field guidance in Strategic Opportunities - Legacy hover tooltips on field labels have been replaced with WhatFix in-product guidance, providing clearer, step-by-step support directly within Strategic Opportunity records and eliminating redundant or conflicting help messages. This enhancement is now applicable to countries US, UK, IN, CA, AU, NZ, FR, IT, ES, MX, MI.
Automated customer systems updates from XI Discovery responses - CRM now automatically updates Customer Systems fields (CRM, ERP, PSA, CPQ, and Financial Management) using responses from the XI Discovery intake survey, reducing manual data entry and improving accuracy in customer technology profiling. This enhancement is now applicable to countries US, UK, ES, PE, NZ, MI, MX, IT, IN, DE, FR, CO, CH, BR, AU.
X4C Admin visibility in CRM account profiles - The Account Summary tab now includes a “View X4C Admin(s)” option that displays the designated X4C Admin names and email addresses associated with the customer’s BCN, allowing associates to quickly identify the correct admin contact and support customer access to Xvantage without manual lookups.