Venntive's Badass 2023 Updates

2023 was a year of remarkable growth and innovation for Venntive, with 145 significant platform updates and improvements.

As we continue our relentless pursuit of innovation into 2024, our goal is to solidify our position as the leading RevOps (complete CRM) platform in the market.

The updates to our platform continue our tradition of being a Product Led Growth-driven solution. as they are a direct result of user feedback, requests, and suggestions. They reflect our commitment to providing a unique and comprehensive Business Management platform that meets the evolving needs of our users.

We are excited about the possibilities that lie ahead in 2024 and look forward to continuing our journey of innovation and growth.

Some Key Highlights of the Updates:

NOVA! - Next Generation Optimized Virtual Assistant with speech recognition.

What does this mean, you might ask? No more typing. Use NOVA to fill in any field anywhere both on your desktop or mobile. Just click the little microphone up there next to Group to activate voice commands. Just say “Take me to…”

An all-new PWA (Progressive Web App) -

Our mobile version that fully replicates the desktop experience. Just scan the QR code on the login page to download and set up.

Expanded Contact filters -

E.g. Has/has not completed survey, Opportunities, Email/SMS that can trigger workflows.

The already easy Website Signup Form tools now include Easy Builder templates.

All-new Guide Me Assistant-

That button right there on the right side of the page. Just click to open and access a full directory of video tutorials and much more.

AI - the key to the future of business -

1. We use OpenAI and ChatGPT 4.0 for content generation
2. When sending a personal email, content is automatically personalized
3. AI Easy Builder - Let NOVA build your template for emails and landing pages. NOVA will auto-generate Email Subject and Pre-header
4. AI for Personality Assessment & Company Assessment
5. AI for Contact Summary - Upcoming/completed CRM Activities, meetings and appointments, email metrics, webpages visited
6. AI for Account Daily Summary
7. AI Chatbot - create as many chatbots as you like, use on websites & for SMS text responses
8. Increasingly, AEs and sales leaders are using AI to accelerate their sales cycle. which records calls and uses AI to transcribe in real time. It automatically extracts key insights and syncs them to a specific Contact to save you valuable time.

Dashboard CDP Enhancements -

1. Quick Add Activity for a Personal To Do List
2. Special widget to display income from paid invoices, also relates to new invoice quota settings in Settings > Account > Invoice Options
3. Special widget available for compact dashboard - top invoice clients
4. Special widget available for compact dashboard - show a pie chart of the amounts generated by invoices by SKU
5. Special widget available for the compact dashboard Is live - custom object totals in pie chart form
6. Special widget available for compact dashboard is now live - quote, invoice, or purchase order totals by user
7. Special widget available for compact dashboard to show quotes, invoices, and purchase order due or shipping dates in the widget
8. Add up to 9 external widgets by iframe, e.g. track # of demos scheduled by calendar

New Invoicing and Accounting options -

1. Quote, Invoice, Proforma Invoice, Purchase Order, Credit Note
2. Set quotas
3. Export to Quickbooks
4. Stripe integration

Adding New Contacts - Designate fields that are required before submission

Easy Builder upgrades (Email & Webpages) -

1. Heading styles
2. New templates
3. Vertical aligning

More automations -

1. Settings - Group-workflow/custom redirect on profile update
2. Inbound SMS workflow triggers
3. AI Chatbot
4. Workflows can create Custom Objects

Premium Features Included In All Venntive accounts -

1. Contact and Company research
2. Signup form - data appending and validation
3. Spam checker, validity white lists
4. Risk assessment
   

New User Interfaces -

Just for fun, there are three new themes, including Dark mode. This is in addition to setting custom background and highlight colors.

If you've gotten this far you may be asking yourself if Venntive is the alternative to the frustrations and expense of your current "solution".

If your answer is yes or even maybe, schedule a quick, 15-minute call now to get honest answers to your questions.

Or, you could just go ahead and start your no-obligation trial now.