Rules allow you to automate business processes.
We have vastly improved the capabilities of Rules in this release. Rules can now be triggered to execute whenever an event occurs and/or Insights are calculated. When a rule is executed it can now perform multiple actions.
With these new capabilities, you can automatically add a new account to your team's on-boarding workflow in the Lifecycle app. Likewise, if Amity's Relationship Insight Engines detects that an customer hasn't been an engaged in some time, a rule can alert the account owner and add the account to a outreach workflow.
Rules can be configured in the Settings app.
Views provide a way to organize accounts into lists based on certain criteria. Views can be keep private or shared with all users. You can create, edit, and delete your own views within the Portfolio app. To get you started, Amity provides a number of pre-defined "Quick Views" for all users.
Portfolio Health Report
There is a new report available in the Reports app. The Portfolio Health report helps you demonstrate the financial impact of your customer success and account management initiatives.
Account Health Summary
The account summary dashboard that appears at the top of the page Portfolio app has been improved. Click on "Health Summary" see a summary of account MRR or ACV organized by health score.
Relationship Health Score
The Relationship Health score is now updated more frequently. A new score is automatically calculated whenever an account is updated. In addition, the Relationship Insigne Engine will calculate all scores 4 times a day.
More improvements in the Portfolio app
- Account insights appear in the account summary table.
- The Snapshot panel on the account profile has been expanded. In addition to the account health and MRR/ACV, the panel now displays the next renewal date, the dates of last activity and engagement.
- A Snapshot panel has been added to the contact profile. The panel displays the dates of last activity and engagement.
- Journeys section of account profile has been simplified.
Improvements in the Plan app
The task search box nows search both the task title and account name.