Exciting Dash CRM Updates and Improvements!

Subject: Exciting Dash CRM Updates and Improvements!

To our valued Dash Community,

Thank you for all your insightful suggestions and ongoing patience as we continue to enhance Dash CRM. We’re thrilled to announce that Dash CRM is now officially generating leads nationwide and has reached a stage where updates can be scheduled during non-peak hours for minimal disruption.

Recent Updates You May Have Noticed:

• Enhanced Dashboard: Managers can now view leads from all their sales associates in a single location, including the associate’s name, lead date, and originating application. If you manage multiple locations, you’ll still need to switch between them for now, but integrating these into a single view is in the works.

• Enhanced Lead Enrichment: The Leads Section now provides significantly more detailed information about your prospects including age, birthdate, additional emails, colleges attended, and of course social media accounts.

• Navigation Improvements: A convenient back button has been added to easily return to your previous screen. Soon, this feature will be available across all sections.

  
  

Coming Soon:

• Improved Notifications: We’re revamping notification emails to clearly display essential prospect information such as name, phone number, email address, and the source application. You’ll soon be able to click directly from the notification email into Dash.

• Task Section: The task section will give you a view of today’s important planned activities to quickly focus  sales associates.

• Notification Section: This is where you can go to quickly see prospect activity like opened emails and liked inventory, 

• Customer Journey Section:  This is a view where all of your confirmed prospects (not suspects) live. It is a visual representation of how close each of your prospects is to closing.

  
  

Scheduled Maintenance:

We will perform a major system-wide update on July 27th. Dash CRM will be temporarily offline at approximately 2:00-3:00 AM Central Time.

Your continuous feedback is incredibly valuable, guiding us to develop features that truly support your needs and help you sell more effectively. Dash CRM is committed to ongoing innovation to provide the most powerful and user-friendly CRM platform ever developed for the piano industry.

Thank you for partnering with us to make Dash CRM extraordinary!