Handle Pre-Release Notes, June 27, 2022

New Features and Enhancements

1. Voice-to-Text: Updated for desktop and mobile to latest Google release
2. Microsoft SSO: Integrate Microsoft Office 365 & Multi Factor Auth (MFA)
3. OneDrive Storage: Use shared and individual folders for document storage
4. Outlook Plugin: Link emails and create calls, leads, etc from within Outlook
5. Calendar Integration: Configure any calendar to show in Handle or Outlook
6. Mobile Guide: Updated mobile configuration options to simplify your set up
7. Workflow Templates: Rental, write-downs, price requests, fund request etc.
8. Dashboard Export: Export dashboards to Excel with a single click

Analysis & Forecasting Module

The more we talk about it, the more problems customers solving with it. This new module automatically brings Quoting, Purchase Order, Business System Data, PDFs, and other external data sources together. Some of the top uses have been…

1. Audits: Compare Quotes, PO, and Invoices to optimize pricing
2. Orders: PO and Order Management
3. PDD: Managing Planned Delivery Dates
4. Forecasting: Automating projections and measurements like ETC
5. Deals: See paperless processing and eSign below

Paperless Deal Assembler & eSign

We keep getting asked,“Is it a workflow solution?” Yes, it is…and so much more than that. It reduces data entry, decisions, errors, manual checks, and paperwork time by over 80%.

• Update: Import PDFs, store them as data, and use them to populate forms
• Update: eSignature has officially been updated contact us for pricing

Advanced Modules

1. AOR Intelligence: Automate and Visualize the tracking of your AOR
2. Aftermarket Monitoring: Calculate sales changes
3. Sales Goals: Configure, automate, and report by product, team member, etc
4. Marketshare Sales: Realtime configurable Marketshare sales reporting
5. Post-Sale Workflow: Automated reminders, communications, and tracking

Coming Soon…Updates In Progress

1. Layout Builder: Configure forms, fields, etc. without development
2. Email Tracking: Internal notification email logging to confirm who is notified
3. Connection Monitoring: Admin integration set up, monitoring
4. Mobile App: Streamline data entry, offline access, and push notifications
5. Email Marketing: Expanded integration with Mailchimp
6. Texting Integration: Send and receive texts through Kenect