Roadmap

Sedona Technologies Sales Workflow™ - Product Roadmap

 

Sales Workflow™ Cloud


Application Enhancements

  • Improved application performance
  • Faster searching and record navigation in step and task grids
  • Faster deal form navigation and saving in the deal forms window
  • Updated UI/UX
  • More mobile friendly with responsive screen design for both desktop and mobile browser users
  • Step and task grids updated with horizontal scrolling and a minimum width applied to both the grid and columns for smaller displays
  • Improved feedback to users through updated success, warning, and confirmation messages
  • Upload files through “drag and drop” functionality
  • Updated grid and column management
  • Reduced management of workflow response button and icon columns for setting width, grid position, and column title
  • Column sizing updated to use a percentage of the grid displayed
  • Enhanced reporting
  • Real time updates of the reporting indexes
  • Transaction Dashboard updated with counts for users, transaction types, deals, tasks, and responses
  • Updated task functionality
  • Due date requirement moved to individual task type
  • Validation of task due date to ensure future date entered
  • Paging and horizontal scrolling in the task information pop-up
  • Improved user and user role management
  • Simplified management of user and user role information, role memberships, and permission assignments
  • Display of user’s last login date
  • Updated user deletion with ability to restore account, display of deleted users, and preservation of workflow transaction information
  • Function to create a new user role through the cloning an existing one
  • Sorting enabled in user and user role grids
  • Revised security model
  • Special user role functionality redefined as standardized role types
  • Store locations associated with user roles through assignment
  • Store Managers and Sales Coordinators defined through user role management
  • Transformed Deal Ownership
  • Deal ownership and current permissions assignment displayed in the Deal Information form
  • Simplified ownership auto-assignment through addition of salesperson’s XID to their user profile replacing the “Auto-Take Ownership” feature
  • Removed ownership override from “Take Ownership” function
  • Enhanced workflow response recording
  • Deny responses prefixed with the word “Denied: “ to denote where the comment originated
  • Return button generates a response note with the step name the deal was returned to and which step it was returned from
  • Expanded notifications
  • Internal notification system to display deal and task notices within Sales Workflow
  • Selection of email recipients for step and date event notifications from a list of current users or roles
  • Option to send date event notifications to only the user(s) currently assigned to a deal or task
  • Extended administrative functions
  • View and manage application configuration settings
  • Display application wide message to users on login
  • Updated step and form management
  • Step paths replaced with list of step types
  • Form file paths and parents replace with list of form types
  • Unused settings checkboxes removed from step and task management
  • Simplified addition of forms using existing form types
  • Application Monitoring
  • Continue to monitor and scale Sedona Technologies Azure Cloud environment to supply our customers with the best application speed and reliability
  • Ease of future enhancements
  • Functionality to provide updates and hot fixes in shorter timeframes


Integrations

  • John Deere Order Management – Sales Center
  • Utilize best practices data connection strategies with emphases towards speed, security, & reliability
  • Integration with PerForma Enterprise® Cloud
  • Archiving of deals and associated deal documents within PerForma Enterprise® Cloud
  • Integration opportunities with EQIUP
  • Evaluate incorporating EQUIP data related to deals: status, amount, and sales data of deals as products are invoiced in EQUIP
  • Integration with Transport Management System (TMS)
  • Evaluate APIs/Integration points available within the Transport Management System
  • Data Analytics
  • Providing consumable data sets for use by our customer’s data analytic tools in order to more easily see the larger picture across the multiple applications driving their business


Research Projects

  • Update Forms
  • Determine and evaluate changes required for deal forms to conform with data available from JD Sales Center
  • Gather customer feedback on forms design and improvements
  • New Modules
  • HR, Rental, Trucking/Transfer
  • Customer Relationship Management
  • Leveraging our customers CRM tools to connect presale operations to post sales process and follow-ups
  • Data Analytics
  • Providing consumable data sets for use by our customer’s data analytic tools in order to more easily see the larger picture across the multiple applications driving their business
  • Multiple workflow paths based on either
  • Data source (JDQuote2, JD Sales Center, etc.)
  • Deal type (Sale, Rental, Reconditioning, etc.)

 

Sales Workflow™ Customer Hosted


Application Enhancements

  • Ongoing Improvements
  • Performance improvement, enhancements, and bug fixes