A. What's New: Latest Roam Crm+ Updates
June 2, 2016
New! Reporting For Sales Managers
Video: New Management Sales Reports, Accounts Management by User, and Account Edit in Roam CRM+ 4:18
May 30, 2016
New! Sales and My Accounts Management Reports
Video: New Sales Report, My Accounts Report, and Account Edit in Roam CRM+ Administration 3:43
New Roam+ Sales Reports and My Accounts Management Reports. Additional support material for reports available May 30, 2016.
January 27, 2016
New Strategy AutoSchedule: A given account can be part of more than one zone. A second strategy with AutoSchedule allows you to create a zone based on the type of business or if they handle a particular key product line. With this strategy you create create a schedule to call on only that sub-group of accounts like Trane dealers or Refrigeration contractors exclusively. This allows you to setup custom travel plans to work with that subset of your accounts.
January 20, 2016
New! AutoSchedule in Roam CRM+
Video: Using AutoSchedule Planning Tool in the Roam+ App 4:27
Video: Administrative Guide for AutoScheduler 6:14