Listed below are the new and enhanced features added to Opportunity Manager. Items are immediately available unless otherwise noted.
Release: 2.20.1
Fixed Issue with re-ordering the MEDDPICC elements. There was a deserialize instance when trying to save and it is now fixed.
Release: 2.20
Enhanced WINN‑sourced fields now clearly distinguish admin‑defined default descriptions from call notes. Defaults appear first under a labeled “Default Description” header, followed by call notes grouped under date headers. Labels and dates are hidden when not applicable, and new call notes are prepended with their own date for easier readability over time.
Release: 2.19
New Integrated with AI assistanthttp://WINN.AI to update complex OM/SFDC fields:
-
Value Drivers
-
Differentiators
-
Competitors
-
Proof Points
Fixed Duplicate contacts were being created when creating a new contact in the Account Planner
Fixed When a blank contact was added to the account map it was previously unable to be moved.
Fixed After adding a new contact and clicking save, you can now go back and change that contact name to someone else.
Fixed Flow error when creating campaign influence record.
Enhanced Added custom branding to Relationship Mapper to reflect Customer’s branding
Release: 2.18
Fixed Assessment score calculation was throwing an error when dividing by 0 and not calculating the score correctly
Fixed ‘Get Current Data’ error was occurring and has been resolved to no longer show duplicate records
Release: 2.17
Fixed
Fixed
Release 2.16
-
New Drive a united and strategic approach for understanding customer needs, managing the political landscape, and uncovering new opportunities with Account Planner.
-
Enhanced You can now select + New Contact from the scrollable contact list to add a new contact to the Relationship Mapper. The new contact will be saved at the account-level and will enforce your Salesforce’s required contact creation fields.
-
Enhanced You can now print the Value Card/MEDDPICC Qualifier, most recent Guided Assessment with manager feedback, and your Relationship Map by using the new Print All button.
-
Fixed Resolved the issue of the + New Contact button not showing up in the Champion and Economic Buyer fields.
-
Fixed The most recent assessment score and the overall score is now equivalent to the “Last Assessment Score” and reflect the date of the last assessment, eliminating an "average" score.