We’ve got some (awesome) new features that’ll enable you to do your job even better. Let’s dive right in.
Charts to Download
Enhancing your existing ability to create, edit and delete one or more charts for one or more of your reports, you can now also Download Charts for ease of your and your partner’s use and availability of those charts in PDF and PNG formats.
- Export individual charts in a report
- Export the entire report dashboard i.e all charts in a report
- Expand chart sizes and/or display the entire chart in a new page to display the entire chart, and also download the charts from the expanded view
- Print the charts with ease
Security and Convenience for your WorkSpan Account with Google Single Sign On (SSO)
- Enable Google Single Sign-On-if you want employees in your company to log in with their corporate Google login credentials for safety and convenience.
- Enable Password Login-if you want employees in your company to log in with a WorkSpan specific password.
- Enable both Google Single Sign-On and Password Login-the default option. Employees in your company can log in with either.
New Way For Data Import into WorkSpan
The new Data Import feature allows you to intuitively map and import data for many objects in WorkSpan, including opportunities, sales plans and solutions.
You can import data from your internal CRM, other systems and external data sources.
You can configure the import mapping once and run multiple jobs using this configuration, to periodically refresh your data in WorkSpan.
This automation saves you time and eliminates errors associated with manual data entry.
Furthermore, this feature provides an additional layer of security as you control the users in your organization or partner’s organization that are granted access to the imported records.
Activity Log to Check Object Status
An Activity Log section has been added on the sales plan, solutions, and opportunities, to provide a single consolidated view of all the recent updates across all users, on that shared object.
With the activity log, you are informed in real-time as these updates occur so that you can respond quickly, and also increases the productivity and engagement across users within your organization and your partner’s organization.
You are immediately notified about critical updates such as when new opportunities are added to the sales plan, or when the opportunity stage is updated. You can also view membership updates such as who has been added by whom, who has withdrawn, when a member’s access level is changed, and updates to associated tasks/assets.
The activity log for sales plans and solutions can also be filtered by the pipeline activity that includes all updates to the opportunities associated to the sales plan or solution. Similarly, the activity log for opportunities can be filtered by the pipeline activity such as which sales plans and solutions that the opportunity is associated with.
New Budget Report On Budget Fields in Your Program(s)
A new Budget Report to easily report across budget fields in context of your program(s) has been added.
You can report on one or more programs across budget line items only. E.g. if you want to slice and dice across one or more budget fields such as PR Type, PR Stage, Vendor Number, etc. you can create and run the Budget Report.
Budget Report displays the budget fields in context of the program. For example, you can select a program to report on and then view the resultant budget level fields on one or more campaigns that have requested funding from the program that you choose for your report.
After the report is ready, you can filter the report on one or more of the budget fields such as PR Stage, PR Number, Vendor Name, etc.
More Options to Build Sales Plans and Solutions Reports
Dynamic query option has been added to Sales Plans and Solutions reports to allow you to seamlessly aggregate a set of sales plans/solutions. You can now apply filters on all dynamically sourced fields in your sales plans/solution (including custom fields and fields in the templates) instead of manually adding each sales plan/solution.
Dynamic query based report building provides flexibility and ease, since the filters that you select can have the corresponding result set expanded or contracted as sales plans/solutions are created, updated, or archived.
You can additionally use Advanced Search to select your filter criteria for the sales plans/solutions for your report. This allows you to filter by all the fields including all standard, custom, and template fields available in your sales plan/solution.
Enhanced Security Policies
A new set of security policies can be configured by your company administrators. This provides an additional layer of security to protect against malicious attacks.
In Password Policies section, the admin can specify number of days for password expiration and enforce password history check, e.g. cannot reuse last five passwords.
In Session Policies section, the admin can enforce automatic logouts when a user session has been inactive for a specific period of time.
Multi Currency Support
Currency conversion at the campaign level for seamless currency change has been added. You can easily convert campaign related financial amounts and carry on with the complete campaign workflow even when the program currency that you are requesting funds from for your campaign is different from the campaign currency.
The currency conversion feature helps you run a global business effectively by giving your local users the ability to manage marketing campaigns and tracking invoices in their local currencies, with a handy currency conversion feature. Regional marketing managers can submit fund requests and claims to a global fund in another currency too.
New and Custom Email Preferences on Your Profile Page
The manage email notifications on your profile page have been updated. The email notifications allows you to select the settings that meet your needs. You can select amongst the options that you want to receive notifications about via email. You’ll get an email when any action(s) corresponding to your selections occurs. These notifications are a good way to stay connected with your network and work activities.
Configurable Workflows and Stages For Objects in WorkSpan
To further facilitate joint workflows to allow you and your partners to assign and monitor action items within your teams for each stage, you can now add custom names and order for your stages in the solution or sales plan creation, opportunity management, marketing plan, or activity creation.
You and partners have complete visibility into names and order of stages, stage transitions, and tasks assigned to each stage.
Bulk Share and Bulk Accept
Accelerate on boarding of new users and manage user access efficiently. From the landing pages for sales plans, solutions and opportunities within a sales plan or solution—you can now select multiple records and share with additional users, all in ONE action.
You can also specify the access level to be granted to these users, and the option to either update access level or skip member if a user already has access.
Users being added now also have the option to select multiple or all outstanding invites by simply clicking “Accept”, all in one fell swoop. You’re welcome!
Funding Report Enhancements
Easy, breezy report setup and real-time report data. Our funding report now has even more options to select all the appropriate marketing programs you’d want to include in your report. That’s right!
You can now select programs using a search to quickly identify specific programs to include, or specify a query that will be executed at run-time to determine which programs to build the report for. In short, it means your report can automatically pick up new programs you’ve added based on the search criteria you specify in the report - no need to add it later. Boom.
Knowledge Base Reboot
Our expertise is now at your fingertips. Do you want to get educated on functionality, learn how-to use specific product features, or submit a request? Simply access the Help Center.
Trust and Security
Look, we totally get it. Trust is the most important aspect of going to market with your partners. Read the WorkSpan PROMISE to you at the WorkSpan Trust Center.