Efficio 5.9 2017-04-24T12:50:21+00:00
[minti_headline size=”fontsize-xxxxxl” weight=”fontweight-600″ lineheight=”lh-12″ margin=”0 0 5px 0″ class=”largeheader”]Efficio 5.9[/minti_headline][minti_headline size=”fontsize-xxl” weight=”fontweight-400″ lineheight=”lh-12″ margin=”0 0 25px 0″]Paving the way for the future[/minti_headline][minti_headline type=”div” size=”fontsize-l” weight=”fontweight-300″ lineheight=”lh-12″ margin=”0 0 5px 0″]This version of Efficio is our best yet. By strengthening the core features of our CRM, we are paving the way for what is just around the corner. Integrations with WideOrbit’s API, Katz, Telerep and ShareBuilders, this version makes even more of your data available where you need it most. And we are just getting started. [/minti_headline][minti_spacer][minti_headline type=”div” size=”fontsize-m” weight=”fontweight-300″ lineheight=”lh-12″ margin=”0 0 10px 0″]Learn More[/minti_headline]

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[minti_headline type=”h2″ size=”fontsize-xxl” color=”#1e4616″ weight=”fontweight-600″ lineheight=”lh-12″ align=”align-left” margin=”0 0 5px 0″ class=”largeheader”]Recent features you may have missed[/minti_headline][minti_spacer][minti_headline type=”h2″ size=”fontsize-xl” color=”#295f1d” weight=”fontweight-400″ lineheight=”lh-12″ align=”align-left” margin=”0 0 25px 0″]Activity Sync[/minti_headline][minti_headline type=”div” size=”fontsize-m” weight=”fontweight-400″ lineheight=”lh-12″ align=”align-left” margin=”0″]Activity Sync allows you to quickly sync Activities between your Efficio Calendar and your External Calendar. Yet another technology breakthrough developed by Efficio, Activity Sync creates substantial efficiencies for our customers. Pick and choose which activities you want to sync from your smartphone, tablet, Mac or PC with ease.[/minti_headline][minti_spacer][minti_headline type=”h2″ size=”fontsize-xl” color=”#295f1d” weight=”fontweight-400″ lineheight=”lh-12″ align=”align-left” margin=”0 0 25px 0″]vCreative[/minti_headline][minti_headline type=”div” size=”fontsize-m” weight=”fontweight-400″ lineheight=”lh-12″ align=”align-left” margin=”0″]Manage your sales team with Efficio CRM. Paperless production management with vCreative. We Work Together! Listen to production files without leaving the CRM. [/minti_headline][minti_spacer][minti_headline type=”h2″ size=”fontsize-xl” color=”#295f1d” weight=”fontweight-400″ lineheight=”lh-12″ align=”align-left” margin=”0 0 25px 0″]National Pending[/minti_headline][minti_headline type=”div” size=”fontsize-m” weight=”fontweight-400″ lineheight=”lh-12″ align=”align-left” margin=”0″]Import your National pending data from Katz & Telerep directly into Efficio. This functionality will eliminate the need for National Sales Managers to duplicate their pending in more than one system.[/minti_headline]
[minti_headline type=”h2″ size=”fontsize-xxxl” weight=”fontweight-600″ lineheight=”lh-12″ margin=”0 0 5px 0″ class=”largeheader”]Meet The New Efficio Mobile[/minti_headline][minti_headline type=”h2″ size=”fontsize-l” weight=”fontweight-400″ lineheight=”lh-12″ margin=”0 0 40px 0″]More Features. More Powerful. More Efficio. [/minti_headline][minti_spacer]
[minti_image img=”10317″ align=”center” hover=”image_zoom” animation=”fade-in-from-bottom” delay=”300″][minti_headline type=”h2″ size=”fontsize-l” weight=”fontweight-400″ lineheight=”lh-12″ margin=”0″]The Info You Need
Exactly When You Need It[/minti_headline]
[minti_image img=”10318″ align=”center” hover=”image_zoom” animation=”fade-in-from-bottom” delay=”800″][minti_headline type=”h2″ size=”fontsize-l” weight=”fontweight-400″ lineheight=”lh-12″ margin=”0″]Request Accounts
Wherever You Go[/minti_headline]
[minti_image img=”10320″ align=”center” hover=”image_zoom” animation=”fade-in-from-bottom” delay=”1300″][minti_headline type=”h2″ size=”fontsize-l” weight=”fontweight-400″ lineheight=”lh-12″ margin=”0″]Account Contacts
Pending, Activity & Files![/minti_headline]
[minti_headline type=”h2″ size=”fontsize-xxxl” weight=”fontweight-600″ lineheight=”lh-12″ margin=”0 0 5px 0″ class=”largeheader”]New Integration Options[/minti_headline][minti_headline type=”h2″ size=”fontsize-l” weight=”fontweight-400″ lineheight=”lh-12″ margin=”0 0 40px 0″]All your data in one place.[/minti_headline][minti_spacer]
[minti_image img=”10293″ img_size=”100×100″ align=”center” hover=”image_tilt” animation=”fade-in” delay=”300″][minti_headline type=”h2″ size=”fontsize-l” weight=”fontweight-600″ lineheight=”lh-12″]WideOrbit API + Yield[/minti_headline][minti_headline type=”div” size=”fontsize-m” weight=”fontweight-400″ lineheight=”lh-12″ margin=”0″]Integrate WideOrbit with Efficio Traffic sync to automatically keep your data up to date throughout the day. Work with more up to date and accurate data without manual uploads. [/minti_headline]
[minti_image img=”10294″ img_size=”100×100″ align=”center” hover=”image_tilt” animation=”fade-in” delay=”300″][minti_headline type=”h2″ size=”fontsize-l” weight=”fontweight-600″ lineheight=”lh-12″]ShareBuilders[/minti_headline][minti_headline type=”div” size=”fontsize-m” weight=”fontweight-400″ lineheight=”lh-12″ margin=”0″]The first of many integrations to come, brings your pacing data from Efficio into ShareBuilders. This valuable data will provide even richer data to ShareBuilders analysts and consultants.[/minti_headline]
[minti_image img=”10291″ img_size=”medium” align=”center” hover=”image_tilt” animation=”fade-in” delay=”300″][minti_headline type=”h2″ size=”fontsize-xxxl” weight=”fontweight-600″ lineheight=”lh-12″ margin=”0 0 5px 0″ class=”largeheader”]Google Places Integration[/minti_headline][minti_headline type=”h2″ size=”fontsize-l” weight=”fontweight-400″ lineheight=”lh-12″ margin=”0 0 40px 0″]Search for Business Names & Auto Complete Addresses[/minti_headline][minti_headline type=”div” size=”fontsize-m” weight=”fontweight-400″ lineheight=”lh-12″ margin=”0″]Every address field in Efficio has the power of Google built in. Start typing an address or even a business name and Google will autocomplete and update addresses. [/minti_headline]
[minti_headline type=”h2″ size=”fontsize-xxxxxl” weight=”fontweight-600″ lineheight=”lh-12″ margin=”0 0 0px 0″ class=”largeheader”]Requesting Accounts [/minti_headline][minti_headline type=”h2″ size=”fontsize-xxxl” weight=”fontweight-400″ lineheight=”lh-12″ margin=”0 0 0px 0″ class=”largeheader”]Has Never Been Easier[/minti_headline][minti_spacer height=”60″]
[minti_headline type=”h2″ size=”fontsize-xl” weight=”fontweight-400″ lineheight=”lh-12″ align=”align-left” margin=”0 0 25px 0″ class=”largeheader”]Designed to Be Simple.[/minti_headline][minti_headline type=”div” size=”fontsize-m” weight=”fontweight-400″ lineheight=”lh-12″ align=”align-left” margin=”0″]We listen to our users, and they wanted an easier way to request accounts in Efficio. This latest version simplifies the account request process. This new process reduces the amount of duplicate accounts being entered. Need an address? Type in the account name and our Google Places integration will suggest and prefill the address. [/minti_headline][minti_spacer height=”30″][minti_headline type=”h2″ size=”fontsize-xl” weight=”fontweight-400″ lineheight=”lh-12″ align=”align-left” margin=”0 0 25px 0″ class=”largeheader”]Request Accounts, Wherever You Are.[/minti_headline][minti_headline type=”div” size=”fontsize-m” weight=”fontweight-400″ lineheight=”lh-12″ align=”align-left” margin=”0″]Not every new account starts in the office. Our users wanted to be able to complete the entire request account process from anywhere they are. Request an account from your iPhone, Android or Tablet anywhere they may be. [/minti_headline]
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[minti_image img=”10297″ img_size=”medium” align=”center” hover=”image_zoom” animation=”fade-in-from-bottom” delay=”300″][minti_spacer height=”25″][minti_headline type=”h2″ size=”fontsize-xxxxxl” weight=”fontweight-600″ lineheight=”lh-12″ margin=”0 0 0px 0″ class=”largeheader”]Save Account Documents[/minti_headline][minti_headline type=”h2″ size=”fontsize-xxxl” weight=”fontweight-400″ lineheight=”lh-12″ margin=”0 0 30px 0″ class=”largeheader”]In Efficio, Available From Anywhere[/minti_headline][minti_headline type=”div” size=”fontsize-m” weight=”fontweight-400″ lineheight=”lh-12″ margin=”0″]A safe place for all your files, Efficio is announcing Account File storage.
Store up 5Gb of files in Efficio linked to your Accounts for free. Since Efficio CRM is cloud based, you can see your account files from anywhere.[/minti_headline][minti_spacer height=”25″]
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[minti_headline type=”h2″ size=”fontsize-xxxxl” weight=”fontweight-600″ lineheight=”lh-12″ margin=”0 0 0px 0″ class=”largeheader”]Efficio Just Got Better. For Free![/minti_headline][minti_headline type=”h2″ size=”fontsize-xl” weight=”fontweight-400″ lineheight=”lh-12″ margin=”0 0 30px 0″ class=”largeheader”]No Upgrade Needed. Simply Login.[/minti_headline][minti_button link=”https://my.efficiosolutions.com/Efficio/Security/Login.aspx” color=”color-4″ size=”medium” border_radius=”3px”]My Efficio Login[/minti_button]
[minti_headline type=”h2″ size=”fontsize-xxxxxl” weight=”fontweight-600″ lineheight=”lh-12″ margin=”0 0 0px 0″ class=”largeheader”]We Are Just Getting Started[/minti_headline][minti_headline type=”h2″ size=”fontsize-xl” weight=”fontweight-400″ lineheight=”lh-12″ margin=”0 0 30px 0″ class=”largeheader”]And We Can’t Wait To Show You What’s Down The Road[/minti_headline][minti_image img=”10280″]
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[minti_headline type=”h2″ size=”fontsize-xxxl” color=”#1e4518″ weight=”fontweight-600″ lineheight=”lh-12″ align=”align-left” margin=”0 0 25px 0″ class=”largeheader”]Just Down The Road[/minti_headline][minti_headline type=”h3″ size=”fontsize-xl” color=”#2a5e1d” weight=”fontweight-400″ lineheight=”lh-12″ align=”align-left” margin=”20px 0 10px 0″ class=”largeheader”]TAPSCAN Integration[/minti_headline][minti_headline type=”div” size=”fontsize-m” weight=”fontweight-400″ lineheight=”lh-12″ align=”align-left” margin=”0″]Yield Management and AE productivity is going to the next level. Features like automated proposal grading and real-time client demand monitoring will help managers make better pricing decisions. AEs can stay on track viewing rate card in TapScan and save time with auto-created pending in Efficio. This is only the beginning.[/minti_headline][minti_headline type=”h3″ size=”fontsize-xl” color=”#2a5e1d” weight=”fontweight-400″ lineheight=”lh-12″ align=”align-left” margin=”20px 0 10px 0″ class=”largeheader”]Easier Pending[/minti_headline][minti_headline type=”div” size=”fontsize-m” weight=”fontweight-400″ lineheight=”lh-12″ align=”align-left” margin=”0″]We are hard at work making pending smarter and easier to use. Auto closing pending, easier updating and a more streamlined interface are just a few things to look forward to. [/minti_headline]
[minti_headline type=”h2″ size=”fontsize-xxl” weight=”fontweight-600″ lineheight=”lh-12″ align=”align-left” margin=”0 0 0px 0″ class=”largeheader”]Get Your Sneak Peak of 6.0[/minti_headline]