Product Ideas & Feedback

It would be helpful if the persons name in the SourceWhale extension was hotlinked to the Person record in our Encore CRM. It show the Encore graphic that the record is verified to be in Encore, so we should be able to click the candidates name and have it automatically pop up the Persons profile in the Encore tab, so we don't have to search it by name. This feature is currently enables in Encore with the NIXZ extension which works similarly to SourceWhale, so I expect it should be linkable. This will enable us to easily log activities and update contact info in Encore record. See attached screenshot.

I'm looking for a basic report that will show how many contacts are at each step within a campaign. I can do it within reports to show stages but I specifically want to see the how many are sat at each step. Thanks

I'm looking for a basic report that will show how many contacts are at each step within a campaign. I can do it within reports to show stages but I specifically want to see the how many are sat at each step. Thanks

When using the extension to add contacts to campaigns it would useful to be able to code up the companies that they are working at when a new company is created on the CRM. For example we can code the individual but when their company is created on the CRM all of the information is blank with no way to code up systems, sectors or business size which makes the CRM messy.

Would be great if user settings (email spacing and send limits) could be bulk-set at admin level rather than having to set these user by user.

Within LinkedIn I can already set up an automated followup message. If sourecwhale would already give me the option to copy and paste two messages into LinkedIn that would be great.

If we could see our level of connection with a contact that would be useful. for instance we may be 1st level connected and there may be a phone number on their profile we can retrieve. if we are 2nd or 3rd level, wee know this would not be the case and would not necessarily open the profile. Perhaps a small 1, 2 or 3 next to the icon or colour coded?

It seems that the default is to attribute stats/reporting to the user that adds the contacts to the campaign instead of the campaign owner or user assigned to the step. Because we use an assistant to build and populate campaigns none of our users are getting credit for activities. This seems like a common sense back-end fix to attribute stats to the user assigned to the step instead of the user adding the contacts. This is especially true because sometimes we cross-collaborate on campaigns to "code-switch" and will have one user assigned to the first step and another user assigned to the second step. This is a workaround we've found that allows multiple users to reach out to the same list of people and has yielded us some great results. But, again it's impossible to track in the reporting.

We need a straightforward way to edit a campaign at any time. This will allow us to add important details as they come up, such as new leads or internal recommendations. Waiting for tasks to reach the outbox before making edits isn’t practical, as there may be multiple stages requiring updates simultaneously. It’s more efficient to make changes and send immediately.