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Easier Transactions on Searched Results

October 12, 2023

This enhancement allows users to navigate through different objects displayed in search results and take various actions on these objects without leaving the search mode. For instance, when a user performs a search for opportunity names and gets a list of results in the table view, this feature enables them to directly interact with the individual objects in the search results.

The "Easier Transactions on Searched Results" feature is designed to enhance the user experience by making it more convenient to interact with search results within the platform. This feature improves efficiency when searching for and acting on relevant data, ultimately supporting the success of co-selling efforts.

This enhancement allows users to navigate through different objects displayed in search results and take various actions on these objects without leaving the search mode. For instance, when a user performs a search for opportunity names and gets a list of results in the table view, this feature enables them to directly interact with the individual objects in the search results. Common interactions include:

  1. Opening the Summary Panel: Users can easily access detailed information about a specific opportunity by opening its summary panel directly from the search results. This can provide a quick overview of key details without needing to navigate to a separate page.
  1. Grid Editing: Users can make necessary edits to the data of a specific opportunity right from the search results. This streamlined grid editing functionality allows for quick data updates without the need for additional clicks or page transitions.
  1. Moving Between Stages: The feature enables users to change the stage of an opportunity from within the search results. This is particularly valuable for advancing opportunities through the sales pipeline without navigating to each opportunity individually.

Consider a scenario where Company A and Company B are co-selling technology solutions to healthcare providers. The co-selling teams have a vast database of opportunities with different stages, including "Prospecting," "Demo," "Negotiation," and "Closed-Won."

Here's how this feature can be beneficial in this context:

  1. Efficient Opportunity Review: A sales manager is searching for opportunities in the "Demo" stage. With this feature, they can quickly review the search results, open the summary panel for each opportunity to assess its potential, and determine the next steps in the co-selling process.
  1. Streamlined Data Management: An administrator is tasked with updating the "Close Date" for a group of opportunities. They can perform grid editing directly from the search results, making the data management process more efficient.
  1. Pipeline Management: A channel manager is looking to move a set of opportunities from the "Prospecting" stage to the "Demo" stage. With this feature, they can change the stage of multiple opportunities directly within the search results, streamlining the pipeline management process.
  1. Faster Decision-Making: All stakeholders benefit from quicker access to relevant information, which speeds up the decision-making process. This is crucial for seizing opportunities and ensuring that co-selling initiatives progress smoothly.

Discover this and many other new features in the WorkSpan’s Ecosystem Business Management solution. Learn how the WorkSpan Co-Sell App is powering the top business ecosystems in the technology and communications industry to grow their revenue faster by co-selling with partners. Sign-up for a no-cost demo today.

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