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Pitcher Contract
a year ago

Introducing Pitcher Contract

Hi there! Please let me introduce Pitcher Contract, a module designed to increase the efficiency of negotiations between the Field Force and their Customers.

There are 2 user profiles involved in Pitcher Contract process:

  1. Business Admins: they are in charge of creating the contract templates in Salesforce. These templates include all the contract terms, conditions, and goals, which should respect the business and legal rules applicable. Business Admins can block the editability of certain sections to ensure that the Contracts remain 100% compliant.

  2. Sales Reps: Sales Reps will use the prepared templates to generate actual contracts in Pitcher Impact. Sales Reps will prefill the contracts with the data they are able to enter with the editability limits defined by Backoffice, discuss the contracts with customers, adjust them based on their discussion, and aim to capture customer signatures to close deals.

To do so, they can navigate to the Contracts section, where they will find, per Account, both the "Not Signed" and "Signed" contracts. Sales Reps will also be able to create new contracts based on existing templates. 


As part of the Contract flow, once everything is ready to be signed, the Sales Rep can ask the Customer to capture its signature on Pitcher Impact or, instead, to activate a Remote Signature process. 

Face 2 Face process involves having the Sales Rep handing over the tablet to the Customer, enabling them to capture their signature on Pitcher Impact. Meanwhile, Remote Signature process would disable Customer's F2F field from the UI and send an email to the Customer with a link to a Portal where the Customer will be able to:

  1. Review the terms discussed checking a PDF generated by Pitcher Contract, which will include Sales Rep signature.
  2. Provide their signature to confirm they agree on what is specified on the PDF.

Once these steps are executed by the Customer, whether an F2F or a Remote process has been completed, the Customer signature will be added to the Contract, which will become Read Only. The PDF, besides being stored in Salesforce, will be sent automatically to the Sales Rep, Customer and other inboxes defined by Backoffice, which can be Contract-type specific. 

If you are interested in activating Pitcher Contract in your Pitcher Impact setup, please reach your Pitcher contact person. 






















Avatar of authorCristian Viver
Pitcher KAM
a year ago

Introducing Pitcher KAM

Hi there! I want to present our first release of Pitcher KAM. After successfully releasing it to one Early Adopter, the first version of Pitcher KAM is now available for your consideration to be activated on your Pitcher Impact setup.

Pitcher KAM enables Key Account Managers, who are the main point of contact for strategic accounts, to define & manage Account Plans in Pitcher Impact that the Field Force can execute.

Some of the key functionalities that the Pitcher KAM module provides are listed below:

  • Efficient Key Account Management: Simplify the management of key accounts, allowing users to focus on strategic relationships and growth.
  • Objective Tracking: Track progress by setting and assigning objectives within account plans, providing a clear path to measure success.
  • Centralized Information: Access and update key account information in one location, ensuring both KAMs and other users have the latest info at their fingertips.
  • Online and Offline Access: Work seamlessly both online and offline, and manage key accounts even when internet connectivity is limited.

Besides enabling the KAM user to flag the Strategic Accounts as Key Account with a dedicated attribute, Pitcher KAM module account page highlights key attributes, especially relevant for Key Accounts. Meanwhile, the rest of the Account attributes will be visible on the Pitcher Zero card, accessible from the "Details" tab.

Pitcher KAM module introduces the Account Plan object, which allows KAM users to define a number of strategic plans per Account. Those Plans hold a number of attributes, such as the period of time on which they are relevant, their status, the SWOT attributes, and Key Stakeholders, which are Contacts existing in the CRM database that are relevant to the strategic plan. 

The Account Plans can also be linked to Objectives, which define the necessary steps to fulfill the strategy. The Objectives can be linked to Users via Tasks to ensure the relevant Users understand they are responsible for completing them. 

Also, the Objectives can be linked to Calls, enabling tracking of what interactions were performed, aiming to complete what Objectives from a specific Account Plan. 

If you are interested in activating Pitcher KAM module in your setup, please connect with your Pitcher point of contact. 

Avatar of authorCristian Viver
Pitcher Impact iOS & IPadOS
a year ago

Pitcher Impact IOS 2.85.852 Released!

We're pleased to announce a new version of Pitcher Impact iOS is available. In this release, we focused on addressing specific bug fixes:

  1. Resolved a bug that previously permitted the creation of custom decks with only one space in the name.
  2. Fixed an issue in the Advanced Calendar where a deleted call was still visible and not refreshed correctly.
  3. Addressed a problem related to Account Distance Calculation when initiating a call with GPS enabled.

We appreciate your ongoing support and feedback. If you encounter any further issues or have suggestions for improvement, please do not hesitate to reach out to our support team.

Avatar of authorJoan Soler
Pitcher Consent
a year ago

New Enhancements For Pitcher Consent Are Available!

We are excited to announce the release of our latest Pitcher Consent 2.2.1, packed with new features and improvements to enhance your consent management process.

NEW Here's what's included in this release:

Hard Copy Consent Collection:

Introducing the ability to collect consent using traditional paper forms in addition to digital signatures. This feature enables the storage of documents linked to Salesforce (SFDC) records, ensuring a comprehensive and unified consent management system.

Consent Topic Lines in Email and PDF Templates:

Empower your communication strategies by incorporating consent topic lines directly into email and PDF templates. This enhancement allows for a seamless reflection of collected consent within your documented communications.

Phone Format Validation:

Admins can now define and enforce specific phone number validation criteria. This feature adds flexibility by allowing administrators to customize phone number validation based on their organization's requirements.

BUG FIXES 

Addressed various bugs to enhance system stability and improve overall performance.

We appreciate your ongoing support and feedback. If you encounter any further issues or have suggestions for improvement, please don't hesitate to reach out to our support team.

Avatar of authorJoan Soler
Pitcher Impact iOS & IPadOS
a year ago

Pitcher Impact IOS 2.85.842 Released!

We have published a new version of Impact iOS on the AppStore. This new version includes some minor bug fixes.

Avatar of authorJoan Soler
Pitcher Impact Windows
a year ago

Pitcher Impact Windows 2.73.0.0 Released!

We are excited to announce the release of Impact Windows Version 2.73.0.0 on the Windows Store. This update addresses minor issues to provide you with an even more seamless experience.

  • Custom Deck Name Overwriting Issue: Resolved an issue where the custom deck was overwriting the name with an existing one. Now, your custom deck names will be preserved accurately.
  • Incorrect Portrait Visualization: Fixed the problem of incorrect portrait visualization within custom decks, ensuring a more accurate representation of your content.
  • Quick Start Contact Creation: Previously, there was an issue preventing the creation of contacts within Quick Start. This has been resolved, and you can now effortlessly create contacts as needed.
  • Custom Deck Sharing Error: Addressed an error occurring when sharing custom decks with special characters in the title. You can now confidently share your custom decks without encountering any issues.

We appreciate your ongoing support and feedback. If you encounter any further issues or have suggestions for improvement, please don't hesitate to reach out to our support team.

Avatar of authorJoan Soler
Pitcher Admin
a year ago

Pitcher Admin - Release Notes v1.20

We are thrilled to introduce the latest version of the Pitcher Admin Portal, packed with powerful features that empower administrators and partners to take control of Pitcher settings effortlessly. With this release, we've focused on streamlining configuration capabilities, eliminating the need for support tickets or external assistance. Now, administrators can directly manage key aspects of the Pitcher platform, ensuring a seamless and customized experience.

Key Features:

Manage Email Templates:

  • New Email Template Option:
    • Administrators can now create and customize email templates directly within the Pitcher Admin Portal.
    • Tailor templates for specific country enrollments, choosing subject, body, language, and email template for connect invitations, consent requests, samples, and other communications with end customers.

  • Moustache Tags Integration: Leverage Pitcher Moustache tags to enhance template customization, making it easier to create dynamic and personalized content.

  • Branding Flexibility: Easily update the look and feel of email templates to align with your branding, ensuring a consistent and professional communication strategy.

Instance Settings:

  • Centralized Configuration:
    • All settings are now conveniently located in one place within the Admin Portal.
    • Administrators can easily configure Pitcher settings, deciding how to utilize the platform for their reps.
  • Comprehensive Control:
    • Activate and manage various features, including CRM integration, domain CRM integration, GPS, Emotional Feedback, and sharing content options.
    • Simplify the setup process with intuitive controls and straightforward toggles.

Monitoring:

  • User-Centric Logs:
    • Gain insights into user interactions with Pitcher by reviewing comprehensive logs.
    • Assist your support team in monitoring and understanding how reps use the platform, enabling better troubleshooting and issue resolution.
  • Enhanced Support: Empower your first-level support to classify and provide targeted feedback to end users, particularly in resolving issues like CRM synchronization problems.

How to Activate These Features:

To benefit from these powerful features, kindly contact your designated Pitcher representative to initiate the activation process for your organization. Our team is ready to guide you through the setup and ensure a smooth transition to the enhanced capabilities of the Admin Portal.

We appreciate your continued trust in Pitcher, and we are committed to delivering solutions that cater to your evolving needs.

If you have any questions or need further assistance, please reach out to your Pitcher representative, who will be happy to assist you.

Best regards,

The Pitcher Team

Avatar of authorJoan Soler
Pitcher Impact iOS & IPadOS
a year ago

Pitcher Impact IOS 2.85.797 Released!

We're pleased to announce a new version of Pitcher Impact iOS is available. In this release, we focused on addressing specific bug fixes:

  1. Improved the performance when launching custom decks.
  2. Fixed an issue where selecting Outlook to share content now correctly opens Outlook on iOS, instead of the native iOS Mail app.


Avatar of authorJoan Soler
Pitcher Impact iOS & IPadOSPitcher Impact WindowsPitcher Impact Android
a year ago

New Pitcher Impact is available!!

We're pleased to announce a new version of Pitcher Impact available in all stores.

Pitcher Impact iOS & IPadOS 

We are excited to introduce Impact iOS 2.85.785 with a significant enhancement to our app's document sharing capabilities in this release. With this new feature, you can now seamlessly share documents via Outlook and other iOS apps using the default share iOS feature.


What's New:

  • Expanded Sharing Options: You are no longer limited to sharing documents exclusively via native iOS mail. We have added support for sharing through Outlook and other iOS apps, providing you with a more flexible and convenient way to share important documents.
  • Streamlined Sharing Process: Sharing documents is now as simple as tapping the share icon and selecting your preferred email or messaging app. Our app seamlessly integrates with your iOS device, making it easier than ever to share the information you need with the people who matter most.
  • How to enable: Simply enter "useShareDialog": true in your instance settings to activate the new feature.

In addition to this new feature, we also want to remind that we offer other powerful sharing options. You can take advantage of ZeroDrive for secure cloud storage and sharing, as well as Connect for real-time collaboration and file sharing. These additional features are designed to further enhance your productivity and collaboration capabilities.


Pitcher IMPACT Windows 

We're pleased to introduce Impact Windows 2.65.4 with new enhancements in this release that will enhance your use of it. We concentrated on improving essential features and giving you access to the most recent ones. This is what's new:

1. Updated PDF Viewer Library:

  • We've upgraded our PDF viewer library to the latest version to provide you with the most up-to-date features, improved performance, and enhanced security when viewing PDF documents. With this update, you can enjoy a more seamless and efficient document viewing experience. Please review our documentation portal for more detailed information. https://helpdocs.pitcher.com/docs/pdf-navigation-on-windows-platform

2. Minor Fixes:

  • We've made several minor fixes to ensure that our standard user interface (UI) works smoothly on Windows devices. These improvements enhance the overall usability and visual appeal of the app on Windows, making your interaction with our app more intuitive and enjoyable.


Pitcher Impact ANDROID 

In this release Impact Android 3.13.9, we are excited to bring you several updates that aim to enhance your experience with our Android app. We've focused on improving the core functionality of the app and ensuring alignment with our Windows and iOS versions. Here's what's new:

1. Updated PDF Viewer Library:

  • We've upgraded our PDF viewer library to the latest version, as was done in Windows as part of that release. This ensures that you have access to the most up-to-date features, performance improvements, and security enhancements for viewing PDF documents within our app. Please review our documentation portal for more detailed information. https://helpdocs.pitcher.com/docs/pdf-navigation-on-android

2. Alignment of Affiliations Data Model:

  • We've aligned the affiliations data model in our Android version with that of our Windows and iOS versions. This consistency across platforms makes it easier for you to manage and access your affiliations seamlessly, regardless of the device you're using.

3. General Fixes and Improvements:

  • We've applied several small fixes and general improvements to enhance the overall stability and reliability of the app. These fixes address minor issues reported by our users, ensuring a smoother and more enjoyable experience.
Avatar of authorJoan Soler
Pitcher Impact iOS & IPadOS
a year ago

Pitcher Impact IOS 2.85.776 Released!

We're pleased to announce a new version of Pitcher Impact iOS is available. This update focuses on stability, where we fixed an issue related to not allowing to send approved emails without selecting content. On that release, the issue is solved.