What’s New in Repfabric

January 6,2023

Preparing for a Line Review using Repfabric

Using Repfabric for your Line Review will help you zoom in on exactly what your manufacturer’s expectations are while impressing them with how you can help their business.

Click here to watch the recording.

August 15, 2022

Goals Launch Webinar.

Click here to watch the recording.

June 15, 2022

“Visit Frequency” reminders will appear in morning follow-up email.

When you put in a specific number of days in the “Visit Frequency” field, you will receive email reminders for “Visit Soon” or “Visit Overdue.” Every time someone creates an Activity Journal or an Opportunity, the counter will reset.

May 9, 2022

New “Map” button on Company page.

A button has been added to the company page. You will have to let your browser “know your location” when it asks, in order for this new feature to work.

April 13, 2022

“Watchers” has more notification options

“Watchers” are now available in Jobs and Quotes as well as Opportunities. In Opportunities and Quotes you can check a box when you want the watchers to receive notifications when they have been added or anything has been updated. In Jobs, the notifications for watchers is on by default.

In Opportunities:

In Quotes:

In Jobs:

April 11, 2022

Use “Pitches” in Outlook/Gmail from Sync+

When you are in a NEW email, a reply or a forward, you can now use “Pitches” that you have created in Repfabric.

Open your RF Sync+ panel and click on the arrow next to “Snapshot” > select “Templates” (which is Pitches) > type in the name of the manufacturer or customer, in their own section > then use the drop-down to see all pitches that have been created for that company in Repfabric.

March 31, 2022

Recover wasted space in Opportunities screen!

You can now collapse the left side panel in the Opportunity screen and see more columns. Click the blue arrow at the top of the column.

March 21, 2022

New notification icon for expired users in “CRM Sync”

If you sync your Repfabric with another CRM tool (SalesForce, IS Quotes, Budde Mktg., etc.), you will now see a warning icon if your “token” has expired.

Click on the red triangle warning icon to “refresh.”

Owners and Admins can see other calendars

Owners and Admins can now see another user’s calendar. Click in the field where you see “My Calendar” and type in the name of the user you are looking for. Select their name from the drop-down list to see their calendar.

March 15, 2022

Mobile app updates

• Quotes tab inside available in company record
• “Nearby” sort has been changed to show the closest company
• New icon for “Opportunities” is a bullseye
• Opportunity list will show open opportunities by default. You can choose to see “all” if needed.

March 14, 2022

Jobs & Quotes have enhanced notifications

Any Jobs or Quotes that have a follow-up will appear on the daily follow-up email with the other notifications.

March 7, 2022

More notifications for “Watchers”

A notification will be sent to “Watchers’ on all changes that take place in an opportunity.

New “Goals” Module!

Set goals for individual users in Repfabric. Track activity journals, contacts created, new opportunities, and more! The “Process” button is used to update the screen when you choose a different user.

March 1, 2022

Part number split can be set for “All” customers

In the past if you wanted to create a part number split exception, you would have to list a specific “Customer.” So if you had a filter that you wanted to give credit to Salesperson Z, ANY time it was sold, you had to set up an individual split for each customer.

Now you can set a split that says, “whenever we sell this part number, from this manufacturer to any customer, split the commission this way.”

Jan 13, 2022

“Create with Details” in Aliaser

In the past when you had to create a company while aliasing, you could create a company with very few details. We have added the ability to create a more detailed company record right from the aliaser.

Jan 12, 2022

Sort the line items of a commissionable transaction (Invoice, PO, etc.).

Jan 12, 2022

New Module – “Lend Items” is Available

There is a new module available for “Lend Items.” It is in the “More CRM” menu list. You can keep track of items lent to a customer/end user. Keep track with a detailed record of each item. Pictures can be included to document item.

• Notifications are triggered to lend item watchers when a lend item is transferred.
• It has a “Watcher” field just like opportunities. Notifications are sent to all watchers.
• “Lend Items” will be included in the daily follow-up email.

Jan 6, 2022

New report available “Last Sales Report”

We have added a report called “Last Sales Report.” It can be access from a company record using the “Dashboard” button or in the “Sales Reports” menu at the bottom.

Jan 6, 2022

Enhanced email template when sending email from Activity Journal

Dec 21, 2021

“Update Selected” button added to Quotes page

Use the checkboxes to select multiple quotes, and update “Status” or “Quote Status” in bulk.

Dec 21, 2021

“Specifier” available in a printed Quote

There is now a spot on a printed quote to show the “Secondary Customer” (Specifier). It will show “On behalf of” right above the line items on the quote.

Dec 15, 2021

“Product Family” can be created/edited in “Subtables” menu

Dec 9, 2021

Create an Activity Journal from inside a Task

At the very bottom of a task, you can create a new AJ or link the task to an existing AJ.

Mobile App- Add contacts from more than one company to an Activity Journal

When creating an Activity Journal on your RF mobile app, you can now select any contact in RF. You are no longer limited to the contacts from only the company listed on the AJ. Deselect the radial for “Search for selected company.”

Create new Company while creating an Activity Journal

If you are creating an Activity Journal for a brand new company that is not yet in Repfabric, you can quickly add one as long as you know the “Company Type” and “Sales Team” assignment.

Nov 29, 2021

“Street” has been added as a column on the “Companies” page

Add the column for “Street” address on the company list page.

“Help” and “Tutorials” now available in top right corner of Repfabric

Nov 10, 2021

If you need to reach out to support, or access a tutorial, you can use the “Help” button in the top right corner of Repfabric. If you choose “Support” it will create a support ticket. Choosing “Tutorials” will bring you here, to our learning site.

Exclude contacts from “Inactive” companies when exporting

You can now use the check mark to exclude any contacts that are associated with a company that is marked “Inactive” in Repfabric.

Create PO from “Linked Docs” tab in a Quote

A button has been added to the “Linked Docs” tab inside a Quote so you can create a new PO.

Add attachments to a Quote

There is a new tab in a Quote where you can upload attachments.

Update multiple companies at the same time

“Product Potential,” “Industries,” and “Buying Group” are available options in the Company page when you use the “Update Selected” button.

IS Quotes – only bring in “buy” types of quotes

In “Settings” > “Application Settings” you can choose to only bring in quotes who are in the “Buy” group when pulling from IS Quotes. When this setting is checked, only “Buy” or “Bid Buy” types of quotes will be loaded into Repfabric.

Unlink a Opportunity from a Quote

There is a new icon in Quotes (“Linked Docs” tab) that allows you to unlink an Opportunity.

How to Drive Team Adoption

This webinar is intended for system administrators and owners that want to help solve their frustrations about knowing their company performance, meeting manufacturer expectations to retain lines, challenges with tasks needed to close opportunities and projects, meeting increasing manufacturer thirst for data, and more. Click here to watch the webinar and gain an insight on how to get your team onboard using Repfabric!

Adding an Additional Contact (i.e. A Manufacturer or a Distributor) to an Activity Journal

Have a Manufacturer or a Distributor (or any contact not associated with the customer) attending your sales meetings and you would like to document their presence in your Activity Journal? You can add additional contacts to an Activity Journal easily! This tutorial will show you how!

Contact Synchronization Between Repfabric and Your Email

The beauty of contacts syncing automatically into Repfabric back to your email and into your cell phone is that it’s seamless and quick. In it’s beauty, it is also complex.

This September 10th Repfabric Webinar will guide you through the best practices of Contact Management and Contact Synchronization.

The result will be a deeper understanding of how the function works and what your best moves are to have a clean contact list visible in real-time online, in e-mail and on your phone. Click here to view the recording!

Drive Sales With Email Campaigns Using Repfabric Contact Segmentation

Feel like you’re not getting your sales message out there to the right people at the right time? Would you like to drive more sales while enhancing your email campaigns using Repfabric?

In this webinar, we explored how you can customize and segment your contacts in Repfabric to target specific audiences.

Whether you are using Autoklose, Mailchimp or any other automated email marketing system, Repfabric can group and segment your contacts so you can target the proper audience for each of your email campaigns with ease! Click here to view the recording!

The Life of the Inside Sales Rep – Best Practices for your Success

Inside Sales Reps find themselves with a wide variety of tasks throughout their day: from specifying to handling direct sales lines to assisting other sales reps to creating quotes and invoices. The list can go on-and-on.

Repfabric can be an integral part of the success of the Inside Sales Rep as they work to complete the intricate facets of their responsibilities.

In this Webinar, we showed participants the ins-and-outs of Repfabric that will benefit those of you who are Inside Sales Rep. Click here to view the recording!

Click here to go to the article on this webinar

Close Multiple Opportunities at the Same Time

June 29, 2021

Check off multiple opportunities to close as “Won” or “Lost” as a group.

“Save and New” in Commissionable Transactions

If you need to create multiple commissionable transactions, we have added a “Save and New” button for your convenience.

Reassign Contact

Aug 6, 2021

Move a contact from one company to another. Go to the company that you want to move the contact to > click “Contacts” tab, click “Reassign” button.

Merge Contacts

July 20, 2021

If you assign them to the same company, you can merge 2 contacts together. YOU WILL NEED TO DELETE THE “BAD” CONTACT when merge has been completed.

Set default for “Type” in Commissionable Transactions

• Commissionable Transactions list screen will default to the source type that is configured in the “Settings” > “Application Settings” > Configuration tab at the bottom of the page

• If Source Type is set to Default, then the Source type in Commissionable Transactions list screen will be set to “All” and on new commissionable transaction, source type will default to “Invoice.”
• In list screen, source type, if changed, will remain for the entire session (Until the user logs out).

“Globally Visible” is an export field

July 15, 2021

If you’d like to find out if you have any contacts marked “Globally Visible,” you can now add the column to a contact export.

Opportunity Line Items

June 30, 2021

You can now edit the “Status” of a line item inside an opportunity

and use “Line Item Schedule” tab to plan out a shipment schedule

Default for “New” Commissionable Transactions

You can change the default transaction type in a new commissionable transaction. Go to “Settings” > “Application Settings” and click the “Edit” button and scroll to the bottom of the page. Choose your desired selection and “Save.”

Default “Manufacturer” in New Opportunities

June 17, 2021

Set a default manufacturer/principal that will auto-populate when a new opportunity is created. Go to “Settings” > “Application Settings” click “Edit” and scroll to the bottom of the page.

“Watchers” now available in the drop-down on Opportunities page

June 23,2021

You can now see what opps you or someone else on your team is “watching” by using the drop-down in the top left corner.

Add column for “Customer Contact” in Opportunity screen

June 23, 2021

You can now add the “Customer” contact column in your opportunity screen using the drop down for “Columns” in the top right corner. You can also drag columns to a new location. Make sure to save your settings when you are finished.

Add “Mobile” column to Contacts page

May 24, 2021

You can now show the column for “Mobile” on the Contacts page. Use the drop-down in the top right corner. You can then drag the new column to a new location. Make sure to save your changes using the green save icon.

Update dates in multiple Opportunities at once

April 04, 2021

Place check marks next to the opportunities that you need to update at the same time. Then click the “Update Selected” button. You can update any of the three date fields in your opps.

In a Quote the “Link to Opportunity” has been moved

April 1, 2021

The button to link a quote to an opportunity used to be in the top right corner. It has been moved into its own tab called “Linked Docs.”

Set default commission rate for “Company Split %”

November 23, 2020

If you go to “Settings” > “Application Settings” click “Edit” and scroll to the bottom, you can set a default percentage for the company portion of the split. This helps when creating new sales teams, the company % is assigned by default.