CRM Brain Release 2 Overview
David Alexander | Head of Product
18 January 2023
Contents
1 Release overview
2 Existing features enhancements
3 New features
4 Defect fixes
5 Pilot Release 3
Release overview
A new release to the CRM Brain pilot environment will take place on Thursday 19th January,
and will include:
4 1 20
Existing feature New Defect
enhancements Feature fixes
Details of these enhancements are covered over the following slides.
Important – please note that due to the nature of the changes we are making, existing
test data will need to be cleared from the platform. Apologies for the inconvenience this
will cause
Existing feature enhancements
These are smaller changes we’ve made across the platform to improve the overall User Experience (UX)
and have been prioritised for development/release based on your feedback.
• ‘Sticky’ navigation – for the Fact Find and Requirements sections, we’ve improved the UX by
anchoring the controls you use most to the bottom of the page, which should mean no more hunting
for that Edit button!
• Section completion indicators – we’ve made a small tweak to make the section status clearer
• Employment Capture – the employment capture screens have been updated to improve the UX and
make the flow more intuitive
• Loading progress bar – as pages load, there’s now a progress bar included at the top of the screen
to give an indication of progress
Existing feature enhancements
‘Sticky’ navigation – for the Fact Find and Requirements sections, we’ve improved the UX by
anchoring the controls you use most to the bottom of the page, which should mean no more
hunting for that Edit button!
Existing feature enhancements
Employment Capture – the employment capture screens have been updated to improve the UX
and make the flow more intuitive
Existing feature enhancements
Section completion indicators Loading progress bar
We’ve
made a
small tweak
to make the
section
status
clearer
As pages load, there’s now a progress bar included at the
top of the screen to give an indication of progress
New features
These features introduce new functionality you
won’t have seen so far when using CRM Brain.
They are complete enough to provide value to you
as a user, but we plan to iterate based on your
feedback
• Address Book – this allows you to capture and
store contact details across various categories
within CRM Brain. This functionality ranked
highly on the list of useful supporting features
our customers would like to see included
New features
You can now add various company types to your contact list and, once the company has been
created, you can add branch details and individuals to each record
Defect fixes
Defect fixes will address issues identified across the platform during the pilot. These include
(but are not limited to):
• Date validation – adding a ‘five figure year’ was possible in all date fields, leading to
issues with saving progress.
• Filters – you fed back that some filters didn’t behave as expected – these have now been
updated
• Product Capture – LTV – some back-end validation on this field prevented records saving
correctly
• Budget planner – as with Product LTV, the Description field was being validated
unexpectedly on the back end and this caused some confusion, so the validation has been
removed whilst we investigate enhanced UX for the budget planner overall
Pilot Release 3
Below are some highlights of the features we’re working on for Pilot Release 3, which is
currently scheduled for mid February*
• Opportunities management (Enquiry capture/qualification)
• Sourcing Brain integration (Phase 1)
• Case Overview dashboard
• Task management (Phase 1)
• Protection Requirement capture
• Protection applications
• Multi-select dropdown enhancements
Release date and final content to be confirmed
