So, you’ve just landed that big, new client? Congratulations! Now comes the less exciting part of your job: data entry. But don’t worry, PensionPro offers several options to help you get that new client into the system quickly and painlessly, including two new rapid entry tools, the SalesPitch Conversion Tool, and even an option to update Plan information by import.
The new Express feature, located with the other “Add Data” options, is perfect for adding a new Client, Plan and Files at the same time. This method is ideal for when you only need to add one new client and their associated information. One of the benefits of this feature is that it bypasses the old method of entering the Client, then entering the Plan and then adding Files as separate steps.
Need to add multiple new Clients and Plans at the same time? The new Express Import Power Tool is like other Import Power Tools in its function: download a template, fill the template with your data and then reimport the template into PensionPro. What’s unique about the Express Import Power Tool is that you can now create and import multiple Clients, Employer Data records and Plans at the same time from one import!
Don’t forget that the SalesPitch Conversion Tool also makes it simple to turn a potential client into an executable Plan. This tool is perfect for sales teams who need to track their leads, then seamlessly transform those leads into current Plans.
Need to change Plan information? PensionPro makes that easy too! The Plan Update Power Tool allows you to export a spreadsheet of your existing Plans, update one or more fields and then reimport the spreadsheet to update multiple Plans at once. With all that power comes great responsibility, so this Power Tool is protected by additional Security Rights to keep your Plan data secure.
With these tools, getting your new clients up-and-running is easier than ever! For more details on these methods, please check out their respective Help & Support Center articles and reach out to our Support team with any questions.
To see these new tools in action, join us for a 30-minute New Features webinar August 28 at 2:00 p.m. ET. Register here.
Rachel Eby
Software Support Specialist