Apsona’s inline edit feature is gaining a lot of interest from large enterprises. A key reason is that it helps the sales rep to be more productive. A sales rep’s primary goal is, of course, to close deals. Whilst the sales rep spends a lot of time talking to customers, listening to their needs and tailoring the sale, he also needs to document and update all his interactions. Apsona makes this data updating quick and easy.
If you have used Salesforce for any length of time, you know that if an object has record types associated with it, you cannot use inline edit on any of its views. So if you are a sales rep who needs to update a bunch of opportunities, you have to first find them in a view, click each of them in turn, edit and save them, and reopen the view. So each update needs four page refreshes, not counting the actual clicks for editing.
In Apsona, you can just select the Opportunities tabular view. The tabular view resembles an excel worksheet where all records are laid out in rows. Each field value is in a cell which he can click and edit. You can work on several fields in the same opportunity or in different opportunities, and when done, click save. You can invoke pre-built filters at any time to narrow down the list, and then make changes and save the records. You can also build cross object filters on the fly, search for certain data records and make changes without losing context. For example, when working with opportunities, you can select not only Opportunity fields but also fields from any other object related via a lookup or master-detail relationship in either direction (parent or child).
Large enterprises use Apsona tabular views as top level pages. Salesforce admins build Opportunities tabular views with just the fields the sales rep requires to see. Filters are also pre-built for the reps. So now, the rep need only select a filter, make changes to the records and click save. Thus he ends up saving a lot of valuable time.
This is just one example of how inline editing is being used. This feature works across all Salesforce objects, native and custom, in Apsona for Salesforce. If you have not tried out Apsona, please get our free trial from the Salesforce AppExchange.
