The product performance of MediaMarkt-Saturn Group and other specialty retailers can be automatically checked using AI to validate reported transactions.
Feel free to contact EMPPLAN Support if you’d like to use this feature for your sales force.
The product performance of MediaMarkt-Saturn Group and other specialty retailers can be automatically checked using AI to validate reported transactions.
Feel free to contact EMPPLAN Support if you’d like to use this feature for your sales force.
As soon as you draw a polygon in the CRM map view, the Smart Lead Manager opens and helps you divide areas more efficiently and assign leads to users.
This means you can now assign thousands of user units to as many users as you like in just a few minutes—a task that typically takes several hours in the back office. Using sliders, you can flexibly determine which barrier levels (roads, rivers, etc.) to take into account and ensure an even distribution of leads among the previously selected direct sales representatives and team leads.
Your EMPPLAN instance is now also available via the MCP server for your supported chats and workflows.
Do you use geofencing in door-to-door sales? If so, you can now enable a setting in EMPPLAN that allows all members of a geofence (geolocated boundary) to claim and subsequently qualify leads that are already associated with that geofence. This makes your team even more efficient and flexible. At the same time, it ensures that only one employee can work on a lead at a time.
In addition to the ability to earn qualifications through the EMPPLAN app, the new “Team Lead” user role now also allows the team lead to assign leads to the team lead or members of their team in the administration area.
Would you like to perform a verified age check? You can now use IDNow to biometrically verify driver’s licenses, passports, and even the end customer. Contact EMPPLAN Support for more information.
The “Country” field is no longer required when updating building data. For more information, see the import instructions: EMPPLAN Building-Import
The CRM module has been enhanced with an activity feed on the lead detail view. This allows you to keep track of who changed what data and when. All relevant actions and data changes are logged in a way that allows you to track them historically. Emails and text messages with your customers are displayed directly in the new feed. You can also send new emails and text messages directly from the feed.
The alternative login method using a one-time code (OTP) is now available.
The transaction process can now be displayed in POS mode. This mode is optimized for tablets and maps out the checkout process using graphical navigation through product groups and products. The new mode is suitable for use at festivals or other events that require a graphical interface for transaction entry.
Are you importing additional data fields that weren’t previously created in EMPPLAN? After importing the data, simply switch to the appropriate module and create the imported data fields retroactively in a new, user-friendly overview. Existing data will then automatically be displayed under “Additional Data.”
The CRM import process has been made more user-friendly. There are now even fewer required fields, allowing you to import vendor lead data directly into EMPPLAN without any changes.
With the new “CRM” report type, you can generate reports immediately after a lead is qualified. Depending on the lead’s status, different fields and/or reports can be linked.
Connect your back office directly to EMPPLAN via Sipgate. Whether it’s AI-generated call summaries or text messages – your communication with end customers is now transparently documented in the EMPPLAN CRM.
You can send emails using specific provider templates or your own email templates. Furthermore, customer replies are sent directly to the EMPPLAN CRM. Incoming and outgoing phone calls are automatically logged using AI if you use Sipgate. Text messages can be sent directly from the CRM view, for example to confirm appointments.
The new Konnektor Flow Manager now offers you a graphical interface for defining your automations using drag-and-drop.
The country is no longer a required field when importing leads. For more information, see the import instructions: EMPPLAN CRM Import
The new connector allows Personio to keep HR data in sync with EMPPLAN data. Feel free to contact EMPPLAN Support for more information.
All CRM leads are now available via the API endpoint. A wide range of data filters are available to help you streamline your queries.
When you use the geolocation-based restriction, assigned users are now automatically added to the project as well.
Do you work in teams with team leads who are supposed to receive a share of their team members’ transactions? Then take advantage of the Team Lead Bonus now and set up new commission rules for this.
Track the activities of your direct sales representatives—both historically and in real time—on a map in the KPI dashboard. Use this information to optimize their routes and leverage the data for one-on-one coaching sessions to further improve your closing rates.
With the CRM import, existing customers can now be imported along with leads using their last names or left blank but marked with the lead status Existing customer.
A connector to Leadnodes is now available. This can be used to export leads and import their billing status.
Event labels can now be imported separated by commas. New event labels automatically can be added by the import.
Administrators can now change data fields in the CRM directly by double-clicking in the table cell.
A new appointment calendar has been launched for D2D promoters. This is now available in the EMPPLAN app and can be accessed directly during scheduling.
In the KPI dashboard, you can now create new widgets with just a few clicks and generate valuable insights. What is the qualification status of your project? What about the penetration rate and employee efficiency? Admins and door-2-door promoters can now evaluate all of this live.
The Door 2 features can now also be used offline! This means you can qualify your running lists and even record sales even when network coverage in the area is poor.
Transaction reports are now saved live, allowing event users to switch reports and pick up where they left off later. This allows EMPPLAN to adapt to your non-linear reporting requirements.
You can now define a location as the starting point for the map, for example. This ensures that the map remains focused on the area in which you want to assign and manage addresses.
The revenue column is now available again, so you can see relevant revenue at the event level at a glance.
You can now search for leads to which no employee is currently assigned. To do this, select the Assigned to filter with the value nobody.
The label check-in by supervisor now checks the event user in again as usual.
You can now import users (subcontractors) of your contractors. The FAQ on importing users has been updated. Read more here
Du kannst nun auf Projektebene die Teams-Spalte für Deinen Kunden ausblenden lassen. So bleiben Deine Team-Namen intern.
If your Door-2-Door promoter adds new entries to an address, it checks how much potential has already been created and whether this needs to be increased if necessary. This allows you to map cases in which you have only received insufficient running list data. This makes any statistics more meaningful, as you can always track the processing rate per address or object in EMPPLAN.
The team filter is now also available with the operator is not available.
You can now also create team-specific commission rules directly with the product import. Furthermore, commission rules are no longer duplicated if you accidentally perform the same product import multiple times. More about this here
You can now also create KPI boxes for your promoters and salespeople in the KPI dashboard area. These are displayed to your employees directly in the EMPPLAN app in a new success dashboard. For example, you can publish anonymized rankings at daily, weekly and monthly level. You can also calculate, name and publish your own KPIs.
It is now possible to specify directly when booking on the event group from where stock is to be booked. Until now, the event user was always set here by default. Now any other user, e.g. a team lead or a location, can be selected if the goods are in stock directly at the location, for example.
Do you use the CRM / Door-2-Door widget? Then you can now set at project level that generated leads / sales (transactions) automatically receive the status Reporting accepted.
The lead status for CRM records is now customizable. You can define the colors of the lead status labels yourself. You can also add, activate or deactivate additional statuses at any time. There are changes at data level that affect the import. More about this here
Just in time for the start of the year, you now have access to X documents according to the current standard. If you create a credit note or your employees create an invoice, the appropriate X document is automatically created and sent.
Do you work with subcontractors? Then these can now be managed by the main contractor (subcontractor).
Lead statuses for door-2-door processes can now be changed directly in the list view with a click.
Can order numbers only appear once? Then use the new feature in the Transactions report type. Event users will no longer be able to create duplicates. Please note that the feature requires an online connection, otherwise it cannot prevent the reporting of a duplicate. Of course, the check is then carried out afterwards and duplicates are marked accordingly.
Provisions can now be imported, which are limited to teams. Read more here.
A new status Review pending has been introduced for transactions. This replaces the previous status Ready to invoice
It is now possible for you to enable your administrators to log in to EMPPLAN using two-factor authentication. Common apps from e.g. Google or Microsoft can be used for this purpose.
It is now possible to connect different EMPPLAN instances with each other. This enables new collaboration processes. For example, different agencies can work together in compliance with data protection regulations and implement projects together. Multi-level sales systems can also be mapped digitally, no matter how large your organization is and how many levels you need.
Additional filters have been added to the product view: brand, product number and product type.
Order numbers can now be checked using the REGEX standard. Read more about this in the Training Center.
Transaction reporting no longer generates (subtotals) totals based on product prices if you have not entered any prices. This allows you to operate the EMPPLAN app in a relaxed manner together with end customers and map processes that have nothing to do with the sale of goods and services.
New filter options have been implemented. Numerous new data filters are now available, including project, time period, brand, event user, order number, duplicates based on order number, product, event status, billing status, product group, location, location group.
Have you already added your own fields in the user profile? These are now also available in the table view. Simply use the column management to customize your view.
A CRM function has been added to the transaction reporting. The address data of the event location can be used for this if required. This new feature makes it even easier to implement lead generation projects for the marketing and pre-marketing of telecommunications, energy or photovoltaic services.
As soon as the project managers are stored on the project in the Communication tab, EMPPLAN app users can create a messenger channel for their events so that enquiries can be made quickly and efficiently. The project managers (usually admins) are notified live and can respond immediately.
Product groups can now be nested as often as required, e.g. household appliances –> large appliances –> freezers.
All time periods are now consistently output in decimal form. One hour and 30 minutes now corresponds to the value 1.5.
EMPPLAN app users can now access all relevant appointments (events) for the current day directly via their dashboard.
Checked-in times can now be corrected. Manual booking items can now be added that correct the working time and also correct the remuneration claim if remuneration by time is defined in the project commissions.
Fixed a problem with the note field that occurred when it was configured as a mandatory field.
In the editing mode of a report, it is now possible to configure at field level in “Field appearance for event users” that specific fields can no longer be viewed by the user after the report has been submitted. This increases the level of data protection so that, for example, end customer data can only be viewed by sales staff for as long as necessary.
In addition to the check-in and check-out times, all other times for all other event statuses are now also available.
The reporting time is now also available in the transaction export. This makes it easier to evaluate the performance of events that go beyond midnight.
The filter behaviour obove tables has been further optimized. If only one operator is available, this is selected automatically. Depending on the filter, automatic suggestions for its values appear immediately. Furthermore, the filters can now be operated entirely with the keyboard. Filters can also be removed using the backspace key to get the desired search result even faster.
Event users can now also selectively accept or reject events in the EMPPLAN App using mass actions.
A new target module is available in the project management. This allows you to motivate your event users to taste or sell more. The targets can be defined in terms of quantity per product and product group (e.g. 3 products of product group XY, 5 tastings of pizza Z etc.). You can create different target profiles that you can use for the project’s event groups. These are then automatically transferred to the events. The profiles can always be customized again at all levels if necessary.
A product ID check has been added to the import of sales successes. In addition to the order number, transactions can now also be validated with the product ID in order to update the billing status.
Both the view of event group reports and the Excel export now support the Upload field type.
In Event reports evaluation view now new filters are available: Event status, Event label, Event type, Event user and Location can be used beside Date range and Project filter
The search for fields that can be added to a report has been made more error-tolerant for entries,
If activated in the project, event users (e.g. promoters) can now independently request event locations for the implementation of promotions from their respective clients. You can find more information on this in the Training Center.
The events table in the customer dashboard now remembers the columns you have activated and their order. The Excel export now also takes this into account.
The sales overview in transaction reporting was not displayed in some cases. This is now always displayed.
With the new Amazon S3 plugin you can connect EMPPLAN to your Amazon S3 bucket within minutes. This allows you to integrate Amazon S3 for automated EMPPLAN data exports.
The Drag’n Drop Form Designer has been optimized for performance in order to efficiently process even large reports with over 100 fields in the questionnaire.
The management of project locations has been comprehensively updated and simplified. New locations can now be added to the project even faster via a guided process.
A new connector module enables efficient configuration of connections to other data sources. This means that a quick connection to BI solutions, Amazon S3, DATEV, SAP Cloud or other solutions is now possible. A high-performance UI allows you to set up new connection profiles within a short space of time. Authentication, data mapping and all configurations can be controlled via the EMPPLAN connector UI.
The availability of individual employees is now displayed in the event calendar as soon as a filter is set for a user. The prerequisite for this is that the corresponding user has stored the availability in the EMPPLAN app.
The updated Event Reports report has been launched. The new EMPPLAN UI has been integrated and performance has been optimized.
Event users can now respond to individual messages from admins with a reply in all channels. This creates a new 1:1 channel between admin and event user.
Messenger now displays the users who have already read a message at message level.
Existing users in the channel are no longer displayed as new users that can be added.
Do you use your own fields in locations, products or other EMPPLAN data models? Technical field names can now be renamed. The associated values are migrated automatically, no matter how many data records there are. This allows you to synchronize existing data with third-party systems if required.
Time zone management has been added to the date range filter. This now ensures better usability, especially for one-day evaluation periods.
Once checked in to the event, event users can now add location contacts themselves and thus enrich the quality of the location data.
Users of area events who organize their location visits (events) themselves (field service, team leads, etc.) can now also add new locations that do not yet exist in the project using Google Places and visit them directly with an event.
Locations can now be deleted and deactivated via mass action.
From now on, remuneration can be paid per successful transaction at project level. In comparison to pure product group or product provision, it is now possible to limit the total number of transactions accumulated in the event. You can also use the “from transactions” condition for this. In this way, motivating target achievement bonuses can be implemented with just a few clicks.
The new report designer is here. Benefit from the revised layout and the option to search for fields and drag and drop the appropriate ones into your reports.
The action menu in the open user profile has been expanded to include the block and delete function.
A channel search has been integrated to quickly find the right channel.
EMPPLAN is now available in 30 languages: Arabic, Bulgarian, Chinese, Croatian, Czech, Danish, Dutch, English, Estonian, Finnish, French, German, Greek, Hindi, Hungarian, Italian, Japanese, Korean, Latvian, Lithuanian, Norwegian, Polish, Portuguese, Romanian, Russian, Slovak, Slovenian, Spanish, Swedish and Turkish
The process of submitting the event report by uploading a file is outdated and has been removed. Non-digital reporting is now the standard. Event users can now only submit their report via the submit button. Still need an upload? Simply add an upload field to your reports.
A live calculation of shopping cart and product totals was implemented especially for sales-relevant transactions. This makes it easier to map OTC processes.
The last visit date is now available in the location visit selection process.
The net price field has been removed, as this can be calculated automatically via the gross price to be stored in conjunction with EMPPLAN international sales tax management.
Area events are now available in the EMPPLAN APP for e.g. field service and merchandiser assignments.
Location contacts can be contacted by the event user via Messenger. The messages are delivered to the recipient by e-mail.
Location groups can now be assigned and removed from locations via mass action.
The radius search is now available again in the project. Clusters around all project locations can now be created again to quickly select suitable users.
Event users can store their availability in the calendar. Admins can now access them directly in the event groups. Available event users in the vicinity of the selected locations are now prioritized for faster selection.
Messenger now includes an inbox channel where all relevant notifications and emails appear for event users.
Customers (industry) can, if they have planning rights, add new / missing locations and thus create event groups in one step in the status customer request.
In the event groups, the filters in the event user list and in the available user list can be changed again.
The field type Signature is now available for mobile devices. Thus, a signature of e.g. end customers can be captured in locations.
Promoter billing has been extended to include draft invoices. Freelancers can now transfer billable events into a draft invoice, check it and then convert it into an invoice.
Event users can have their reported transactions displayed as added or accumulated per product.
The update mode Update selected data is now available again.
Filtering according to self-created data fields (More data) is now available again.
An automatic deletion of uploads can now be set in the project to free up storage space. Filled upad forms are then deleted. A time period in days can be configured for the uploads to remain available, e.g. 180 days to keep the uploads on the events for about half a year in your EMPPLAN instance.
The names of event types can now also be edited subsequently.
Submitting the report via upload is no longer supported in the EMPPLAN APP. Please just use an upload field in your event report instead, if needed.
The Customer Budget Management dashboard has been extended with two new columns: Customer Wishes and Events Still Available by Customer Wishes. Thus, it is now possible to get more accurate information about the budget still available taking into account events in the customer request status.
You can now configure the order of all tabs in the event group to be project-specific.
The preview function for reports is now available again.
The edit view can now be opened directly by clicking on the field name.
From now on it is possible to use the new field type Google Places. The field can be used to make any number of check-ins to any number of locations within an event. A Google Places search or a live location can be performed.
As of now, the product report is available especially for field service and merchandising activities. Here, products to be reported per project and location can be defined beforehand. The event user can then enter e.g. start, end stock (alternatively: manual number value) as well as further individual fields per product once per event.
It is now possible to enter multiple transactions (products) in one step, e.g. multiple products for one end customer. This way, individual end customer fields (customer number, address data, etc.) only have to be entered once for all products.
The removal of labels by customers can be limited per group label if desired. Customers can set a label, but not remove it afterwards – usable e.g. for persistent customer releases.
In the project, customers can now be limited to book any customer requests (events created by customers) several days in advance. The number of days can be freely defined per project.
A new tabular view for event groups is now available within the Dashboard module. The focus is on collaborative work with customer users, e.g. to label unoccupied groups.
URLs can now be used in reporting. These can be dynamized by means of variables consisting of user and location data per event, e.g. to quickly enable individual logins in third-party systems.
From now on, channels can be set to “Read only”. Thus, only admins can create messages in such channels, but not, for example, promoters.
Promoters now have the option to manage their events in a list under the menu item My Events. A project and location search have also been integrated, so that merchandisers also benefit from the new view.
Channels of events and event groups are now persistent in Messenger, even if new messages have been read. New messages now appear without delay.
Event labels can now also be assigned in the tabular event overview.
When (subsequently) changing area assignments to locations, these can now also be applied to all events of a project. There is now a new function in the project to update the area cache.
Event users can accept all events of a project with just one click in your dashboard. Event contract management is also taken into account, so all event contracts can be accepted with just one click.
GPS localization can now be configured in more detail at the upload field level to optimize tracking.
When you import events, you can now specify whether events can be moved or deleted by event users.
Event and group labels can now be set quickly via the gear icon. The function is also available for customers if they have access to the labels.
A new KPI dashboard is available. It allows you to develop project-specific KPIs and share them live with your customer.
The EMPPLAN support team can now provide you with customer accounts that no longer have access to event usernames.
Invoicing is now possible again for freelancers via mobile device.
It is now possible to label event groups. In the future, there will be group and event labels, both of which can be managed on a global level in the projects.
It is now possible to delete events in the event overview. Both the events and the event group are deleted. The feature supports deletion by selection as well as deletion by set filters.
For location visits, the event user can decide when to create an event from the data you import. More about this here.
The event report pdf (formerly: daily report) images can now display uploaded images. This can now be configured directly on the report in the respective upload field.
Das Problem wurde behoben.
The problem has been fixed.
From now on, the report type Transactions will only be displayed on event detail pages if a report with this type has been created in Report Management and assigned to the relevant projects. This usability improvement was made to provide the same appearance behavior to all reports.
Admins and customers can now access customer-specific location numbers (e.g. SAP numbers, etc.) again in the event creation process in the location search. For this purpose, the corresponding self-defined location fields must be assigned to the project marker beforehand.
Fields in the report can now be shown rule-based. Operators like or and are available. Groups of rules can also be formed. Reference values are answers in the report as well as products.