Welcome to the June 2023 issue of the Talentis newsletter!
We’ve added a huge amount to the platform in the last month or so – here are some of the highlights:
Company records:
They’re here! As soon as you add a person to your company contacts (for example, from a Talentis search, Google or LinkedIn), we’ll create a company record for them. For approximately 20 million companies, you’ll see information such as company logos, industry specialisms, etc – added automatically.
As you engage with more people from that company, you’ll see them appear inside the record, and you’ll see an immediate snapshot of your relationship with the people that work there. There’s no data entry for any of this – it’s like magic!
You can also view any assignments you’ve run for the company and create new assignments from within the record.
Access company records from the hotlinks you’ll find across the system – more functionality is coming.
Word reporting:
Prefer to use Word to write your reports? No problem. Create a report using our Word add-in, and you now have the ability to sync any changes directly back to Talentis itself.
We’ve also increased the ability to brand your reports – speak to your Customer Success Manager if you are interested in this service.
Email integration:
Lots of improvements, including significantly improved workflows for both creating new emails and importing emails.
Saved emails are now visible in “pop-ups” inside the platform.
Record deepening:
We’re adding the ability to store additional information on People, Companies, Campaigns and Assignments. In the last month, you’ll see we’ve added assignment-specific bios, improved tracking of contact data, etc. Expect more of this over the summer.
Coming soon:
More record enhancements, more company improvements and… OpenAI! We’re going big on AI. We have significant plans for enhancements and the first example of this is likely to materialize over the summer. We’re doing something unique. Watch this space!