Introduction

At Meritto, our dedication to enhancing customer solutions and supporting educational organizations like yours in achieving enrollment growth remains a core focus. With this passion, we announce the latest updates to our purpose-built CRM, carefully designed to enhance the versatility and user-friendliness of our product suite.

So, what’s new? Let’s dive right in.

Feature Updates

Say “hello” to Echo– a new way to personalize engagement like never before

Echo, our live-chat tool, makes it easier to connect with students personally and meaningfully. With Echo, your team goes beyond just answering questions — you engage in conversations that boost enrollment and strengthen relationships.

• Drag & Drop convenience
  You can easily position the Echo widget wherever you prefer on the Meritto CRM interface for convenience.

• Never miss a message again

  The widget alerts your team instantly when a new message arrives, ensuring you're always aware and can respond promptly.

• Effortless lead management
  You could always click the widget to access Echo, your central hub for managing messages and leads.
• Focus on the right conversations
  Filter interactions based on in-session and out-of-session students for targeted engagement.

But that’s not all. Click here to read about a whole lot of benefits you can gain from the Echo.

There's more! Now you get a Zing for every alert on student activity

The ability to convert students efficiently and effectively has never been more critical than it is in today's world. So to equip you to embrace the power of real-time engagement, we are excited to launch Zing, our in-house notification engine crafted to keep your sales and counseling teams ahead. Zing alerts your team about activities on assigned leads, facilitating immediate and effective responses. But it does more than just enhance your responsiveness, it streamlines your processes, enabling your team to achieve targets more efficiently.

• Real-time Zings on real-time activities
  Receive notifications in real-time based on activities performed on your assigned leads, enhancing responsiveness.
• Nurture leads with ease
  Click on notifications to be redirected to specific records and start the nurturing process as and when you get a Zing.
• Access notifications, anywhere and anytime
  Receive Zings on both the Meritto web and Mobile App.
• Access old Zings in the notification bell
  Easily access the old notifications in the Notification bell on Meritto Web.

Outreach gets even more simplified as our platform gets even more Unified

Our new Exotel softphone integration within the CRM lets you make and receive calls directly from Opportunities, Leads, and Applications. No more switching apps or missing a beat.

• One Platform, Endless Possibilities
  Access Ameyo and Exotel Softphone through an iframe within Meritto, keeping all your communication needs centralized and efficient.

• Focus on Connecting, not Dialing
  Initiate calls directly from listings and profiles with a simple click, eliminating the need for manual dialing or searching for contacts. This efficiency allows you to focus more on engaging with prospects.

• Gain Valuable Insights & Prioritize Tasks
  All call activities are automatically logged, providing a comprehensive overview for strategic decision-making.

Simplify your Workflow to manage Bulk Applications easily

Experience the advanced version of Bulk Application Upload/Update functionality, aimed at simplifying your workflow and boosting productivity. Here's what you can now do with the upgraded version:

• Save precious time
  Upload applications directly, eliminating the need for separate lead uploads.
• Update with ease
  Update application data using email ID, application number, or lead ID for ultimate flexibility.
• Effortless data integration
  Seamlessly map uploaded CSV labels with Meritto labels for a smooth transition.
• Customize your experience
  Choose to automap or remove mappings, tailoring the data mapping process.
• Streamline data entry
  Assign default values with every file upload, saving you clicks.
• Connect with other systems
  Trigger configured webhook manager logic with every upload request for seamless integration.

Unlock Advanced Capabilities Streamlined Application Management

We are thrilled to enhance your development capabilities with the introduction of the Form and Application API on Meritto’s developer portal. This new addition empowers developers with:

• Retrieve form details
  Easily access detailed information about the fields configured in your application form.
• Seamless application updates
  Update application data with ease, ensuring accuracy and efficiency.
• Create applications in a flash
  Quickly create new applications without hassle, simplifying the application process for your users.
• Dynamic application handling
  Create or update applications dynamically for consistent and efficient data management.