Pod changelog www.workwithpod.com

New

Create a document directly from your Calendar, simplifying how you can manage your meeting notes

Managing your meeting notes can definitely be a bit chaotic. Today, they are probably gathered in your OneNote - buried in a never-ending list of documents -, or in your Google Drive - 5 levels down into folders.

In Pod, we now allow you to create a new document directly from your calendar - in one single click. Your new document will automatically be assigned the meeting you selected, making it 10x easier to store.

You simply have to go to your Calendar View module in the side navigation bar (and make sure your Google Suite account is connected). Then, you can hover your cursor over a specific meeting and click on the purple tile that will show up.

It will automatically open up a new document and you'll be able to apply an existing template.

Remove the noise. Close more deals 🔥

New

Sellers don't have a single second to waste. No time to click in 5 different places to access the record or document you are looking for. It has to be lightning fast - it's a non-negotiable.

We understand that sellers have fragmented workflows today - navigating through a sea of different tools and different tabs. By bringing everything together, we help sellers save 10+ hours per week in low-value work. We want to help sellers save every possible second of wasted time.

We are introducing Pod's Universal Search Bar. We've collaborated with the amazing team at CommandBar to offer Pod users the ability to navigate through the application in no more than 1 click.

Pod's Universal Search Bar includes the following functionalities:

• Navigate through the different pages of the application (i.e., Pipeline view, Calendar View, Document Hub, and more)
• Open an existing document
• Create a new Salesforce record (i.e., opportunity, contact, lead, account)
• Access quick actions (i.e., new activity logged, new meeting, new document)
• Access user settings & sign-out
• Much more…

The same Pod experience - even faster and simpler to use!

Remove the noise. Close more deals 🔥

Time is the only finite resource. Better use it wisely. Pod helps you know where you focus, effortlessly

You all have 20, 30, 40, or even 50 deals in your pipeline at any given time. That's a lot. We heard from our users that they get in front of their computer on a Monday, wondering whether they should work on this shiny new deal that might close next month or work on reactivating neglected deals.

But how to know? So many things in the decisions.

Pod's Customer Engagement Score is an easy way to quickly know where to focus your time - which deals need your attention. Our AI-powered score is specifically calculated for your pipeline and the type of deals you focus on

Pod's Customer Engagement Score is based on a variety of factors:

• The funnel velocity of your delas
• The number of customer touchpoints in the past month
• The number of customer stakeholders involved so far.
• More to come (i.e., email sentiment analysis, call analysis)

We help our reps make smart decisions on which opportunities to focus on, versus which ones to stop burning energy on. Less time on low-value work. More time on selling.

Bringing the power back to the reps 💪

We all know Monday.com & Asana are way too complicated for you. Pod task manager is built just for you. Simple & Easy.

As an account executive, you constantly have 50 different balls in the air at once. Between all your admin work, your prospects to follow up with, and proposals to draft, it's too easy to forget about one.

We want to make it easy for you to stay on top of your work and stay organized. We are introducing Pod's new Task Manager.

No need to maintain a static list of tasks on your notepad or be buried in stickies. Track your tasks within Pod's all-in-one sales workspace.

Pod's Task Manager includes the following functionalities:

• Access your tasks from anywhere on Pod through our floating tile
• View your full list of tasks
• Create a new task, with customizable fields (i.e., title, due date, owner)
• Assign and Sync tasks to specific Salesforce opportunities or contact
• Mark individual tasks as completed and delete old ones

We will not pretend like we are reinventing the wheel here - we just want to offer our users a simple, yet helpful task management option directly in Pod, so they don't have to maintain one elsewhere.

Bringing the power back to the reps 💪

Long comes are the days where your notes are all over the place

We've heard from many users that note-taking was a core part of their daily workload - account plans, meeting notes, scorecards, and more.

Unfortunately, today, each and every rep has their own way to track notes, oftentimes using disconnected systems where information is difficult to retrieve information.

We want to elevate the note-taking experience from a punitive one to a more insightful, collaborative, and helpful experience for reps. We just launched our Document Hub - a single place where you can manage all your documents.

Pod's Document Hub offers the following functionalities to our users:

• Review summary of notes for your whole organization
• Review private and shared notes
• Search, sort, and filter notes based on a variety of criteria (i.e., type, opportunity, owner)
• Create rich notes in a text editor synced in real-time: configure headings and include links, images, tables, etc.
• Assign documents to specific meetings
• Sync document to Salesforce, to a specific opportunity, account, or contact
• And more.

We are starting with notes and eventually expanding to sales enablement - bringing together the most relevant playbooks, templates, and presentation decks to help you have the best sales discussions.

Pod is the only sales solution built for you, not your boss 💪

With the new Activity Hub, we are improving your visibility on deal progress

We've heard from sales reps how important tracking deal activities was in their day-to-day. It provides them with a clear understanding of how their pipeline is progressing, which stakeholders are involved, and much more.

This way, reps always stay on top of their pipeline and move deals faster down the funnel.

This is why making it easy for reps to view deal-specific activities and log them to Salesforce was critical. And it all starts by connecting with Google Workspace. We just launched our Activity Hub, building an overview of key activities and simplifying the Salesforce sync experience.

Pod's Activity Hub includes the following functionalities:

• Direct integration with Google Calendar and Google Mail
• Automated routing of meetings & calendar to specific deals
• Categorization of events: Customer meeting, internal meeting, call, email
• Review of event-specific details (e.g., date & time, attendees, hyperlink, description, etc.)
• Log Google meetings directly into Salesforce in 1 click
• Manually log-in activity in Salesforce using Pod simple form
• Get alerts for inactive opportunities or upcoming meetings

One of our core value propositions is to make it easy for reps to access critical information. This new feature is a testament to this mission!

Bringing the power back to the reps 💪

Pod is now integrated directly with your favorite enterprise CRM!

We know how foundational your CRM is to your sales operations: structured data management, improved visibility, more accurate forecast, and more.

However, we also know that there is not a single account executive who enjoyed updating their CRM. We want to make this experience faster, more intuitive, and more insightful for sales reps.

We are introducing Pod's Pipeline View - a unified dashboard where you can navigate and update your pipeline without EVER going into Salesforce.

Core features released:

• Review your company's opportunities, accounts, leads, and contacts
• Update any fields and directly sync the changes to Salesforce
• Configure your view, specifying the columns of your table
• Sort and search for a specific item
• Filter using multi-factor logic
• Create a new opportunity, account, lead, and contact
• Assign new contact to an opportunity (including their role and whether it is a primary contact)
• and more…

Through this integration, Pod can save you 2-3 hours per week. This is time you can spend on prepping for an important customer call or getting coached.

Bringing the power back to the reps 💪

Pod's changelog is here!

At Pod, we believe that transparency, feedback, and authenticity are secret weapons to building our company.

With that in mind, we've decided to #BuildInPublic - we want to bring you along on our journey and most importantly, build a product that meets your needs and addresses your most pressing pain points.

Big news today, we're officially launching our public changelog so you're always up to date with all the updates, improvements, and fixes on our platform.

Even though we work on Pod day-in-day-out, we recognize that you might not always know what is happening. This changelog is here to improve that essential part of the communication between you and us.

You'll always receive an update as soon as something changes. If needed, our full update history is available via our public changelog page.

Follow-up our story across LinkedIn, Twitter, and our website!

Bringing the power back to reps,