The Koncert Dialers November'24 Release includes enhancements that will bring you a better Koncert experience.

The topics are as follows:

▼ UI Enhancements

New User Interface

Help & Support feature

Relocation of Zoom Controls

Test Audio feature

▼ Dialing Session

Dialing Session Updates

New Callbacks Tab

Enhanced Filtering Features

Settings Summary - Battlecards

Enhanced Call Disposition Pop-Up

Automatic retrieval of Phone types

One-Off Call – Instant Dialing of any prospects

▼ Lists

Importing Prospects with Associated Tags

Email-Based Quick List Creation

▼ Call Recordings

Updated Call Recording Controls

▼ Analytics

Call outcomes Report

Simplified Report Selection and Retrieval

List performance Report - New Columns

Persistent Customization in Reports

New Visual alert

▼ Administration

Enhanced Field Mapping for Seamless Integration

Battlecards

Personas

List Specific Battlecards

▼ Workspace

Enhanced Security with Multi-Factor Authentication (MFA)

UI Enhancements

New User Interface

The Koncert app now includes a brand-new User Interface (UI) designed to improve navigation, simplify workflows, and enhance the overall user experience.

Switch to new UI:

A Switch to new UI button is available at the bottom-left corner in the menu. The users enable the toggle to explore the new UI.

In the new UI, you can switch back to the existing UI anytime by disabling the New Interface toggle button located at the top.

Navigation Revamp:

The Menu on the left side has been moved to the Top and the tabs are now grouped logically to improve accessibility.

Grouped Tabs:

Dialers Menu:

All dialer-related products, such as AI Flow Dialer, Parallel Dialer, Agent-Assisted Dialer, and Lists, are now consolidated under the Dialers menu in the top navigation. This update provides users with easier access to all dialer tools in one centralized location.

Administration Menu:

• For Admins: The Administration menu now serves as a centralized hub for configuration and management, featuring the following tabs: Administration, Caller IDs, and Settings.

• For Users/Managers: The same tabs are accessible; however, access to the Administration tab depends on permissions granted by the admin. If access is not granted, only the Settings menu will be displayed, which includes the Settings and Caller IDs tabs.

Remote Salesfloor:

The Remote Salesfloor menu now includes both Remote Salesfloor and Remote Coach, grouping related features for improved organization.

Benefits:

• Improved Usability: The consolidated menus and streamlined layout make navigating and managing tasks more intuitive.
• Flexibility: Users can easily switch between the new and old UI as they adapt to the new changes.
• Efficiency: A cleaner design and logical grouping of features help users save time on frequent actions.

We encourage all users to explore the new interface, take advantage of its enhanced features, and provide feedback for future improvements.

Help & Support feature

A new Help & Support icon has been introduced at the top of both existing and new interfaces. The features Knowledge Base and Product Tour have been grouped under this icon.

This provides a central location for accessing guidance and usability tools.

Relocation of Zoom Controls

The zoom-in and zoom-out options have been relocated under the Profile icon at the top right corner of the screen to improve accessibility and streamline the user interface.

Test Audio feature

Koncert introduces a new Test Audio feature to ensure that your connected microphone and speaker are functioning properly. A Mic icon has been added to the right side of the Koncert application, next to the Audio Status in the Session tab. This icon allows you to quickly test your audio devices.

When you click the Mic icon, a Test Your Mic/Speaker window will appear.

Microphone Settings:

Microphone Dropdown: The window will show a dropdown under Microphone to select the microphone device connected to your system.

Visual Feedback: Once you select your microphone, you will see oscillations or sound waves, indicating that the microphone is functioning correctly.

Speaker Settings:

Speaker Dropdown: Similarly, you can select the Speaker device connected to your system using a dropdown.

Audio Check: Once selected, you can listen to the audio through your speakers to confirm they are working properly.

After testing the microphone and speaker, enable the checkbox Use this Mic/Speaker to confirm your selected devices for use. Once enabled, the selected microphone and speaker will be displayed in both your Dialing Session and Remote Salesfloor - Sound Devices section.

This feature ensures that users can easily verify their audio setup before starting a session, preventing potential audio issues during interactions and providing a smoother, more reliable experience.

Dialing Session

Dialing Session Updates

We’re thrilled to introduce significant updates to the Dialing Session tab interface, focusing on enhanced usability, performance, and functionality. Here’s a detailed summary of the improvements:

Enhanced Tab Management

• New Callbacks Tab: A dedicated Callbacks tab has been introduced to streamline the tracking and management of callbacks. Refer to the section Enhanced Call Management with New Callbacks Tab.

• New Canceled Calls Tab: A separate Canceled Calls tab has been added, allowing users to review and manage canceled calls efficiently, ensuring no missed opportunities.

• Clear Tab Organization: Tabs for Dialable Prospects, Recently Dialed, and Non-Dialable Prospects have been optimized for better clarity.

Improved User Interface and Navigation

• Today Stats: The "View your stats" label has been renamed to Today Stats for a clearer and more actionable summary of daily performance.

• Customize Icon Upgrade: The Customize View button is now replaced with the Customize View icon.

• Clear Contacts: The Clear Contacts in View button has been moved to a more prominent location at the top of the Advanced Settings section. 

• Timestamp for List Refresh: A Timestamp has been added next to the List Metrics info showing the last time the contact list was refreshed, ensuring users are always working with the latest data.

The timestamp will automatically update whenever a list is refreshed or uploaded into the Dialing Session tab. The refresh date will also reset when the list is re-uploaded or manually refreshed, ensuring that users always have the most current information on their lists.

New "One-Off Call" Feature

A One-Off Call icon will appear to the left of the Mic icon after connecting with the Phone Bridge.

This feature is used to initiate a One-Off call, i.e. immediate calls to prospects. These updates aim to make your Koncert Dialer experience more efficient, intuitive, and productive. Refer to the One-Off Call – Instant Dialing of any prospects section.

New Callbacks Tab

A new Callbacks tab has been added to the Dialer interface, providing a dedicated space for managing and tracking callbacks. This powerful addition offers several key benefits:

Here, you can view 3 sub-tabs.

• All – Shows the complete list of callbacks, including both answered and missed.
• Answered –  Displays the list of callbacks that were successfully answered.
• Missed –  Displays the list of callbacks that were not answered.

The count of each metric will be displayed.

Enhanced Filtering and Sorting

• Date Range Filter: Filter callbacks by date range (Today, Yesterday, Current Week, Last Week, Current Month, Last Month) to easily identify and prioritize urgent callbacks.

• Search by Name/Phone: Quickly search for specific callbacks by contact name or phone number.

• Sorting Options: Sort callbacks by date, contact name, or account name to organize them in a way that suits your workflow.

Timestamp of Refresh

A timestamp is displayed on the Callbacks tab to indicate the last time the data was refreshed. This ensures that you are always working with the latest information.

Clear and Concise View

The Callbacks tab provides a clear and concise view of essential callback information, including:

• Contact name
• Account name
• Phone number
• Date of the callback
• Duration of the callback
• Status of the callback
• Call Disposition. Applicable only for Answered sub-tab

Settings

The Settings button allows you to customize the following preferences.

Real-time Notifications

In-App Notifications: Enable to receive instant notifications for new callbacks directly within the Koncert app.

SMS Notifications: Enable to receive SMS notifications for callbacks. Upon enabling, an alert prompts you to configure the notifications for SMS alerts.

Allow – Click on this to proceed to the next steps.

Select your call status (Ringing, In Progress, or No Answer) under the section "Notify when the call is". The SMS will be sent only based on the call status selected.

Call Forwarding

Call Forward to: You can configure a phone number to receive calls as well as SMS which notifies you about the callbacks.

In order to receive callbacks or SMS notifications, Koncert will verify the phone number you entered over a call and SMS.

Phone Number Verification:
After entering the phone number, a prompt will appear asking for the One-time password (OTP). The user will now receive the OTP via a phone call from the Koncert team. Once the OTP is entered correctly, the message Phone number verified will appear to confirm successful verification.

SMS Verification:
After your phone number is verified, Koncert will send you a confirmation SMS. Once the SMS is delivered, you will see a message stating SMS Verified.

After completing the verification process, you will receive SMS notifications whenever a callback is received.

By incorporating this new Callbacks tab and its advanced features, we aim to empower you to manage your calls more effectively and boost your overall productivity.

Enhanced Filtering Features

In addition, a new Hidden by Filters tab has been added to display records that are excluded from the current filtered view. This allows users to track which contacts are hidden based on the applied filters.
Improved Filter Display.

These enhancements improve filter visibility and user experience while retaining all existing functionalities, including the ability to add, edit, and clear filters seamlessly.

Settings Summary - Battlecards

A new section Battlecards has been added under the Settings Summary window where the list of available battlecards will be visible. You can select the battlecard as you wish. The Battlecard selected here will be displayed directly within the Call Disposition window under a dedicated Battlecards tab. 

Refer to the Battlecards section.

Enhanced Call Disposition Pop-up

We are thrilled to introduce a revamped Call Disposition popup with improved UI, enhanced functionality, and a user-friendly layout. These updates are designed to make navigation easier and workflows more efficient.

New Tile-based Layout

Information is now grouped into distinct sections, improving visibility and navigation. A modernized design ensures users can easily find critical information.

Reorganized Action Buttons

Frequently used action buttons like Save & Pause and Dial Next Number have been relocated to the bottom of the Current call notes section for better accessibility during calls or updates. This change ensures a consistent workflow across devices and screen sizes.

Introduction of Three Key Tabs

Koncert introduces two tabs: Quick View and Battlecards.

• Quick View: Provides an overview of key prospect details in one place. This is the default view, where you can see Prospect Fields, Prospect Notes, and Activity sections, along with the newly added Account Fields section.

Additionally, a sub-section, Account Activity, has been added under the Activity section to display the top 10 activities for the account in a new tabular design that separates Prospect Activity and Account Activity for a more logical layout.

• Battlecards: The Battlecard selected in the Settings Summary will be displayed directly within the Call Disposition window.  This provides sales enablement content and competitive insights for users. Refer to the Battlecards section.

Admins have the ability to specify whether Quick View or Battlecards will be the default tab when the Call Disposition window appears. This setting can be configured under the Default Tab section in Administration » Company Setup » Call Disposition.

The updated Prospect Detail View is designed to improve usability, streamline workflows, and provide all necessary information at your fingertips. Explore the new features and enjoy a more productive experience!

Automatic retrieval of Phone types

In the latest update, whenever a new organization is created or a Sales Engagement platform is integrated with Koncert, the system automatically retrieves and displays the available phone fields from the respective CRMs/SEPs (Sales Engagement Platforms). These fields are then auto-mapped and organized under the Custom Fields tab under Administration within Koncert.

By automating this process, Koncert significantly improves efficiency, reducing manual work and ensuring that phone fields from integrated platforms are correctly represented and easily accessible to users. This feature is particularly useful for teams that rely on accurate and up-to-date phone information across different systems, facilitating smoother communication and outreach efforts.

One-Off Call – Instant Dialing of any prospects

Koncert introduces the One-Off Call feature on the Dialing screen, designed for making instant calls to prospects. This enhances your ability to connect with any prospect quickly and efficiently, streamlining the call process.

A One-Off Call icon will appear to the left of the Mic icon after connecting with the Phone Bridge.

Clicking the One-Off Call icon will open the One-Off Call (CRM/SEP/CSV) window. Koncert searches for available prospects based on the CRM/SEP selected in the Source dropdown under the Settings Summary window.

In this window, you can enter the prospect’s contact name. If the name already exists in your CRM/SEP, a list of matching contacts will appear, along with their phone numbers, based on the phone columns selected in the Settings Summary window. A maximum of 10 prospects will appear while searching.

For instance, if Salesforce is selected in the Source dropdown, Koncert will search for the prospect within the Salesforce account and display the results.

For standalone orgs (i.e., CSV lists), Koncert will search the available lists in the Koncert application if no Sales Engagement Platform is integrated. However, if a Sales Engagement Platform is integrated with the standalone org, Koncert will search for the prospect within the integrated Sales Engagement Platform.

Once you select a contact, the call will be initiated through the Click Dialer. The Click Dialer - Call Disposition popup will then open, allowing you to record the call outcome and add any relevant comments.

You can view call metrics in the Call Recordings and Analytics tabs. All call recordings and associated analytics will be accessible for review and tracking.

As with all calls, an activity record will be automatically created in your CRM/SEP for the call made, ensuring that your sales data is always up-to-date without manual input.

If the name you entered does not exist in your CRM/SEP, Koncert allows you to add the prospect directly to the respective CRM/SEP. Click the Add a Prospect button.

A window will appear where you can enter the Account Name, Contact Name, and Phone Number.

After entering the details, clicking Save & Call will initiate the call and automatically add the prospect to your CRM/SEP as well as to the current dialing list in the Dialing Session tab.

Benefits:

• Instant Connectivity: The One-Off Call feature allows you to quickly dial prospects without the need to navigate complex processes, increasing your ability to engage in real-time.
• Seamless Integration: This feature is fully integrated with your CRM/SEP, ensuring that all activities, call outcomes, and new prospects are automatically recorded and tracked.
• Improved Productivity: With the addition of the phone icon and simplified calling process, you can make calls more efficiently, leading to a more streamlined workflow and faster response times.

This feature is designed to enhance your calling experience by making it easier and faster to connect with prospects while ensuring that all relevant data is captured for follow-up and analysis.

Lists

Importing Prospects with Associated Tags

Koncert enables importing a list from the Sales Engagement platform with tags. This feature is available for Salesloft and Outreach only.

A new Tags field has been added in the Add Records from Salesloft/Outreach window when uploading a record, where you can select tags. You can filter and import any prospects from Sequences/Cadences, Pending Calls, or Manual Calls based on tags.

For Salesloft, the available tags will appear in a dropdown menu. The list will be imported with the prospects filtered based on your selected tags. Multiple tag selections are allowed. Only prospects that match all the selected tags will be imported.

For Outreach, users must manually enter the tags in the Tags field, with multiple entries allowed.
In all cases, only the prospects with the selected tags will be imported, ensuring a more targeted and customized import process.

Email-Based Quick List Creation

Quick List is a powerful, convenient list that helps you call prospects at the most relevant moments, boosting your chances of increasing pickups and booking more meetings. Calling prospects outside of scheduled tasks can be an effective strategy. Applicable only for Outreach and Salesloft.

How Quick List Works?

Quick List allows you to reach out to prospects without needing an active task.

A new list People who opened or clicked emails recently has been added to the Lists tab and will be made available by default.

Also, this will be available in the Search/Upload Lists & Follow-Ups section under the Settings Summary window.

This list includes all actively sequenced prospects in Email touch/step who have opened or clicked the emails at least twice.

If you import this list to the Dialing Session tab and dial a session, only the activity will be created for the Quick List. The calls to prospects from the Quick List will not advance or complete existing touches/steps.

In Salesloft, even if prospects are removed or exit the Sequence, they will remain in the Quick List.
If needed, you can remove prospects by marking them as Do Not Call (DNC) if they should no longer be contacted.

Call Recordings

Updated Call Recording Controls

We are excited to introduce improvements to the Enable Call Recordings feature, designed to give administrators greater control over call recording settings for the entire organization.

Previously, if the call recording feature was disabled, the admins needed to reach out to Koncert support for reactivation.

With this update, admins can now easily re-enable the feature themselves by simply toggling the switch again. This change streamlines the process and allows for quicker adjustments as needed.

To help prevent accidental changes, a confirmation popup has been added when admins try to disable the Enable Call Recordings toggle.

This prompt ensures that admins are fully aware of the implications of their actions before proceeding.

If the admin confirms, the Call Recordings tab will be disabled for the entire organization.

Only the Settings subtab and the View Audit Trail will remain accessible, allowing the admins to re-enable the feature and review change logs when needed.

The View Audit Trail provides a detailed log of changes made in the Permissions and Settings tabs, including logs of who enabled or disabled the call recordings feature.

These enhancements aim to improve the user experience and provide more flexibility for administrators in managing call recordings.

Analytics

Call outcomes Report

A new Call Outcomes report has been added under the Analytics » Advanced sub-tab. This report provides the consolidated Call outcomes logged by the Talker (Sales Rep) and Dialing Agents/AI as separate sections namely User Dispositions and Non-connected Dispositions, during the date range selected.

Dispositions marked as Conversation in the Administration » Call Disposition sub-tab will be highlighted in green under the User Disposition section. Meanwhile, the outcomes Busy, Failed, and Talker Busy - Unanswered Call Canceled under the Non-Connected Disposition section will be highlighted in pale red.

Simplified Report Selection and Retrieval

We’ve made significant improvements to the report selection process, consolidating and streamlining the experience for better usability. Here’s what’s new:

Previously, reports (e.g., AIFD Executive, AIPD Executive, and Koncert Executive) were separated by different products, resulting in multiple versions of similar reports.

Now, these have been consolidated into single unified reports. This applies to the following reports. 

• Executive summary
• All Calls
• Talker Call Disposition
• Weekly Summary
• International Summary

Instead of selecting a report for each product, users now select a single report from the available list (e.g., All Calls, Executive Summary).

Once the report is selected, use the Dialers filter to specify the product (e.g., AIFD, AIPD, or others). This retrieves the selected report tailored to the product.

For example, select Executive Summary report, and then AIFD under Dialers. This retrieves the Executive Summary report based on the AIFD product.

This simplifies report management while maintaining comprehensive functionality and making it easier to find and prioritize relevant reports with fewer clicks.

The Dialers filter will be disabled or grayed out for the following generic reports:

• Network Latency (formerly known as Koncert-Network Latency Report)
• Do Not Call (formerly known as Koncert-DNC Report)
• Parking Lot (formerly known as Koncert-Parking Lot Detailed Report)

Additionally, the brand name "Koncert" has been removed from all existing reports. Going forward, only the report name will be displayed, with the Koncert branding omitted where applicable.

List performance Report - New Columns

Several new columns have been added to the List Performance report. Users can select and add them to their view through the "Select Columns" window if desired. These new columns include:

• Dial Time – Total duration of time each call was connected (in HH: MM XM).

• Hold Time – Total time a user is on hold in all dialing sessions during the selected date range in HH: MM: SS format.

• Wrap Time – Time duration between call ‘Hang Up’ and ‘Save & Pause’ or ‘Dial Next Number’ or ‘Dial Next Contact’ in HH: MM: SS format.

• Wait time (Avg) – Average wait time between each connect in ‘hh:mm:ss’ format.

• # Dials to Meetings – Total no of Dials/Total no of Meetings.

• #Connects to Meetings – Total no of Connects/Total no of Meetings.

Persistent Customization in Reports

Any adjustments made to the reports, such as resizing columns or wrapping column names, will be saved and remembered. The next time you access the report, these customizations will be automatically applied, ensuring that the report appears exactly as you previously configured it.

This feature helps maintain consistency and saves time by preserving your preferred settings for future visits.

New Visual alert

Koncert provides the ability to display all available records across all reports upon request. A new visual alert has been added to inform users: Please note that the screen may load slower if all records are shown.

This message will appear below the already available text to ensure users are aware of the potential impact on performance when viewing all records.

Administration

Enhanced Field Mapping for Seamless Integration

We're excited to announce a significant update to the Custom Fields feature in Koncert. This enhancement provides a more streamlined and efficient way to integrate data from your CRM and Sales Enablement Platform (SEP) into Koncert.

New "Show" Dropdown

A new Show dropdown has been added with two options:

• Prospect Fields: This option displays fields that are relevant to individual prospects, such as contact name, email, phone number, etc.

• Account Fields: This new option displays fields that are relevant to accounts, such as account name, industry, revenue, etc. Not applicable to HubSpot.

Previously, the prospect and account fields were combined and displayed under the Custom Fields tab.

By adding the Account Fields option, we've expanded the range of data related to your account to be used in Koncert.

Dedicated Buttons for CRM and SEP Field Addition

Previously, to add a custom field, you had to manually create it in Koncert and then map it to respective  CRM or SEP fields in Koncert. This process was time-consuming and required technical knowledge.

With this update, Koncert allows adding fields (Prospect and Account) directly from your CRM/SEP without manually creating and mapping in Koncert. This simplifies the process and reduces the risk of errors. For this, the following buttons have been added.

Before adding any fields, select either Account Fields or Prospect Fields from the Show dropdown. Based on the selection the list of fields will be available while adding any fields. You can use the below buttons.

• Add a <CRM> Field: This button directly accesses available fields from your CRM (e.g., Salesforce). This allows you to seamlessly add fields like Contact Name, Email, etc., directly from your CRM.

• Add a <SEP> Field: This button directly accesses available fields from your SEP (e.g., Outreach). This enables you to add fields like Sequence Name, Step Display Name, etc., directly from your SEP.

Streamlined Field Mapping Process

For instance, if you have selected the Account Fields from the Show dropdown, the Salesforce Account field like Industry, to be added in your Koncert side, you can now simply click the Add a Salesforce Field button, and select the Industry field from the Select a Field dropdown. This dropdown will only display the account-related fields. Click the Save button.

This field will be automatically added to Koncert. 

Benefits of the Update:

• Enhanced Field Adding Flexibility: Easily add both prospect-level and account-level fields.
• Streamlined Workflow: Reduce the time and effort required to set up custom fields.
• Enhanced Data Insights: Gain deeper insights into your sales pipeline and customer data.

Battlecards

We are excited to introduce the Battlecards feature to enhance team collaboration, knowledge sharing, and competitive intelligence. Applicable only to Admins and Managers with Admin access.

Admins can create and share valuable content for prospecting. This content can include:

• Product Information: Details about your company’s products and value propositions.
• Competitive Differentiators: Insights to highlight what sets your company apart from competitors.
• Persona Talk Tracks: Tailored messaging to effectively position your products and services.

Admins can use bullet points, checklists, and concise paragraphs to equip teams with the tools they need to:

• Address customer questions effectively.
• Differentiate your product from competitors.
• Improve pitch delivery and conversational flow.

Koncert enables the Battlecards to be displayed in the Call Disposition window under a dedicated Battlecards tab. This helps teams have more productive conversations and ultimately book more meetings during dialing sessions.

How does Battlecards help Sales Reps?

• Sales and Support Enablement: Equip teams with detailed, role-specific guidance to handle customer interactions confidently.
• Competitive Edge: Share timely competitive intelligence across teams to maintain strategic advantage.
• Enhanced Collaboration: Bridge communication gaps by sharing consistent and structured information across the organization.
• Improved Workflow: Direct integration with Call Disposition ensures relevant insights are always at your team’s fingertips during critical customer interactions.

The Battlecards tab has been added under the Administration tab.

Here you can create, and view all existing Battlecards in a clean, searchable table, displaying key details such as name, associated persona, content, and sharing settings.

Creating a Battlecard:

1. Quickly create a new Battlecard by clicking the Create a Battlecard button.

2. The Create a Battlecard window will appear. Enter all necessary details:

• Title: Add a descriptive name to identify the Battlecard easily.

• Persona: Assign one or more personas to target the Battlecard for the right audience. (optional). When assigned, it equips users with precise, relevant information specific to their prospect's profile.

This functionality works by linking personas to specific titles. When you call a prospect with a matching title, the associated Battlecard is automatically displayed at the top of the Battlecards view, providing immediate access to the most relevant information.

For example, if a Battlecard is associated with the Vice President Persona, it will be prioritized in the Battlecards tab in the Call Disposition window when a user interacts with a prospect holding that title. This ensures that users always have focused, actionable, and contextually appropriate content readily available.

• Shared to: Specify whether the Battlecard is shared with All Users or selected Teams for focused dissemination. You can select individual teams or multiple teams at once.

• Content: Utilize the rich text editor to craft comprehensive and visually structured content. Formatting options include bold, italics, bullet points, hyperlinks, and more.

3. Click Create to save the Battlecard.

While importing a list, you can add this Battlecard from the Add Records From window in the Lists tab based on the settings configured by the Admin. Refer to the section List Specific Battlecards.

Start utilizing Battlecards today to empower your teams with the tools they need to succeed in a competitive landscape!

Personas

We are thrilled to announce the release of the Personas feature, a powerful tool designed to streamline audience targeting and segmentation for your sales and marketing efforts. This new functionality enables teams to create, manage, and optimize personas with precision, ensuring your outreach is always directed at the right individuals.

You can link Personas to the Battlecards if necessary. When assigned, it equips users with precise, relevant information specific to their prospect's profile. For example, a Battlecard associated with the Vice President persona will only be accessible to users working with prospects in that category. This approach guarantees that the content remains focused, actionable, and contextually appropriate.

How does Personas help Sales Reps?

• Enhanced Targeting: Create personas tailored to specific job roles, ensuring your communication resonates with the intended audience.
• Efficient Campaign Execution: Exclude irrelevant roles to save time and resources while improving the effectiveness of your sales and marketing efforts.
• Strategic Insights: Segment audiences effectively for focused communication, driving better engagement and results.

The Personas tab has been added under the Administration tab. Applicable only to Admins and Managers with Admin access.

Here you can create, and view all created personas in a clear, searchable table.

Creating a Persona:

1. Easily create a persona by clicking the Create a Persona button.

2. The Create a Persona window will appear: Enter all necessary details:

• Persona Name: Assign a clear, descriptive name to your persona for easy identification.

• Titles Included: Enter or select the roles from the list of available Suggested Titles to include in your target audience, such as Vice President.

• Titles Excluded (optional): Exclude irrelevant roles from the list of available Suggested Titles such as Project Manager for more focused targeting.

3. Click Create to save the Persona.

Take advantage of the Personas feature to drive smarter, more effective sales and marketing strategies today!

List Specific Battlecards

We are excited to announce a new feature under Company Setup » Advanced section: Enable List Level Battlecards.

The Enable List Level Battlecards option allows administrators to manage the availability of Battlecards selection in the Add Records window.

The feature is set to Yes by default, ensuring seamless access to Battlecards in the Add Records window.
Administrators can enable or disable this feature based on organizational needs.

Workspace

Enhanced Security with Multi-Factor Authentication (MFA)

Koncert is excited to introduce Multi-Factor Authentication (MFA), a robust security feature designed to enhance the protection of your account and sensitive organizational data. This implementation aligns with best practices for secure access and ensures that every user’s login process is fortified with an additional layer of verification. This is only applicable to Standalone orgs.

Default MFA for Admin Onboarding

To prioritize security, MFA is enabled by default for all newly onboarded admins. This ensures that administrators, who have elevated access and permissions within the platform, are protected from unauthorized access right from the start.

MFA Configuration Options for Admins

Admins can manage MFA settings for their organization directly under the Account Management tab. This Multi-Factor Authentication option allows admins to define MFA rules and customize their security preferences based on organizational needs. Options include:

• Enable MFA for all users: Ensures that every user in the organization must complete MFA during login.

• Disable MFA for all users: Removes the MFA requirement for all users.

• User Preference: Grants users the choice to enable or disable MFA according to their personal preferences under their My Profile tab. 

MFA Reset

Admins now have the ability to Reset Multi Factor Authentication from the user’s profile page. This is particularly useful for scenarios such as lost authenticator devices, or troubleshooting MFA setup issues.

MFA Setup Process for Admin

During onboarding, admins will be prompted to set up their Multi-Factor Authentication as shown below.

Scan the displayed QR code using any authenticator app of your choice (e.g., Google Authenticator, Microsoft Authenticator, or Authy).

Once scanned, enter the generated one-time password code into the field provided.

Users can enable the Remember this device for 30 days option, allowing trusted devices to bypass the one-time password code requirement for the next 30 days.

Click Continue to finalize the setup.

After enabling MFA, the Admins will be required to enter a one-time password code from their authenticator app every time they log into Koncert. This ensures an added layer of verification on top of their username and password.

If the Admin selects the Enable MFA for all users option, all users across the organization must complete the MFA setup process as outlined above.

In cases such as lost authenticator devices or troubleshooting MFA setup issues, users can request the Admin to reset their authentication.

After the Admin resets the authentication, the user will be required to set up MFA again.

Benefits of Multi-Factor Authentication (MFA)

• Enhanced Security: MFA significantly reduces the risk of unauthorized access by requiring a second verification step beyond just a password.
• Ease of Setup: The QR-code-based setup is simple and compatible with most standard authenticator apps, ensuring smooth adoption.
• Flexible Administration: Admins can tailor MFA settings for their organization or individual users, balancing security and usability.
• Troubleshooting Tools: The reset functionality allows quick resolution for users who encounter issues, such as losing access to their authenticator app.

Please contact Koncert Support for any questions at support@koncert.com or 603-952-2505.

NOTE: The information provided here is for informational purposes only and should not be considered as a legal advice. Please consult your legal counsel regarding compliance with relevant laws.