All Episodes

October 23, 2024 9 mins

Send us a text

Unlock the secrets to making your professional life both efficient and secure with our latest episode. Imagine connecting instantly on calls without the annoying wait for recording messages, enhancing your first impressions. We explore how you can now send voice notes directly in WhatsApp chats, a game-changer for those constantly on the move. Plus, automation lovers rejoice! Upgraded forms and surveys now let you assign scores to responses, automating your data collection and response process like never before. It's all about smarter, more streamlined workflows, and we're here to help you master them.

But we don't stop at convenience. Security is at the forefront as we discuss robust measures to combat voice call fraud and limit those nuisance robocalls, ensuring peace of mind as you use these powerful tools. And for businesses navigating the tricky waters of taxes across different jurisdictions, our episode reveals new flexibility with pricing options. Whether you prefer tax-inclusive or tax-exclusive pricing, you'll gain greater control to adapt to varying tax laws. Join us and discover how these updates can revolutionize your professional life and help you stay ahead in the game.

Discover how Pinnacle Ai can revolutionize your business operations. Our AI-driven CRM is designed to eliminate inefficiencies, automate tasks, and empower entrepreneurs to focus on growth and innovation. Visit https://getpinnacle.ai to learn more and unlock the full potential of your business today. 

Support the show

Stay Connected with Pinnacle Perspective:
Email: Reach out at podcast@getpinnacle.ai
Instagram: Follow us for daily inspiration and automation hacks
Facebook: Engage with entrepreneurs transforming their businesses
LinkedIn: Network with industry leaders and innovators
Twitter: Share your thoughts on our latest episodes
YouTube: Watch episodes and exclusive insights
TikTok: Explore quick tips on productivity and automation

Join the Pinnacle Community:
Looking to scale your business with smarter strategies? Join Pinnacle Connect, where entrepreneurs, sales pros, and marketers share tips and success stories on mastering automation and CRM for business growth.

Powered by Pinnacle Ai: The leading platform for automating your lead generation, nurturing, and conversion, empowering businesses to work smarter and close deals faster.



...
Mark as Played
Transcript

Episode Transcript

Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 1 (00:00):
Hey everyone and welcome back, ready to dive into
some updates with me today.

Speaker 2 (00:04):
Always.
What do we got?

Speaker 1 (00:05):
Well, let's see Some really cool stuff.
Actually.
We're talking faster calls,smarter forms, even a WhatsApp
update.
I think you'll really like.

Speaker 2 (00:16):
Sounds good to me, let's jump in.

Speaker 1 (00:18):
Okay, so first up, how about those times you're
making a call and you have towait for that recording message
to finish?
You know the one.
This call may be recorded.

Speaker 2 (00:27):
Oh yeah, I know exactly what you mean.

Speaker 1 (00:29):
Drives me crazy, Especially when you're trying to
connect with a lead.
Every second counts.

Speaker 2 (00:34):
For sure, it's all about that first impression.

Speaker 1 (00:36):
Right, well, good news no more waiting.
Agents are now connectedinstantly.
The recording still plays, butit's in the background, so you
can start talking right away.

Speaker 2 (00:45):
Yeah, that's what I call efficient.
It's like they're reading ourminds and eliminating those
little annoyances.

Speaker 1 (00:49):
I know right.
And speaking of things thatmake life easier, let's talk
about WhatsApp.
You can send voice notes now,right in your conversations.

Speaker 2 (00:57):
Oh wow, Seriously About time.
I can think of a million timesthat would come in handy.

Speaker 1 (01:02):
Right, it's perfect for when you're on the go, maybe
running between meetings, andneed to give someone a quick
update.
Boom, send a voice note Done.

Speaker 2 (01:09):
Yeah, or even just when typing is a pain you know,
Sometimes it's just easier totalk it out.

Speaker 1 (01:14):
Totally, and it's so much more personal than a text
message.
Okay, ready for somethingreally cool.
Forms and surveys just got amajor upgrade.

Speaker 2 (01:23):
Okay, I'm intrigued.
What's changed?

Speaker 1 (01:25):
Remember how you could only use like number
fields for calculations before.

Speaker 2 (01:30):
Yeah, I think so.

Speaker 1 (01:31):
Well, hold on to your hats, because now you can
assign scores to radio buttons,checkboxes, even drop down menus
.
It's like whoa.

Speaker 2 (01:42):
Wait, seriously, that's huge.
So, like if I'm creating acustomer satisfaction survey, I
can assign point values to eachsatisfaction level and actually
calculate a score.

Speaker 1 (01:50):
You got it and not just calculate, but you can use
those scores to triggerdifferent actions, personalized
follow-ups, all sorts ofautomation magic.

Speaker 2 (01:58):
Okay, now you're talking my language.
Automation is the best,especially when it comes to
stuff like this.

Speaker 1 (02:03):
For sure, it's all about working smarter, not
harder, right.

Speaker 2 (02:07):
Absolutely so instead of me going through every
single response manually, I canhave this system do the heavy
lifting for me.

Speaker 1 (02:13):
Exactly.
It's like having your ownpersonal assistant sifting
through the data and flaggingwhat's important.

Speaker 2 (02:19):
Love it.
This is going to be a gamechanger.
Okay, so we've got faster calls, we've got smarter forms.
What else is up our sleeve?

Speaker 1 (02:28):
How about some peace of mind?
Let's talk about security.
Okay yeah, that's always good,especially these days.
Right, well, they've reallystepped up their game when it
comes to preventing voice callfraud, which, unfortunately, is
becoming more and more common.

Speaker 2 (02:42):
It's scary how sophisticated some of those
scams are getting.

Speaker 1 (02:44):
I know right, but now suspicious users are
automatically blocked frommaking calls.
Plus, they've put a limit onhow many simultaneous calls can
be made to the same number fromone account.

Speaker 2 (02:55):
Oh smart, that should definitely help cut down on
those annoying robocalls too.

Speaker 1 (02:59):
Exactly, it's like they've got our backs.
You know, making sure we canuse these tools without worrying
about security risks.

Speaker 2 (03:06):
It makes a huge difference knowing they're
taking it seriously.

Speaker 1 (03:10):
It really does.
Ok, ready for a deep dive intosomething that might seem a
little dry but is superimportant Taxes.

Speaker 2 (03:16):
Oh, taxes, always a thrill a minute.

Speaker 1 (03:19):
I know right, but actually this is pretty cool.
But actually this is prettycool.
You can now choose between taxinclusive or tax exclusive
pricing like globally, and theneven for individual products.

Speaker 2 (03:31):
Hold on, let me make sure I'm following, so I can
have like my whole store set upwith tax included.
But then if I need to change itfor, say, a specific item,
Exactly, you've got it.

Speaker 1 (03:42):
It's all about giving you more control and
flexibility.

Speaker 2 (03:48):
That's huge.
I mean especially forbusinesses operating in
different countries withdifferent tax laws.
It can get complicated.

Speaker 1 (03:50):
Fast Tell me about it , and nobody wants to mess
around with tax stuff, right?

Speaker 2 (03:53):
No way.
So this is definitely welcomechange.
It's like they're trying tomake our lives easier, one
update at a time.

Speaker 1 (03:59):
It really is amazing all the little things they think
of.
You know like, even just thoselittle tweaks that make a big
difference.
Speaking of tweaks, ever wishyou could click on something in
a dashboard to get more info,Like you're looking at sales
numbers and bam, you could justclick to see the actual
transaction.

Speaker 2 (04:16):
Oh, all the time.
Dashboards are great for thebig picture, but sometimes you
need to dive into the details.

Speaker 1 (04:21):
Right.
Well, good news, my friend youcan Hyperlinks and text boxes on
dashboards.
It's a thing now.

Speaker 2 (04:27):
No way, seriously, that's a game changer.

Speaker 1 (04:30):
I know right.
No more like copy pasting linksor anything, Just click and go.

Speaker 2 (04:34):
So I could have a link to a report or even just
like a specific part of aspreadsheet.

Speaker 1 (04:38):
Pretty much it's all connected now.
Your dashboards just got awhole lot more powerful.

Speaker 2 (04:42):
I can see it now Dashboards of the future.
It's like data at yourfingertips.

Speaker 1 (04:46):
Exactly Okay, enough about dashboards, let's talk
speed, specifically callconnection speed.

Speaker 2 (04:53):
Ooh, yes, this is a big one.
Remember when you'd call a leadand that awkward silence while
you waited for the call toconnect.

Speaker 1 (05:02):
At worst.
And then, finally, that roboticvoice comes on.
This call may be recorded.
Talk about killing the vibe.

Speaker 2 (05:12):
Gone Agents are connected instantly now like a
regular phone call.

Speaker 1 (05:15):
I know it's amazing and the recording message still
plays, but it's in thebackground so you can just start
talking right away.

Speaker 2 (05:21):
It's those little things, you know, that make a
huge difference in how a callgoes.

Speaker 1 (05:26):
Totally.
It's all about making thoseconnections right.
It's amazing how much smootherthose calls feel now.
But speed isn't everythingright.
We got to talk about security.

Speaker 2 (05:35):
Absolutely Got to keep things safe and sound.

Speaker 1 (05:37):
Exactly, and it looks like they've been hard at work
combating voice call fraud which, let's face it, is a growing
concern these days.

Speaker 2 (05:44):
It's definitely something to take seriously, for
sure.

Speaker 1 (05:46):
So one of the big changes is that suspicious users
are now blocked from evenmaking calls.

Speaker 2 (05:51):
Oh, wow, ok, so they're being proactive.
I like it.

Speaker 1 (05:54):
Right and to prevent those annoying robocalls,
there's a new limit on how manysimultaneous calls you can make
to the same number from oneaccount.

Speaker 2 (06:02):
Smart move that should cut down on the spam
significantly.

Speaker 1 (06:06):
You would think, right, okay, so shifting gears a
bit.
Let's revisit those enhancedtax settings we talked about
earlier.

Speaker 2 (06:15):
Ah, yes, taxes the gift that keeps on giving.

Speaker 1 (06:17):
Huh, well, these updates are actually pretty cool
.
Remember how we talked abouthaving more control over
tax-inclusive and tax-exclusivepricing?

Speaker 2 (06:25):
Yeah, definitely, it seemed like a really useful
feature.

Speaker 1 (06:28):
Well, it gets even better.
Imagine this You're a businessowner, right?
You're selling your productsall over the world.
Wouldn't it be great if youcould make sure your prices made
sense to every customer, nomatter where they're located?

Speaker 2 (06:40):
prices made sense to every customer, no matter where
they're located.
That would be ideal.

Speaker 1 (06:47):
No more confusion about what the final price will
be Exactly, and that's whatthese enhanced tax settings let
you do.
You can display prices with thetax included or excluded, and
you can even set differentpreferences for specific
products or regions.

Speaker 2 (06:56):
Wow, so it's super customizable.
That gives businesses a lotmore flexibility.

Speaker 1 (07:00):
Exactly.
It's like having your ownpersonal tax expert making sure
you're compliant, no matterwhere you're selling.

Speaker 2 (07:05):
That takes a huge load off, especially for
businesses just starting toexpand internationally.

Speaker 1 (07:10):
For sure.
And there you have it awhirlwind tour of all the latest
updates, from faster calls tosmarter forms, to even those all
important tax settings.
It's clear they've been busymaking things easier for us even
those all-important taxsettings.

Speaker 2 (07:22):
It's clear they've been busy making things easier
for us.
They really have, and I for oneam here for it.
It's exciting to see howthey're constantly innovating
and coming up with new ways tostreamline our work.

Speaker 1 (07:30):
It's all about working smarter, not harder,
right.

Speaker 2 (07:33):
Couldn't agree more.

Speaker 1 (07:34):
Well, on that note, let's wrap things up for today's
Deep Dive.
Until next time, keep exploringthose new features and see what
amazing things you can achieve.

Speaker 2 (07:43):
And don't forget to check back for more deep dives
on all the latest and greatestupdates.
See you next time.
Advertise With Us

Popular Podcasts

United States of Kennedy
Stuff You Should Know

Stuff You Should Know

If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.

Dateline NBC

Dateline NBC

Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com

Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2025 iHeartMedia, Inc.