We’re super excited to make the following enhancements available. This release includes updates on our highly anticipated SOC2 Compliancy, updates to SFDC fields, new availability for Microsoft domain users, and much more! Lets dive in…

As of August 2022 we are SOC2 Compliant! Recapped utilizes enterprise-grade best practices to protect our customers’ data, and work with independent experts to verify our security, privacy, and compliance controls. We’ve received our SOC 2 Type 1 attestation report with the help of Drata and MJD Advisors.

Security has always been a top priority at Recapped and we take pride in the fact that our customers trust us.

We operate with the understanding that it is our responsibility to handle your data with as much care as you would. This is another milestone in our company as a fast growing organization. To request a copy of our SOC2 Report please send an email to Security@recapped.io.

We have heard your requests to add a Microsoft login to access the Recapped platform. We are excited to announce that users with a Microsoft domain can now log into Recapped using their Microsoft credentials!

If you are currently using a different email than your Microsoft email for your Recapped account and would like to switch please email help@recapped.io to update your account.

You’re now able to push workspace status, engagement score, next step, and if the next step has been scheduled to SFDC for every opportunity. If you’re already running reports in SFDC for deal reviews or forecasting the more data you have the better.

As an added value you can also push these fields to additional BI tools like Clari, and BoostUp to super charge reporting.

You can now automate workspace creation with Dynamic Variables (like company name, etc).

You can insert a Dynamic Variable into a template or load it directly into a text block within a workspace!

Dynamic variables will make it easy to standardize your messaging across your team and speed up the process of workspace creation and sharing.

The following fields will be available as dynamic variables: full_name; first_name; last_name; email; title; phone; company; and more.

You can learn more about Dynamic Variables in our knowledge base HERE

Users can now update a Collaborator name and the changes will be made everywhere throughout the workspace. To edit a Collaborators name, while in a workspace click Share > Collaborators, and hover over the name. Simply edit their first or last name and click save.

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