Automatic CRM Writeback of Compass-Generated Fields
Description: Compass can now automatically write its generated deal intelligence sales frameworks such as MEDDPICC (and other standard frameworks like MEDDICC, CHAMP) back into mapped CRM custom fields. Each framework is broken out into individual mappable fields (one per component, such as Metrics, Economic Buyer, and Champion), which an admin maps to CRM text fields on the CRM Configuration screen. Whenever Compass generates or updates a value on an open deal, it syncs to the CRM with no rep action required. You can also map a "last synced" timestamp to keep a date field current. Writes only occur for open deals where Compass has generated the insight — closed deals and empty values are never written. This builds on the earlier manual writeback capability.
Solution & Impact: Compass becomes the single source of truth for deal qualification — keeping your CRM in sync automatically, eliminating manual copy-paste for reps, and injecting deal insights for managers directly in their flow of work.
Org-Level Deal Stage Filters
Description: Admins and owners can now configure deal stage filters for the entire organization directly from Settings. Previously, stage filtering was only available on the Kanban board for individual users. Only opportunities in the selected stages are imported from your CRM, and the Kanban board displays just those stages.
Solution & Impact: Stage filtering is managed centrally and applied consistently for everyone — keeping Compass focused on the stages that matter to your team without each rep configuring their own filters or cleaning up irrelevant deals.
Expanded RingCentral Call Recording Visibility
Description: RingCentral call recordings matched with ACE++ are now imported and attributed to the right sellers and visible in the Call Library to anyone with access to the linked deal. Previously, RingCentral recordings were only visible to the account that connected the integration, so reps couldn't see their own calls.
Solution & Impact: Teams using RingCentral get full call visibility — reps see their own calls, managers can review conversations across deals, and recordings enrich deal activity and AI-driven insights.
Salesforce Connection Security Enhancements
Description: We've strengthened the security of Compass's Salesforce connection with protections including PKCE for the authorization flow, refresh token rotation, and automatic expiration of idle tokens.
Solution & Impact: Your CRM connection meets Salesforce's latest security requirements and stays protected — with no action required on your end.