Actionable Data
If you have a specific customer profile you'd like to target or want one of your sales team to contact them immediately, you can build these rules with LongJump without writing a single line of code. Maybe you want to track contracts that are due for renewal, or touch base with a customer in the East Coast that hasn't had any activity in 90 days. LongJump's data policy engine can trigger a variety of actions based on the criteria you specify so your team never misses a beat.
Microsoft Outlook Integration
Sales teams use Microsoft Outlook more than any other business software. With LongJump, you don't have to give up using it. LongJump provides plug-ins to Outlook for synchronizing contacts, appointments, and tasks, as well as the ability to log Outlook emails directly to contact records within LongJump.
Custom Print Templates
With LongJump, you can define custom print templates similar to mail-merge forms for use in printing records. That includes building estimates of work, invoices, and contracts from your opportunity and contract data with your own branding and company identity.
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Email-to-LongJump Activity Logging
WIth LongJump, you and your team can easily log emails directly into the system as activities associated with your contacts. Just simply add a personal LongJump address as a BCC to the email you're sending or forward the email to your personal LongJump address and the email will be included as part of the contact's history.
Web Forms and Lead Capture
Does your website's contact page just have your company's address, phone number and email address? Why not turn it into a customer capture and profiling tool? LongJump's web form wizard can guide you through capturing interested prospects, where those looking for your products and services supply their information to you, and that gets automatically added to LongJump. You can define the fields you want and even custom brand it to your site's design. You can even route information directly to specific team members for immediate follow-up. |
