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When you need to step into a customer record and see the entire history of all of your engagements across your team, you can view a complete 360-degree record of the customer, prospect, or account. In fact every data object in LongJump has a 360-degree view that records every email, campaign, call, opportunity, contract or task that's pending or passed. Account and prospect details also roll up from associated contacts.
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Everyone's take on their tasks and job at hand is different. An inside sales person may need to see all of their untouched leads. An account executive may need to see their set of customers that have pending issues. And a sales manager needs visibility to all of the team's metrics. LongJump's personalized home page dashboards make it easy to bring CRM data to light.
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In less than five minutes, you can create custom filtered views and reports within LongJump. A simple wizard allows you to filter information, color code specific data, group information into matrices, and add computational fields. Of course, a series of charts are also available, which can also be added to your home page for ongoing monitoring of key performance indicators.
With LongJump's custom report category feature, you can create complex queries of related data to analyze information across multiple objects. For example, you could relate your accounts data with billing data from another system, or determine which lead sources provided the best opportunities.
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