Managing the Customer Relationship
 LongJump provides a complete 360° view of your customer data so you and your team can use to store customer account information and share contacts related to those customers. You can keep track of activity and communication history and use the customer view as the basis for a wide array of other applications focused around the customer.
These features will help you get up and running fast:
- Complete management of accounts and contacts
- See all activity histories and emails sent
- 30-second call log to track customer engagements and next steps
- Sync activities, emails, and contacts with Microsoft Outlook
- Reporting and easy-to-build widget-based dashboards
- Keep important notes, presentations or files with each account or contact s
- Access your contact address book securely from any Web browser
Detailed customer histories at your fingertips
The 360° account record view lets you see all the details about a specific customer, your contacts within the company, and all related information from other LongJump applications, such as the Deal Tracker or Contract Manager. Centralized information keeps your team better informed prior to a sales call and is ideal for complete knowledge transfer to new reps regarding existing accounts.
Like all LongJump object tabs, you can customize the objects or fields to suit your business.
Full contact and activity details
Each contact associated with accounts also has its own 360° view including all of the contact's information, any activities logged with the contact, and the ability to send and track emails to the contact. All of this data is automatically rolled up to the 360° account view for a complete picture of an entire customer.
Logging Calls: Building accurate, updated information about customer activities
One of the biggest challenges with customer data is keeping it updated so managers and team members know the status of various accounts. LongJump makes it painless and simple for sales teams to their log customer activities. In most cases, a single customer log takes less than 30 seconds to complete with information about what was discussed and establishing follow-up tasks or appointments on the spot.
Easily share only what you need
When sharing customer information with your team, you may want to determine who can see or do what to specific customer data. LongJump provides comprehensive ownership and sharing policies to easily secure information.
Sync data and activities with Microsoft Outlook
Syncing with Microsoft Outlook is easy with LongJump's downloadable plug-ins for Outlook which support email logging, as well as synchronizing contacts, tasks, and calendars and their association with accounts or contacts.
|
