Leads App

JASE Office Release Notes for January 2015

Accounting App

  • Added transactional tracking for credit card processing for online eCommerce shopping cart.

Accounting App - Added transactional tracking for credit card processing for online eCommerce shopping cart

Analytics App

  • Enhanced date span queries to include monthly criteria dating back 12 months on Pageviews by Day Report, Pageviews by Page Report, and Referral Sources Report.
  • Created an Analytics Dashboard to summarize the primary analytics reports.
  • Created a printable report for the primary analytics reports.

Analytics App - Created an Analytics Dashboard to summarize the primary analytics reports

CMS App

  • Added TeamAdmin entry requirement on deleting events.

Leads App

  • Created a method to mark a lead as contacted.
  • Created a method to add a follow-up reminder to a lead.
  • Created a printable report for the primary leads reports.

Leads App - Created a method to add a follow-up reminder to a lead

Team App

  • Created an administration screen to control feature panels’ order on dashboard.
  • Added additional team account information fields in profile: spouse’s name, facsimile, street address, city, state, postal code.
  • Added TeamAdmin or TeamEditor entry requirement to view an account’s password.
  • Added TeamAdmin or TeamEditor entry requirement to add a new account to the team.
  • Created an automated check for 90 expiration of account info; force account holder to verify & update account information.
  • Added required fields check in account modification screen.

Team App - Created an administration screen to control feature panels' order on dashboard

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    Lead Management Is Crucial To The Success Of Your Business

    JASE Office Leads AppStudies have shown that the faster your sales team can contact a lead, it exponentially increases the likelihood that lead converts to a sale. For this reason, lead management is a crucial task to the success of your business. Given the rapid pace of business in 2015, small business owners know that it is easy to misplace leads or to have leads slip through the crack. You’re busy running your business and you don’t always have the time to efficiently intake, process, contact and track leads.

    Another impediment to effectively tracking leads, besides a small business owner being too busy, is owning a cumbersome or ineffective lead management strategy. Perhaps you are your own secretary; so you jot down leads on a pad as they come in. Or you have a receptionist who manually writes down a lead, but doesn’t always relay the information quickly or in the most efficient manner. These potential problems can create a situation where your business does not achieve its necessary growth.

    The reality is that there are many challenges to running your small business effectively, not just leads management. But that doesn’t mean that it has to come at the expense of the growth of your business. With the creation of our JASE Office Leads App, you can access your leads 24/7 on any device with an internet connection. Leads can automatically be entered if they come in through your website or they can be manually entered if they come in via phone, email or in-person. If you have a sales team, these leads can be assigned to your team a variety of ways in order to ensure your leads are being contacted quickly. As an added bonus, you can check the analytics of your sales team, so you know how quickly and how effectively they are working your valuable leads.

    JASE Office is aimed at you, the small business owner, to provide you the tools you need to be successful at a price you can afford. Lead management doesn’t have to be one of those “headache” problems for you where you just do the best you can. We want to help your business succeed and help your business generate sales to power your growth.

    To find out more about our JASE Office Leads App, contact the JO team today!

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      JASE Office Simplifies Your Day-to-day

      JASE inbound marketing

      Growth is just around the corner!
      See how JASE Office can work for you.

      When it comes to productivity toolsets in the market today, JASE Office stands alone. We offer a comprehensive set of apps designed to give your business the information and efficiency it needs to be successful.

      JASE Office combines analytics, CMS, CRM, lead tracking, social media, and more in an easy-to-use and simple interface. Gone are the days of having multiple tools to manage your daily operations. No other software product in the market gives you this much in one place.

      JASE Office has been a worthwhile investment for the Janney Insurance Agency, we were looking for an all-in-one tool that can provide our business with the information and management abilities we need for our daily operations. JASE Office gives us valuable information that no other tool can!
      – Scott Janney, Janney Insurance Agency

      Let’s get started today!

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        JASE Office Leads App – Lead Tracking Designed To Grow Your Business

        JASE Office Leads App

         

        Our Leads app is designed to be the start-to-finish management solution that your business needs. With each lead entered into the Leads app, either automatically or manually, you can rank the importance of the lead based off several key factors, ensuring that hot leads receive the right information and attention that they need. There is a built in communications portal that allows for centrally located communications between the sales team and the sales manager. Setting goals for your sales team has never been easier. With our app you can set team goals like contact time, sales conversions, etc. Or, you can set private goals for a sales team member.

        For more information and to sign up, visit: jaseoffice.com/jase-office-apps/leads/

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