Gain a true 360 degrees view of your entire customer-business cycle.

Define customers and entities

• Identify an entity as a customer
• Associate customers with other entities, e.g. a private client entity - Stephen Smith - is specified as the customer, with a set of trusts and companies run for him
• Report on customer groups:
  • View consolidated time & activities for the group
  • Group management reports by customer groups
  • Because they are entity groups, almost any report can be filtered by customer group

Record interactions and tasks

• Record the subject of an activity (e.g. the entity, opportunity, or contact it concerns) and who the interaction was with (e.g. a third party or intermediary)
• Log activities with a short key from anywhere in Jobstream 9, quickly and easily recording interactions and tasks

Create prospects and opportunities

• Create opportunities for an existing entity
• Create opportunities against a prospect, where there is no existing entity
• Track sources of new business by linking opportunities with introducers
• Link opportunities with relationships, events, documents, and time items
• Follow the full lifecycle of an entity: Entities created from an opportunity are always linked to that opportunity

Manage your business pipeline

• Track lead sources and introducers to discover where you should be focusing your sales and marketing resources
• Manage and report on your opportunity pipeline: stages and probabilities, close dates, initial and annual values