CEO Juice, a provider of automated best practices for copier dealers, and GreatAmerica Financial Corporation jointly announce a new technology integration allowing office technology dealers who use e-automate to import their lease information from GreatAmerica into CEO. The tool also reportedly enables detailed portfolio management and reporting, ensuring all leases are managed by the sales team properly.
“Our integration road map is a top priority to help our dealers create efficiencies and better serve their customers; connecting systems with an innovator like CEO Juice was a no-brainer for GreatAmerica,” said Jennie Fisher, SVP and GM for GreatAmerica Financial Services. “Dealers will now be able to proactively manage their portfolio with actionable data. They’ll miss fewer opportunities to keep and upgrade customers with less effort since the technology does the heavy lifting for them.”
Gary Lavin, partner, CEO Juice, is pleased GreatAmerica is making lease data available via this technology integration, “It’s great to see GreatAmerica take the lead and give partners like CEO Juice access. Being able to pull real-time data from GreatAmerica really helps us ensure there is accurate data in e-automate for our joint clients.”
The CEO Juice and GreatAmerica reporting tool allows users to immediately identify which leases are not actively being managed and which leases are at a heightened risk, due to lack of activity, in order to take proactive action. Items such as upgrade information, delinquency data, vendor buyout and remaining term for the contract can now be proactively viewed and reported on using data automatically updated daily for timely insights. Previously, office equipment dealers had to manually import spreadsheet data, which was often out of date, causing salespeople to make decisions using inaccurate information.
CEO Juice and GreatAmerica have plans to continue enhancing their integration, including the addition of subscription data alerts and the ability to access lease data in other tools such as Compass Sherpa.
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