Securely integrate Close.io with Jaspersoft
Close.io is a CRM with built-in communication tools that can track and assess the communication between team members and leads. Close.io gauges team member performance by using a number of metrics, including how many calls they are making, how long those calls last and the value of those calls. It can also track the lead’s side of an interaction by logging actions taken by email recipients - both holistically and individually - like exactly who opened an email and when.
As a business intelligence solution, Jaspersoft empowers developers to integrate ‘pixel-perfect’ data visualizations and presentations within their applications. Because of its customization features, Jaspersoft is a developer-friendly reporting and analytics platform that simplifies the process of getting the answers you want within your preferred applications. The platform is scalable both economically and architecturally for the widest reach possible.
Popular Use Cases
Bring all your Close.io data to Amazon Redshift
Load your Close.io data to Google BigQuery
ETL all your Close.io data to Snowflake
Move your Close.io data to MySQL
Bring all your Jaspersoft data to Amazon Redshift
Load your Jaspersoft data to Google BigQuery
ETL all your Jaspersoft data to Snowflake
Move your Jaspersoft data to MySQL
Integrate Close.io With Jaspersoft Today
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Close.io's End Points
Request information about a contact that works for one of your leads, including the contact’s name, title, phone number, ID or email address. This data allows you to more closely track communications, both with individual contacts and with groups of contacts within a company.
Track all actions that are related to a lead, including emails, phone calls, notes and status changes. Then, retrieve data about those activities, such as the content of a note, the length of a call or the date and time that a status was changed. This information will give you a more detailed view of your team’s interactions with that lead.
Retrieve details surrounding a deal or potential deal, such as who the deal is with, the value of the deal, and its status (i.e. whether it is won, lost, or active). You can then more accurately project your business’ revenue and gauge the performance of team members involved with those opportunities.
Get data about a subset of agents within your company, including the status of their deals, which team members belong to that organization and what their contact information is. Then, use this data to generate more detailed analytics on various segments of your team.
Close.io Custom Fields
Create custom Close.io fields that track data in ways that are more useful to your company. For example, create a custom list of categories to sort your leads by and use those fields to perform lead searches that are more relevant to the specific interests of your company.
Jaspersoft's End Points
Jaspersoft's reporting features compile data from multiple sources to present it with beautiful, accessible visuals. The platform allows you to design 'pixel-perfect,' interactive reports that you can print, display on the web, or access from any mobile device.
Jaspersoft's data analysis tools offer advanced visualizations, modeling, and manipulation features that empower you to identify problems and find trends. Analyze and explore any kind of data with either in-memory or OLAP analysis for better, faster decision-making.
Jaspersoft's dashboarding features support multi-report dashboards that incorporate internal and external information. The dashboard tools synthesize data and graphics to provide easy-to-understand, up-to-date information summaries.
Jaspersoft Data Integration
Jaspersoft's advanced ETL (extract, transform, load) features pull data from multiple sources into your data warehouses and/or data marts for analytics purposes. Aided by connectivity to ERP and CRM platforms like SugarCRM, SAP, and Salesforce, Jaspersoft also includes support for transactional databases, analytical databases, mainframe databases, and big data solutions like Hive. Jaspersoft leverages all of your data sources, both relational and non-relational, for deep insights and reporting.
Visualize.js gives you maximum control and scalability when embedding visualizations and reports into your applications. For this reason, Jaspersoft claims to be 'the only embedded BI tool that works the way developers think.'
Jaspersoft Security and Compliance
Jaspersoft's security and compliance features allow you to define who has access to analyses and reports at the row and cell level for maximum security and compliance. It also includes auditing and monitoring services for detailed performance and compliance-related metrics. Moreover, Jaspersoft is compatible with third-party ID management services through its SSO (single sign-on) support with a customizable API.