GreatAmerica has teamed up with CEO Juice to deliver two integrations designed to streamline auditing and give you greater control and efficiency during contract setup.
The first integration automates contract setup by pulling recently funded contract details directly from GreatAmerica into e‑automate, removing the manual steps that once slowed the process.
The second integration simplifies lease data comparisons between GreatAmerica and e‑automate records, reducing setup time and minimizing the number of systems involved in auditing.
These integrations create a faster, more accurate workflow that makes contract management seamless.
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Still not sure if the CEO Juice integrations could work for you? Check out our FAQ's.
ID91 gets the data and ID815 creates your leases and contracts, so if you don't already have ID815, you need to subscribe to that too. Juice can help you set up a new ID815 workflow once you have both in place.
Subscribe on the Juice website.
Let’s talk through a few example contracts to see if it is too complicated.
Efficiency, speed, and accuracy. A reduction in manual labor and enhanced accuracy with direct data integration adds value to any business.
Once the contract setup process has been completed, you’ll receive an email confirmation from CEO Juice.
Once you receive the notification you can begin the audit process. Use your booking documents to audit the contract setup and make any changes as needed, then change the contract status to active so it will begin invoicing.
To access this integration, you must be a CEO Juice customer. Get in touch with gary@ceojuice.com to find out more.
CEO Juice provides Business and Artificial Intelligence for Copier Dealers, backed up by a team of industry experts. CEO Juice software and systems ensure your business is running as efficiently and smoothly as possible, while their team of experts can help with software and best practice questions. Leverage systems that know when something goes wrong with the intelligence to take the correct steps to address the issue.
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