JotForm + Chatter Integrations

JotForm?

JotForm is a web-based top that lets users create online forms to gather data.

Chatter is a Facebook application that helps users to share information with each other.

Integration of JotForm and Chatter will streamline the customer support process. It will facilitate the exchange of information between both parties. This is because it lets users submit a form as well as post messages in one single forum. Moreover, it will allow us to organize our support team better. When a user submits a form, the corresponding agent gets notified and works on it immediately. The user can also see the updates of the status of his/her request posted on the same page. He/she does not have to check his/her email or wait for further communication. This reduces the number of steps needed to handle customer support requests. Thus, it improves the productivity of our support team.

Moreover, this integration will benefit our customers by allowing them to get instant feedback on their requests. This is because they can get immediate answers to their questions from our support team through social media applications such as Chatter. They do not need to wait for further correspondence regarding their requests. Hence, it improves customer satisfaction and decreases the number of repeat queries. It also gives them an avenue to share their suggestions about our product with us. This will help us improve our product by providing better services to our customers. Hence, it will increase the number of users of our product and hence improve the revenue we get from selling our product.

This integration will also benefit our customers by making them feel that they are part of the company despite being located a long distance away from us. They will be able to share their opinions about our product with us and we will be able to give them constructive feedback on their suggestions. Thus, they will feel that they are part of the company and this will promote brand loyalty. We will make them feel that we are more accessible to them than other companies that do not have this feature in their website. Thus, we will attract new customers for our business through word-of-mouth advertisements and viral marketing. We will also be able to maintain high customer retention rates by making our customers feel that we value their opinions and suggestions. Hence, we will gain more revenue from returning customers than before.

Therefore, we can say that integration of JotForm and Chatter will benefit both our customers and us by increasing productivity and improving communication between both parties, thereby increasing customer satisfaction and fostering brand loyalty among existing customers.

CHAPTER 8

Chapter 8 - Creating Reports

You can create reports using Google Docs. Google Docs includes a report template feature that you can use to create pretty much any kind of report you need. You can also export your report into a PDF file or share it with people who don’t have an account with Google Docs or Gmail (and can’t view your spreadsheet. Figure 8-1 shows an example of a report I created in Google Docs using the template feature.

Figure 8-1. An example of a report created in Google Docs using its report template feature

To access Google Docs’ report template feature, log into your Google account (if you’re not already logged in. and select File from the top menu bar. Select New > More > More... from the drop-down menu shown in Figure 8-2, which displays additional options for creating new documents in Google Docs.

Figure 8-2. The More option displayed when you click File

After selecting More... from the drop-down menu, you should see another drop-down menu like the one shown in Figure 8-3. Select Report from this drop-down menu to display all the available templates for creating reports in Google Docs (see Figure 8-4.

Figure 8-3. The More... option displayed when you click File

Figure 8-4. The Report option displayed when you select More... from the drop-down menu shown in Figure 8-3.

Figure 8-5 shows an example of a list report created in Google Docs using its report template feature. I created this report using the Sales Report template, which was included when I selected Report from the drop-down menu shown in Figure 8-4 earlier in this chapter (see Figure 8-6. As you can see, this report automatically pulls in sales data from my Google Spreadsheet (see Figure 8-7.

Figure 8-5. A list report created in Google Docs using its report template feature

Figure 8-6. The Sales Report template displayed when I select Report from the drop-down menu shown in Figure 8-4 earlier in this chapter

Figure 8-7. The list report shown in Figure 8-5 automatically pulls in data from my Google Spreadsheet

I can edit any aspect of this report—such as changing the style, layout, or data source—using Google Docs’ report editor (see Figure 8-8. I can also export this report into a PDF file or send it to other people who don’t have an account with Google Docs or Gmail (and can’t view your spreadsheet. To do so, select File > Download as... (or just press Ctrl+S. from the top menu bar (see Figure 8-9.

Figure 8-8. Editing options displayed when I select Edit from the top menu bar

Figure 8-9. The Download as... option displayed when I select File > Download as... from the top menu bar

Creating a Custom Report Using Your Spreadsheet Data

If your organization doesn’t use a spreadsheet program like Google Spreadsheets, you can create custom reports by connecting your spreadsheet program directly to your database program (for example, Microsoft Access. Depending on what type of spreadsheet program you use (such as Microsoft Excel), you may be able to do this by linking your spreadsheet program directly to your database program or you may be required to export your spreadsheet data into another format first (such as CSV or XML), and then import that data into your database program manually. You could then create a custom report using your database program’s Report Wizard or Design View function. Whichever method you use, you should be able to build a custom report containing only the data you need for your specific purpose (as opposed to having to wade through reams and reams of unnecessary data. And if you change any data in your spreadsheet program later on, those changes should automatically be reflected in your custom report(s. Once again, this process depends on what kind of spreadsheet program you use (such as Microsoft Excel), and how that program interacts with your database program (if at all.

Creating Custom Reports Using Online Services

In addition to creating custom reports using spreadsheet programs like Microsoft Excel or Google Spreadsheets or database programs such as Microsoft Access or MySQL, you might want to consider using an online service like Yodlee http://www.yodlee.com/products/personalization/index.htm or Mint https://home.mint.com/reports/create/. These services cplect data from various different financial services—including banks, credit card companies, stock brokers, mutual funds, retirement savings plans, etc.—and then organize all that data into one central location (a web page. They then let you create custom reports based on that data using templates they provide or by manually entering data into your own templates using their web page. These online services are especially useful if you want to monitor your financial situation over time without having to worry about manually entering data into spreadsheets or databases yourself (eek!. In addition, if you anticipate needing custom reports regularly, these services are likely cheaper than hiring someone full time just to create these reports for you (which would represent a significant ongoing investment in terms of salaries and benefits. These online services are also useful if you have multiple people within your organization who need similar types of custom reports but have different requirements for each individual report (each person might use different financial institutions or different types of investments, for example. These online services allow everyone in your organization to view updated reports simultaneously without having to wait for someone else to manually enter new data into spreadsheets or databases first, thus speeding up everyone’s response time dramatically! Priced per month based on how many users access these reports at once, these products are usually very cost effective considering all the time they save for everyone invpved!

Figure 8-

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