Introducing BOSS Connect: A Better Way To Drive Leads From Your Website to Your Store

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Is Remote Work Beneficial For Employees?

It’s been a little over a year since we’ve left the office and started working remotely, and while it felt confusing and foriegn at first, it’s hard to remember a time when we actually left our homes to get to work. Although there are some downsides like higher stress and blurred lines between work and personal time, has remote work been beneficial for employees? We came up with three reasons why remote work might be more favorable for employees. 

  1. Employees are saving time and money. Before we were commuting 20 steps to the kitchen table to start our days, workers were spending a substantial amount of time getting to and from the office —  without this commute they’re getting back valuable time that was previously spent in transit. Not to mention the money saved, too. With no commute, there’s no need to spend money on parking, subway, or bus passes. Our wallets are thankful! 
  2. Working remotely has given employees the opportunity to relocate to a new location that they otherwise might not have gotten to visit. It’s now easier than ever to take a trip while getting the same work done in a new location. A change in scenery is also helpful for getting more work accomplished. 
  3. Remote work leads to an increase in productivity. Employees experience less distraction when they’re not surrounded by coworkers, overall resulting in more time spent focused on their tasks. Workers can also take more frequent breaks to refresh their minds and recharge. Communication is also simplified because it’s often written out leading to less of a chance for miscommunication. 

What are the Benefits of Meeting with Clients on BOSS Logics Live?

BOSS Logics Live isn’t like any other sales platform out there. It combines the best parts of a video chat with the ability to upload your product inventory, client lists, and proposals, all in one succinct virtual platform. So, what are the actual benefits of meeting with your clients on BOSS Logics Live? We’ll take you through the top three strengths of the platform. 

First, it’s easy to schedule appointments with clients, and you can do this a few different ways. Copy the scheduling link from your homepage and paste it into your email signature, display it on your website, or send it via a messenger app. When clients click on this link, they’ll see your availability and can schedule a meeting for a time that works best for them. You can also share a link to your Reception Room with clients. Your clients will see a grid listing everyone in your organization and can schedule an appointment here, too. Starting an appointment with a client on the fly is simple, too. Click the Create Appointment Now button on the homepage, select a client, and start your meeting. 

Another great benefit of using BOSS Logics Live is the ability to completely customize the platform to reflect your branding. Personalize everything from background and header colors during appointments and in the Reception Room, select what clients see when they first enter a meeting, and upload your logo to be displayed throughout the platform. 

Finally, the platform mimics the act of bringing a selection of pieces to an in-person sales meeting with the Assortment feature. Assortments can be created to showcase a grouping of specific products in a presentation. If you have a new Spring release, create an assortment of pieces within this collection and easily share it with different clients during appointments. You’ll always be able to filter for Assortments in your Product Gallery and within an appointment so that you can easily present your product grouping. 

Want to learn more? Watch our explainer videos at vimeo.com/bosslogics or check out bosslogics.com/bosslogicslive-retailers/

A Checklist to Help You Get Started on BOSS Logics Live

This checklist will help guide you through your basic account setup so you can start selling! 

  • Complete the Initial Setup —  this is where you’ll customize the platform to reflect your business
    • Update your profile picture
    • Set up your schedule so customers can start scheduling appointments
    • Upload your company logo
    • Send invitations to team members so they can verify their accounts
  • Import items —  this is where you’ll get your products on the platform
    • Download sample templates file and export your data into a .csv spreadsheet
    • Head over to the Import Data page and select the appropriate import type
    • Upload your file 
  • Upload the corresponding images for your products in the Product Gallery
    • Save images according to their SKU
    • Select bulk import or upload the images one by one
  • Customize the platform to your liking
    • Go to the Configure page to decide what product information will display in your Product Gallery, Appointments, and Proposals
    • Personalize the Scheduling page by selecting your brand colors and make decisions about how clients will be able to schedule appointments 
    • Customize the Reception Room to fit your branding
  • Add assets to your Content Library
    • Upload videos, images, and PDFs to supplement your appointment presentations 
  • Import Clients
    • Add clients to your account either through the Clients panel on the homepage or via an import (like you did with products)
  • Create Assortments —  group specific products together for presentations (ex: Summer Collection)
  • Create Proposals to present to specific clients
    • Add items to your “cart” during appointments to include them in your Proposal
  • Schedule appointments with clients
    • Copy the Scheduling link from your Homepage —  share this link with clients, include it in your email signature, display it on your website, or send it via a messenger app 
    • Select a client and start an impromptu appointment via the Create Appointment Now button on the Homepage 

Feel free to reach out to us with any questions through the Chat Now button located in the drop-down menu when you click the question mark at the top right of your screen.

Introducing Jewelers Source by JCK

We are very excited to announce our latest partnership with JCK, the leading and largest jewelry event in North America that gathers 30,000 exhibitors and attendees from around the globe each year, to create an online marketplace for vendors and their retail partners that works in conjunction with our BOSS Logics Live platform. 

Jewelers Source by JCK is taking the jewelry industry to the next level as users connect in a brand new, cutting edge marketplace. Vendors and their retail partners will connect, collaborate, and present within the platform, mimicking the in-person experience. Vendors can expand their reach globally and gain access to qualified, trade-only buyers that will discover their brand and products using high-definition product sharing technology 365 days a year. Jewelers Source by JCK offers vendors a wide new audience of vetted buyers with the ability to meet in real-time through the platform’s video conferencing or chat functions. 


Wondering what the highlights and features are for Jewelers Source by JCK?

  • Browse and shop 24/7/365 for the industry’s top vendors and suppliers in jewelry, bridal, men’s jewelry, gold, loose stones, service providers, equipment, technology, luxury brands, and more.
  • Search and discover products, showrooms, and trends through advanced filtering capabilities. 
  • Connect and meet with domestic and international vendors through online chat and in-platform email and appointment scheduling at your convenience, year round.
  • Create virtual assortments and save favorites.
  • Receive custom purchase orders and line sheets in real-time. 
  • Build new relationships with vendors in advance of and in between live shows.
  • Enjoy a variety of ‘pop-up’ and special events throughout the year. 
  • Available on mobile, tablet, and desktop iOS and Android devices as well as Windows and Mac platforms. 

Want to learn more about Jewelers Source by JCK? Check out www.jckonline.com/jewelers-source-buyers

BOSS Logics Live Training Videos: Part 2

We’ve created even more training videos to help you get better acquainted with BOSS Logics Live. In the videos below, you’ll learn how to create clients, start a meeting, and schedule an appointment. Watch them now to learn how to properly set up your account. 

Chapter 5: How to create clients.

Chapter 6: Starting an appointment.

Chapter 7: How to schedule an appointment.

What is the Content Library?

Every presentation needs some supplemental assets, right? During an appointment you might want to show your client a video featuring your latest collection or share images of your products being modeled. That’s why we created the Content Library. 

When you’re setting up your BOSS Logics Live account, be sure to import any supplemental material like videos, product images, or PDFs that will help enhance your presentations during meetings in the Setup tab within the Administration drop-down menu. Assets are great for giving your client a better feel of both your brand and your products. 

During an appointment, you’ll see the Content Library button on the bottom of the screen. When you click on this button, a list of all of the assets you’ve uploaded will open. When you click on one of these assets, it will automatically appear on screen for you and your client, and you’ll have control over what the client is looking at. Send the asset into full screen mode to ensure your client has the best viewing experience, and if you’re sharing a video, you can fast-forward to a specific point and track your client’s progress in how much of the video they’ve watched. 

The Content Library is the ideal tool for strengthening your presentations to guarantee your client sees the best parts of your products. 

The Future of Communication Technology Interview Excerpt

Zach Lipsky, founder and president of BOSS Logics recently sat down with Authority Magazine to discuss the future of communication technology and how BOSS Logics is paving the way for vendors and retailers to digitally transform their business with BOSS Logics Live. Read an excerpt from the interview below and click here to read the full interview.

Can you share the most interesting story that happened to you since you began your career?

I think the most interesting story is one that many are familiar with; that after 20 years in business, the pandemic inspired a hard pivot. We completely reshifted our focus from bespoke digital solutions and created BOSS Logics Live. Like many others, we were nervous about what the future would hold and if we would have enough work to survive. Although creating an entirely new software platform while working remotely sounded unthinkable at the time, I had faith that my team and I could accomplish this feat, and I’m so proud of how far BOSS Logics Live has come since its inception. 

Can you please give us your favorite  “Life Lesson Quote”? Can you share how that was relevant to you in your life? 

One of my favorite quotes is from Walt Disney —  “The way to get started is to quit talking and begin doing.” I’ve taken this with me through every aspiration I’ve had. It’s encouraged me to go after what might initially sound like a crazy idea, whether that be starting my own business at such a young age or completely pivoting to creating a new software platform in the middle of a pandemic. This quote is a great motivating factor in taking action on what you say you want to achieve, and can even be applied to the clients we work with. It’s easy to talk to a client about the benefits of BOSS Logics Live, but the only way to see results is to start implementing it. 

Ok wonderful. Let’s now shift to the main focus of our interview. Can you tell us about the cutting edge communication tech that you are working on? How do you think that will help people?

Last June my team and I launched BOSS Logics Live, which is an interactive product sharing tool that makes selling online feel like an in-person experience for vendors and retailers. The platform was created for vendors and retailers to either host remote sales meetings or to supplement their regular in-person meetings, creating more accessible touch points for associates and clients to stay in contact with one another. Vendors and retailers can upload their entire product inventory into the platform and showcase it during virtual appointments while simultaneously video chatting with clients at the top of the screen, ensuring that associates sell and make meaningful connections with their clients. 

BOSS Logics Live helps businesses grow as it encourages them to move past traditional sales methods by taking advantage of the online world; it empowers businesses to connect with more clients, more frequently as associates can use the video chat feature for client check-ins year round. As businesses host sales meetings on the platform, there’s less of a need to travel around the country for in-person appointments, resulting in lower overhead, and overall establishing more consistent and focused communication with clients.

As we designed the platform we made sure to put thought into every feature and aspect to make selling to clients as seamless and realistic as possible. We realized that one of the most important factors in a sales meeting is nonverbal communication, so we developed the ability for both the meeting host and client to track each participant’s mouse movements as they scan the products on screen during a meeting, similar to collaboratively working in a Google Doc. With this feature, meeting hosts can gather nonverbal cues as to what items their client is interested in without explicitly discussing it. 

We recently partnered with JCK, the leading and largest jewelry event in North America open to all jewelry professionals that gathers 30,000 exhibitors and attendees from around the globe each year, to create an online marketplace for vendors and their retail partners called Jewelers Source by JCK, powered by BOSS Logics Live. With this partnership, we’re working to help jewelry vendors expand their reach globally as we make selling remotely feel like an in-person experience. 

How do you think this might change the world?

Because BOSS Logics Live minimizes the need for sales associates to travel to meet with potential buyers, it opens the door for vendors and retailers from around the world to broaden their reach and seamlessly connect with new clients. 

The platform also offers a brand new method for consumers to continue to shop from their homes, elevating the e-commerce experience with the opportunity to shop with a skilled salesperson through a virtual meeting. Additionally, BOSS Logics Live encourages cross generational sales, allowing people to continue to work with businesses they know and love regardless of where they are located. 

What are Tasks and History?

As you scroll through the BOSS Logics Live homepage, you’ll see there are sections titled Tasks and History. These functions were incorporated into the platform to help you stay organized and remind you what you’ve been working on at a glance. 

Tasks will display your to-do list, and they can be assigned before, during, and after meetings. You might include tasks like “Follow up with Jon after our meeting” or “Create an Assortment for our Fall Collection.” As you finish your tasks, you can mark them as completed —  you’ll see a list of everything you’ve accomplished below your to-do list.

History will display records of all previous interactions with clients —  differentiate how you interacted with your client by specifying if it was via an email, a call, meeting, or if it was in person. You can also add notes about what type of interaction it was —  include things like “Met for coffee” or “Confirmed product listing.” Use History to browse previous chats and assortments, as well. 

The Tasks and History features are perfect for helping you keep track of what you need to work on and who you’ve met with. 

What is the Product Gallery?

One of the BOSS Logics Live features you’ll use most often is the Product Gallery. The Product Gallery displays all of the merchandise that you’re selling that has been imported into the platform. You can access the Product Gallery by clicking the Products button at the top of the screen, and you’ll be able to share your Product Gallery with clients during appointments. 

Above your product images, you’ll see several filters that you can adjust to view specific products. As you click through the filters, products that meet your requirements will automatically populate the screen.

If you want to view a specific product’s item details, click on the item’s name —  a window will open with detailed information about the product you’ve selected. Click on the product image to magnify it and take a more detailed look. 

You can upload additional products and create Assortments and Proposals through the Product Gallery, as well. Click through the icons in the blue bar on the bottom right of your screen to start any of these actions. 

Check out our training video to learn even more about the Product Gallery. 

Want to Chat With Us?

While you’re navigating around BOSS Logics Live, it’s probable that you’ll have a few questions about how specific features or how the platform works. That’s why we’ve incorporated the Chat Now function to help guide you through the platform. 

In the top right corner of every page on the platform, you’ll see a question mark icon. Click this icon and select Chat Now. If you’re looking for help with a specific feature, we recommend reading through our FAQs which are sorted by topic. If you don’t see the topic you’re looking for, try typing it in the search bar —  all questions related to your topic will populate the screen. 

If you have a more specific question that can’t be answered through the FAQs, feel free to send us a message —  we’d love to hear from you. Click on the Inbox button to start live chatting with a member from our team. We’ll get back to you as soon as we can and work with you to resolve any questions or issues you might have.