If this is what you do

Overview - Support for your customer’s IT and product support needs, including service and support for the products you represent and possibly even resell from other ISVs or OEMs. You’ve become a trusted advisor, and SMBs look to your company for product selection, and support.

Your Business Development Profile – Direct mail, advertise in the local yellow pages, perhaps you have your own inside sales people generating warm leads from brokered lists. You have a web site that serves as an information repository, but it's not really working to generate or even qualify leads.

Your Daily Work Order Process – Customer calls you with a need. You scurry to find out which of your technicians or service people are available given the requirements (perhaps while on the phone with your customer). You then need to assign a technician to a support ticket, and track what happened so you can apply the correct notes, billing rate, and  number of hours to invoice. Occasionally you might need to order and drop ship from a vendor to your customer site.

Problem: Double data entry, lots of manual processing, and disintegration across systems used, leading to one part of your business not knowing what the other is doing.

This is what we can do for your business (Our recipe for your success)

Service Call Automation & Contract Management – Customer calls you with a need. Instantly find out what your people’s time commitments are so you know who to assign to the Case. From the customer site, your people can create a new “Case” and enter billable time events that instantly add themselves as line items in the customer’s invoice. From the “Case” itself, all parties can see how many hours or incidents are left on that particular customer’s contract, enabling you to renew the contract as soon as possible. Any time the Case “Status” or a new work entry is added, all parties involved in the Case are alerted via email. Optional – BizAutomation can also integrate with 3rd party PBX systems, enabling “Screen Pops” showing customer and contract profile.

Typical Transaction workflow issues solved – Aside from enabling you to create a web based sales, service orders or invoices, exposing those documents to your customers, and sending that document to QuickBooks (included) or another accounting system for processing (add-on), BizAutomation also lets you handle any JIT drop-shipping by letting you create online Purchase Orders, then letting you create the Invoice from those Purchase Orders without having to retype any of that information back in.

Typical Sales & Marketing workflow issues solved –  Set up web leads from your own web site. Track new leads and opportunities by campaign effectiveness, to build your ROI so you can find out if that investment in direct mail was more effective than the one on inside sales, etc…. Create your invoices online, and expose them through the business portal to your clients, then observe when they’re logging on to view them. By using Areas Of Interest, you can target opt-in email campaigns on inactive prospects, and keep existing customers aware of ongoing business promotions.

Mine your database using precise criteria and analysis to generate targeted lists. If you advertise in the local yellow pages and have other marketing concepts you’d like to test, Biz will report on your marketing campaigns so you can decide where to invest your marketing dollars.

What about Repeat Customers ? – Give them their own credit terms and let them self-order products and services (such as blocks of hours, and support packages) from your business portal.

Employee Time Cards & Payroll Services – Your employees will enter their billable and non-billable time within their own employee profile in BizAutomation, including leave requests. Time cards are integrated with QuickBooks Payroll Service. Use PayChex or some other payroll service ?, let us know – we might consider creating an integration connector for it.

Project & Fulfillment Management -  For longer engagements that require a formal “Fulfillment” process, the Project module will help you quickly create collaborative projects enabling you to assign project tasks to all your employees. You’ll also be able to enter billable time and expense items to the Work Order or Invoice during each project step.

Bottom Line - You have a single system managing your entire business.

These are just some of the problems you’ll solve with BizAutomation.com. Want to discuss more workflow scenarios with us and how BizAutomation can automate them ? Give us a call or schedule a hands on demo.