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CRM
- Customer Relationship
Management |
-
Sales-Force-Automation
-
Opportunities
with
milestones
and stages,
Sales
Forecasting,
Lead
management,
and more.
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Customer
Service &
Support
- Support
for Case
management.
Assign tasks
within
cases, to
multiple
employees,
with insight
from support
contracts,
and ability
to book time
and billing
against
cases.
Knowledge
base
management.
-
Marketing
Automation
- Campaign
Management,
marketing
budget
management,
Surveys &
Questionnaires,
Drip
Campaigns,
Email
Broadcasting,
Web lead
capture with
auto routing
rules.
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Contact Management |
-
Activity Hub
let's you manage
EVERY date and
time driven
event from a
single page.
-
Action Item
templates enable
single click field
settings for
repetitive follow-up
events.
-
Employee
availability
tracking
-
Outlook /
BizAutomation
Contact sharing
-
360° view of
contact's Outlook
email history
-
Email templates
-
Create Emails from
within Biz and use
CRM as the Global
Address List
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B2B-B2C - E-Commerce |
-
Shopping Cart
Catalog
-
Order Entry
-
Unlimited
Category
Hierarchies
-
Unlimited Items
(with picture
upload)
-
Leverages CRM &
Inventory
-
Total
Price Formula Control
-
Manages "Net"
Credit Terms
(Bill me)
-
Shipping support
-
Show Order
History from
Enterprise
Portal
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Human
Resources (H.R.) |
-
Employee Time Sheets
and Payroll
-
Online Leave /
Vacation requests
-
Employee
Qualification
Management
-
Set hourly wages,
salaries, &
over-time pay
-
Commissions
Calculations
-
Employee
Performance
Analytics
-
Able to set
Employee's direct
labor impact on COGS
-
Payroll Gross
exportable to
popular Payroll
Services
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Contract
& Document Management |
-
Create contracts
based on hours, days,
incidents, or
expiration dates then
expose contract
balances from cases,
and projects.
-
Document Routing
& Single-Click
Approval
-
Online Document
& Document
Templates
-
Share Contracts
and other
Business
Documents via
the Business
Portal
-
Track Assets
from within
Contracts
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Asset Tracking |
-
Track Assets
(Items sold,
leased, or
rented to a
customer)
from within the
customer record,
and from the
service
contract.
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ERP-
Enterprise Resource
Planning
& Inventory Mgt |
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Inventory Kits
- At order
time, select kit
template, then
change child
items, modify
attributes,
select from
location
(multiple
locations /
warehouses are
supported)
etc...
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Inventory
Assemblies
-
Make a
virtual item
that's a
collection of
child items (e.g.
parts), with
inventory levels
for child items
automatically
adjusting.
-
All Item types
supported
including:
Inventory,
Non-inventory,
Services,
Matrix,
Serialized,
Kits, and
Assemblies.
-
Support for drop
shipping
-
Multiple
Location / Warehouses
supported (i.e.
if you have
multiple
warehouses, or
stores that keep
stock you can
manage levels
for each
location)
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Pricing formula
control
-
Purchase
Management
-
Product
Serialization
-
Create P.O.s
from Invoices &
visa versa
-
Item Matrix for
automatic
configuration of
item attributes,
options, and
accessories.
-
Order Entry
-
Shipping
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Accounting
& Financials |
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GL,
Cash-flow
Statement,
Balance
Sheet
-
Profit /
Loss
Statement,
Trial
Balances
-
Chart of
Accounts
-
Journal
Entries
-
Sales
Orders &
Invoices
-
Purchase
Requisitions
& P.O.s
-
Accounts
Receivables
& Payables
(AR / AP)
-
Set & Manage
"Net" Credit
Terms
-
Gross Profit
/ Loss
Reporting
-
Set tax
rates on
items,
customers,
etc..
-
Total price
control on
items
-
Bank
Reconciliation
-
Budgeting
with Budget
impact on
Cash
-
Check Writer
-
COGS, Cost
of labor,
and
budgeting
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Web
Analytics |
-
Track key
customer web
site traffic
from
BizAutomation
(obviates
the need to
track IPs)
-
Track who's
actually
referring -
not just
traffic but
actual
Leads,
Prospects,
and Accounts
-
PPC Search
Marketing
compatible
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Survey
& Questionnaire
Management |
-
Fully
Integrated
with CRM
-
Create
Dynamic or
Static
Surveys
-
Skip Logic
-
Apply a
weight to
responses
-
Set triggers
that allow
you to
generate
records
based on a
response
-
Open a new
customer
page based
on how a
respondent
answers
-
Custom field
types for
answers
fields
-
Pie Chart &
Bar Graph
Reporting
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BRM
- Business Relationship
Management |
-
Manage all
the OTHER
Relationships
that matter
to your
Business
-
Custom
configure
page profile
according to
the
relationship
-
Define
Sub-Profiles
Beneath
Relationships
-
Inter-Company
Associations
-
Partner
Relationship
Management
(PRM)
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Inter
Company Associations |
-
Set
associations
within a
company so
for example,
you can make
ABC Inc. the
parent of
XYZ Inc, or
perhaps you
may want to
connect ABC
Inc the HQ
with 4 other
multi-national
sub-divisions.
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Messaging &
Collaboration |
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See all your
email from
within
BizAutomation.com
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Will work with
any IMAP email
service
including
Exchange, Gmailm
Yahoo, Zimbra,
Imail, and more.
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See all your calendar items
from within
BizAutomation.com
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Enterprise
Portal (Self-Service) |
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Content
Orchestration
-
Order Entry
-
Case creation
and tracking
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Document sharing
-
Documents (e.g.
Word, Excel) &
Business
Documents
Tracking (e.g.
Invoices, P.O.s)
-
Partner
Relationship
Management (PRM)
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Partner Relationship
Management (PRM) |
-
Manage
indirect
channel
partners
-
Assign &
Receive /
Track new
leads
-
Share and
collaborate
on 3rd party
organizations
& contacts
bi-directionally
-
Enable
Partners to
create
Forecasts
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Leverage
Contract
Management
for
collaborating
on Projects
& Cases
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Fulfillment
& Project Management
(Jobs) |
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Reporting |
-
Customizable
Dashboard
adjustable by
user and
permission
groups
-
Custom Report
Builder
-
Pre-defined
Reports
-
Report Favorites
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Customization &
Other Capabilities |
-
Wizard driven
customization
for page layout
-
Set Hierarchies
for Territories
and Teams.
-
Auto Routing
Rules for Leads
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Multiple
Business
Processes for
sales,
purchasing, and
projects.
-
Group based
permissions
-
Territory & Team
Management
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Custom fields,
tabs, and pages
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Customization |
-
Customize based
on role, and
group - Access
rights, tab
views, fields,
search rights.
-
Custom tab
views, and tab
labels.
-
Custom columns
within initial
page grids, with
custom default
filter settings
(Q1/08).
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Custom fields
that appear
based on record
types (e.g.
Relationship
type, Contact
type etc.)
-
Define
relationships
and profiles
that group
records based on
how your company
relates to it's
customers (e.g.
Customers that
are retailers
vs. wholesalers,
Partners, etc..)
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