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CRM
- Customer Relationship
Management |
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Sales-Force-Automation
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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 |
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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 |
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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 |
-
Inventory Kits
- At order
time, select kit
template, then
change child
items, modify
attributes,
select from
location
(multiple
locations /
warehouses are
supported)
etc...
-
Inventory
Assemblies
-
Make a
virtual item
that's a
collection of
child items (e.g.
parts), with
inventory levels
for child items
automatically
adjusting.
-
Product
Serialization
-
Item Matrix for
automatic
configuration of
item attributes,
options, and
accessories.
-
All Item types
supported
including:
Inventory,
Non-inventory,
Services,
Matrix,
Serialized,
Kits, and
Assemblies.
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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)
-
Pricing formula
control - Set
tiered pricing
by customer
relationship
group down to
specific
customers.
-
Sales & Purchase
Fulfillment -
When a Sales
Order is placed
Biz instantly
creates the
shipping /
fulfillment
queue where you
can create pick
lists to pick,
pack, and ship.
If there's
insufficient qty
on hand you can
invoice & ship a
partial qty. Biz
automatically
places the
remainder on
back order (BO)
creating a
procurement
queue (along
with items that
have reached the
reorder point).
When items
within the
purchase queue
are ordered,
they are are
then listed
within the
receiving queue.
As items are
shipped and
received Biz
automatically
adjusts your
inventory across
all warehouses.
-
Create P.O.s
from Invoices &
visa versa
-
Order Entry
-
Shipping -
Support for
FedEx, USPS, and
UPS (beta),
including
shipping option
presentation
(standard, over
night, etc...)
amount
calculations
from items
selected,
issuance of the
tracking number,
and creation of
shipping labels,
all neatly
integrated into
order management
and invoicing.
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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..
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Total price
control on
items
-
Bank
Reconciliation
-
Budgeting
with Budget
impact on
Cash
-
Check Writer
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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.
E.g. -
you can make
ABC Inc. the
parent of
XYZ Inc, or
perhaps you
may want to
connect 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, Gmail, 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
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Case creation
and tracking
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Document sharing
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Documents (e.g.
Word, Excel) &
Business
Documents
Tracking (e.g.
Invoices, P.O.s)
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Partner
Relationship
Management (PRM)
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Partner Relationship
Management (PRM) |
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Manage
indirect
channel
partners
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Assign &
Receive /
Track new
leads
-
Share and
collaborate
on 3rd party
organizations
& contacts
bi-directionally
-
Enable
Partners to
create
Forecasts
-
Leverage
Contract
Management
for
collaborating
on Projects
& Cases
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Fulfillment
& Project Management
(Jobs) |
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Multiple Project
Process
Templates
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Change
Management
-
Create
Sub-stages, and
set Stage
Dependencies
-
Add billable or
non-billable
time and expense
from within a
project stage.
-
Expose contract
balances within
the project to
keep expense
within allotted
budgets.
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Stage Alerts
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Expose projects
through
Customer &
Partner
Portals to share
with partners
and customers.
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Project Costing
and Income tied
to Accounting.
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Bill of time and
materials,
including lists
of POs and
Invoices tied to
a project.
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Reporting |
-
Customizable
Dashboard
adjustable by
user and
permission
groups
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Custom Report
Builder
-
Pre-defined
Reports
-
Report Favorites
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Customization &
Other Capabilities |
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Wizard driven
customization
for page layout
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Set Hierarchies
for Territories
and Teams.
-
Auto Routing
Rules for Leads
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Multiple
Business
Processes for
sales,
purchasing, and
projects.
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Group based
permissions
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Territory & Team
Management
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Custom fields,
tabs, and pages
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Customization |
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Customize based
on role, and
group - Access
rights, tab
views, fields,
search rights.
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Custom tab
views, and tab
labels.
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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.)
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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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