Stand alone CRMs claim a “360° view of the customer”, so let’s take the following every day scenario:
Say a customer calls your sales department, and the person answering needs to know:
BizAutomation CRM can answer “yes” to all of these. Can your CRM ?
An ideal sales solution that strikes the right balance between power and simplicity, because too much of one comes at the other’s expense.
We designed sales opportunities to look and feel like the very thing every opportunity hopes to be when it grows up - a sales order!
Once you need to communicate quotes to customers, you’ll appreciate our BizDoc module (aka “Quote Builder”), which can be used to custom design quotes or whatever your business calls them (e.g. Estimates, Proposals, etc..).
Commissions management makes it possible to custom define your incentives program around the way you do business.
Territories are Ideal if you have groups of employees (including sales staff) where you need to control access to organizations and everything that relates to them, including orders, opportunities, cases, activities, and much more, which can be segmented by custom defined territories.
While this typically is an area you’d see in order management (it’s covered there too), like so many things ERP, they cross pollinate because pricing can have a profound impact on the outcome of a sales opportunity and is a key part of quote building.
A comprehensive solution that leverages data from other modules and helps streamline repetitive tasks via workflow automation.
Resolve cases faster by combining automated processes with easy access to the full details, context, and history of every case and customer interaction.
When a case becomes more involved that usual, you can create topics and automatically have case contacts receive email alerts, which they can respond to in a collaborative forum (similar to topic forums you might belong to).
Provide existing customers with the ability to send emails to generate case records directly within CRM.
Create custom web to case forms you can place on your web site (Similar to “web to lead” forms).
Create knowledge base articles, you can use to solve common issues, so you can reference an article from within a case record.
If a support ticket involves an item that was ordered, you’ll be able to reference line items from recent orders, to make it the object of the case.
If your organization wishes to charge for add-on support, you can charge by incident (perhaps charge by block of 10 for example) then create contracts that allow a set number of cases to be generated for a particular customer.
After you create a new case, BizAutomation will also show you the number of incidents remaining in the contract, giving you ample time to offer your customer renewal contract options.
Where sales is all about conversions, marketing is focused on lead generation and campaign analytics. By measuring spend to opportunity ratios, you’ll learn ROI and how to best optimize future campaign budget allocations.
Comparing and contrasting marketing campaigns can be quite a chore. Go in blind, and you may end up wasting significant revenue on a poorly performing campaigns.
BizAutomation enables the ability to track campaign ROI based on all the data you’re already feeding the system from all departments, such as leads, customers, orders and financial transactions such as invoices.
In the end, you’ll know which campaigns performed well, which were so so, and which outright flopped, using analytics such as what a campaign generated in terms of:
Create temporary or permanent promotions with our easy to use promotion rules wizard. Promotions can be applied to internal orders, as well as B2C and B2B Ecommerce orders using our BizCommerce platform. Promotions can also act as an additional layer of pricing control.
Slice and dice contact lists based on any number of criteriaBroadcast messages to:
Automating, tracking, and enabling seamless communication flows between your employees and trading partners is one of the most important, yet underrated benefits BizAutomation can offer your organization.
Track & Manage activities across the entire business (permission enabled):
Google G-Suite and Office 365 Email & Calendaring:
Each contact related record (e.g. Customer, Contact, Order, Case, Project, Vendor PO, etc..) will have an audit trail of activities exchange with that record’s contact such as email in, out, tasks, etc..
Each contact related record (e.g. Customer, Contact, Order, Case, Project, Vendor PO, etc..) can have an audit trail of activity exchanges with that record’s contact such as email in, out, tasks, and other date driven events.
Convert and classify trading partner documents, such as Customer Purchase Orders and Vendor Invoices, using AI and OCR technology to help automate data entry, and all the typical quality control validation involved. The end result will be countless man hours saved, and a significant reduction in human error (offered as an add-on service).
Use BizAutomation’s workflow automation wizard to create IF / THEN events that send customized email template based alerts to other employees and trading partners.