CRM

Lead Management

• Web to Lead Capture, Routing, & Qualification - Use our web-to-lead form generator to generate the HTML forms you can use on your website to create leads. Use our routing wizard to set rules that auto-route them to the appropriate sales associate. As leads are qualified, they're converted to "Prospects", enabling each relationship type to be managed separately.
• Lead Responder - A lead is 5X more likely to convert if they receive a response within 5 minutes, and that's exactly what you'll be able to do using BizAutomation's workflow automation wizard which supports email templates to immediately send leads a qualified response, including information about how you'll help them get to the next stage within the discovery phase of the opportunity
• Import / Update Lead Wizard - Import thousands of leads from Excel / CSV

Opportunity Management

• Pipeline Management with Closing % - Quickly see a list of opportunities in the pipeline by customer, including total progress towards completion by percentage, and other valuable information such as opportunity potential amount
• Follow-up Management - Not all opportunities require extensive opportunity pipeline processes. Sometimes you just need to know when you last contacted a lead, account, etc.. and what status they fell into. This and more is available with BizAutomation’s follow-up management capabilities.
• Support for long selling cycles (Not just short & medium) - Leverage selling templates to maximize the chances of closing a deal, making every sales person a hero by encapsulating your best-selling practices within longer selling cycles.
• Products & Services Mirroring Sales Order Records - Integration with Inventory enables sales-opportunities to include the products & services that make up the object of a potential sale. This makes it even easier to convert to sales orders when they successfully close.
• Use your sales department to help optimize procurement - Close % can contribute to demand planning, to further improve procurement accuracy.
• Opportunity follow-up automation - Automatically send out sales templates based on a schedule, to automate what you’re probably already doing after a new lead and opportunity is realized.
• Opportunity to Order Conversion - Because an opportunity is the flip side of an order, replete with quote history, products & services, etc... converting it to an order (won or lost)is as easy as clicking a button and selecting a reason why it closed successfully which turns it into a sales order, or not-successfully, which relegates it to lost opportunities which you'll have access to from the customer record. In either case, reporting and analytics will tell you what works and what doesn't.

Quote Management

• Quote Designer - BizAutomation provides a custom quote designer with complete control over the look and feel including all field and header labels (i.e. you can label them Estimates, Proposals, etc..). Includes design tools your designers are already familiar with, such as CSS and HTML.
• Quote to PDF - Use data from the order, customer, contact, etc.. to produce the quote document you ultimately end up sending your customers as a PDF.
• Quote Templates - Design and use any number of templates so that each business unit has it’s own unique design and data fields.
• Create and Send Quotes with Workflow Automation - Automatically produce a quote when predesigned thresholds have been met, which can be emailed out as PDF attachments to customers.

Account & Customer Management

• Account / Customer Segmentation & Tiering - All organizations can be segmented into custom-defined profiles. For example, let's say you have Big Distributors and Small Distributors and want to assign pricing, fields, custom search, and business rules according to segment or sub-segment.
• Account / Customer Scoring & Rating Automation - Using our rating wizard, you can setup formulas based on revenue spend that automatically and dynamically changes custom scores such as "Gold tier" for based sales by organization. You can also use customer performance to influence picking priority, so your better customers get more favorable lead-times if inventory allocation is tight.
• Company associations for subsidiaries & other relationships - If some of your customers are large organizations with a number of subsidiaries, sister companies, branches, etc.. BizAutomation link to all their related organizations, including head quarters, subsidiaries, etc.. with the ability to build parent / child constellations across all relationships (e.g. you can have a parent organization pay a subsidiary's invoice, and much more).

Territory Management

Territory management is a great way to cut down on record clutter, improve security, and 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.

• Geographical separation - Employees can be assigned territories based on corporate hierarchies. So for example, if you have separate offices or teams responsible for different geographic territories such as U.S, Canada, Latin America, etc.., you can have the C-Level tier gain access to all records in all territories, where employees belonging to individual territories (or groups of territories we refer to as “Territory Scopes”) are shown appropriately segmented data.
• Business unit separation - If you have subsidiaries / logical business units located in different markets, you can combine separate entities financially as well as by territory scope, so employees accessing records have full separation according to business unit.