biz craft brochure
TRANSCRIPT
Presents
A complete solution for business
management
www.savvysouls.com
Savvysouls Softlab
BROCHURE
[email protected] call us at 0091- 044 - 32453360
BizCraft ERP
Modules:
Customer Relationship Management Payroll Inventory Account Logistics Textile
Point of sale
Savvysouls Softlab is proud to introduce its complete solution for small and medium
businesses.
BizCraft is comprehensive web/windows based Business Management Solution. It has been
designed for better interaction and controlled functioning of marketing, sales & support, store,
production & management departments.
The software being centralized database based
can be accessed from any system in the network or around the globe* , which enables the point of
sales, distributors, production house, store and management to be in touch with each other at all
times.
*if implemented for internet.
If you have any queries please contact us at [email protected] or Call us at 044 - 32453360
CRM – Customer Relationship
management
CRM modules:
Sales Force Automation Marketing Automation Customer Support Management Inventory Management Process Analyst
BizCraft CRM Module includes prebuilt applications for customer relationship management (CRM)
ranging from sales force automation to partner relationship management, marketing, and
customer service.
BizCraft CRM provides separate interface and different features on the basis of
A. Sales Force Automation B. Marketing Automation
C. Customer Support Management D. Inventory Management
E. Process Analyst
A. Sales Force Automation
Sales force automation modules:
Lead Management Opportunity Management Account Management Contact Management Activity Management Sales Forecasts
Sales Quotes
BizCraft ERP empowers the sales force,
executives, and management with sophisticated sales management functions such as: lead
generation & qualification, sales pipeline analysis, sales stage & probability analysis, competitor
analysis, real-time sales forecasting, sales quota management, sales reports & dashboards and
other useful metrics. These functions give a business an opportunity to completely focus on
customer life-cycle (lead generation - acquisition - conversion - retention - loyalty) rather than sales
process, thus increasing sales revenue.
BizCraft ERP has sales force automation modules
such as: leads, potentials, accounts, contacts, and
sales-forecasting. You can accurately track all business opportunities and close more deals in
less time. In addition, you can identify bottlenecks in the sales process in advance;
thereby effectively utilize existing customer data for future cross-selling and up-selling
opportunities.
1. Lead Management
2. Opportunity Management
3. Account Management
4. Contact Management
5. Activity Management
6. Sales Forecasts
7. Sales Quotes
A. Sales Force Automation
1. Lead Management
� Manage leads end-to-end (from creating leads to converting them into opportunities)
� Import leads from external sources, such as
Web downloads, trade shows, seminars, direct mail, and other types of campaigns
� Set up lead assignment rules to automatically assign leads to the sales force
in your sales organization
� Qualify leads to next stage based on the
information captured in lead details. Once leads are qualified for prospecting stage,
convert them into sales opportunities, accounts, and contacts with a single-click
� Customize lead management process (B2B and B2C business scenarios) as per
organization sales process
� Standard reports and dashboards bundled for a fast learning curve. You can also
create fully customizable lead reports and dashboards.
� Export leads data to spreadsheet software
for further data analysis
A. Sales Force Automation
2. Opportunity Management
� Track all sales opportunities end-to-end in a
sales cycle
� Import Potentials from other Business/CRM
solutions and services
� Associate opportunities with accounts, contacts, activities, and other modules to
have a better visibility on the opportunities (360 degree view)
� Track competition on each business
opportunity
� Intuitive Sales Funnel chart to analyze the pipeline and eliminate any bottlenecks in
the sales cycle
� Alert the intended audience in your
organization when a big deal closes (big deal alert) or is nearing completion
� Set up sales escalation process through
Workflow rules to reduce the bottlenecks in the sales cycle
� Export opportunities to spreadsheet
software to analyze the sales pipeline and quickly identify the bottlenecks if any.
A. Sales Force Automation
3. Account Management
� Track all accounts and related contacts,
opportunities, cases, and other details from a common repository
� Specify parent-child relationships between
accounts and their subsidiaries or other divisions
� Generate quotes, sales orders, and invoices
for the accounts
� Track purchase history of the customers and analyze opportunities for up-selling and
cross-selling in future
� Identify referrals from accounts and contacts for promoting new products and
services
� Store account and contact-related notes and documents in the account history
� Export accounts to spreadsheet software to analyze the buying patterns of a customers
and set up loyalty programs
A. Sales Force Automation
4. Contact Management
� Track all contacts and related opportunities,
cases, activities, and other details from a common repository.
� Manage hierarchy of contacts within your
customer company to have a better coordination while dealing with customers.
� Import contacts from external sources CRM
and other business applications.
� Set up contact assignment rules to
automatically assign contacts to the sales force in your organization.
� Export contacts to spreadsheet software for
further data analysis.
5. Activity Management
� Log all important customer-related emails into your CRM account for a quick reference
in future.
� Store all the details of customer meetings and calls in an intuitive calendar.
� Invite CRM users, leads and contacts for public events.
� Set up recurring events with daily, weekly,
monthly and yearly frequencies.
A. Sales Force Automation
6. Sales Forecasts
� Estimate how much revenue you can
generate in each fiscal year.
� Identify the sales persons who met their targets for fiscal quarter/year.
� Predict the revenue generation for the
forthcoming quarters.
� Create fully customizable forecast reports
and dashboards.
7. Sales Quotes
� Track outstanding sales quotes from your
prospect Accounts.
� Add line items to the quotes and update subtotal, taxes, adjustments, and grand
total amounts.
� Select different prices for the same product as per your customer segmentation.
� Create printer-friendly sales quotes and
send to the prospects through BizCraft ERP
inbuilt email service.
� Avoid duplicate work by dynamically displaying the billing and shipping addresses
of the prospect.
� Customize sales quotes as per your organization's requirements.
B. Marketing Automation
Marketing automation modules:
Campaign Management Lead Generation
E- mail Marketing
As part of the marketing automation, BizCraft ERP provides Campaign management, E-mail
marketing, and Lead generation through various sources (such as Web-to-Lead forms, import lead
data and others), specifically useful for integrating organization's sales and marketing activities.
With the BizCraft ERP campaign management features, you can effectively plan marketing
expenditure and thereby improve the quality of
lead generation process. In addition, campaign management integrated with leads and
opportunities modules helps your organization in measuring the campaign performance and
effectiveness.
1. Campaign Management 2. Lead Generation
3. E-mail Marketing
B. Marketing Automation
1. Campaign Management
� Plan marketing activities and develop
campaign hierarchies by outlining the
marketing campaign objectives.
� Define the campaign success metrics and measure the campaign effectiveness (ROI)
by linking directly to the leads and potentials.
� Track all customer inquiries related directly
to the campaigns.
� Track sales force closures related directly to the campaigns.
2. Lead Generation
� Setup personalized Auto-response email
messages based on the type of customer inquiry.
� Approve leads captured through Web sites
and assign to the right sales persons in your organization.
� Customize Web-to-Lead form as per your
organization lead generation process.
� Import leads from the external sources, such as Web downloads, trade shows,
seminars, direct mail, and other types of
campaigns.
� Qualify leads to the next stage based on the information captured in lead details.
B. Marketing Automation
3. Email Marketing
� Manage mailing lists based on the existing
data related to leads, contacts, and
potentials.
� Create mass email templates with rich-text HTML editor directly from the BizCraft ERP
system for a better email marketing campaigns.
� Set up email opt-out process in compliance with CAN-SPAM act using unsubscribe
forms.
� Schedule mass email campaigns from the selected leads and contacts.
� Manage Drip Campaigns (Scheduled
automatic mailing) using series of auto-responders for leads and contacts.
C. Customer Support Management
Customer support management modules:
Case Management
Solution Management
BizCraft ERP provides the Customer Support &
Service management (Help Desk) features such as Cases (Trouble tickets), Solutions (Knowledge
Base), Case Assignment & Escalation through Workflow rules for capturing customer-specific
cases through Web sites.
Cases and Solutions functionality can be used to
streamline organization-wide Customer Support process and enable a better integration between
Sales & Customer Support processes in a single system.
Integration between Sales and Post-sales support
management helps organizations in resolving the customer-reported cases in less time thereby
enhancing the customer satisfaction, cross-selling and up-selling opportunities in future.
1. Case Management
2. Solution Management
C. Customer Support Management
1. Case Management
� Track all the customer-reported cases end-
to-end as per organization's customer
support process.
� Automate the case routing process using the case assignment rules so that all the
cases are assigned to the right support agents in your organization.
� Set up case escalation process using the Workflow rules for a better case resolution
and enhance the customer satisfaction.
� Customize the Cases module as per your organization-wide customer support
process, which includes adding more
custom fields, modifying page layout through drag & drop customization, and
changing the order of 360 degree views (related list views).
� Customize the case-specific reports and dashboards.
C. Customer Support Management
2. Solution Management
� Manage product-wise solutions (knowledge
Base articles) in an easily accessible
centralized location for a better case resolution in the least possible time with
less effort.
� Periodically update the solutions based on
customer suggestions & feedback.
� Customize the solutions module to suite
your organization-wide knowledge base requirements which includes adding custom
fields, modifying page layout through drag & drop customization and changing the
order of 360 degree views ((related list
views).
D. Inventory Management
Inventory Management
Product catalog Sales Quotes Orders
Invoices
BizCraft ERP extends beyond the traditional CRM
functions and enables complete sales cycle management features by integrating Order
Management features such as Products, Price Books, Vendors, Sales Quotes, Orders, and
Invoices with the Sales related modules such as Leads, Accounts & Contacts, and Opportunities.
With the BizCraft ERP- Order Management features you can achieve the seamless integration
between pre-sales and post-sales accounting activities in a single application. In addition, you
can also procure goods/services from the selected
list of vendors.
Inventory Management Modules
1. Products Catalog
2. Sales Quotes 3. Orders
4. Invoices
D. Inventory Management
1. Products Catalog
� Manage organization-wide products catalogs
and associate each product catalog with
other modules for a 360 degrees view.
� Customize the products page layout, fields, and related list views as per your
organization's requirements.
� Attach product-specific documents such as
collateral, license agreements, and others.
� Export product details to spreadsheet software such as Microsoft® Excel®,
OpenOffice®, and others for further analysis.
� Create multiple Price Books as per customer
segmentation and associate products with the Price Books.
� Offer flat or differential type volume
discounts while generating invoices for customers.
� Procure products from the selected vendors list.
D. Inventory Management
2. Sales Quotes
� Track outstanding quotes from the quotes
list view.
� Add line items to the quotes and update
subtotal, taxes, adjustments, and grand total amounts.
� Select different prices for the same product as per customer segment.
� Create printer-friendly Sales Quotes and
deliver to the prospect customers through inbuilt E-mail service.
� Create Sales Order or Invoice with a single
click from the Sales Quote.
� Avoid duplicate work by dynamically displaying the Billing & Shipping addresses
and terms & conditions while creating quotes.
� Customize sales quote templates as per your organization's requirements.
D. Inventory Management
3. Orders (Sales Order/Purchase Order)
� Track outstanding orders from the Orders
list view.
� Procure products from the best available
Vendors, Manufacturers, Resellers list in BizCraft ERP.
� Manage up-to-date stock position by
seamless integration between order fulfillment and available stock in your
warehouse.
� Customize Purchase Order (PO) and Sales Order (SO) templates as per your
organization requirements.
� Create invoice with a single click from the
Sales Order.
� Add line items to the Orders and update subtotal, taxes, adjustments, and grand
total amounts automatically.
� Create printer-friendly Order (PO/SO) and deliver to the Vendors/Customers through
inbuilt E-mail service.
� Periodically notify the stock position to the parties concerned in your organization so
that stock is always available to fulfill the pending orders.
D. Inventory Management
4. Invoices
� Track outstanding invoices from the
Invoices list view.
� Customize Invoice print layout and manage
multiple invoice templates for different product lines.
� Add line items to the Invoice and update subtotal, taxes, adjustments, and grand
total amounts automatically.
� Avoid duplicate work by dynamically displaying the Billing & Shipping addresses,
and terms & conditions while creating invoices.
� Send printer-friendly invoices to customers
using inbuilt email service.
E. Process Analyst
Process Analyst:
Report Viewer
Dashboard
BizCraft ERP enables fully customizable reports in
all the modules with more flexible options such as cross-linking modules, arithmetic operations,
different types of layouts, Multilevel-level column grouping, public/private folders, scheduling
reports generation and delivering to the intended users including non-BizCraft ERP users through
email.
In addition, standard reports are packed in
various modules which can be used as a ready reference and enhance the learning experience.
Dashboards give a real-time snapshot of your
organization's key metrics. Using dashboards you can easily visualize comparisons, patterns, and
trends in sales, marketing, support, and inventory related data. In the BizCraft ERP solution
dashboard comprises of different types of two-dimensional/three-dimensional (2D/3D) charts,
which are generated dynamically built over the Macromedia Flash technology. The unique chart is
Funnel chart, which can be used to visualize the sales pipeline at various stages intuitively.
1. Reports
2. Dashboards
E. Process Analyst
1. Reports
� Standard reports in sales force, marketing,
customer support, and order management
modules.
� Ability to have cross link reports spanning multiple modules.
� Store reports in different types of public/private folders and enable access to
the users according to their access privileges.
� Schedule the report generation mechanism
and send printer-friendly reports to the specified users including non-BizCraft ERP
users.
� Export reports data to various formats such as XLS and PDF.
� Drill down to report data from dashboards.
E. Process Analyst
Dashboards
� Flash-based, interactive dashboards with an
aesthetically pleasing layouts and fast
loading capability.
� Fully customizable dashboards with different
types of Bar, Funnel, Pie, and Line charts.
� Drill down charts for further data analysis
Role Based Security
Role Based Security:
Profiles Roles Users
Groups
BizCraft ERP provides an Enterprise-grade Role-based security to control the access rights of
users while working with CRM data and modules such as leads, accounts, contacts, potentials etc.
The Role-based security includes Profiles, Roles, Data Sharing Rules, Field-level security, and
Groups.
Using profiles, you can define fine-grained access
rights to the CRM modules, data administration
tools, CRM records, and fields within each module.
With the Roles and Data Sharing Rules, you can set up multi-level organizational hierarchy and
control the data-level access rights as per user's role within organization.
Groups (also called as Teams) allow you to extend the data-level access to other users with similar
job profile, working in the same department or project, or sharing the data among common
geographical location.
Role Based Security
1. Profiles
� Manage module-level permissions for Sales,
Marketing, Support, Inventory and other job
profiles.
� Manage permissions to access the data administration and other CRM utilities.
� Control the access rights to fields using field-level security so that users can access
fields that are relevant to job profile.
2. Roles
� Share CRM data with users as per their job
role (CEO, Vice President, Manager etc.,) in
an organizational hierarchy.
� Define common access rights, such as private and public read/write permission for
accessing the CRM data across the organization.
� Set up data sharing rules to extend access rights to the other roles, roles &
subordinates, and groups in an organization.
� Enable sharing of the data among Peers so
that user with a same role can access other
user's data.
Role Based Security:
Profiles Roles Users
Groups
Role Based Security
3. Users
� Manage individual user’s information.
� Assign profile and roles.
4. Groups
� Manage groups (teams) based on job
profiles, departments, or location of the users.
� Assign users, roles, roles & subordinates, and sub-groups to the groups.
� Setup data sharing rules for groups so that
users associated with the groups can have access rights on common data.
Role Based Security:
Profiles Roles Users
Groups
Common Features
� Import/Export
� Database synchronization
� Data archiving
� Back up
� Log Tracing
� Instrumentation Method for Performance Testing
� User Defined Unit testing
� User tracking
� Role based Security
� Records security
Technical Details
Specifications Details
Architecture Multi Tire
Implementation OnLine/Offline
Database support MSSQL/Oracle
Operating System All Windows (Above Xp)
Platform Dotnet framework 3.5
Contact Us
Savvysouls Softlab
5/6C Rao’s Srikanth Complex
Jagjeevan Ram Colony
Selaiyur
Chennai-600073
Tamil Nadu
E-Mail: [email protected]
Office: (044) 32453360
Visit us at www.savvysouls.com