biz craft brochure

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Presents A complete solution for business management www.savvysouls.com Savvysouls Softlab BROCHURE [email protected] call us at 0091- 044 - 32453360

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Page 1: Biz Craft Brochure

Presents

A complete solution for business

management

www.savvysouls.com

Savvysouls Softlab

BROCHURE

[email protected] call us at 0091- 044 - 32453360

Page 2: Biz Craft Brochure

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

Page 3: Biz Craft Brochure

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

Page 4: Biz Craft Brochure

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

Page 5: Biz Craft Brochure

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

Page 6: Biz Craft Brochure

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.

Page 7: Biz Craft Brochure

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

Page 8: Biz Craft Brochure

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.

Page 9: Biz Craft Brochure

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.

Page 10: Biz Craft Brochure

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

Page 11: Biz Craft Brochure

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.

Page 12: Biz Craft Brochure

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.

Page 13: Biz Craft Brochure

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

Page 14: Biz Craft Brochure

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.

Page 15: Biz Craft Brochure

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).

Page 16: Biz Craft Brochure

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

Page 17: Biz Craft Brochure

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.

Page 18: Biz Craft Brochure

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.

Page 19: Biz Craft Brochure

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.

Page 20: Biz Craft Brochure

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.

Page 21: Biz Craft Brochure

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

Page 22: Biz Craft Brochure

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.

Page 23: Biz Craft Brochure

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

Page 24: Biz Craft Brochure

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.

Page 25: Biz Craft Brochure

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

Page 26: Biz Craft Brochure

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

Page 27: Biz Craft Brochure

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

Page 28: Biz Craft Brochure

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

Page 29: Biz Craft Brochure

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