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eBusiness. CRM. A sales tool connected to the world |
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PERSONAL AND TEAM CALENDARS ALLOW YOU TO
BETTER MANAGE YOUR ACTIVITIES, CALLS AND
MEETINGS |
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The AspDotNetStorefront IS calendar dashboard gives
you instant access to the activities, to-do�
s, meetings and scheduled phone calls of you
and your teams. Fly-out panels in the
dashboard groups both you and your team�s
calendar items into easy to understand
specific lists organizing even the most
complex Calendars. Helpful bubble help allows
you to learn more about calendar activities
without having to open them thus saving time.
- Company-wide view of all the activities
for a particular period
- Pinable fly-outs organize calendar
items
- Calendar views include be daily, work
week, weekly, monthly or list view
- View calendar activities by month,
number of days, today, tomorrow or on a
specific date range
- Filter out calendar activities by
activity type (phone call, meeting, to-do,
etc.)
- Filter out activities by priority
- View all activities assigned to a
particular user
- Filter out all activities that are
either completed, in progress, or cancelled
- User defined filters can be saved and
reapplied
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CREATE LEADS AND CONTACTS |
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AspDotNetStorefront IS takes a comprehensive
approach to lead and prospect management. By
managing the entire sales cycle from lead to
customer, AspDotNetStorefront IS can greatly
simplify the process. Designed around a lead
-> prospect -> customer approach, Interprise
Suite allows your sales team to qualify
incoming leads, converting them to prospects
and optionally creating sales opportunities
in just a single step.
With AspDotNetStorefront IS, sales quotes can
be created for prospects ensuring that your
customer list only contains customers. When
sales quotes are accepted they can be
turned into orders while the prospect is
turned into a customer. Directly from a
lead, prospect or customer file you can
create activities, send emails, make
quotations, send faxes and more. Interprise
Suite�s fully integrated approach allows it
all to happen.
- Detailed lead and prospect Information
- Supports leads
and prospects
- Create custom fields
- Included is Interprise�s word processor
which simplifies lead, prospect or customer
related mailings
- Support for personal contacts
- Tabbed Contact Form
- Create activities and opportunities
within the prospect or customer form
- Attach documents and other files for
the prospect and contacts
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CREATE AND MANAGE ACTIVITIES |
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Charles Robert Darwin once said "A man who
dares to waste one hour of time has not
discovered the value of life." We couldn�t
agree more. AspDotNetStorefront IS�s integrated
approach allows your sales team to quickly
and easily create entity (customers,
suppliers, prospects, contacts) and
non-entity based activities. Activities can
be marked private or shared at the team or
company level. Whether you believe that time
is the �value of life� or more simply that
�time is money,� AspDotNetStorefront IS includes
the tools needed to better manage time.
- Activities are automatically
displayed on the calendar
- Activities can be assigned to
individuals or teams
- Activity types include: To-do, Case,
Meeting, Call and Callback
- Reminders can be set up to pop-up
before the task is due
- Supports custom categorization of
activity items
- Activity notes supports pictures and
advanced text formatting
- Attachments can be added to
activities keeping activity related
information together
- Activities can be assigned to
opportunities and campaign waves
- Callback buttons allow you to set up
return and follow-up calls with just a
single click
- Call activities features a timer to
automatically and accurately record call
times
- Meeting activities allows you to
assign resources, check the availability
of team members and automatically notify
participants via email of new meetings
- Support for reoccurring activities
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MORE EFFECTIVELY MANAGE YOUR SALES
OPPORTUNITIES |
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One of the most exciting aspects of the CRM
module is its ability to guide and organize
sales activities from inception to
completion. Through the use of the sale
opportunity feature, all sales functions can
be efficiently managed allowing the entire
team to work together as one compressive unit
increasing synergy and productivity. Sales
opportunities can be created for both
prospects and customers while sales forecasts
can be entered manually or updated
automatically based on the latest sales
quotations. Incoming and outgoing faxes and
emails, as well as all activities, can be
associated with a particular sales
opportunity allowing you to view all
opportunity related information in one
logical location. A graphical opportunities
dashboard with customizable charts and graphs
brings all your opportunity information
together allowing you to quickly spot trends
and develop more profitable selling
strategies.
- Complete sales force automation
- Create and estimate opportunities
- Predict estimated revenue to be won
or lost
- Relate sales quotes, email and other
documents
- Include competitor details for
comparison
- Add notes and view activities,
communications and history
- Chart analysis of opportunities to
see results
- Search form filters out open, won and
lost opportunities
- The embedded Interprise word
processor creates e-mail or documents
that can be sent via e-mail or fax
- Audit trail tracks opportunity
progress
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CREATE
AND MANAGE PROFITABLE SALES CAMPAIGNS |
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Nothing is more effective in increasing sales
than a targeted sales and marketing campaign.
The AspDotNetStorefront IS CRM campaign feature
gives you the tools you need to plan and
execute sophisticated sales campaigns. Based
on the CRM wave concept where campaigns are
executed in multiple waves, you can develop
fax, email, call and direct mail campaign
waves to ensure the success of your campaign.
Wave types can be mixes within the same
campaign allowing you to send first an email
wave, then follow-up with a second phone call
wave several weeks later. Campaigns can be
linked to sales opportunities and orders
allowing you to monitor the success of your
activities.
- Create target lists based on customer
history - i.e. all companies that bought
product "x" or bought items in "y"
category
- Create personalized text or HTML
based emails and faxes to send to your
leads, prospects, customers or suppliers.
- Selectively send emails or faxes to
customers and prospects. For example,
customers with good credit who bought a
particular item
- Attach campaign related documents
- Integration with your entire contact
transaction history allows for better
communication with customers allowing for
better service, building loyalty and
increasing sales
- Share contact history with the entire
team for informed decision making
- Audit trail tracks campaign progress
- Included chart analysis of campaigns
to decide on appropriate course of
actions
- Search form searches active,
completed and cancelled campaigns
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BUILT IN WORD PROCESSING WITH MAIL MERGE |
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AspDotNetStorefront IS includes a comprehensive
Microsoft Word � compatible word processor
that can better manage written communication
throughout the enterprise. An integral part
of AspDotNetStorefront IS, the AspDotNetStorefront IS
word processor is data aware allowing you to
create merge documents faster and easier than
what is possible in a separate stand alone
system. Documents created in the word
processor can easily be added to the template
library allowing it to be shared throughout
the enterprise.
That's how you say INTEGRATED.
- Full featured word processing
- Can open and save documents in rtf,
html, doc (Microsoft Word), XML and TXT
formats.
- Documents can be saved in Interprise
Suite to be shared company wide
- Documents can be exported to adobe PDF
files
- Easily create mail merge documents
- Integrated spelling and autocorrect
options
- Built in templates makes mail merging a
one step process
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Email has become the accepted form of
business communication. The disparate nature
of today�s most commonly used email clients
makes it very hard for a single organization
to work together as one comprehensive unit.
To overcome the shortcomings in today�s
software choices, Interprise Solutions
created an email application that directly
integrates with AspDotNetStorefront IS. As an
integral part of AspDotNetStorefront IS, the email
client will automatically copy all incoming
and outgoing emails of your shared contacts
giving the enterprise a complete sharable
history of all email correspondence.
The sophisticated email writer sends
attachments and embeds pictures directly
inside the email like the best selling
email clients do. To ensure compatibility
with older email clients, emails can be
sent as plain text or html. As users move
between different computers, they still
have access to their entire email history.
- Email dashboard (Incoming / Outgoing /
Sent)
- Comprehensive email composer with spell
check and autocorrect
- Read, reply, send or forward email
- Send mass email with mail merge;
multiple file attachments
- View team based e-mails
- Support for BCC
- Contact-related e-mails are stored in
contact history, allowing you to view a
company-wide record of all e-mail related
activities
- Works with AspDotNetStorefront IS user
profile allowing the set-up of e-mail
accounts with no additional work
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CRM
Workflow Dashboard |
CRM Calendar Dashboard |
CRM Case Dashboard |
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CRM Opportunity Dashboard |
CRM
Mail Dashboard |
CRM Fax Dashboard |
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| CRM Document Management Dashboard |
CRM
Campaign Wave Email |
CRM Lead |
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CRM Convert Lead |
CRM Prospect |
CRM Contact |
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CRM To Do Activity |
CRM Meeting Activity |
CRM Call Activity |
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CRM Callback Activity |
CRM Case Activity |
CRM Opportunity |
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CRM Campaign |
CRM Campaign Wave Call |
CRM Campaign Wave Mail Merge |
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| CRM Campaign Wave Fax |
CRM
Letter |
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To better manage customer related activities, Interprise
Suite takes a customer-centric approach by giving access, within
a customer file, to features and information that are otherwise
located in other areas and modules of the application. This not
only simplifies using AspDotNetStorefront IS but also allows you to
have a better understanding of your customers and their needs by
bringing all customer related data together in one place.
Because the AspDotNetStorefront IS customer module is fully integrated
with the whole application, your organization will have a level
of sophistication and simplicity that is not possible with
various disparate systems. Whether emailing, faxing or simply
scheduling a customer callback all customer related activities
are accessible within the customer forms, providing a complete,
company wide view of customer history.
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THE POWER AND
FLEXIBILITY YOU NEED TO MANAGE YOUR CUSTOMERS |
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AspDotNetStorefront IS�s customer screens serve as a central place
for all customer-related data. Customer information that is
usually separated among different modules (accounts
receivable / sales order / etc) or completely different
applications (eCommerce / email clients / fax applications /
CRM systems / etc) are all brought together in one logical
location. Separated into Customer Billing and Customer
Shipping screens, you can keep track of customer information
both on a per location, as well as a, per billing basis.
This helps to better understand customers, identify emerging
trends and forge long term business relationships.
Designed for the fast paced environment of the real world,
new customers are added to the system via an intuitive New
Customer Wizard that uses predefined customer class
templates to significantly reduce the time it takes to add
new customers to the system. The New Customer Wizard will
also check existing customers and prospects, eliminating
duplicate data.
The customer screens also include dozens of advanced options
to give your business the flexibility it needs. Customer
based pricing, item descriptions, currencies, printed forms
and more are just a few of the customer specific options
that are available.
- Supports customers, customer
shipping locations and customer contacts
- Support for international customers, address, phone
numbers and tax rules
- Quickly and easily add custom fields to the customer
screens
- Displays the most recent transactions for the customer
with hyperlinks to directly open the transactions
- Access all contact management and CRM features
directly inside customer screen including notes,
activities, email, history and more
- Document management features allow you to attach
documents directly to a customer or contact record
- Analysis tools helps to identify customer trends and
suggest additional products and services
- Support for customer specific currency
- Support for customer specific pricing / discounts and
"negotiated prices"
- Support for customer specific inventory item
descriptions and item numbers
- Support for customer specific commissions
- Support for customer specific printed forms (orders,
quotes, invoices, etc.)
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FULLY
INTEGRATED CREDIT MANAGEMENT / CASH FLOW MANAGEMENT TOOLS
HELPS YOU SIGNIFICANTLY REDUCE BAD DEBT EXPENSE |
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For companies that extend credit to their customers the
sales cycle is not complete until payment is received. With
the average company paying beyond the terms date, effective
credit control has never been more important. To better
manage credit and collections, AspDotNetStorefront IS takes a
comprehensive approach to credit management. The result is
better cash flow and reduced bad debt expense.
- See account details and transactions while chasing
debts
- View history of previous attempts to collect current
outstanding balances
- Mark transactions for payment and record excuses and
comments while on the telephone
- Automatically record the amount of money promised
- Note queries against invoices, record details and
print detailed memos of the problem
- Automatically create diary entries to ensure the debt
collection is followed through
- Within seconds of speaking have a fax or email on your
customer's desk giving details of the conversation and
promised payments
- Chase history and monthly statistics will show debtor
trends
- Spot customers turning bad and prevent uncollectible
debts
- See how much one bad debt costs
- Instant reports of payments promised before a certain
date - summary or detail
- Find out how much time each customer takes on credit
control: Are they worth having?
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ADVANCED
SALES QUOTE / ORDER PROCESSING |
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The AspDotNetStorefront IS sales order processing functions (Quote
/ Orders / Invoices) are perhaps the most comprehensive ever
created. Powerful, yet easy to use, the sales order process
screens are 100% optimized for fast order entry allowing
your staff to keep up with a fast paced ordering
environment. The intuitive multi-tab design logically groups
all related information and extensive hyper-linking allows
you to drill down to the details of every data file giving
your order entry staff the information they need to respond
to customer related inquiries and make quick, informed
decisions.
The AspDotNetStorefront IS sales order screen features a number of
keyboard shortcuts that can speed data entry and reduce
order entry time.
- Customer default information such as terms, pricing,
taxes and more are automatically entered into the sales
order.
- The credit management control ensures that orders are
not shipped to customers that are on hold or have exceeded
their credit limits
- Inventory items can be searched by any number of
fields (including custom fields)
- The system automatically displays the stock
availability for all warehouses.
- Advanced item types such as size/color matrixes and
inventory kits are easily handled within the application
as are non-stock items.
- View substitute, accessory, up-sell items, cross-sell
(customers who bought item also bought that)
- Printed sales order forms can easily be customized via
Interprise
- Reports and you can assign custom reports per
customer.
- Payments can be entered directly into the sales order
screens
- Payments can be split across different payment methods for additional
flexibility.
- Sales order forms can be emailed or faxed, new sales
opportunities can be created and tasks can be generated
and assigned without leaving the sales order screen.
The AspDotNetStorefront IS Invoicing process is equally
impressive allowing you to combine multiple orders into one
invoice and invoice per warehouse for multi-warehouse
orders. For companies that use sales quotes, the Interprise
Suite sales quote screen is fully integrated with Interprise
CRM for a complete solution. Sales quotes can be linked to
CRM opportunities dynamically updating the sales pipeline
and allowing management to get better sales projections and
revenue forecasts. Quotes can be created for prospects
ensuring that your customer file contains customers only
but, on the other hand, AspDotNetStorefront IS will automatically
convert the prospect to a customer when a sales quote is
converted to a sales order.
- Tabbed screen format brings everything together
- Display item availability during order entry
- Supports multiple warehouses and multiple units of
measure
- Support for non-stock items
- Support for foreign currencies
- Quotes work with CRM opportunities to forecast sales
projections
- Allows for split commissions
- Apply payments directly in the order
- Drop-ship items
- Assign different sales reps per order
- Allows back-order
- Customer Credit Hold/Credit Limit Management
- Make substitute orders in case item is unavailable
- Track profit can be on a "per line item" basis
- Attach documents and sales literature to
quotes/orders/invoices
- Automatically calculate shipping charges
- Automatically calculate sales tax
- Track non-taxable sales
- Support for recurring orders
- Generate order picking tickets and order packing list
- Import or convert sales quote to a sales order and
sales order to a sales invoice in just one click
- Write letters on a quote, order or invoice and send
via e-mail or fax
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MANAGE SALES
REPRESENTATIVES |
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For many businesses, inside and outside sales
representatives are a key part of their organization. Like
everything else, AspDotNetStorefront IS takes a comprehensive
approach to helping you manage your sales reps. In
AspDotNetStorefront IS, nested sales rep groups can
be set up. Sales rep groups can be set up to
be paid based on a percentage of the total sale or on a
percentage of profit for each invoice. Additionally,
commissions can be setup to be paid when the order is
shipped to the customer or when the invoice is paid in full.
In the invoice screen, commission amounts can be split among
multiple sales rep groups and can also be manually
overwritten.
In addition to a number of advanced setup options for each
sales rep group, the sales representative screen brings all
sales rep specific information in one place. From here you
can not only view all CRM related activities for a specific
sales rep (activities, to-do�s, phone calls, notes, faxes,
emails, etc.) but also all of the sales rep group�s customer
related history as well. This bird�s eye view of your sales
representatives gives you a complete, up to the second
picture of how effectively your sales team is doing which
allows you to better manage your team to increase sales and
profitability.
- Supports Nested Sales Representative
Groups and
- Sales Representatives
- Supports a wide range of commission options
including...
o Sales Representative Base Commissions
o Special Commissions Per Item
o Special Commissions Per Customer
o Special Commissions Per Customer & Per Item
o Split Commissions
o ...and more
- Wizard-based Sales Representative Setup
- Integrated CRM functions
- Track sales opportunities
- History of sales transactions for each Sales
Representative�s
- customers
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EASILY APPLY
CUSTOMER PAYMENTS |
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The customer payment functions are designed to allow quick
and easy recording of customer payments. Customer payments
can be recorded in the sales order and invoice screens as
well as the customer payment screens. Open credits and
balances can easily be applied and payments can be split
among multiple payment methods.
- Quickly and easily apply payments
- Support for undeposited payments
- Support for partial and split payments
- Payments can be automatically applied
- Apply credit memos and open payments on the fly
- Print and issue receipts
- Issue return receipts for NSF cases
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RETURN
MERCHANDISE AUTHORIZATION |
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Product returns are an inevitable issue for today�s customer
focused business. To help efficiently mange and process
customer returns, AspDotNetStorefront IS includes return
merchandise authorization (RMA) capabilities directly within
the customer module. To most efficiently process returns,
AspDotNetStorefront IS provides the option of processing returns
based on previous orders or items typed in on the fly.
For receiving returned goods, the Customer Module can
quickly convert RMAs to credit memos on the fly. Retuned
items can be put back in stock or disposed of directly from
the returned goods screen.
- Select previous order RMA option ensured customers do
not return items they never ordered
- Returned items can be returned to inventory or
disposed
- Receive RMAs in just one step
- Options to issue credit, apply credit and return check
when posting returns
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