The Benefit Features

Some of the Benefit CRM solution features include:

Marketing:

        Record of customer calls and linking calls to contacts, products and serviced equipment

        Record of all interactions with customers

        Detailed description of customer and contacts using customizable data fields

        Definition of primary contact pers


on and method (Email, Phone, Letter...)

        Identification of customers according to affiliation groups (Industry, Revenue, etc.)

        Establishment of price lists according to affiliation groups and serviced equipment

Sales:

The Benefit system incorporates:

        Quotations

        Orders

        Invoices

        (Pro forma, Tax, VAT)

        Delivery Notes

        Credit Invoices

        Receipts

Accessible from all Benefit Modules  

Customer Service:

         Define and describe serviced equipment – Serial numbers, manufacturer, and supplier. Pin point the location of the equipment at customers site

         Create service and guarantee agreements to serviced equipment. Define billing and support methods.

         Link customer, inventory and equipment records to form a complete customer service policy.

         Receive work orders regarding serviced equipment and bill according to the customer’s service agreement / project.

         Record entire customer service history and view in a single list view.

 

Product Catalogue and Inventory Management:

·         Create a detailed product catalogue outlining serial numbers (Manufacturer and Supplier), costs, rice and bar code.

·         Inventory management for every product in the catalogue – specifying storage location, quantities (On hand, On order) and reorder   min. level.

·         Record inventory additions and subtractions through a built in interface.

 

 Project Management:

        Define projects linked to customers, products and contact persons.

        Define project scope - Dates, Total Hours, Monthly hours, Budget

        Assign employees to the project and define tasks according to project needs

        Control user’s diaries to facilitate assignment of tasks to Employees / Departments.

 

Reporting and Analysis Tools:

             Query builder - Build complex report from the data entered to the Benefit database:

 

        Tabular reports - build from user selected tables and fields

        Grouping reports - select grouping and height separation or page break

        sum, count, average, last , first, max, min

        Ability to change fonts, colors and background format

 

        Report Generator - Build reports from a previously designed query

 

        Personalize your own reports

        Drag and drop toolbar for positioning objects on report:

 

        Ability to run a report directly from the record view (Customer, Equipment, Agreement) 

Document Archive

 Create a central repository for sales literature and service knowledge base. Attach any documents and media files directly to any of the following records:

        Customer

        Work Order

        Projects

        Inventory

        Service Agreements

        Marketing

 Smart search for specific attachments in archive

Diary Assignment

 Ability to assign:

• Floated work orders, equipment work orders or project work orders
• Invoices, transport certificates and orders
• Marketing appointment and telemarketing
• Notes
• Flexible daily and weekly diary for single employee
• Daily diary for all employees (or the selected ones)
• Interactive diary: pops up the relevant window on double click

 

   Supports external systems :

        Outlook

        Palm pilot

        Word and excel

        Email and fax

Work Order

Automatically alerts to expired agreement or required preventive maintenance 

• Opens floated work order or base on spare parts, equipment, agreement or invoice
• Opens work order by E-Mail with out external help desk
• Help Desk
• Opens task from customer, project or equipment
• Ability to assign save work order to daily or weekly diary
• Automatically write customers and/or contacts by entering the serial number of the equipment
• Tips and solution tree for work order description
• Catalogue work orders and work order processes by serial number or customer code
• Preventative maintenance for equipment (all kind of cycles)
• Manage exceptional work orders by time forecast
• Send work orders by SMS
• Create documents automatically in finance software (quotation, invoice, order, shipment certificate and parts per warehouse)
• Ability to attach all documents 

Projects

• Project Code and description
• Employee in charge
• Status
• Contacts
• Over all hours for project
• Alert on exceeding hours per month
• Opening work order regarding project
• Hour bank managing
• Managing hours for customer and employees
• Ability to attach all documents