Overview

Every customer contact is automated. With Microsoft CRM in combination with the BB.Net add-ons, you can do more and see more.

  

Microsoft Dynamics CRM Products Add-on Contracts Add-on Projects Add-On Extensions Add-on Define target lists, start a campaign and follow the response. Improve sales and develop new opportunities. Take care of questions fast and adequately and improve customer satisfaction. Compile a quote using the detailed product list and generate the quote in Microsoft Word. Allocate, pick and ship the order. Product list Insight in the specifications of the delivered products. Unique numbering of products to ease tracking. Insight in inventory levels and delivery possibilities. Individual product purchase or related to an order. Billing of orders, including collective billing, pro forma billing and billing run. Tracking of returns and follow-ups. Product list Recurring contract billing. Automatically generate a contract from a sales order. Billing of project hours. Create a project out of an order, including estimated cost and fees. Plan resources and activities based on competences and availability. Register hours for projects and individual activities. Competences and personal details of employees.

Big Benefits for the user:

The add-ons’ interface has a Microsoft ‘look & feel’.

Fields can be adjusted per role.

Direct reports and selections.

An export facility from all fields to PDF, MS Word, and Excel.

Proactive enter assistant.

Visual workflows for users.

No installation or maintenance at the work stations.

 

Unique features:

 Fully web-based and thereby accessible any time and any where.

 100% real-time Microsoft Office Integration

 Integration with the powerful Microsoft CRM workflow engine and activities, such as e-mail and tasks.

 BB.Net is based on APICS ERP standards.