Professional Service Organizations
The complete picture
Service organizations benefit from a complete picture of the customer, often needing more information on the service that is actually provided besides the standard contract details. It occurs more and more frequently that a client wants access to a project to inspect its status, or to study which products are covered by a contract. Through your web interface, you will have direct access to this information, and you can alter, or add data. Your whole organization will be using the same application using the web, saving a lot of time while your staff will be reinforcing their mutual relations.
Increase the commercial potential of intrinsic specialists
In many service organizations, the professionals are the eyes and ears of the company. With the information available in Microsoft CRM, you can give these professionals commercial responsibility, allowing them to spot and classify new turnover opportunities. After all, the needs of a professional reach farther than merely entering his or her hours, or requesting operational information. The BB.Net add-ons provide the professionals in your organization insight into who has business dealings with whom, and insight into the contacts their colleagues have arranged will increase the chances of follow-up jobs.
How mobile is mobile?
With BB.Net add-ons, professionals can register their hours on location, put their advice into more detail, and collect project documentation. The web-based add-ons by BusinessBase only require an Internet connection; local installations in the users’ systems or the clients’ systems are things of the past.
Time registration is a commercial product
An user has to register his or her worked hours. Customer A has a summary invoice and Customer B has an exhaustive specification with hours stated per activity. With the BB.Net add-ons, your staff can export all the fields in the application to Microsoft Word. Specifications of the actual services are directly available and are organized in a customer-friendly template.
Small-scale plans, large-scale plans
The scale of a plan may vary, but despite its scale, you need to monitor it in one single environment. With the BB.Net add-ons, your staff can show the scheduled projects in Microsoft Outlook’s calendar, keeping other users up to date with an automatically generated email. A larger company can divide the resources between several projects and link its plans with Microsoft Project Server. Consequently, there will be a clear picture of the various projects, the stages of each project, and the capacity required. So, a company can deploy its resources optimally.
Unique features:
Fully web-based and thereby accessible any time and any where.
100% real-time Microsoft Office 2007 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.