CRM Opportunity Management  PSA  Order Processing Procurement System Requirements Free Evaluation Copy

ResellerAdvantage Plus ResellerAdvantage PLUS automates key business functions and provides instant visibility into critical financial and operational information, making your enterprise more efficient and more effective. The integrated ResellerAdvantage solution streamlines the entire business cycle, from developing new business, to staffing, managing, and executing projects, through financial analysis and client billing. ResellerAdvantage PLUS provides you with the ability to manage your Customers and Contacts, Create Accurate Quotes and Proposals and turn those quotes into sales orders where they can be exported to your accounting system. Customer Relationship Management (CRM)  CRM is all about becoming customer-focused which in turn leads to customer loyalty. CRM entails taking a long-term view to pay more attention to the lifetime value of a customer than to the value of each transaction. ResellerAdvantage's CRM solution is designed to enable your organization to create and build a lasting relationship with your internal and external customers by: Providing sales force automation (SFA) and customer support tools to manage your customers Having the appropriate information for customers at the right time.  Managing, synchronizing, and coordinating customer interactions across all channels Opportunity Management Win more business and convert more prospects into clients by effectively managing the prospect pipeline and delivering accurate, compelling, timely quotes and proposals Manage more deals in less time Enter leads and prospect information, create and delegate to dos and reminders, and monitor deals in one shared application. Sales managers have immediate access to real-time sales data. Bid on more projects Better pipeline management means more opportunities to bid. Take advantage of this by creating and sending proposals to the best prospects more quickly. Using Proposals, draw from templates to quickly create, view, edit, and route proposals for approval. Attach any supporting materials and deliver them to clients electronically. Provide accurate pricing & availability Provide accurate quotes and proposals with real time pricing & availablity from your vendors. Virtual vendor product catalogs are updated nightly and are accessed in real time when necessary. Estimate profitability and generate forecasts Create revenue and cost estimates for engagements, and use "what if" planning scenarios to optimize price, margin, billing rates, and staffing. View pipeline reports to gain visibility into current and future revenue and profit. Focus on key deals Real-time pipeline information and a detailed understanding of each project's expected profitability help the sales team focus on the highest-probability, highest-margin deals. Professional Service Automation (PSA) ResellerAdvantage has gone to great lengths to understand the challenges faced by service organizations, whether their clients are outside or within the organization. The ResellerAdvantage solution provides instant access to the information you need to better manage all the key aspects of your job. Resource Management Optimally leverage employee capabilities. By providing up-to-date, easily searchable profiles of employees' skills, experiences, work preferences, and availability, Resources enables the best possible staffing to deliver high-quality, high-margin projects. Optimize resource utilization Managers can instantly view utilization by company, project, and resource to identify and address issues quickly and exploit opportunities. This helps contain costs and boost profits. Enhance client satisfaction Project managers can assemble more qualified project teams by searching the skills and experience database for desired qualifications. By integrating with the sales pipeline in Opportunities, this process can begin before a deal is even closed.   Work Order & Project Management Collaborate on projects for on-time, on-budget delivery. Real-time collaboration in Projects lets teams maintain current and accurate project status, so managers can proactively identify and resolve issues that threaten the success of an engagement. Deliver projects & services on time and within budget Team members can update project status from any computer with a browser and Web connection, so the project plan provides an accurate snapshot at any given moment. Managers can view project status through task completion reports to identify and drill down to tasks that might be at risk. The result is an improved project completion record, more satisfied clients, and reduced non-billable work. Increase client involvement Deepen your relationship with clients by giving them access to project status reports. Exceptions reports, and project status summaries give clients information they need to remain involved and comfortable with project progress. Knowledge Management Leverage your organization's knowledge base and best practices by sharing information and by collaborating across dispersed teams of employees, clients, and partners using Workspaces. Collaborate on documents Automatically track and control document revisions and versions, so teams can collaborate on all written work products. Reuse company knowledge ResellerAdvantage's comprehensive document management system enables employees to find and reuse corporate knowledge, preserving high margins.   Service Contract Management Manage contracts that involve complex subscription or transaction billing. Easy implementation of new contract-based business models, automated billing and revenue recognition, simplification of contract administration, and critical financial and services information management are the key benefits. Completely integrated with ResellerAdvantage Plus ensures efficient end-to-end management of contract information.  Flexible pricing options Provide your customers with flexible support options from simple time and materials billing to fixed fee contracts, with or without preset response times. Set per unit or hour pricing and block amounts. Select equipment coverage Easily select the customer equipment to cover either from pre-sold list or enter new existing equipment and serial numbers.  Contract Renewal Reminders Managers, contract administrators and sales reps are all alerted when a sales contract is up for renewal or on block contracts if the contract has hit the threshold amount. RMA Processing Quickly determine if customer purchased equipment from you and if it is available for RMA processing. Multiple RMA Options Based on customer and equipment provide them with cross ship RMA's, returns or ship and re-order. Order Processing & Accounting Integrations Once proposals on products and/or projects are accepted you can turn them into sales orders and work orders at the touch of a button. All products are put on a sales order for purchasing and all project items are added to a work order for scheduling. From there you can easily manage and analyze project finances, from bid preparation through time and expense tracking to client billing or internal charge-backs. ResellerAdvantage provides powerful tools to perform these processes across multiple offices and mobile employees. Track time easily Capture billable, non billable and travel time through any computer, PDA, or WAP-enabled phone.  Manage client billing ResellerAdvantage offers extreme flexibility in managing client billing, handling fixed fee or time and materials billing, with or without time and expense markups. Automatically generate sales orders and invoices, then bill clients electronically, print and mail invoices, or export billing data to your accounting system. Recognize revenue Account for revenue more accurately by establishing project-based rules for revenue recognition. Accelerate revenue by recognizing it sooner and billing for partially completed projects. Analyze project profitability ResellerAdvantage reports let you do in-depth analyses of project profitability, based on fully-loaded costs. You can establish revenue recognition and cost recognition rules and incorporate project-based purchase order functionality to draw an accurate real-time picture of actual and projected profitability. Product Procurement Once sales orders are approved you can easily purchase the products electronically from your distributors and determine who has it available and what the best price is. Easily shop for best price & availability View your distributors pricing and availability and deterine who has it and what the price is.  Switch distributors based on availablity, price or customer preference. Track serial and tracking numbers Enter serial numbers, shipper tracking numbers, expected arrival date and partial order receipts. Procurement status is available to managers, sales reps and tech reps so they can keep customers aware of the progress and so reps can determine scheduling.