Cloud Computing CRM - the Customer Relationship Management module receives and updates information about Leads, Accounts and Contacts. ERM uses information from here in your Quotes, Orders and Invoices.

Partner Portal

This module allows you to seamlessly extend your operational resources to your partner network. Now you have the capability to have all partner profiles and operational data centralized, allowing you to gain a complete view of your partner network, find channel coverage gaps, easily manage partner programs and membership, plus monitor partner performance. In conjunction with the rest of our complete ERM solution, BScaler provides this module so you can take advantage of every opportunity as well as encourage and assist your partners in their efforts.

The Partner Portal is similar to the module, "My Sales Desk", for your internal sales force. It gives partners real time access to appropriate information, including;

  • Time Manager with separate action items for Contacts and Opportunities
  • My Suspects, My Prospects, My Customers, and My Contacts
  • My Opportunities and Quotes
  • Account Pipeline
  • Send E-mail
  • Complete drill-down capability
ERM FILE CABINET
Front Office - Sales Back Office - Finance
CRM: Leads - Contacts - Accounts MRP - WMS - Inventory
Special Sales Items Procurement
Opportunities & Projects SO Process & Backlog
Price List & Inventory Invoice & Deferred Rev.
Sales Proposals & Quotes Accounts Receivable
Sales & Service Orders - SO Business Reports (BI)
Sales & Inventory Forecast Sales Tax Records
Sales Commissions Accounts Payable
Service, Support & RMA G/L - Fixed Assets - Dashboard
eCommerce - Integrated ERM Administration

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