CRM - SaaS CRM - Web-based CRM - Online CRM

The BScaler Web-based CRM is integrated in the Next Generation ERP with built-in Sales Force Automation - SFA, Customer Order Lifecycle Management, Inventory Management - MRP and Financial Management to provide a complete Web-based Business Management Solution for SMBs and NPOs.

The best source for a new sale is an existing customer. What does that tell you? Just that every customer is important, so be ready! The BScaler customer relationship management tools let you reach all of the information about a customer that you need to be informed and organized. Set your calendar to pop a reminder to pursue an opportunity or touch base with a contact. Know their payment status with your company and their usage of your Customer Portal, if they have that privilege. Click for the details right from your Sales Desk and act on them!   One Business Solution

Did one of your contacts hint that they were getting ready to initiate a new project that would need the kind of goods or expertise that your business provides? Who said it? When were they going to make decisions? If you use the BScaler tools, you stand a good chance of bidding on that opportunity because you store and retrieve this information and lots more.

The CRM Promise vs. What You May Get

A Forrester survey of 94 businesses and IT executives indicated that:

• Only 29 percent are satisfied with how CRM applications integrate with existing applications and sources
• Only 34 percent are happy with how CRM vendors work with them after they bought
• Less than half are fully satisfied with the benefits from implementing the new applications

(From “Recent Studies Show…” May 8, 2006; the CRM Newsletter from SellingPower.com; no author credited.)

CRM by BScaler

BScaler is your SaaS CRM Provider! The Web-based CRM, Web based CRM or Online CRM is a part of ERM Total Web-based Business Management Solution. The Next Generation Web-based ERP, everything is Online and everything is Integrated as-is for SMBs, particularly VARs, Resellers, Integrators, Importers and Distributors.

The initials CRM stand for Customer Relationship Management. Unfortunately, many CRMs currently available on the market are NOTHING MORE than just Customer Contact Management.

A CRM is not a real CRM unless it has the following features as a MUST:

BScaler’s CRM Check List:

• Multi-lingual & Browser-based
• Multiple Business Units and Regions within the business entity
• Sales Forecast, Booking, Backlog
• The Customer’s official name for quoting, billing, servicing, etc.
• All Customer addresses that you will use to correspond, ship and bill to
• The Customer’s Available Line of Credit, online and in real time.
• Customer Order History in detail, for the last 12 months
• Customer payment history, in detail, for the last 12 months:

• Payments paid to your terms
• Payments paid late and number of days
• Current Balance Due

• The outstanding Customer Service Issues
• The Customer Service History details, including

• The Customer Contacts who first made the requests
• Every step that your company took, by whom and when
• The final resolutions and Customer contacts who signed off

• Every Customer Sales Contact, with the owner, including

• Address, phone numbers, email
• Purchase history
• Current Opportunities, Quotes and Orders pending

• Every Customer Service Contact, including

• Address, phone numbers, email
• Service history

My Sales VP Desk (Business Unit)

• Manage Every Region in BU
• Assigns Sales Leads to Entire BU
• Drills Down to Sales Rep Level Data
• Clicks Mouse to Roll Up the BU Forecast with Probabilities

• Drills down to Separate Regional Forecasts & Bookings
• Drills down to Individual Sales Rep Forecasts & Bookings
• Drills down to Sales Rep Quotes

• Approves High-Dollar Opportunities (configurable)
• Manages Own Accounts Where Appropriate
• All Features of My Sales Desk

My Sales Manager Desk (Region)

• Manage Every Sales Rep in Region
• Assigns Sales Leads to Region
• Drills Down to all Sales Reps in Region
• Clicks Mouse to Roll Up the Region Forecast with Probabilities

• Drills down to Individual Sales Rep Forecasts & Bookings
• Drills down to Sales Rep Quotes

• Approves Opportunities (configurable)
• Manages Own Accounts Where Appropriate
• All Features of My Sales Desk

My Sales Desk

• View My Account Information

• Customer Profile
• Customer Purchase History
• Customer Credit Line
• View AR Aging
• Account Relationship (End User, Distributor, Partner etc.)

• View My Contacts (Suspects, Prospects, Customers)
• Task Manager (Select Contacts, Make Action Items)
• Forecast with Probabilities and Pipeline

• Individual Forecasts & Bookings
• Drills down to Own Sales Rep Opportunities & Quotes

• View My Customer Portals
• Opportunity and Quote Management
• Accounts Receivable Management
• Backlog Management
• Time Manager
• Price List – Always Current
• Inventory (configurable per user)

Partner Portal

• View Contacts (Suspects, Prospects, Customers)
• Receive Lead Assignments
• Task Manager (Select Contacts, Make Action Items)
• Forecast with Probabilities and Pipeline (configurable)
• Opportunity and Quote Management (configurable per user)
• Time Manager
• Price List – Always Current

Customer Portal

• View My Purchase History
• View My Open Service Tickets/Incidents
• View My Outstanding Balance Due
• View My Current Backlog

The Service Desk

• Accessible 24x7 by all Service Personnel Anywhere
• Three Roles of Users (VP, Manager, Service Rep)
• View the Service Contract Online
• Access to Entire Customer Database

• View all Customer Service Contacts
• Shipment History, Including Model & Serial Number
• Service History
• Email Service Ticket to Customer
• Service Ticket Assignment Online

• Escalation Levels 1 to 4
• Open & Manage Service under Multiple SLAs (Platinum, Gold etc.)
• View My Service Incidents History
• View My Open Service Tickets/Incidents

The Leads Manager

• Import Leads in CSV
• Assign Lead Status (e.g. Hot, Warm, Cold)
• Assign Leads to BU, Region, Sales Rep
• Leads Recycle Bin
• Promote Lead to Contact

The Accounts Info Manager

• International, Multi-Lingual Data Entry
• Multiple Relationships (e.g. Customer, Partner etc.)
• Multiple Addresses for same Account
• Multiple Account Types (e.g. Industry, SEC Code, Revenues, employees)
• Multiple SIC Types
• User Configurable Data
• Review Purchase and Payment History
• Credit Line, Trade References, Credit Rating
• Multiple Bill To and Ship To Names and Addresses

The Contacts Manager

• International, Multi-Lingual Data Entry
• Both Sales and Service Contacts
• Multiple Contacts per Customer
• Contact Profile for Personalized Information
• Multiple addresses, phone numbers etc.
• Create New Opportunity/Project
• Scheduler, Action List (Time Management)
• Send Email
• Activity Log
• Review Credit Line, Payment History
• Review Order Processing and Backlog Data
• Send/Receive Special Instructions with Order Processors
• View the Customer Portal

The Next Generation ERP by BScaler includes Online CRM, Web-based CRM and SaaS CRM with built-in Sales Desk, Service Desk, Partner Portal, Customer Portal, Lead, Account and Contact managers for SMBs. From anywhere at any time and any language--just click for BScaler CRM!