Biz
CRM and SFA solution for Lotus Notes / Domino
A scalable Company and Contact management solution
Biz! provides a database system to store, share and search company and contact information. Whether your organization comprises of 1 or 1000 employees, Biz! will scale to suit your needs enabling you to centralise and secure the valuable information that fuels your business.
Sales force automation and pipeline management
The sales cycle supported from end to end. Telemarketing and call planning, lead generation and allocation. Opportunity management with weighting - focus on critical sales. Schedule meetings, track activities. Task management, proposal and estimate generation. Order placement and sales target reporting. Performance metrics and pipelines at individual, team or roll-up levels.
Knowledge Management brings Return-on-Investment
So many organizations find vital sales and customer information is distributed across e-Mails, spreadsheets and documents stored in multiple locations. Biz! will dramatically improve access and retrieval of information critical to the success of your business. Manage: Documents, Files, Notes, Conversations, Calendars, Reports, Activities, Products/Services, Letters, Faxes, e-Mails, Proposals, Quotes, Orders and Invoices. Store all communications, both in and out in one searchable system. This is Knowledge Management where it matters.
User-friendly experience boosts usage and uptake - a fresh approach!
The user experience is core to Biz! and has been carefully researched and constructed. A customisable Home Page and your choice of layout and content, its always clear and concise. Contextual information is at your fingertips. Capturing new information is logical, simple and fast. This all boosts usage and radically improves acceptance and users will make the effort to capture essential knowledge properly. It’s a fresh approach and we think you will like it.
Customers, Suppliers, Partners, Competitors
Biz! goes beyond CRM in providing a central place to manage relationships with your suppliers and partners too. Capture competitor product and market intelligence to give your sales agents the knowledge and the confidence to close leads head-to-head. This is Business Intelligence you can utilise.
Directory of Products and Services
Profile your products, services and centralize management of pricing, discounts and descriptions. Keep your team abreast of special offers and new lines. "Send to Web" allows you to publish this information in whole or part to your web site. Changes and updates are synchronized automatically, no web programmers required!
Manage Orders and Invoicing
Biz! supports Quote and Sales Order generation, itemisation and versioning. Invoice creation, dispatch and credit control is simplified and independently secured.
Mail merge integrates with Microsoft Office
Biz! integrates with Microsoft Office to produce mail merges, Proposals, Orders, Invoices, and Letters, format controlled using Word and Excel. Standard templates can be centralised and combined on-the-fly to produce rapid, high quality, standardized output.
Built according to IBM Lotus accredited development standards
All Q:chi managers, developers and administrators have the highest level available of IBM Lotus accreditation for Notes and Domino.
For pricing information, to arrange an obligation-free onsite demonstration or just to understand more of what Biz! could do for your organisation, we would be delighted to hear from you. Don’t hesitate to Request a Call