Business Support Platform
Multi-functional business portal which provides:
- Easy Interaction between account managers and customers
- Interaction between management and account managers
- Account managers target control
- Client complaints management (by Management)
- Real-time chat between account managers and clients
- Invoicing control with payment system
- Personalised bulk/personal email and SMS facility
- Various business processes automation
Customer Data Management and CRM Platforms
Functionalities:
- Customer data management
- Customer type segmentation
- Dynamic customer data filtering
- Communication platform (with personalised bulk emails and SMS functionality)
- Automated reminders
- Events Calendar (integrated into Outlook)
- Detailed reporting and more
Lead Distribution System
Functionalities:
- Leads collection form
- Leads categorisation
- Managers’ access to the real time lead information
- Full control of consultant’s performance
- Detail reporting on the leads received through different channels
- Automatic escalation procedure in case of leads not being attended
Lead Processing System with Call Centre Integration and built-in Quoting Tool
Functionalities:
- Leads collection form
- Leads categorisation
- Detail reporting on the leads received through different channels
- Ability to generate PDF quote documents for leads, according to the legislation requirements
- Automated medical aid / insurance plan selection based on inputs given
- Manual medical aid / insurance plan selection
- Financial and other Leads – output to external Financial intermediaries, Key Account Management Lead / CRM Systems via I/F (activated by additional selection on one of the Lead Forms)
- Rewards Leads – output to Rewards Program systems via I/F External Leads input (activated by additional selection on the SX Lead Form)
- Input of additional (external) leads – import from external Lead / CRM Systems
- Automatically generated quote for the specific medical Aid Scheme or
- Automatically generated comparative quotes between various Medical Schemes
Key Account Management System with integrated Meeting Control
Functionalities:
- Create, manage and archive meeting discussions, meeting notes, projects due dates and project statuses for KAM’s, Brokers and KAM Managers (by using Meeting Manager)
- Communicate with KAM clients/contacts by using template-based bulk/single emails and SMS’s
- Automate communication processes (birthday message, festive greetings etc)
- Access all past communication between KAM’s, Brokers and their clients, including meeting notes
- Manage Prospecting Sales
- Manage Business Development and
- Manage Sales Target Performance
- Reporting
Score Card Control Systems
Business Performance Analysis System which allows instant access to following crucial information of business performance, including:
- Financial
- Customer Focus
- Internal Business Process
- People Development
- Performance Summary
- KRA Initiatives
- Documents
- Action List
Built in and intuitive performance alerts, action lists, access to relevant documents and more…
Employee Performance and Timesheets Control Systems
Employees/consultants performance/timesheet control system
- Labour brokers setup
- Multiple teams’ setup
- Project and tasks allocation
- Tasks control system
- Widget on/off facility
- Team performance management
- SLA hours control and statistics
- Consultant performance tracking
- Employee task allocation
- Employee task performance
- Employee task reporting
- Budget vs performance allocation
- Easy to use widget
- Monthly, weekly and per date range timesheet reporting per project
- Project timesheets snapshot and full reports
- Actual vs budget reporting per project
- Timesheets per Client / Project / Area / Task
- Timesheets per Employee or Consultant / Project / Task
- Intuitive graphic display
- Financial Reporting
- Consolidated report per Consultant on all assigned projects
- Automation of the invoicing process
- Data Exports
- Integration into accounting and invoicing systems and more
Procurement System
Digital Communicator
Digital campaign creator, which integrates and automates:
- Email bulk communication
- SMS bulk communication
- Automatic Facebook campaigns placement and
- Automatic Linked In campaigns placements
System also provides detailed campaigns reporting on all levels and data integration in Client’s contacts databases.
Property Portals
- Access to accounts information for residents and tenants via API (regardless of the accounting package used)
- Document Access System for residents, directors and trustees
- Complex/Residential Estate information for residents, directors and trustees
- Powerful communication platform and CRM system for Portfolio Managers
- Debtors information
- Portfolio access
- Mobile Portal extensions (for customers without Internet access)
- Building representative information and more…