The Sales module deals with the customer side
of the business.
A growing business is a business for which sales are slowly
becoming overwhelmingly successful. That is why BizOS® was
mainly designed to help the small business with managing the
complexities of the various processes in a successful sales
environment. If your business is of the type that has to cultivate
leads; The BizOS® Pipeline & Lead Management feature helps
you manage your leads, then track them through your predefined
sales pipeline, to successfully turn them into order placing
customers.
It then provides your business with all that is needed to
run a successful order-processing and tracking machine. And
for the abnormal cases when you have to deal with customer
issues, like complaints and returns BizOS® offers you the
necessary infrastructure to successfully turn unhappy customers
into happy ones.
Pipeline Management
BizOS® includes a pipeline and lead management
feature that is the most advanced in its class. This feature
helps you keep extremely detailed information on each lead.
It then helps you track them with the pipeline manager to
qualify each lead as to how close they are to the end of
the sales cycle. This feature is a great asset to the sophisticated
sales manager. It allows you to focus on the leads that
require the most amount of attention just when that attention
is needed.
The sales manager can generate reports on many of the various
pools of information related to the pipeline. This gives
your sales organization insightful knowledge that will transform
it into a highly productive sales group.
OOPSystems spared no effort in
making the BizOS® Order-Processing sub-system the most complete
and useful Order Processing system on the market.
The BizOS® Order-Processing system is the
heart that pumps life into your business. OOPSystems recognized
the importance of this sub-system and gave it the highest
priority in research and development. The result is a system
that surpasses all other competitors in performance. The
BizOS® Order-Processing sub-system is the most comprehensive
order-processing software on the market. Yet, it is specifically
designed to hide the complexity by presenting its functionality
in a very user-friendly interface.
Order processing covers the whole sales process
required for a business transaction: starting from RFQ's,
Quotes and Orders to Shipments, Invoices and payments. Every
step is broken down or folded into a super-step based on your
business policies and practices; Thus allowing for step initiation,
validation, and then confirmation; if your business requires
it.
BizOS®
takes into consideration the jobs of processing personnel,
their supervisors and top management in staying on top of
what is arguably the most important, and sometimes most complex,
activity in the business. It does that by offering a trade-document
manager that lets the user know what the next step in any
order under process should be. And to stem the problem of
orders falling through the cracks it supports the whole sub-system
with an alerts & reminders functionality that can be configured
to reflect your organization's policies and practices.
The BizOS® Order processing sub-system is
designed from the start to handle complex as well as simple
orders. And it makes the job of following complex orders
an easy one. Complex orders that BizOS® recognizes include
contract orders, time filled orders, partially shipped orders,
and inventory based orders and commission orders. The system
can be configured to manage any other type of complex order
your business will encounter.
The BizOS® Order-Processing sub-system can
handle any one of the three types of order fulfillment paradigms:
Zero-Inventory orders, Just-In-Time orders and Ready-Inventory
orders. This is totally up to the management style your
company prefers to follow. BizOS® accomplishes this by seamlessly
integrating both the supply and the sales order processing
into a single and tightly-coupled workflow when needed.
So, now that The BizOS® has helped you find
and manage new customers, then take orders from existing
customers, you need to manage those existing customers to
make sure your business is always satisfying them. The BizOS®
Customer Relations Management brings all you need to do
just that.
Besides providing the basic features like
an extensive customer database, with unlimited details,
and unlimited document attachments to each of those customer
records The BizOS® CRM goes much further by providing you
with a customer interaction form, a customer complaint form,
and a customer history view that allows you access to all
the information about everything this customer and your
organization have done together. So if you want to quickly
access what this customer order history looks like, or if
you want to classify your customers based on the amounts
they buy from you, The BizOS® CRM brings you this information
with ultimate ease.
