The ultimate marketing and management software and web system (including CRM) that helps small business save time and money; improve customer satisfaction; increase sales; and run their company with ease.
| CRM (Customer Relationship Management) |
| Account and contact management |
| Quotes |
| Orders |
| Invoices |
| Workflow process and automation |
| SFA (Sales Force Automation) |
| Time management |
| Task management and automation |
| Client Data Mining |
| Business intelligence |
| Marketing automation |
| Email marketing |
| Customer service management |
| Multiple mailing list - merge your best customers (direct mail and email) |
| Microsoft Office integration |
| Partner relationship management |
| Sales forecasting |
| Attach documents to customers, contacts, quotes, invoice… |
| Opportunity management |
| Sales funnel management |
| Search customers and contacts |
| Calendar and activity management |
| Work orders |
| Customer or contact address / map with directions |
| Online request more info automatically create prospect in system |
| Prospect management |
| Sales force management |
| Online order automatically creates order in system |
| Online content management system |
| Support cases |
| Marketing campaign automation |
| Proposals |
| Document library |
| Online traffic analysis |
| Projects |
| Accounting software integration |
| Email invoices |
| Extract to Excel |
| Fax invoices |
| Commissions |
| Discounts |
| Flexible taxes |
| Remote access |
| Complete customer history on one screen |
| Lead management |
| Multiple customer locations |
| Monitor productivity |
| Prospect follow up |
| After sales follow upContacts and schedule on mobile web devicesOn-line surveysCan be hosted in cloud so you can access it from anywhere you have an internet connection |
With The Ultimate Marketing and Management Software and Web System You:
Save Time
Save Money
Make More Money
Increased Employee Efficiency
Increased Customer Satisfaction
- Easily view customers past purchase – know what and when they bought for re-order or analysis
- View all customers’ info and transactions from one screen – in one spot find everything to do with that customer
- Job scheduling – who is doing what, when, and where
- Customer Relation Management (CRM)
- Quick access to all project details – stay on top of project and make sure it gets done on time
- Manage estimates and quotes – easily create a quote and quickly find it when a customer phones back
- Instant job creation from estimate – no re-entering data
- Email quotes or invoices – let your customers have instant access
- Easily find customer – search by name, phone number, limit search by filtering on city etc
- Save you time – find things fast, no more searching through boxes of old invoices
- Save you money – by doing things faster and easier you have time to do what matters
- Look professional – by finding information quickly your customers have confidence you know what you are doing
- Help you to make money – know who bought what so you can do a marketing campaign to up sell or value added part or service
- Keep your customers happy – you know everything about every contact you have had with your customers
- Price list so everyone sells at same price – quickly find prices and part info
- Create work orders – able to take a quote and make a work order to give to your technician to complete the job
- Track customer complaints – you can review complaints to determine if you need to make changes in the products or services you sell or the way you do business
- Secure – no unauthorized use of the program
- Multiple user roles – only let those who need to see certain sections see it
Problems Prospects are having That BSOL Would Solve
- No follow up system
- Opportunities get lost in the cracks
- Data is scattered
- No one spot to find what you are looking for
- Not able to see the trends
- Have to do things the hard way because you don’t have any tools to do it the easy way
- Multiple non connected systems running your business
- Re-keying from one system to the next
- Sales people are calling other sales person’s clients since there is no system to manage who is working on what
- Don’t know what or when a customer last bought from you
- Things are changing but your system does not allow change (products have a price change but you system does not allow you to easily update the price). The economy, environment, society, and technology.
- You have outdated methods of doing business
- Can’t take advantage of the new forms of communicating
- No online business presence
- Don’t know where you are making or losing money
- Customers want an answer now or sooner but you don’t have a system to respond quickly
- Can’t up sell or cross sell with your customers as you don’t know what they have bought
- No pre-defined way to work with a customer, every time is different
- Sales person is off so you don’t know how much to charge
- The manual way you are doing things prevents you from growing because you are already working at 110%
- frustrated trying to get information out of your system to make good business decisions
- Don’t know where your prospects are in the sales cycle
- Don’t know where you left off on getting new customer
- Sales people don’t know customer has not paid past invoices sells more product
- Don’t know what your most profitable product is, push products with the least profit
- Communication between departments is a huge problem for many customers, like sales doing one thing and marketing doing another
- Don’t know the 20% of your customers who are doing 80% of the sales
- Can’t see missing opportunities
- Leaving money on the table with a customer because your system misses sales opportunities hurts you and the customer.
- Customers take their business elsewhere if a company has missing/inefficient/unfriendly customer systems.
5 Questions to See If You Are a Candidate for A Marketing and Managment System
- Does your business (or do you want to) actively market to your customers (go after prospects/customers rather than wait behind the counter/desk for them to come to you)?
- Do you want one centralized spot to look for information? Are you tired of having to look in many non-connected systems and boxes of invoices and the like to find what you are looking for?
- Do you want to manage your business rather than have it manage you?
- Do you want to take your business to the next level but need marketing and management tools to make it happen?
- Do you want to have a software and web system that will save you time, save you money, make you more money, increase employee efficiency, and increase customer satisfaction?
Location: PostList