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Customer Management Decision Support
Contact Management Order Tracking
Lead Management Purchase Order Tracking
Sales Pipeline Manager
Customer Management
Centralized Customer Database
A centralized customer database means that customer accounts can be shared across the organization.  A centralized database not only speeds up the sharing of information, it also makes the transferring of customer accounts to other sales reps easier.  When a customer account is transferred, all of the associated customer information goes with it: Contacts, Notes, Orders, Pending Sales, Activities, etc.
Customer Profile
Profiles can be created for each of the customer accounts.  This means that as Sales profiles the customers, Marketing can use this profile information to create new leads for Sales.
Customizable Views
Since each user can customize how  his/her customers are displayed, this makes it easier to focus on certain groups of customers, like the top 20 customers, or the past due customers, etc.
Customer Notes
Notes can be kept on each customer and can be shared with other members of the team, division or entire organization.
Contact Management
Centralized Contact Database
A centralized contact database has the same benefits as a centralized customer database.  If a sales representative is out sick and his/her backup needs to return a call to a customer contact, the contact's address and phone number is right there readily available for the sale rep.  
Customizable Views
Customizable views make it a snap to find out which of your contacts are having birthdays or anniversaries this month.
Contact Notes
You can use contact notes to record comments about a contact or to record what happened at your last meeting with this contact.
Mailing Labels
Use the contact reports to generate mailing labels.  These mail labels can be printed or downloaded to your workstation to be used in mail merge programs.
E-Mail Form Letters
Perform mail merges online.  Create an e-mail form letter online and have the system automatically merge the contact data with the form letter so that a personalized letter can be e-mailed directly to each contact.
Lead Manager
Import Leads
Anytime, anywhere through out your organization a user can enter a lead.  The lead can be owned by the person who entered it or assigned to someone else for follow-up.  If there are multiple leads, don't waste time entering them manually, use the Data Import Wizard to import they quickly and easily. 
Qualify Leads
Use the Lead Manager to manage and monitor your leads.  As you qualify your leads you can convert them from leads to customers and automatically create new opportunities in your pipeline. 
Analysis
Use the online reporting to analyze you leads and determine what percent of your leads are being converted to sales.  Use the reports to determine how well Marketing is doing at generating leads for Sales.
Sales Pipeline Manager
Track Your Pipeline
Each potential sales can be entered an tracked through the sales cycle.  At any point in time a sales rep can see how many potential sales he/she is working on and where each one is in the cycle. 
Reporting To Management
You no longer need to send a sales report to management.  Simply keep your sales pipeline information current and management can run the sales reports.  Not only can management run its own reports, it can roll the reports to any level in the company instantly! 
Ad-Hoc Reporting
Slice and dice your data hundreds of different ways. View sales however you'd like, by rep, region territory, customer, etc.  Find top performers, stuck pipelines, and ignored customers.  Compare this year to last year, look for trends, and review forecasts.  All real time, anytime, anywhere.
Decision Support
Reporting Interface To Legacy Systems
If you already have systems for billing, ordering, purchasing, etc. you can use ScribeBase as a reporting interface to these systems.  Each night ScribeBase can be loaded with data from billing, ordering, purchasing, etc. so that it would be available to the work force the next day.  This would give different departments valuable information.
The Customers Service Department would know the status of customer orders
The Sales Department could not only see daily sales, but it could also review sales history
The Marketing Department would have information available for creating new Sales Campaigns
Ad Hoc Reports
The fact that each user can create his/her own ad hoc reports means that ScribeBase is now a Decision Support system.  ScribeBase's powerful reports will enable you to turn your legacy system data into usable information. 
Order Tracking
Order Entry
As you receive orders via phone and fax, simply key them in to the system.  If you receive orders at multiple offices, no problem.  ScribeBase is available anytime, anywhere.
Create Orders From Opportunities
Once one of your pipeline's opportunities becomes a sale, you can have the system populate the sales order directly from your opportunity information.  This saves you from having to re-enter order information.
Order Fulfillment
Once an order has been placed, the system will send an e-mail alert to Order Fulfillment notifying them that there is a new order to be completed.  Once Order Fulfillment has shipped the order, an e-mail alert will be sent to the sale rep and the customer letting each party know that the order has shipped.
Outside Orders
If your customers place orders with you every month, set them up with a Login Account and Password.  This will enable them to login to place their own orders.
Order Filters
The order filters will let you view data any way you'd like: by rep, by order date, by ship date, ordered this week, ordered this month, shipped this month, delayed, cancelled, etc.
Purchase Order Tracking
Online Requests
Now the Purchasing Department can receive purchase requests online.  All purchase requests for the entire organization can be entered in one central place in one standard format.
Purchase Approval
As new purchase requests are received have e-mail alerts sent to Purchasing letting them know that a new purchase request needs approval.  Once the request has been approved (or rejected) have an e-mail automatically sent to the requestor notifying him/her of the status.
Status
Use the online reports to review request status.  Both the Purchasing Department and the requestors can review the status of requests to determine which requests are pending, approved, or rejected.
 
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