CRM Berberis
N-Expert
Porsenna
Our Berberis bush consists of the following modules:
Tignum - Stalk, Contact with customers module (operational CRM)
Since Mr. Customer occupies the most important position in each company he also plays the central role in our system and the entire sophisticated structure of the software is based on this very module.
Flos - Flower, Sales module
A flower is a crown of a stalk, and sales crowns the efforts of sales people. Finally, an issued invoice is what the company management really expects.
Radix - Root, Stores module
The backstage of the system, hidden like a root under the ground. However, without it the functioning of a company would hardly be possible.
Ramus- The Manufacturing Support Module
This module supports the management of an entire manufacturing process, starting from an operation sheet.
Cortex - Bark, Technical support module
A supplementary part of a plant and of our CRM as well. Nevertheless, sales rarely is the last contact with a customers and a professional support constitutes a good background for further cooperation.
Spina - Spike, Administrative tool
This module allows one to configure various parameters of the system, including user rights. Thus, just like thorns, it protects confidential data from an unauthorized access.
Folium - Leaf, Finance module
Managing worktime, expenses, dues and liabilities is very important for each company - as important as are leaves for a plant.
Bacca - Fruit, Data analysis and reporting module (analytical CRM)
Synthetic information on custmers and on a company itself is the fruit of collecting data process. Comprehensive analysis and cross-section reports can be made in order to get it.
Gemma – Bud, web access module
This is a primordium of applications, which can then be developed to meet specific users’ needs. Gemma provides you with an engine to offer system functionalities through web pages.
Querino - The Accountancy Module
It has been developed by Queris, our business partner, well experienced in software for accountancy. By means of Querino you can not only make entries, but also perform various related analyses (turnover, balances, costs, sales, purchases, etc.)
Full evidence of customers and other entities
- Evidence of people, companies, departments and employees
- Hierarchical visualization of the companies' structure
- Immediate access to the data on payments, outstanding payments, credits, etc.
- Registering relationships between the companies
- Description of customers and other entities by means of additional attributes
- Detailed information on goods bought by customers (serial numbers)
- Access to the Berberis address book from MS Outlook (through the LDAP server)
- Identification of addresses on a digital map
Workflow support
- Very convenient, interactive „Welcome panel”
- Defining templates of business processes
- Displaying templates on dynamically created diagrams (workflow)
- Central content search (including external files, doc, pdf, etc.)
- A 'To do' task list for every day
- A convenient individual calendar for each user
- A group calendar for selected users
- A built-in Communicator (which enables composing short messages, transferring documents, confirming receipts, arranging remote conferences, etc.)
- Passing 'To do' tasks between users
- On request - a 'To do' task reminder
- Synchronizing reminders for many employees
- Graphical visualization of business processes
- Preview of invoices, offers, store documents, etc. on the project
Document workflow and archiving
- Passing documents between users
- Assigning reference numbers to external documents
- A comfortable search tool offering a quick access to the documents stored
- Full page scanner support
Full evidence of events (business contacts and other activities)
- Evidence of events
- Description of events by means of additional attributes
- Recording voice notices and telephone calls
- Attaching external electronic or paper documents (scanned)
- Registering work time and extra costs
- A convenient 'to do' reminder (date and hour)
- Presenting data on a convenient calendar
- Attaching and printing any previously designed forms
Grouping events into repertories
- Evidence of repertories
- Automatic repertory numeration
- Promoting repertories to the stages of projects
- Planning time, budget, income and costs
- Allocating human and material resources
- Defining the level of exploitation of people and goods
- Monitoring the stage of repertory execution
- Description of repertories by means of additional attributes
- Multilevel repertory grouping
- Fixed agreements (lump sums)
- Assigning repertories to the employees
- Monitoring the change of person leading the repertory
- Notifying of upcoming dates of repertory closure
- Monitoring repertory course, monitoring changes (history of changes in attributes and attachments)
Grouping repertories into projects
- Evidence of projects joining repertories of various customers
- Planning project’s budget
- Monitoring the stage of project execution
- Hierarchical visualization of projects
- Graphical visualization of activities within projects (histograms and Gantt diagrams)
- Displaying the history of changes of the Gantt diagram
- Automatic project numeration
- Allocating stores to projects (by means of a script)
Marketing activities
- Price lists
- Promotional sets (customers, goods, discounts, duration)
- Groups of 'privileged customers'
- Defining individual discounts for selected customers
Serial mailing
- Creating groups of customers (with respect of various attributes)
- Conventional and electronic mail support
- Printing letterheads and address labels
- Support of external e-mail clients
Support of modern telephone switches and Skype application
- Automatic initiation of calls
- Automatic identification of incoming calls
- Re-directing call to other users
The built-in e-mail client
- Standard look and functionalities (adding backgrounds, pictures, etc.)
- Automatic identification of e-mail senders
- Transforming incoming e-mails into events
- A convenient address book
- Spellchecking based on the MS Office dictionaries
- “Messsage received by the addressee” confirmation
Knowledge database
- Storing knowledge generated within a company
- Notes and file attachments in an arbitrary format
- Key words
- Advanced searching tools
Store management
- Evidence of goods, services and manufacturers
- Different names of the same goods for different customers
- Individualization of goods (serial number, color, date of manufacturing and other attributes)
- Identification of goods at the specimen level
- Assigning the goods with prices, discounts and any other attributes
- Evidence of deliveries and other store operations
- Automation of supply orders
- Issuing and registering various store documents
- Monitoring and correcting quantities of goods in various stores
- Store reports
- Bill of consignment
Sales and invoicing
- Evidence of orders
- Issuing various types of invoices, receipts and respective corrections
- Payments and customer's credibility monitoring
- Support of arbitrary currencies, exchange rates and bank accounts
- Support of fiscal printers
- Order number and customers’ address on the purchase order
- Order confirmation
- Support of trade credit
- Intrastat
- Automatic numeration of internal invoices
- Support of advance invoices
- Templates of orders and invoices available in English, German and Polish (other available on request)
Manufacturing
- Operation sheets
- Planning and ordering components
- Manufacturing orders
- Automatic updating quantities of goods in particular stores
- Assembly order
- Bar code reader support
- Cost of alteration reports
- Ramus Factor - extension of the Manufactoring Module, which offers:
- Full support of the bar code readers installed in the factory
- Making reservations of human and material resources needed to perform particular operations
- Support of simultaneous work of several employees on one operation
- Possibility of continuing operation by different shifts and operators
- Quality control after each operation
- Registering employees’ working time related to particular activities
- Registering machine’s working time
- Registering the event by scanning the operator’s card and the operation number
- Attaching the event directly to a relevant manufacturing order
- Making external operations
Technical support
- Evidence of the services
- Registering customers' claims
- Planning calendar
- Issuing orders for technicians
- Monitoring the workflow
- Recording and reporting the costs of services
Liabilities and dues
- Evidence of liabilities and dues
- Recording payments
- Support of delivery documents
- Connection with „Reception of goods” documents
- Printing the cash documents
- Cash reports
- Quick access to the evidence of payments and outstanding payments
Finances
- Billing of work time and extra expenses
- multilevel verification and approval of working time and costs
- Internal and external rates for each employee
- External rates dependant on the customer and repertories
- Full support of rate history
- Different types of reports for the customers and company
- Current monitoring of customers’ dues
- Generating the expenditure document from the events
Analysis and reports
- Predefined categories and groups of reports (templates)
- Reports created by users
- A convenient method of selecting columns, filters, aggregations and sorting order
- Export of results to MS Excel, MS Word, HTML, XML and CSV data formats
Configurability
- User defined supplementary data fields (text, number, date-time, list selection)
- A highly flexible method of defining user rights
- Dynamic user rights - specified by authorized users in course of their work. Those users can modify access privileges to particular documents depending on their content, thus immediately restricting or extending them to other persons, independently of the original rights granted by the administrator.
- A possibility of modifying menu commands, their names, elements of lists and creators
- User-defined basic reference tables (employees, cities, streets, etc.)
- User-defined complex tables of attributes
- User defined templates of business processes
- Defining procedures governing particular kinds of activities (supporting ISO 9001:2000)
- Support of holdings (several companies within a single business structure)
- Flexible templates of numbering documents
- Built-in templates of standard printed documents
- Additional templates (of offers, invoices, etc.) created by users
- Arbitrary templates (notes, contracts etc.) to be assigned to particular types of events
- Support of external PHP scripts processing data in a user specific way
- Comfortable data migration to ols
- Automatic monitoring of data integrity
- Tracing the data changes (directly in the database)
Support of external applications
- Built-in data export to MS Word, MS Excel as well as to HTML, XML and CSV formats
- A possibility of establishing data interchange with any external application
- Support of common e-mail clients (e.g., MS Outlook)
- Access to address data through the LDAP server
- Synchronization with mobile phones and other mobile devices
