BizSense CRM And ERPBizSense CRM And ERP

Binary Vibes Information Technologies Pvt. Ltd.Binary Vibes Information Technologies Pvt. Ltd.

http://binaryvibes.co.inhttp://binaryvibes.co.in

What is BizSense?What is BizSense?

● CRMCRM● ERPERP● Especially suited for small and medium Especially suited for small and medium

businessesbusinesses● Custom enterprise CRM requirement can be Custom enterprise CRM requirement can be

addressedaddressed● Open source and commercial versions Open source and commercial versions

availableavailable

OverviewOverview

● Sales force automationSales force automation● Marketing toolsMarketing tools● Invoicing and financial accountsInvoicing and financial accounts● Customer serviceCustomer service● CollaborationCollaboration● ReportsReports● Web servicesWeb services● AdministrationAdministration

Sales Force AutomationSales Force Automation

● Contact managementContact management● Contacts and accountsContacts and accounts

● Supports B2B and B2CSupports B2B and B2C● Lead managementLead management● Sales opportunitiesSales opportunities● QuoteQuote● Graphical reportsGraphical reports

LeadsLeads

● Capture all leadsCapture all leads● Capture leads from website contact formCapture leads from website contact form● Covert leads to opportunity, contact and Covert leads to opportunity, contact and

accountaccount● Leads available in home page dashletLeads available in home page dashlet● Determine where your leads come fromDetermine where your leads come from● Determine how many leads get converted to Determine how many leads get converted to

businessbusiness

OpportunitiesOpportunities

● Sales opportunitySales opportunity● Sales funnelSales funnel● Opportunities available in home page dashletOpportunities available in home page dashlet● Determine your opportunity sourcesDetermine your opportunity sources● Determine how many opportunities are won or Determine how many opportunities are won or

lost per user, branch, contact, account, etclost per user, branch, contact, account, etc

Sample Graphical ReportSample Graphical Report

QuoteQuote

● Sales exectives spend a lot of time preprating Sales exectives spend a lot of time preprating quotesquotes

● BizSense can generate PDF documents for youBizSense can generate PDF documents for you● Do you know how many quotes were accepted Do you know how many quotes were accepted

by your customers?by your customers?● ReportsReports

Powerful Newletter SystemPowerful Newletter System

● One way mailing listsOne way mailing lists● Helps you build and manage opt-in listsHelps you build and manage opt-in lists● WYWIWYG editor to compose messages in WYWIWYG editor to compose messages in

HTML formatHTML format● Handles all the nuances of 'sending guidelines' Handles all the nuances of 'sending guidelines'

of popular email service providersof popular email service providers● Handles bounce messages automatically using Handles bounce messages automatically using

VERPVERP● Very effective when coupled with Binary Vibes Very effective when coupled with Binary Vibes

Blix Email ServerBlix Email Server

Tips For Effectively Using The Tips For Effectively Using The Newsletter SystemNewsletter System

● Build an own opt-in listBuild an own opt-in list● Do not send newsletters to customers and Do not send newsletters to customers and

prospects unless they are opted inprospects unless they are opted in● Utilize the newsletter settings properly. When in Utilize the newsletter settings properly. When in

doubt ask an expertdoubt ask an expert● Enable DKIM on your email serverEnable DKIM on your email server● Enable VERP on your email serverEnable VERP on your email server● Listen to and act on user complaintsListen to and act on user complaints

Customer Control Panel OptionsCustomer Control Panel Options

● Commercial version available from Binary Commercial version available from Binary VibesVibes

● Roll your own using the BizSense REST APIRoll your own using the BizSense REST API● Web ticketingWeb ticketing● Marketing preferencesMarketing preferences

CollaborationCollaboration

● CallsCalls● TasksTasks● MeetingsMeetings● Information available in central locationInformation available in central location● Get email, pop-up and SMS remindersGet email, pop-up and SMS reminders

Financial AccountsFinancial Accounts● Invoice – products and servicesInvoice – products and services● ReceiptReceipt● Sales returnSales return● Purchase and purchase returnPurchase and purchase return● PaymentPayment● PayrollPayroll● Tax managementTax management● Bank Accounts Bank Accounts ● Cash AccountsCash Accounts

Financial Accounts ContinuedFinancial Accounts Continued

● Bank account reconciliationBank account reconciliation● Automated ledger postingAutomated ledger posting● Support for editing and deleting invoices, sales Support for editing and deleting invoices, sales

return entries, purchases, purchase return return entries, purchases, purchase return entries, receipts and paymentsentries, receipts and payments

● Ability to configure ledger postingsAbility to configure ledger postings● Branch office supportBranch office support● ReportsReports

Finance ReportsFinance Reports

● Trial BalanceTrial Balance● Day BookDay Book● Group Wise SummaryGroup Wise Summary● Ledger Wise SummaryLedger Wise Summary● Sales RegisterSales Register● Purchase RegisterPurchase Register● OutstandingOutstanding● Opening Balance SummaryOpening Balance Summary● HTML, CSV and PDF formatHTML, CSV and PDF format

Administration AreaAdministration Area

● SettingsSettings● SMTP settingsSMTP settings● Logo and footerLogo and footer● ProductsProducts● Users and permissionsUsers and permissions● StatusStatus● CronCron● MoreMore

Web ServicesWeb Services

● RESTful web servicesRESTful web services● Leads, contacts Leads, contacts ● TicketingTicketing● NewsletterNewsletter

DeploymentDeployment

● GPL V3 and commercialGPL V3 and commercial● Support contracts availableSupport contracts available● Hosted services availableHosted services available● Custom development services availableCustom development services available● Community support in forums and IRC, Community support in forums and IRC,

#bizsense on freenode#bizsense on freenode● Recommended platform - LinuxRecommended platform - Linux

What's included in support contract?What's included in support contract?

● InstallationInstallation● Backup and recoveryBackup and recovery● Priority bug fixingPriority bug fixing● Web ticketingWeb ticketing● Access to knowledge baseAccess to knowledge base● Phone supportPhone support● End user and administrator documentationEnd user and administrator documentation

ResourcesResources

● http://binaryvibes.co.inhttp://binaryvibes.co.in● http://projects.binaryvibes.co.inhttp://projects.binaryvibes.co.in● http://blog.binaryvibes.co.inhttp://blog.binaryvibes.co.in● http://techchorus.nethttp://techchorus.net

Thank YouThank You

All Rights ReservedAll Rights Reserved

Copyright Binary Vibes Information Technologies Pvt. Ltd., Copyright Binary Vibes Information Technologies Pvt. Ltd., Bangalore, IndiaBangalore, India