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In-Depth Review
BScaler CRM
BScaler, Inc.
1520 McCandless Drive
Milpitas, CA 95035
Telephone: 408-935-3000
Fax: 408-946-8715
Email: info@bscaler.com
Web:
http://www.bscaler.com/index.htm
BScaler is a leading provider of finance and accounting business process
outsourcing (FA BPO) and total business management systems for Small to
Medium-Sized Businesses, SMB. Our Enterprise Resource Manager (ERM) is an
internet-based, completely integrated front to back, total business
management solution that combines Sales, Service, Operations, and Finance
into a unified database system to track, control, and simplify all business
operations while dramatically reducing human error. “Data entered once, used
many times, anywhere, and anytime”. Our workflow-oriented ERM solution lets
organizations gain real-time visibility into all business activities, at
every stage, by providing intuitive resource management in a unified
database, Internet-enabled product. It empowers business leaders to focus on
managing the business and not the infrastructure. Recognizing that small
businesses seldom have expertise in Finance and Accounting and, moreover,
are not interested in developing it in-house, BScaler uses its ERM to
provide FAO--Finance and Accounting Outsourcing.
Product: BScaler CRM
Current Version:
Category: SaaS Mid Market CRM Solution
Sub-Category:
Client Platform:
Server Platform:
Database Platform:
BScaler SaaS CRM includes Sales Desk, Service Desk, Partner Portal,
Customer Portal, Lead, Account and Contact managers for SMBs. From anywhere
at any time and any language--just click for CRM!
BScaler’s CRM Check List:
- Multi-lingual & Browser-based
- Multiple Business Units and Regions within the business entity
- Sales Forecast, Booking, Backlog
- The Customer’s official name for quoting, billing, servicing, etc.
- All Customer addresses that you will use to correspond, ship and
bill to
- The Customer’s Available Line of Credit, online and in real time.
- Customer Order History in detail, for the last 12 months
- Customer payment history, in detail, for the last 12 months:
- Payments paid to your terms
- Payments paid late and number of days
- Current Balance Due
- The outstanding Customer Service Issues
- The Customer Service History details, including
- The Customer Contacts who first made the requests
- Every step that your company took, by whom and when
- The final resolutions and Customer contacts who signed off
- Every Customer Sales Contact, with the owner, including
- Address, phone numbers, email
- Purchase history
- Current Opportunities, Quotes and Orders pending
- Every Customer Service Contact, including
- Address, phone numbers, email
- Service history
My Sales VP Desk (Business Unit)
- Manage Every Region in BU
- Assigns Sales Leads to Entire BU
- Drills Down to Sales Rep Level Data
- Clicks Mouse to Roll Up the BU Forecast with Probabilities
- Drills down to Separate Regional Forecasts & Bookings
- Drills down to Individual Sales Rep Forecasts & Bookings
- Drills down to Sales Rep Quotes
- Approves High-Dollar Opportunities (configurable)
- Manages Own Accounts Where Appropriate
- All Features of My Sales Desk
My Sales Manager Desk (Region)
- Manage Every Sales Rep in Region
- Assigns Sales Leads to Region
- Drills Down to all Sales Reps in Region
- Clicks Mouse to Roll Up the Region Forecast with Probabilities
- Drills down to Individual Sales Rep Forecasts & Bookings
- Drills down to Sales Rep Quotes
- Approves Opportunities (configurable)
- Manages Own Accounts Where Appropriate
- All Features of My Sales Desk
My Sales Desk
- View My Account Information
- Customer Profile
- Customer Purchase History
- Customer Credit Line
- View AR Aging
- Account Relationship (End User, Distributor, Partner etc.)
- View My Contacts (Suspects, Prospects, Customers)
- Task Manager (Select Contacts, Make Action Items)
- Forecast with Probabilities and Pipeline
- Individual Forecasts & Bookings
- Drills down to Own Sales Rep Opportunities & Quotes
- View My Customer Portals
- Opportunity and Quote Management
- Accounts Receivable Management
- Backlog Management
- Time Manager
- Price List – Always Current
- Inventory (configurable per user)
Partner Portal
- View Contacts (Suspects, Prospects, Customers)
- Receive Lead Assignments
- Task Manager (Select Contacts, Make Action Items)
- Forecast with Probabilities and Pipeline (configurable)
- Opportunity and Quote Management (configurable per user)
- Time Manager
- Price List – Always Current
Customer Portal
- View My Purchase History
- View My Open Service Tickets/Incidents
- View My Outstanding Balance Due
- View My Current Backlog
The Service Desk
- Accessible 24x7 by all Service Personnel Anywhere
- Three Roles of Users (VP, Manager, Service Rep)
- View the Service Contract Online
- Access to Entire Customer Database
- View all Customer Service Contacts
- Shipment History, Including Model & Serial Number
- Service History
- Email Service Ticket to Customer
- Service Ticket Assignment Online
- Escalation Levels 1 to 4
- Open & Manage Service under Multiple SLAs (Platinum, Gold etc.)
- View My Service Incidents History
- View My Open Service Tickets/Incidents
The Leads Manager
- Import Leads in CSV
- Assign Lead Status (e.g. Hot, Warm, Cold)
- Assign Leads to BU, Region, Sales Rep
- Leads Recycle Bin
- Promote Lead to Contact
The Accounts Info Manager
- International, Multi-Lingual Data Entry
- Multiple Relationships (e.g. Customer, Partner etc.)
- Multiple Addresses for same Account
- Multiple Account Types (e.g. Industry, SEC Code, Revenues,
employees)
- Multiple SIC Types
- User Configurable Data
- Review Purchase and Payment History
- Credit Line, Trade References, Credit Rating
- Multiple Bill To and Ship To Names and Addresses
The Contacts Manager
- International, Multi-Lingual Data Entry
- Both Sales and Service Contacts
- Multiple Contacts per Customer
- Contact Profile for Personalized Information
- Multiple addresses, phone numbers etc.
- Create New Opportunity/Project
- Scheduler, Action List (Time Management)
- Send Email
- Activity Log
- Review Credit Line, Payment History
- Review Order Processing and Backlog Data
- Send/Receive Special Instructions with Order Processors
- View the Customer Portal
For pricing details, please contact the company directly.
We have yet to review this product.
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