Nov 2012 PBX-PRO CUSTOMER MANAGEMENT SOLUTION The concept of CRM in the business world has existed for many years. PBX-Pro CRM has been developed and designed.

Nov 2012

PBX-PROCUSTOMER MANAGEMENT SOLUTION

The concept of CRM in the business world has existed for many years. PBX-Pro CRM has been developed and designed specifically for the telecoms industry over the past 6 years.

PBX-Pro has a proven multi-user platform with a number of installations at the top telecoms dealerships across the country

PBX-Pro can help you increase revenue and profits

PBX-Pro can help you improve customer service levels

PBX-Pro primary focus is to improve customer relations, staff efficiency and INCREASE PROFITS

PBX-Pro can help you manage sales with its sales pipeline module

Nov 2012

Maximize your customer relationship… before it’s too late !before it’s too late !

PBX-Pro

Reports & Dashboards

Multi-User Design

Customer Management Faults & Job Cards

Line Management

Inventory Management

Sales PipelineEmail & SMS

Secure

VOIP

Nov 2012

Customer Management • Customer Detailed Information

• Inventory Stock List History

• Cell Router History

• Sales History

• Customer Equipment Details

• Quick search facility

• Warranty, Rental, Maintenance tracking

Nov 2012

Job Fault Management• 6 Step fault control• Job card issue and print with customer history• Assign, Re-Assign, Un-Assign Jobs

• Job card Summary Sheets

• Job Notes, fault findings

• User Quick Drag and Drop Tree views

Nov 2012

Line Management• Track Line per customer [Line Type, Order number, Number, Installed Date, Cut Over Date]

• Know what lines faults have occurred per line

Nov 2012

Line Faults• Capture Line Faults from your customer

• Report Faulty Line and Record Line Reference Numbers

Nov 2012

Inventory & Stock Control• 3 Level Item Control (Manufacturer, Model, Item)

• Receive & Issue New Stock

• Track Loans and Boot Stock

• Track Repairs

• Stock Reports

• Inventory & Stock History Views

Bar Code Scanner

Nov 2012

Sales Pipeline• Leads

• Opportunities

• Convert into Customers

• Assign to Sales Team (Telesales, Sales, Managers)

Nov 2012

Sales Calendar• Plan and view appointments for sales reps

• Multiple Resources & View Multiple Days

Nov 2012

SMS• Compose, Send, Receive SMS messages

• Utilizes an On-line SMS Server

• Group / Bulk SMS

Nov 2012

MyZone Reminders• Add reminders per user with pop-Up snooze function

• Set Reminders

Nov 2012

Functional Reports• Jobs by Details & Summary Reports

• Jobs by Customer Detail Report

• Jobs by Job Number, Order Number Detail Report

• Accounts & Administrator Detail Report

• Stock Levels Report

• Stock Value Report

• Repairs Summary & Details Report by Item, Customer

• Sales Detailed Reports

• Low Stock Items Report

• Inventory History Report

Nov 2012

Managers & Administrators • Single view with all critical information

• Live performance graphs

• Live Audit Trail

• Live Job fault Stats

• Jobs outstanding stats

• Live technician work graphs

Nov 2012

Knowledge Base• Load & View corporate documents

Nov 2012

Attendance Register• Record and Monitor Attendance

Nov 2012

Multi-Function Printer Module

• Pbx-Pro simplifies and records your billing and Contract administration

• Track clicks by equipment

• Cost-per-Copy Reports (Summary & Detailed reports)

• Monitor Toner Yields

• Track Toner Replacement Information (Dates & Type)

• User friendly Interface

• Build-In Data Validation & with error messages

• Multi-User software design

Nov 2012

Multi-Function Printer Module• Record and Monitor Customer Printer Information (Model, Serial Number, IP Address etc)

• Assign Meter / Charge Rate

• Record & Track Meter Reading

• Add Multiple Printers per Customer

• Track and calculate Yield %

Nov 2012

Multi-Function Printer Module

• Assign Charge Rates

• 6 Levels by Colour & B/W

Nov 2012

Multi-Function Printer Module

• Split screen views

• Meter Readings View

• Customer View

Nov 2012

ALARM Manager Module MMC 852 {Alarm Assignment}

• Daily eMail ( default 09:00am )

PBX-Pro

100 Previous Alarm Events

• 09/11/2012 20:48:33 PRI Restart C1-S05

• 09/11/2012 20:48:33 SYS LAN LinkDown

• Major Alarms

• Minor Alarms

Pbx-Pro Monitors eMail

• 70 Major Alarm Types … [eMail Option: as they occure]

• Trunk Disconnect, Recovery, Connect

• SLI Card Faulty, Recovery, Card Activate

• 40 Minor Alarm Types

• Card Activations, IN, OUT

• E1, PRI, BRI Restarts

• AC Low, Battery Low

• CPU Overload, Fan Out Of Order

Nov 2012

ALARM Manager Module Customer List

User Notifications

SMS

eMail

Screen Pop-Up

Alarm History

Alarm Dashboard

Major / Minor Alarm List View

Alarm History List

Shows: Date & Time, Description, Cabinet & Slot

Nov 2012

VOIP Router Module

PBX-Pro

0

Router Ping Live View

[respone time measured]

5

3

User Notifications

SMS

eMail

Screen Pop-Up

User Warning

Screen Pop-Up

Ping Attempt Live Dashboard

Ping Router’s Static IP Address

All OK

Status Block

Nov 2012

Future Roadmap

• VOIP Billing Module

•

• Pastel Integration (Partner Ver10)

•

• WANT MORE ?

• MFC Module Upgrade

Nov 2012

Become a “PBX-PRO” before it’s too late !

Thank You