Mothernode CRM ENTERPRISE (ERP) EDITION

Transcription

1 Mothernode CRM ENTERPRISE (ERP) EDITION Everything you need to run your business from sales to order fulfillment, inventory management to invoicing, and much more.

2 Mothernode CRM The easiest way to run your business

3 Enterprise Edition The Enterprise Edition goes far beyond the capabilities of most CRMs on the market today, and contains a plethora of vital features and modules needed to run your business more efficiently and profitably, from end to end. Mothernode Enterprise is the most versatile and robust CRM in its class. This Edition contains all the features and modules available in every Mothernode CRM Edition we offer. Contact Management Making connections is paramount to business success. With Mothernode, contact interaction has never been easier to manage. A single screen provides snapshots and allows quick access to all contacts, making communication fast and efficient. Opportunities Quick lead follow-up results in more sales, while delays kill deals. The automated tools in Mothernode s Enterprise edition helps improve lead management capabilities and keeps you connected to opportunities as soon as they become available. Account Management Customer Account Management provides you with access to all transactions, notes and customer communication. Nurturing customers and maintaining relationships is now within the tips of your fingers. Collaboration Mothernode s collaboration tools allow you to stay updated on customer accounts in real-time, whether in the office or away. These social networking tools provide constant updates of your customers activities, ensuring you never miss an important event from followers or those whom you follow. Sales Management Increasing leads and boosting sales now takes fewer resources when using the Sales Management module. Automated reporting, comprehensive dashboards and a wide array of tools help you manage your sales team more efficiently and profitably, regardless of its size. Mobility Most successful sales teams are in the field closing deals not hanging around in the office. Managing leads and sales from mobile devices is now easier and more efficient, when using Mothernode s wide assortment of collaboration tools.

4 Mothernode CRM ENTERPRISE EDITION Workflow Transactions The hard work doesn t begin until after a sale is made. Workflow Transactions supplies your business with all the right tools to streamline and improve customer order fulfillment. Spending more time with current and prospective customers is mandatory for maintaining relationships and expanding your customer base. Mothernode Enterprise helps increase customer satisfaction while improving your workflow, regardless of your business or industry. Quotes Orders (Sales Orders) Purchase Orders Work Orders Deposit Invoices Invoices UPS Worldship Integration Lead Capture Forms Without effective lead capture, your company loses cash on a daily basis. Mothernode s Customizable Lead Capture Forms helps businesses increase incoming leads with forms that adapt perfectly to your website, landing pages and even social media platforms. Attract more leads into your funnel and close more deals, with less hassle. Marketing Integration Many platforms don t integrate with other wellknown marketing applications and tools. The Sales and Marketing edition of Mothernode seamlessly integrates with popular platforms such as Constant Contact, Mailchimp, HubSpot and Infusionsoft, among many others. Incorporate your current marketing campaigns into Mothernode, and never miss another beat in your sales cycle. Inventory Mothernode s Advanced Inventory module provides businesses with the tools to create sales orders faster and customer quotes easier, even if your business doesn t stock physical inventory. Track sales, group similar items in inventory bundles for better organization, apply multi-level pricing and so much more. Vendor Management Vendor mismanagement can quickly result in operational delays, communication errors and loss of revenue. Mothernode s Vendor Management module is proven to improve relationships between both vendors and clients. Group your vendors based on their expertise and make more informed decisions, while using the module s purchase order tracking to prevent costly errors. Field Services Scheduling techs in the fields and assigning them work orders is a breeze with Mothernode. Quickly create work orders from sales orders or cases (for after market support) and assign them to individuals or teams. Mothernode even allows you to send work orders to third-party vendors when sub contracting work is necessary. Case Management Mothernode s Case Management module provides your sales team with detailed tracking for each individual case. Increase customer satisfaction and trust by using simple web forms to communicate with customers and manage cases. Accessing , correspondence and customer information is quick and easy. KPIs, Reporting and Dashboards The right decisions for your business requires precision, real-time business intelligence that you can depend on. Mothernode gives you the information you need on to effectively monitor, forecast and act quickly. KPIs (key performance indicators) deliver comprehensive set of parameters that help you understand your business clearer. Mothernode also takes the pain out of reporting, by automating and scheduling reports, sending them right to your inbox.

5 How you doin? Business intelligence that matters

6 Mothernode CRM Mobile Mothernode CRM Mobile empowers you with the ease and convenience of accessing your customers, contacts and sales opportunities, no matter where your business takes you. Shorten your sales cycle and close deals quicker. Collaborate and connect with your team in real-time, even while on the go. Access all of your customer accounts and contacts with ease. Send s and create calendar appointments right from the app. Access all of your sales activity and service customers right from your device. Create tasks and events for customers, contacts and opportunities. Simplify your experience with a user friendly interface. Manage your customer accounts Access all of your contacts Manage your leads and opportunities Compose s and archive them in Mothernode

7 DIALOGUE by Mothernode TM Real-time notifications let you stay connected to your customer activity and improve collaboration - across the office or around the world. John Kennedy Comment (April 20, 2:33 PM) Glad to hear the presentation went well. Do we have any news on when they ll be short listing their finalists? Comment Like Comments (1) Sarah Miller Commented (April 20, 2:50 PM) We ve made the short list and have been asked to refine the pricing to include a 3 year agreement. Dave and I are working on that now. John Kennedy Commented (April 21, 10:09 AM) Great work. We re changing some of our key suppliers next year, that will allow us to be more aggressive in our pricing. Let me know when I can review your updated offer and I can give let you know where you can be more competitive if you need to be. Sarah Miller Commented (April 21, 10:30 AM) Fantastic! Looking forward to seeing you back in the office next week. Post Get Real-Time Notifications When other users post comments or notes to a contact, customer or transaction that you own or follow. When someone s or makes a calendar event for your customer or contact. When a new support case is opened for one of your customers or contacts. When colleagues tag you in a note, event or comment. When orders ship and purchase orders have been received When transaction progress in the work flow (i.e. a quote becomes an order, or an order becomes an invoice.)

8 Features and Benefits Learn more about Mothernode CRM and ERP editions and determine which one is right for your business. Mothernode editions are designed to grow with your business requirements, whatever they may be, and allows you to easily upgrade or customize your solution by adding the modules you need. Productivity and Collaboration Features Description Sales Team Sales & Marketing Professional Enterprise Dialogue Social media style collaboration and realtime notifications. Collaborate with your team more effectively. Outlook Integration Add-on for Microsoft Outlook Calendar Subscriptions Notes Events Tasks Smart Tasks Notifications File Management Activity Views Import Records Export Records Send s and files directly from Mothernode. View your Mothernode calendar events with your Outlook, ical or Google calendars. Journal your prospect and customer activity. Post comments to existing notes. Create and document important events for customers and prospects. Invite other users to participate. Create, assign and dispatch tasks to other users. Create task templates that automatically create and assign themselves when records are created. Optional notifications to alert you of important real-time activity when you re away from your computer. Upload files to customers, prospects and transactional records View a complete listing of system activity and keep informed of all user interactions Import prospects and customers from XLS files. Save mappings to reuse for recurring import activity. Easily export prospects, customers and contacts to Microsoft XLS files. Available for select Microsoft Outlook products Additional storage sold separately

9 Reporting and Key Performance Indicators (KPI) Features Description Sales Team Sales & Marketing Professional Enterprise Standard Reports Run standard reports onscreen Custom Reports Report Automation System Reports KPIs Sales Management Personal Goals Campaign Analytics Create your own custom reports, share them with others and export them to Microsoft Excel. Schedule auto reports for criteria you ve specified and have them ed to you. Generate system reports to track various activities. View essential dashboards for deeper insight into your business. View forecasting and pipeline data. Discover sales trends and areas of strength and weakness. Set monthly sales goals for each sales rep. Create campaigns to track realtime revenue and ROI from your marketing initiatives.

10 Administration and Customization Features Description Sales Team Sales & Marketing Professional Enterprise Customize Value Lists Custom Fields Quoting Terms and Conditions User Management Account Management Message Center System Defaults Session Activity Customize value lists to match your processes and business requirements. Create your own custom fields for modules, reports and transactions. Add your order policies to quotes and estimates. Easily manage your user accounts and their settings. Setup and manage your company profile. Author in application notifications to selected users. Save data entry time, by adding system defaults for most common settings. View user session activity and restore deleted records. Permissions Set access permissions for users.

11 Mothernode CRM UPS ONLINE SHIPPING INTEGRATION Seamlessly integrate your Mothernode shipments with UPS Online $ Get setup for only 99 Mothernode s platform is designed to streamline business by reducing workloads, speeding up processes, minimizing losses and boosting efficiency. That s why Mothernode supports full integration with UPS Online Shipping, cutting out the middleman and enabling you to schedule automatic deliveries for every order. It s features like these which make Mothernode such a great fit for small to medium sized businesses. By streamlining the distribution and logistics aspect of a small business, Mothernode frees up valuable resources and working hours that can be better deployed elsewhere within an organization, boosting efficiency across the board. UPS ONLINE INTEGRATION LETS YOU ACCOMPLISH THE FOLLOWING, RIGHT FROM WITHIN YOUR MOTHERNODE ACCOUNT. Ship directly using UPS within your Mothernode shipping process Print thermal labels from Mothernode Get access tracking information Send tracking numbers to you customers Select your shipping method Choose your package type Get started today!

12 Quote like a Boss

13 Mothernode PRODUCT COMPARISON Product Features Sales Team Sales & Marketing Professional Enterprise Mobile Customer Accounts Contacts Leads Opportunities Tasks Smart Tasks Events Dialogue (Collaboration) Custom Reports Automated Reports Permissions Dashboards (KPIs) Products/Service (Lt. Inv.) Lead Capture Forms Campaign Management Vendor Management Case Management Case Forms Inventory (Advanced) Quote Approval Automation Quotes Orders Recurring Orders Purchase Orders Work Orders Invoices UPS Online Integration Quickbooks Integration Outlook Add-on

14 CRM made just for you No matter your business or industry, whether you re a small or medium sized business or a fortune 100 company, there s a Mothernode CRM Edition designed to help you achieve your organizational goals. Increase sales, improve customer service and support, retain more clients and get organized. Begin working smarter with Mothernode CRM. Mothernode CRM s dynamic platform grows with your business needs and allows you to migrate into new processes, features and modules as your organization matures. Make Mothernode CRM uniquely yours by configuring the application for your industry and customer requirements. Begin with the Mothernode Edition you need today and grow into the capabilities you need tomorrow. Discover for yourself what our customers already know and become our next success story. Mothernode CRM EDITIONS Starting at Sales Team 49 /user/month Sales & Marketing /user/month Professional 69 /user/month.99 Enterprise 99 /user/month.99 Monthly billing Minimum 5 Users