Optimize your business operations “from Quote-to-Cash” with smarter resource utilization, preventing SLA breaches, improved manageability.
CRM & Sales
The Advanced Automation solution gives insight into your customers, contacts, tasks, and tickets:
- Generate service contracts and sales line items
- Integration of all your information, including product catalogue, SLA catalogue, and CRM
- Reports give you instant insight into the following:
- Ticket statistics
- Contracts and sales line items
- Net promotor score
- Average revenue per user/seat
- Endpoints under management
- End users being served
- Client spend
- Recurring
- Non-recurring
- VAR items
- Client time spend
- On billable hours
- On non-billable, fixed price hours
- On other, non-billable hours
- Client Average Hourly Rate
- Profitability and revenue
- Top-down list of customer profitability and service or product profitability
- Technician performance report
- Future cash flow report
Powerful Ticketing
Deliver world class support with Advanced Automation integrated ticketing in one central console:
- With our predictive time allocation system, you’ll know how much time it will take to process your current tickets
- Automatic synchronization of your managed end-users via Active Directory
- Integration with support emails, which automatically convert to tickets
- Create your own ticketing email messages layout in a WYSIWYG editor
- Automatic SLA selection based on devices, services, users, client type, etc.
- Supports “Block hours”
- Automated Time Registration
- Automatically track and match all time spent on customers with SLAs and contractual agreements
- Detailed insight into all registrations, including device, end-user, and activity
- An accurate overview of all your billable hours
- Real Time Dashboards and Reporting
- Utilization degree/occupancy rate
- Service Levels
- Customer Satisfaction
- Financial Performance
- KPI overviews
- Registration and Classification
- Integrated with your contracts and SLAs
- Automatic time registration
- Automatic SLA allocation
Quoting
The Advanced Automation quoting module makes quotes easy:
- The look and feel of your quotes can be customized
- Create quotes for your clients for products, labor,and contracts. Simply add items to the quote
- Billable items contain all the details your client needs for approval, such as quote number, approved by, description, and serial number
- Offer your clients an easy way to accept quotes online. Send the quote by email directly from Advanced Automation, and your client can update quantities, approve, or decline the quote online. Once the quote is approved, Advanced Automation adds a new contract part to an existing or new service contract and creates PO and handling tickets automatically
- Simply offer additional services to existing contracts.
- Access on the move – Control operations from anywhere! The Advanced Automation solution is a SaaS platform, accessible from any browser. Use the mobile app for IOS and Android to access tickets and time registration on the go.
- Onboarding – Get up and running through the fast lane with our guided onboarding service. Our team will make sure you will get results from Advanced Automation in no-time.
- Billing – Generate invoices with service, product, and billable hours accurately and automatically with just a few clicks.