The System

01 CUSTOMERS

Gain instant access to your client base to maximise speed of response and quality of customer service:

All client and prospect information at your fingertips
Filter quickly by client, owner, postcode and many other labels
Universal search throughout the system
Compliance enabler to latest data management regulations

02 CRM

All your customer information in one place. Easily retrievable for customer service, in-life communication and contract renewals

Activity – Contact history of all notes, calls and meetings
Details – Address, contacts, sites and profiling information
Quotes – Current and legacy quote history
Estate – All the information about their connected estate including accurate records of all users, tariffs and equipment
TechFund – Latest fund balance and drawdown info
Finance – Copies of all invoices/credits
Documents – Attach signed contracts, billing records and other documentation
Help Desk – ticketing system to manage service requests

03 SEARCH

A telemarketing tool. Use your suspect/prospect data to generate leads for new business

Create call lists for you or your sales team to contact
Run searches based on specific or general criteria
Target vertical markets and/or geographic territories
Drip-feed data into your teams or allow them to search
Load legacy client, prospect and suspect data

04 QUOTES

Generate accurate, profitable and professional mobile and wholesale quotes using price books from all your suppliers. Track the commercials as you build the deal

Activity – schedule and track calls and meetings associated with this particular quote
Overview – to inform your sales pipeline of the anticipated outcome
Incumbent – details of the customer’s existing mobile/wholesale estate
Option – tariff and bolt-on options, tech funds, customer contributions and network discounts as required
Kit – hardware requirements
Contract – professional PDF auto-generated within your brand guidelines with your terms and conditions of sale
E-Sign – dual verification email/SMS

05 CONNECT

Process all your mobile and wholesale connections efficiently and compliantly

Authorise – check all deals before progressing to connect
Credit Vet & Connection – file exports to be sent to your service provider
AllocateSIM & OrderKit – Hardware purchase order and customer kit invoice
Invoice, TechFund & Fees – All financials linked to the deal
Provision & Billing – Scheduling events for wholesale deals

Customer estate is updated to reflect latest connection information

+ MORE

Other advanced features are also available, including: