Order/ Quotation

The order / quotation feature enables the recording or printing directly from the application of the quotations and orders for the clients or suppliers, and the recording of all the activities that are made in the sales process. The main benefits of this feature are:
 Multicurrency – starting with the price list predefined at client level, the orders and quotations can be created in any currency; 
 The feature allows the configuration of a document workflow for all the steps of the order creation: quotation - client order - supplier order. The system also provides an historic and a visible connection between these documents, which enables a better view of the sales process and easier access to information.
 Even more, the system allows the configuration of different order printing templates, according to their destination: for client, supplier or business line. The user can choose from the template list the printing form for a document.

Mass update on accounts

For the management of a client database, sometimes it is necessary to modify the information for a wider number of clients.  With the Mass update feature you can easily manage the clients list and update for a set of entries, with a single click, the information from the accounts.

Configurable standard search for all entities

For an easier search of the information in the database, sometimes it is important to search by specific criteria of the implemented business. The search feature is designed at application level and allows the configuration with any specific information existing at an entity level. This configuration enables also the filtering of the recording list after one or more information.

Foreign currency invoices

In relationship with his partners, a company can process sales transactions in different currencies than the standard one (e.g.: invoices management in any currency, with the possibility of pointing out the exchange rate used in the invoice issuing and storing in the application the invoice value in a second currency.

Credit limit for supplier/customer

The credit limit for supplier or customer is definable at account level (customer or supplier) in the functional currency and enables the verification about the credit limit overdraft based on certain documents in the sales and acquisition flow. Also, at template level it can be specified if the document is audited according to the credit limit. The feature has a notification system that alerts the user of credit limit overdrafts, but it doesn’t limit the document registration. For a general view of the client, all the actions of overdrafting the credit limit are registered in the History area. Even more, it possible to exclude manually from the credit limit algorithm certain payments made in advance.

Automatic allocation of opportunities for teams

In the situations when the large number of the opportunities must be allocated to different sales teams, the manual allocation is a time consuming operation. In order to optimize this activity, AnytimeCRM is providing an automatic allocation algorithm. This feature allows the users to select a set of opportunities, after a certain criteria and, according to an algorithm there will be allocated to each team. The algorithm can be personalized for each specific flow.

Assets

The management of the assets from a company can be a difficult task. The assets managed in AnytimeCRM can be:
 Buildings
 Equipments
 Servers
 Thermal and electric installations, etc
There are situations when the simple tracking of the asset’s base information is not enough, so it is necessary to track also other information as details about installation, persons in charge with the asset, programmed maintenance interventions, etc. For all these needs, we have improved our assets feature as following:  
 It allows the tracking at asset level of the partner or person that installed the asset and their contact data.
 For an asset you can define it’s components and there can be added interactions and reminders for programming future actions, especially for maintenance operations;
 In AnytimeCRM 3.5, for each asset can be recorded also other complementary products, to easily manage the products that are not components of the assets, but are installed in the same location with this one. 
 At asset level can be viewed all the service cases recorded for that asset, for a complete history of all the reclamations, problems and actions.
 For the asset are now available new business fields, such as: Install Date, Uninstall Date, Asset Age, Production Date, Warranty Expiry Date.

New reports

In this product version we have developed a new set of 20 predefined reports for the asset feature, invoices in foreign currency and product installations. The reports give detailed information of the operational situation and also of the financial situation of the partners. 

Sales commissions

For a large sales team and a complex sales process with different products and by default with different commissioning possibilities, the estimation of the sales commissions offered to the sales people or partners is a difficult to implement and verify process. For this reason we have developed in AnytimeCRM an automated calculation feature of those sales commissions. The functionality allows:
 Automatic generation of sales commissions (for the value of signed contracts) and the possibility to define multiple sales commissioning schemas/models.
 Even more, in the application can be configured an organizational structure with the existing roles in one sales team; in a sales team each member can have an established role and according with that role he can participate automatic in the sales commissioning schema.
 The results of those automatic sales commissioning allocations can be retrieved from the application with a set of specific reports. 

Web portal version 2.0

In the second version of the Web Portal, for AnytimeSupport, the total configuration of the information was enabled at work page level. All the features can be set as web visible or not.

Product installation module

This feature can be used to manage the installation / uninstallation process and the existing stock in each location. This feature is available in the client application and also in the web version and allows the management of the installations and uninstallation of equipments in a certain location and by the serial number of the equipments. For these feature we have developed a set of reports for the existing stock in a certain location and for all the service operations for each equipment.

Contextual menus

Shortcut from the work screen. To ease the access in the application at the most frequently used features, each user can configure in the work page of the application three shortcuts for those features.

Configurable account template

The account management, in different businesses, requires different information. In the new version of AnytimeCRM we have evolved from the standard and fixed account template to a completely configurable one. Also, as a new improvement of the feature, now you have the possibility to define account members, in order to connect multiple accounts defined in the system. (e.g. the employee of a company and the company were he is employed).

Status restrictions and alternative approval flow for opportunities, quotations and orders

This feature can sustain the approval flow of a sales process. The process can be restricted to follow predefined steps or can follow the normal process and do the approval actions in parallel. With this feature we are offering you the possibility to define a second status sequence, independent from the first one. This second sequence can also have limitations for changing one status with another one.

Workflow

For some business flows, it is necessary to automate certain processes, in order to save time. This feature automates some types of actions that otherwise would have been done manually. The types of actions that can de automated in AnytimeCRM:
 Automatic notification of certain users through email;
 Automatic allocation of certain recordings for a sales or support team
 Automatic assignment of persons responsible of tracking certain documents;
 Automatic generation of document from the system.
The functionality has evolved from the previous version, AnytimeCRM 3.0, when it could be used only for opportunities and support cases. In this version it can be used for all the entities e in the application: offers, orders, contracts and projects.

Sorin Stoian

Project Manager, Development  AnytimeCRM

Ioana Irimia

Project Manager, Implementation AnytimeCRM