BestFit Business Mgr

A Complete Business System, for Small Companies
Forging a Single System from GM CRM and QuickBooks (or MAS90/200)
When integrated with either QuickBooks or  MAS 90/200 accounting software, this software creates a complete system which does not require expensive hardware and additional software, as is usual in other companies’ small business offerings.

All aspects of business operations are included:

• Marketing
• Quoting
• Proposals
• Order Entry
• Accounting
• Service & Support Tickets
• Contracts & Project Management
• Reports
• Web Portals

There are too many features to list here, but we will try to give an eagle eye's view.  First, a look at the BBM Dashboard:



Marketing and Campaign Management
BestFit Business MGR (BBM) is the only small business software package that gives users the ability to plan and execute marketing using: newspaper advertising, magazine advertising, TV, radio, postcard mailers,  websites, trade shows, referral campaigns, referrals, faxes, emails, letters, list letters, and campaigns.

Budget Analysis - BBM contains tools to plan each marketing action’s budget, and record the actual amounts spent.  As leads come in, a few key-clicks link the lead with the marketing tactic that created it.  The ROI for each tactic is clear to see.
 
Marketing Campaigns (Automatic processes) - The more complex the product or service, the more prospect education is required.  BBM has tools to enable you to prepare the campaign, and with a few key-clicks start the prospect down the educational path.

Lead Generation - Using the tools described at the top, BBM helps you to begin generating leads.
Lead Tracking Through to Sales - Because prospects are rarely ready to buy when you first get in contact with them, it is important to keep them on your prospect list until they are ready.  You will never     accidentally lose a lead again.

Pivot Table Analysis - End spreadsheet entry as you seek to analyze your marketing efforts.  We have imbedded the ability to take any data available to the BBM database (including accounting data) and display it in a pivot table to tell you what you need to know.

Marketing Surveys - BBM gives you the ability to quickly conduct surveys using mouse-click entry, and powerful analytical tools to consolidate the information obtained.  Use customer/prospect email which forwards information to your survey portal in response to questions in the email.



Quote and Proposal Generation
In today’s competitive environment the sales team which can quickly generate quotes and proposals has the     advantage, and BBM provides that edge. BestFit Business MGR gives Sales a number tools to continually improve the company's sales process, and the sales person's   opportunities for success.



Lead Tracking Through to Order - All actions of  a prospect prior to the order are recorded.  Review of successful actions, and changes to process, improves lead conversion rates.

Automatic Price Verification - Pricing, is compared to the pricing model and verified.  Complex pricing models can be stored.

Quoting and Quote Generation - Quoting made easy.  While on the phone with a contact, a quote can be generated using a few key-clicks.

Complex Proposal Generation - Once the basic quote is entered into the system, it can be made into a complex proposal just by selecting one from a list of your proposals.  Make changes to standard proposals to meet the current situation.  Proposal generation time is slashed and clerical errors are reduced.

Automatic Forecasting - Automatic forecasting is inherent in the program.  Quotes become part of the forecast as soon as they are generated, with no effort on the part of the sales person.  Sales managers may call up forecast reports at any time by sales period, sales person, product (or service), etc.
 Integrated Document Management - Any and all documents associated with the sales and quoting process can be attached to the quote record, ending the search for relevant documents during the review process.

Accounting System Imports and Invoice Generation
BestFit Business MGR (BBM) contains routines for fast integration with two highly popular programs:      QuickBooks, and MAS 90/200.  Accounting oversight is enforced throughout, and the accounting viewer only   permits manipulation of the view, not the data itself.

Read-only reports to authorized BBM users - Allow operational personnel to download reports at any time.  Control access to accounting and operational data down to the level of the individual.  Use pivot-table analysis to construct custom reports.

Automatic Conversion of Quotes To Orders (Consistent with accounting rules) - Successful quotations can be converted into orders with a few key-clicks.  They are imported into the accounting   system following management's approval.

Automatic Entry of Billable Services to Accounting System - Services and materials used in support of these services can be converted from work tickets to billable entries directly from the management approval screen.

Automatic Entry of Project Billable Transactions to Accounting System - Project transactions can be made directly billable and traceable to their project, following management review.

Click and Approve Order Process - Actions requiring management and accounting approval are displayed for the responsible party with all the relevant data shown.  Approval takes only a few key-clicks. 

Integrated Job Costing - BBM contains a process which can rapidly assemble costs for multiple elements of a project.  Manpower, materials, and external vendor cost estimates can all be collected for each many-faceted tasks of a job, and actual expenditures can be compared to the estimates.

Return Material Authorization
Associate RMA with contact – All Returned Material Authorizations (RMA) are linked to the contact who initiated the request.

Capture Customer RMA Details – All of the details of an RMA are captured and visible to those  users who are authorized to see them.  This also allows you to identify common issues.

Obtain Supplier RMA to back up your RMA – When an RMA is caused by one of your suppliers, the program will initiate an RMA from you to your supplier, thereby reducing your company’s liability.

Project & Contract Management
Projects have many details, many contributors, moving timetables, and escalating costs. BestFit Business MGR (BBM) has tools which make handling projects easier, and improves visibility on project progress and costs.
Automatic Linking of Proposals to Projects - All info in the proposal is automatically linked to the    project , with no effort on the part of personnel.

Reports to Authorized Users - Authorized users have access to a large number of standard reports which show project progress.  Some of these reports will thrill clients with their content. 

Assignment of Costs to Project - Costs incurred may be assigned to a project with a few key-clicks by the cognizant manager.



Project Status Viewer - Project status is easily seen, with over-budget and late items highlighted in red.
 
Click and Approve Work Orders for Billing - Project managers will like the quick review of work orders in BBM.  Routine approval takes only a key-click.

Workers Assigned by Qualifications - Workers can be classified by their qualifications to do certain work.  Only qualified workers will show as available for assignment.

Integrated Feedback System - BBM includes a feedback capability to gather quality of work information.  Workers with high quality ratings will appear at the top of the selection list, for work assignment.

Service and Support Tickets
Create Ticket at the Same Time as Book Order – Save time.  Eliminate unnecessary paperwork.  Create the ticket and capture the service details first, and attach it to the customer, booking the order.

Automatic Linking of Tickets to Projects – Where you have a project, linking service, or work   order, tickets to the project is automatic, if you choose. 



Reports to Authorized BBM Users – As with other sections of the program, BBM users can obtain real-time reports on tickets, work orders, and projects, as long as they are authorized to receive such reports. 

Assignment of Tickets to Projects, or Separate Accounting – If you change your mind, you can change the assignation.  Assign tickets to a project (or another project), even at billing.

Click and Approve Tickets for Billing – Management sees the details of a ticket and can click to approve, or make changes, before it is submitted.

Workers Assigned by Qualifications – Make sure the right person is assigned.  The program presents only the workers who are qualified.

Integrated Feedback System – Meet ISO survey requirements with the integrated feedback system.  Capture data on the quality of your work.

Mining Your Data with Reporting
Some examples of over 200 Reports available:

• Product Summary by Date Range
• Forecasted Product Sales by Date Range
• Forecasted Product Sales Funnel by Date Range
• Forecasted Salesperson Sales by Date Range
• Forecasted Territory Sales by Date Range
• Forecasted Sales Funnel by Date Range
• Quote Report
• Quote Report by Project
• Open Quotes Report
• Billed Parts Billed Parts by Ticket
• Campaign Analysis by Action Campaign Action
• Timing by Date Campaign Action, Costs, Closed, Sales
• Contest by Date Company Activity
• Report Sales by Weekly, Monthly, or Quarterly
• Sales by Date Range Product Invoice
• Report Services Invoice
• Report Line Expense
• Report Project
• Expense Report
• Project Profitability Report
• Project Status Report
• Project Work Order Detail History
• Seminar Report Survey
• Report Ticket (Work Order) Report

If these reports are not what you need, BBM allows the user to build Excel Pivot-Tables into reports, comparing items of special interest to the user.

Web Portals

Business Portals - Increasing Service and Reducing Costs

• Expand your reach, without adding staff.
• Give your customers and collaborators 24/7 access to important information.
• Allow customers to enter orders DIRECTLY.

Business MGR has the ability to integrate bi-directional communications using web-based methods.

Survey Portal - Capture key information from   prospects, customers, employees, suppliers, etc. via a hot link from an email directly to the database.

Customer Portal - Allow customer access as you permit, i.e. order, delivery, or customer service.  24/7.

Functionary Portal - For anyone (such as contractors, or employees) who operates to benefit the company, access via a web-based portal.  There, they may view any new work scheduled for them or enter information about work completed from any place having web access.

Dealer or Distributor Portal - Promote and support your indirect sales channels by giving them a direct way to register leads/opportunities, place orders (and check on them), create tickets, or enter work completed on joint projects.