LogicBox

About LogicBox

Most companies have unique - and even proprietary - processes in some of these areas: Quote & Order Management, Fulfillment, Program & Project Management, Procurement, Portfolio Management, Call Center & Help Desk, Payments & Commissions, HR Management, Inventory Management and Service Delivery, just to name a few! We take what makes you special and integrate that in with your customized version of the standard CRM functions below:
<strong>LEAD AND OPPORTUNITY MANAGEMENT</strong>
? E-Marketing processes to capture web leads.
?Create and manage lead lists. Assign to sales reps and create tasks such as e-mailing, calling, or setting up appointments.
? Convert Lead to a Prospect and create sales Opportunities.
? Close the sale and move Opportunity through review and approvals.
 
<strong>QUOTING, INVOICING AND ECOMMERCE</strong>
? Create Opportunity proposals based on how you do business.
? Process and deliver invoices fast.
? Process credit card and other payment transactions as an integrated part of the workflow.
 
<strong>PRODUCT AND PRICE LISTS</strong>
? Create and manage product, part, support, and service items.
? Create catalogs with multiple price tiers and commissions structures.

<strong>360 DEGREE ACCOUNT MANAGEMENT</strong>
? Manage customer and partner profiles and relationships.
? Create and manage multi-tier partner ecosystem and referrals.
? Dashboard views with quicklinks and easy access to account histories.
? Manage contacts, interactions and notes.
? Mark notes high-priority making them appear when you need the information most.
? Create and manage account tasks.
? Custom record types that are unique to your business.
 
<strong>SUPPORT AND CASE MANAGEMENT</strong>
? Document customer problem and link to customer account or sub-record (like a Contact).
? Assign case to appropriate technical support rep.
? Assign priority levels, deadlines and track progress.
? Integrate customer notifications and internal alerts.
 
<strong>MARKETING AUTOMATION</strong>
? Campaign planning, budgeting, creation and execution.
? Associate sales with a marketing campaign or promo codes and view real-time success metrics.
? Understand which partners are helping your business grow.
? Email blasts. Easy mailing label print outs.
 
<strong>REPORTING AND ANALYTICS</strong>
? Historical, current, and predictive views into the performance of your business.
? Robust graphical reporting and Dashboard Views.
? Powerful analytics – Daily briefs. Sales reports. Customer reports. Partner reports. Marketing Reports. Financial and transactional reports.
? Manage employee commissions and partner compensation via custom reports