E-Finity™

Overview Manage your Resellers with our Optional Web-based Channel CRM Module The ability to communicate with channel representatives and provide them with an effective CRM system for submitting orders, monitoring trouble tickets and managing accounts is a critical business function for service providers. Channel members depend on this system to run their business without burdening the service provider's own support resources. With E-Finity, service providers have a fully integrated solution that shares a Product Catalog with the operations and billing system that enables real-time changes and updates. E-Finity also provides extensive permission capabilities to ensure a secure environment, giving each channel member access only to their customers. E-Finity helps service providers make the most of their sales channel relationships giving members the tools they need to grow their business. Capabilities The E-Finity channel CRM solution offers members and service providers more access to the support tools they need to make solid business decisions, including: • Providing new capabilities for managing internal and external sales force members with the ability to: - Manage customers and prospects - Use basic CRM functionality (contacts, reminders, orders, quotes) - View and manage follow-ups and Trouble Tickets - View journal entries - Distribute news - Run reports - Host sales/marketing documents and forms • Giving agents the ability to issue quotes, print quotes and convert quotes into active accounts • Reinforcing the service provider's brand • Establishing various permission levels to be established for agents and their sub-agents. Agents can import and manage their own customer accounts, without having access to the entire CostGuard system • Enforcing limit-to's so agents only see their product set • Allowing changes to the CostGuard.NET/XG product catalog to flow through to E-Finity real time • Giving channel members the ability to forecast their sales pipeline Benefits The E-Finity channel CRM solution provides a single interface for managing the channel, offering members comprehensive capabilities for sales, order submission, trouble shooting and account management. E-Finity helps service providers: Deliver powerful sales tools E-Finity helps channel members manage their sales efforts with tools for creating and working leads, administering accounts and monitoring the performance of their individual business operations. Available via the Web, the user friendly E-Finity interface gives channel partners the support needed to continue developing their business. Control your product offerings E-Finity features a product catalog that is fully integrated with the CostGuard.NET/XG operations and billing solutions. This gives service providers the ability to update their product and service offerings in CostGuard and have those changes flow through to E-Finity in real time. E-Finity also provides sophisticated "limit-to" capabilities that allow service providers to manage the exact products and services each channel member can access. Reinforce your corporate identity E-Finity gives service providers the ability to customize the design template and graphics to reflect their unique corporate identity. With E-Finity it is easy to present a powerful sales support tool to channel members that shares the service providers' look and feel.