Products

Proffering

Do you need to produce multiple offers based on the same template, but differ in data and text which may vary from offer to offer depending on the informations defined for the customer and the offer itsekf nad you're to manually fill offer document risking errors and being slow?

Proffering is the system for you!

Proffering is a software package that allows the organization of company operating procedures, with particular orientation to the mass production of documents.

If you need to build many documents in Word, Excel, PDF or HTML; if you need to send notices to customers in various formats; whether to be able to define the data necessary to produce the documents must make several steps of data entry, retrieval information and these steps are operated by multiple users and groups; if the documents to be produced can vary widely, depending on the filled data and / or associated algorithms; Proffering is the best package that allow the achievement of these objectives.

Proffering was in fact born to manage the complex offerr processes and generation of documents related to the sale of electricity and gas and well suited in other areas that it is necessary to manage a complex process and wherein the generation of documents is based on various rules and filled data for which the document to be produced.

Key features of package:

• Modern, smart and customizable interface
• Configuration of management processes
• Users and groups configuration with access profile
• Personal organizer for users and groups tasks coordination
• User definible templates for documents and mails generation
• Modules for electricity and gas offers management
• Powerful reporting advanced module to configure and build reports and extractions
• Sales force management and commission computing
• Customer data, infos and requests management and customer care operations
• Connection to different external databases to allow access to linked data

PSalesman

Do you need to equip your salesmen with a simple tool that allows data-entry for customers infos, builds contracts and attachments for electricity and gas utility selling, customer care management?

Proffering for Salesman is the system for you!

Proffering for Salesman (aka PSalesman) is a multiplatform application (iOS, Android, Web) which provides the essential functions to enable the sales agent to propose new deals, acquire new customers, and manage their customers by providing assistance, informations and customer care.

Proffering for Salesman can work independently by linking with Proffering Management Program, or it can serve as an interface for other IT systems that handle customers data and bid generation, with implementation of interconnection procedures.

Key features of package:

• Mobile and web interfaces
• Linked with Proffering
• Linking with other DB / IT systems
• Management of salesman agenda
• Management of the full bidding process by guiding the agent step by step with data upload, list selection, margin entry, and document production
• Provides access to all data for IT
• Allows the agent to view all the data in his or her customer sheet, including linked invoices or other relevant documents
• Customizable graphics, logo and name

PFC

Do you need a smart tool to get in touch with your customers and allow them to consult their data and invoices, keep it informed, manage customer care?

Proffering for Customer is the system for you!

Proffering for Customer (aka PFC) is a multiplatform application (iOS, Android, Web) that allows your customers to access all of their informations and interact with your business in real time.

Proffering for Customer can work independently by linking with Proffering Management Program, or it can serve as an interface for other IT systems that handle customers data and other necessary informations, with implementation of interconnection procedures.

Key features of package:

• Mobile and web interfaces
• Linked with Proffering
• Linking with other DB / IT systems
• Customers can view all of their data and can change price plan
• Customers can display their own consumption and entry the self-reading
• Customers can show and download their own invoices
• Allows the customer to request questions and see customer care answers
• Sends news and notifications to the customer
• Propose surveys to customers
• Loyalty program management with points maturity and prize assignment
• Customizable graphics, logo and name

Commissions

Do you need a tool for sales force management and commission computing?

Commissions is the system for you!

Commissions is the application that manages the configuration and computing of agent commissions, mainly for the sale of electricity and gas.

Key features of Commissions:

• Configuring of agents and sales agencies with hierarchical structure
• Linked with Proffering, to access bidding informations
• Linking with other DB / IT systems, to access customers / invoices and other informations
• Multiple rules of commission: fixed to contract / point, fixed at supply, recurring, etc.
• Configuration of custom commmission rules
• Highly parametrized commission lists and rules, with the possibility of computing commissions for parent agencies too, stored in hierarchical structure
• Automatic payment invitation production and commissions reporting

Reportful

Do you want to have a Business Intelligence tool that allows you to tune all company data to model business, marketing and sales prospects?

Reportful is the system for you!

Reportful is a Proffering module that can also work autonomously and which allows you to connect all company datas and allows you to build reports and prospects with just a few clicks.

The ability to connect programmatically allowed by Reportful, allows you to connect all the most common report and BI systems to reports data and to set sheets, graphics and groupings of the extracted data.

Key features of Reportful:

• Can be linked with Proffering
• Linking with other DB / IT systems, to access company data
• Visual modeling of reports with drag & drop, without technical knowledge
• Data snapshots
• Programmatic interrogation from external procedures
• Link with Qlik and all major reporting and BI software