Saas

Back Office Tools that Streamline Sales, Set-up, Support, and Billing

You can have the greatest software in the world, but if you don’t have the right tools to help you sell and support it, failure is practically unavoidable. A powerful set of back office tools within SaaShr's workforce management platform assists service providers like you with attracting and retaining clients in a more efficient manner, which ultimately leads to higher profitability. These back office tools include:

Demonstration Environment - This environment allows you to create a virtually unlimited amount of saved demonstrations directly through the system. These can be configured to an industry you typically target, or built based on the specific look and feel as well as required functionality of one particular prospective customer. Furthermore, shell companies within the environment can be copied for customers coming on board with similar needs, which cut down on implementation time. Import and Export Tools - The ability to push or pull information from other systems is necessary to minimize the amount of dual or manual data entry. Export and import format options are available within each of our applications that include .csv, .xls, .pdf, .html, and .xml. Configurable export and import templates in addition to specialized XML APIs add further flexibility and control to the exchange of data. For tighter integration, our API framework allows you to exchange data more seamlessly through web services. Support Shadowing Tool - This enables you to log in to your customer's account without a username and password. This provides you with the ability to troubleshoot or identify any configurations that need to occur on the customer's end. Any changes you make are tracked through an audit trail that timestamps the change and identifies the user that made the change. Feedback Ticketing System - Any support-related issues or enhancement requests can be submitted through our feedback ticketing system. This not only helps us respond faster to your feedback or questions, but also lets you know when your customers need support. Lastly, the system provides an easier way to share best practices and brainstorm ideas for our collaborative software development efforts. Billing module - Flexibility is a key feature in the billing module and allows you to create a billing cycle based on your processes. You can automatically generate invoices based on the billing criteria desired. Invoices can be generated based on anything from timeframes to costs to additional features that are being billed for. You can also identify an invoice or part of an invoice as commissionable for a sales staff. Additionally, you can conduct reporting to understand overall billing to one, a group of, or all of your customers. Customer Reporting - You can easily monitor any progress made with the application. Reports can be run for changes in the status of an account and for identifying factors like testing, importing data, active, or terminated. This includes a detailed audit trail to identify when each status has changed, which makes it easy to identify an implementation that is taking longer than anticipated or a long-time customer that it may be time to touch base with.

These back office tools provide key business intelligence on every aspect of customer management from the sales process to the billing cycle.


Service providers interested in learning more about SaaShr's workforce management platform and partnership opportunities can click here.

End-users interested in finding an accredited reseller in their area can click here.