EziBusiness - Customer Relationship Management Software

EziData EziBusiness is a feature-rich, customer-centric business management software solution. To help you understand some of the features of EziBusiness and how they can help your organisation, we have included a number of sample scenarios.

  • Scenario 1: Small Business - Property Maintenance

  • Scenario 2: Telecommunications Support Centre

  • Scenario 3: Building Contractor

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The Problem:

Bill runs a small business, which specialises in providing garden and property maintenance to other businesses and households. He employs a number of field staff who call out to a customer's premises to carry out the required work. As his business grows, Bill is finding it harder to know what jobs his staff need to do each day, making it difficult to book in new work.

Recently, a number of customers have complained that their booking was missed and Bill knows that if he doesn't act soon he risks losing some of his most valuable customers.

Bill can't afford to employ someone just to manage this aspect of his business, and he needs a solution that will be easy for him and his small office staff to use.

The Solution:

Install the easy to use BusinessPRO Job Management software, which enables Bill and his office staff to schedule new bookings, determine what each field staff member need to do and make sure that existing bookings a not missed.

Bill can now print a list of the jobs each staff member needs to complete for the next day and have it ready for when his staff return in the afternoon. Jobs are no longer being missed and his customers are getting the services they require, on time, every time.

Bill has even started using BusinessPRO to tell him which customers he needs to call in order to schedule their next service, which helps build a better relationship with his customers and significantly increases the number of return customers.

Bill is now looking at putting on more staff to meet the increased workload and he doesn't need to stress over keeping track of each persons workload, as he know BusinessPRO can reliably and efficient help him build his business.

 

The Problem:

Julie is the manager of a local government telecommunications unit, which purchases and maintains telephone equipment, such as handsets, mobile phones and PDA's. She has a number of people on her staff, who assist in taking calls from the 500 users across council.

Keeping track of the ever-increasing list of equipment, and the high volume of calls for support is a difficult task, which Julie often finds frustrating. She has been using a spreadsheet, but it is now getting so large that it is almost impossible to find the right equipment when she is on the phone to a user.

Julie would also love to be able to keep information such as serial number and mobile phone plan details in one central place, but is concerned about the security of her current spreadsheet.

The Solution:

Install a customised BusinessPRO Assets Management solution, which enables Julie and her staff to store all the details of the telecommunications devices the Council operate. The system can easily retrieve the devices a user has been issued in a fraction of the time it used to take to search through the spreadsheet. Because BusinessPRO requires that each users login with a unique password, Julie is now confident that the sensitive data is safe and secure.

By utilising the Custom Fields features of BusinessPRO, Julie is also able to store information specific to particular devices, such as operating systems and firmware versions.

As an added benefit, Julie has also configured BusinessPRO to send out automatic reminder SMS messages to mobile phone users who need to upgrade their phones to take advantage of better plans.

 

The Problem:

Dave runs a busy construction company undertaking several large building projects at any given time. As the principle contractor on most of these projects, Dave has to manage not only his own employees, but organise and manage sub-contractors for various trades, such as electricians, plumbers and tilers.

Added to this stress, Dave also has to make sure that at the end of the day the projects stay on budget or his profit margin plummets.

In the past he has used a variety of methods, such as manually filing quotes and invoices from subbies as well as maintaining large and cumbersome spreadsheets to track costs. With the ever increasing number of projects Dave’s firm is winning, this method is requiring more and more admin work and each night Dave is left wondering just how long it will be before one the projects blows out in a big way.

The Solution:

Install the easy to use BusinessPRO Project Management software, which enables Dave to track and monitor any number of projects and the various stages involved to successfully complete the job.

BusinessPRO’s Job Management features let Dave split any single large project into numerous parts, so he can store information about the electrical or plumbing components separately.

Since each trade can be assigned its own part of the project, Dave is able to keep track of the quotes and purchase invoices coming in from his subbies, and also any invoices he sends to his clients. This helps him monitor the budget figures and make sure there are no nasty surprises around the corner.

Finalising the entire project is also easier, as all the purchase invoices, quotes and orders can be seen from the easy-to-use Jobs screen. This enables Dave to see the overall costs of any project and to monitor payments he receives from the client.