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BizMerlin - Business Management Software
 

BizMerlin - Business Management Software

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BizMerlin - Business Management Software, includes sales tracking, project management, time and expense tracking, asset management, resource planning, and many other features.

BizMerlin - Business Management Software, includes sales tracking, project management, time and expense tracking, asset management, resource planning, and many other features.

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    BizMerlin - Business Management Software BizMerlin - Business Management Software Presentation Transcript

    • BizMerlin – A Complete Business Management System Soneeka Arora CEO/Founder, BizMerlin soneeka@bizmerlin.com
    • Common Problem (Across Organizations of All Sizes) • Too many systems in the organization that do not talk to each other. • One system for sales • Another system for tasks • Yet another system for goals and appraisals • Completely different system for expenses • Too many logins to remember. • Confusion on where to perform each activity © Copyright BizMerlin, 2014 2
    • Solution A unified and modular system that provides end to end, integrated solution:  Sales Management – Opportunities, Leads and Accounts  Project Management – Teams and Tasks  Resource Planning and Skills  Meetings and Calendar  Asset Management and Tracking  Performance Appraisals and Goals  Time and Expenses © Copyright BizMerlin, 2014 3
    • Agenda • Sales Management • Project Management • Resource Management • Time and Expense Management • Asset and Inventory Management © Copyright BizMerlin, 2014 4
    • Sales Management CRM © Copyright BizMerlin, 2014 5
    • Sales Management – CRM Manage Contacts Manage Leads and Opportunities Track the progress © Copyright BizMerlin, 2014 6
    • Account Management Create an account Assign account owner Add account contacts Add opportunities to account Track opportunities © Copyright BizMerlin, 2014 7
    • Opportunity Tracking © Copyright BizMerlin, 2014 8
    • Opportunity Details Minimize your data entry by bcc- ing emails to BizMerlin – it automatically logs details from the email as an opportunity event. © Copyright BizMerlin, 2014 9
    • Opportunity Details (cont.) View the interaction graph to understand the interaction between your team and client team. © Copyright BizMerlin, 2014 10
    • Sales Activity © Copyright BizMerlin, 2014 11
    • Analytics © Copyright BizMerlin, 2014 12
    • Project Management Manage your project team, tasks and milestones from web, mobile or email © Copyright BizMerlin, 2014 13
    • Project Dashboard © Copyright BizMerlin, 2014 14
    • Task Management • Create and assign tasks from web, mobile or email • Super simple interface – create a task in two clicks • Drag and drop attachments • Create saved searches that are shared across teams • Analyze your team’s performance using Task Velocity © Copyright BizMerlin, 2014 15
    • Task Management (cont.) © Copyright BizMerlin, 2014 16
    • Project Team © Copyright BizMerlin, 2014 17
    • Project Team (Hierarchy) © Copyright BizMerlin, 2014 18
    • Project Team (Track Changes) © Copyright BizMerlin, 2014 19
    • Performance Reviews Easily assess your teams’ performance and set meaningful goals © Copyright BizMerlin, 2014 20
    • Goals and Appraisals Vision Department Goals Individual Goals Peer, Supervisor and self review sessions Compile the results Conduct Appraisal meeting © Copyright BizMerlin, 2014 21
    • Performance Appraisals © Copyright BizMerlin, 2014 22
    • Performance Assessment Create your own templates and metrics to suit the appraisal process to your needs. © Copyright BizMerlin, 2014 23
    • Skill Matrix © Copyright BizMerlin, 2014 24
    • Resource Management Ensure that resources are optimally planned and allocated to all the projects © Copyright BizMerlin, 2014 25
    • Resource Management Process © Copyright BizMerlin, 2014 26
    • Resource Management (cont.) © Copyright BizMerlin, 2014 27
    • Assigning Resources to Projects © Copyright BizMerlin, 2014 28
    • Resources Gaps Analysis © Copyright BizMerlin, 2014 29
    • Resource Utilization Analysis © Copyright BizMerlin, 2014 30
    • Resource Forecasting © Copyright BizMerlin, 2014 31
    • Open Relevant Positions © Copyright BizMerlin, 2014 32
    • Enter Position Details © Copyright BizMerlin, 2014 33
    • Review and Assess Candidates 5 Guidelines for Assessing Candidates o Give your interviewers a unified platform to enter their comments and assessments o Create your own templates for assessing different types of candidates o Allow interviewers to give a “no opinion” rating o Do not let one interviewer to dominate the decision making o Measure success by analyzing assessments and employee performance © Copyright BizMerlin, 2014 34
    • Candidate Status © Copyright BizMerlin, 2014 35
    • Time, Expense and Leave Tracking Track Timesheets, Expenses and Leaves © Copyright BizMerlin, 2014 36
    • Timesheet Tracking © Copyright BizMerlin, 2014 37
    • Expenses, by Person © Copyright BizMerlin, 2014 38
    • Expenses, by Project © Copyright BizMerlin, 2014 39
    • Adding an Expense © Copyright BizMerlin, 2014 40
    • Leave Management System © Copyright BizMerlin, 2014 41
    • Who is Off? © Copyright BizMerlin, 2014 42
    • Meeting Minder  Take structured meeting notes via templates  Promote real-time collaboration and notes sharing  Track and assign action items  Know what a meeting costs  Continue the engagement after the meeting © Copyright BizMerlin, 2014 43
    • Asset Management Know your assets by user, location and project. Track asset valuation over time. © Copyright BizMerlin, 2014 44
    • Assign Assets to Users © Copyright BizMerlin, 2014 45
    • Asset Management © Copyright BizMerlin, 2014 46
    • Pricing Models Rental / SaaS Model Module License/App license © Copyright BizMerlin, 2014 47
    • Summary • BizMerlin is your one-stop shop for managing your business • Manage your sales pipeline, projects, tasks, assets, performance appraisals, all from one convenient tool • Web application – nothing to install • Robust mobile application • Flexible Software as a Service model with attractive pricing © Copyright BizMerlin, 2014 48
    • Contact Us • Sign up for a free account and see the difference for yourself at http://www.bizmerlin.com • Contact us to learn more sales@bizmerlin.com • Social Media o Twitter: @BizMerlin o Facebook: www.facebook.com/BizMerlin o LinkedIn: http://www.linkedin.com/company/bizmerlin o Google+: https://plus.google.com/+Bizmerlin-SaaS/ © Copyright BizMerlin, 2014 49