Savvysouls Softlab introduces BizCraft, a comprehensive web-based business management solution. BizCraft integrates modules for customer relationship management, inventory management, accounting, and more. It allows real-time collaboration and data sharing between departments from any location. BizCraft provides tools to manage all aspects of the customer lifecycle, inventory, sales, marketing campaigns, and customer support. It also includes role-based security and customizable reports and dashboards.

1. Savvysouls Softlab
Presents
www.savvysouls.com
A complete solution for business
management
BROCHURE
info@savvysouls.com call us at 0091- 044 - 32453360

2. BizCraft ERP
Savvysouls Softlab is proud to introduce its
complete solution for small and medium
businesses.
BizCraft is comprehensive web/windows based Modules:
Business Management Solution. It has been
designed for better interaction and controlled
functioning of marketing, sales & support, store, Customer Relationship
production & management departments. Management
Payroll
Inventory
The software being centralized database based
Account
can be accessed from any system in the network
or around the globe* , which enables the point of Logistics
sales, distributors, production house, store and
management to be in touch with each other at all Textile
times. Point of sale
*if implemented for internet.
If you have any queries please contact us at
info@savvysouls.com
or
Call us at 044 - 32453360

3. CRM – Customer Relationship
management
BizCraft CRM Module includes prebuilt applications
for customer relationship management (CRM)
ranging from sales force automation to partner
relationship management, marketing, and
customer service. CRM modules:
Sales Force Automation
BizCraft CRM provides separate interface and
Marketing Automation
different features on the basis of
Customer Support
A. Sales Force Automation Management
B. Marketing Automation
Inventory Management
C. Customer Support Management
D. Inventory Management Process Analyst
E. Process Analyst

4. A. Sales Force Automation
BizCraft ERP empowers the sales force,
executives, and management with sophisticated
sales management functions such as: lead
generation & qualification, sales pipeline analysis,
sales stage & probability analysis, competitor Sales force
analysis, real-time sales forecasting, sales quota automation modules:
management, sales reports & dashboards and
other useful metrics. These functions give a
business an opportunity to completely focus on Lead Management
customer life-cycle (lead generation - acquisition -
Opportunity Management
conversion - retention - loyalty) rather than sales
process, thus increasing sales revenue. Account Management
Contact Management
BizCraft ERP has sales force automation modules Activity Management
such as: leads, potentials, accounts, contacts, and
sales-forecasting. You can accurately track all Sales Forecasts
business opportunities and close more deals in
Sales Quotes
less time. In addition, you can identify
bottlenecks in the sales process in advance;
thereby effectively utilize existing customer data
for future cross-selling and up-selling
opportunities.
1. Lead Management
2. Opportunity Management
3. Account Management
4. Contact Management
5. Activity Management
6. Sales Forecasts
7. Sales Quotes

5. A. Sales Force Automation
1. Lead Management
Manage leads end-to-end (from creating
leads to converting them into opportunities)
Import leads from external sources, such as
Web downloads, trade shows, seminars,
direct mail, and other types of campaigns
Set up lead assignment rules to
automatically assign leads to the sales force
in your sales organization
Qualify leads to next stage based on the
information captured in lead details. Once
leads are qualified for prospecting stage,
convert them into sales opportunities,
accounts, and contacts with a single-click
Customize lead management process (B2B
and B2C business scenarios) as per
organization sales process
Standard reports and dashboards bundled
for a fast learning curve. You can also
create fully customizable lead reports and
dashboards.
Export leads data to spreadsheet software
for further data analysis

6. A. Sales Force Automation
2. Opportunity Management
Track all sales opportunities end-to-end in a
sales cycle
Import Potentials from other Business/CRM
solutions and services
Associate opportunities with accounts,
contacts, activities, and other modules to
have a better visibility on the opportunities
(360 degree view)
Track competition on each business
opportunity
Intuitive Sales Funnel chart to analyze the
pipeline and eliminate any bottlenecks in
the sales cycle
Alert the intended audience in your
organization when a big deal closes (big
deal alert) or is nearing completion
Set up sales escalation process through
Workflow rules to reduce the bottlenecks in
the sales cycle
Export opportunities to spreadsheet
software to analyze the sales pipeline and
quickly identify the bottlenecks if any.

7. A. Sales Force Automation
3. Account Management
Track all accounts and related contacts,
opportunities, cases, and other details from
a common repository
Specify parent-child relationships between
accounts and their subsidiaries or other
divisions
Generate quotes, sales orders, and invoices
for the accounts
Track purchase history of the customers
and analyze opportunities for up-selling and
cross-selling in future
Identify referrals from accounts and
contacts for promoting new products and
services
Store account and contact-related notes and
documents in the account history
Export accounts to spreadsheet software to
analyze the buying patterns of a customers
and set up loyalty programs

8. A. Sales Force Automation
4. Contact Management
Track all contacts and related opportunities,
cases, activities, and other details from a
common repository.
Manage hierarchy of contacts within your
customer company to have a better
coordination while dealing with customers.
Import contacts from external sources CRM
and other business applications.
Set up contact assignment rules to
automatically assign contacts to the sales
force in your organization.
Export contacts to spreadsheet software for
further data analysis.
5. Activity Management
Log all important customer-related emails
into your CRM account for a quick reference
in future.
Store all the details of customer meetings
and calls in an intuitive calendar.
Invite CRM users, leads and contacts for
public events.
Set up recurring events with daily, weekly,
monthly and yearly frequencies.

9. A. Sales Force Automation
6. Sales Forecasts
Estimate how much revenue you can
generate in each fiscal year.
Identify the sales persons who met their
targets for fiscal quarter/year.
Predict the revenue generation for the
forthcoming quarters.
Create fully customizable forecast reports
and dashboards.
7. Sales Quotes
Track outstanding sales quotes from your
prospect Accounts.
Add line items to the quotes and update
subtotal, taxes, adjustments, and grand
total amounts.
Select different prices for the same product
as per your customer segmentation.
Create printer-friendly sales quotes and
send to the prospects through BizCraft ERP
inbuilt email service.
Avoid duplicate work by dynamically
displaying the billing and shipping addresses
of the prospect.
Customize sales quotes as per your
organization's requirements.

10. B. Marketing Automation
As part of the marketing automation, BizCraft ERP
provides Campaign management, E-mail
marketing, and Lead generation through various
sources (such as Web-to-Lead forms, import lead Marketing automation
data and others), specifically useful for integrating modules:
organization's sales and marketing activities.
Campaign Management
With the BizCraft ERP campaign management
Lead Generation
features, you can effectively plan marketing
expenditure and thereby improve the quality of E- mail Marketing
lead generation process. In addition, campaign
management integrated with leads and
opportunities modules helps your organization in
measuring the campaign performance and
effectiveness.
1. Campaign Management
2. Lead Generation
3. E-mail Marketing

11. B. Marketing Automation
1. Campaign Management
Plan marketing activities and develop
campaign hierarchies by outlining the
marketing campaign objectives.
Define the campaign success metrics and
measure the campaign effectiveness (ROI)
by linking directly to the leads and
potentials.
Track all customer inquiries related directly
to the campaigns.
Track sales force closures related directly to
the campaigns.
2. Lead Generation
Setup personalized Auto-response email
messages based on the type of customer
inquiry.
Approve leads captured through Web sites
and assign to the right sales persons in your
organization.
Customize Web-to-Lead form as per your
organization lead generation process.
Import leads from the external sources,
such as Web downloads, trade shows,
seminars, direct mail, and other types of
campaigns.
Qualify leads to the next stage based on the
information captured in lead details.

12. B. Marketing Automation
3. Email Marketing
Manage mailing lists based on the existing
data related to leads, contacts, and
potentials.
Create mass email templates with rich-text
HTML editor directly from the BizCraft ERP
system for a better email marketing
campaigns.
Set up email opt-out process in compliance
with CAN-SPAM act using unsubscribe
forms.
Schedule mass email campaigns from the
selected leads and contacts.
Manage Drip Campaigns (Scheduled
automatic mailing) using series of auto-
responders for leads and contacts.

13. C. Customer Support Management
BizCraft ERP provides the Customer Support &
Service management (Help Desk) features such
as Cases (Trouble tickets), Solutions (Knowledge
Base), Case Assignment & Escalation through
Workflow rules for capturing customer-specific Customer support
cases through Web sites. management modules:
Cases and Solutions functionality can be used to Case Management
streamline organization-wide Customer Support
Solution Management
process and enable a better integration between
Sales & Customer Support processes in a single
system.
Integration between Sales and Post-sales support
management helps organizations in resolving the
customer-reported cases in less time thereby
enhancing the customer satisfaction, cross-selling
and up-selling opportunities in future.
1. Case Management
2. Solution Management

14. C. Customer Support Management
1. Case Management
Track all the customer-reported cases end-
to-end as per organization's customer
support process.
Automate the case routing process using
the case assignment rules so that all the
cases are assigned to the right support
agents in your organization.
Set up case escalation process using the
Workflow rules for a better case resolution
and enhance the customer satisfaction.
Customize the Cases module as per your
organization-wide customer support
process, which includes adding more
custom fields, modifying page layout
through drag & drop customization, and
changing the order of 360 degree views
(related list views).
Customize the case-specific reports and
dashboards.

15. C. Customer Support Management
2. Solution Management
Manage product-wise solutions (knowledge
Base articles) in an easily accessible
centralized location for a better case
resolution in the least possible time with
less effort.
Periodically update the solutions based on
customer suggestions & feedback.
Customize the solutions module to suite
your organization-wide knowledge base
requirements which includes adding custom
fields, modifying page layout through drag
& drop customization and changing the
order of 360 degree views ((related list
views).

16. D. Inventory Management
BizCraft ERP extends beyond the traditional CRM
functions and enables complete sales cycle
management features by integrating Order
Management features such as Products, Price
Books, Vendors, Sales Quotes, Orders, and Inventory Management
Invoices with the Sales related modules such as
Leads, Accounts & Contacts, and Opportunities.
Product catalog
Sales Quotes
With the BizCraft ERP- Order Management
features you can achieve the seamless integration Orders
between pre-sales and post-sales accounting
activities in a single application. In addition, you Invoices
can also procure goods/services from the selected
list of vendors.
Inventory Management Modules
1. Products Catalog
2. Sales Quotes
3. Orders
4. Invoices

17. D. Inventory Management
1. Products Catalog
Manage organization-wide products catalogs
and associate each product catalog with
other modules for a 360 degrees view.
Customize the products page layout, fields,
and related list views as per your
organization's requirements.
Attach product-specific documents such as
collateral, license agreements, and others.
Export product details to spreadsheet
software such as Microsoft® Excel®,
OpenOffice®, and others for further
analysis.
Create multiple Price Books as per customer
segmentation and associate products with
the Price Books.
Offer flat or differential type volume
discounts while generating invoices for
customers.
Procure products from the selected vendors
list.

18. D. Inventory Management
2. Sales Quotes
Track outstanding quotes from the quotes
list view.
Add line items to the quotes and update
subtotal, taxes, adjustments, and grand
total amounts.
Select different prices for the same product
as per customer segment.
Create printer-friendly Sales Quotes and
deliver to the prospect customers through
inbuilt E-mail service.
Create Sales Order or Invoice with a single
click from the Sales Quote.
Avoid duplicate work by dynamically
displaying the Billing & Shipping addresses
and terms & conditions while creating
quotes.
Customize sales quote templates as per
your organization's requirements.

19. D. Inventory Management
3. Orders (Sales Order/Purchase Order)
Track outstanding orders from the Orders
list view.
Procure products from the best available
Vendors, Manufacturers, Resellers list in
BizCraft ERP.
Manage up-to-date stock position by
seamless integration between order
fulfillment and available stock in your
warehouse.
Customize Purchase Order (PO) and Sales
Order (SO) templates as per your
organization requirements.
Create invoice with a single click from the
Sales Order.
Add line items to the Orders and update
subtotal, taxes, adjustments, and grand
total amounts automatically.
Create printer-friendly Order (PO/SO) and
deliver to the Vendors/Customers through
inbuilt E-mail service.
Periodically notify the stock position to the
parties concerned in your organization so
that stock is always available to fulfill the
pending orders.

20. D. Inventory Management
4. Invoices
Track outstanding invoices from the
Invoices list view.
Customize Invoice print layout and manage
multiple invoice templates for different
product lines.
Add line items to the Invoice and update
subtotal, taxes, adjustments, and grand
total amounts automatically.
Avoid duplicate work by dynamically
displaying the Billing & Shipping addresses,
and terms & conditions while creating
invoices.
Send printer-friendly invoices to customers
using inbuilt email service.

21. E. Process Analyst
BizCraft ERP enables fully customizable reports in
all the modules with more flexible options such as
cross-linking modules, arithmetic operations,
different types of layouts, Multilevel-level column
grouping, public/private folders, scheduling Process Analyst:
reports generation and delivering to the intended
users including non-BizCraft ERP users through
email. Report Viewer
Dashboard
In addition, standard reports are packed in
various modules which can be used as a ready
reference and enhance the learning experience.
Dashboards give a real-time snapshot of your
organization's key metrics. Using dashboards you
can easily visualize comparisons, patterns, and
trends in sales, marketing, support, and inventory
related data. In the BizCraft ERP solution
dashboard comprises of different types of two-
dimensional/three-dimensional (2D/3D) charts,
which are generated dynamically built over the
Macromedia Flash technology. The unique chart is
Funnel chart, which can be used to visualize the
sales pipeline at various stages intuitively.
1. Reports
2. Dashboards

22. E. Process Analyst
1. Reports
Standard reports in sales force, marketing,
customer support, and order management
modules.
Ability to have cross link reports spanning
multiple modules.
Store reports in different types of
public/private folders and enable access to
the users according to their access
privileges.
Schedule the report generation mechanism
and send printer-friendly reports to the
specified users including non-BizCraft ERP
users.
Export reports data to various formats such
as XLS and PDF.
Drill down to report data from dashboards.

23. E. Process Analyst
Dashboards
Flash-based, interactive dashboards with an
aesthetically pleasing layouts and fast
loading capability.
Fully customizable dashboards with different
types of Bar, Funnel, Pie, and Line charts.
Drill down charts for further data analysis

24. Role Based Security
BizCraft ERP provides an Enterprise-grade Role-
based security to control the access rights of
users while working with CRM data and modules
such as leads, accounts, contacts, potentials etc.
The Role-based security includes Profiles, Roles, Role Based Security:
Data Sharing Rules, Field-level security, and
Groups. Profiles
Roles
Using profiles, you can define fine-grained access
Users
rights to the CRM modules, data administration
tools, CRM records, and fields within each Groups
module.
With the Roles and Data Sharing Rules, you can
set up multi-level organizational hierarchy and
control the data-level access rights as per user's
role within organization.
Groups (also called as Teams) allow you to extend
the data-level access to other users with similar
job profile, working in the same department or
project, or sharing the data among common
geographical location.

25. Role Based Security
1. Profiles
Manage module-level permissions for Sales,
Marketing, Support, Inventory and other job
profiles.
Manage permissions to access the data
administration and other CRM utilities.
Role Based Security:
Profiles
Control the access rights to fields using
field-level security so that users can access Roles
fields that are relevant to job profile.
Users
Groups
2. Roles
Share CRM data with users as per their job
role (CEO, Vice President, Manager etc.,) in
an organizational hierarchy.
Define common access rights, such as
private and public read/write permission for
accessing the CRM data across the
organization.
Set up data sharing rules to extend access
rights to the other roles, roles &
subordinates, and groups in an
organization.
Enable sharing of the data among Peers so
that user with a same role can access other
user's data.

26. Role Based Security
3. Users
Manage individual user’s information.
Assign profile and roles.
Role Based Security:
4. Groups
Profiles
Manage groups (teams) based on job Roles
profiles, departments, or location of the
users. Users
Groups
Assign users, roles, roles & subordinates,
and sub-groups to the groups.
Setup data sharing rules for groups so that
users associated with the groups can have
access rights on common data.

27. Common Features
Import/Export
Database synchronization
Data archiving
Back up
Log Tracing
Instrumentation Method for Performance
Testing
User Defined Unit testing
User tracking
Role based Security
Records security

28. Technical Details
Specifications Details
Architecture Multi Tire
Implementation OnLine/Offline
Database support MSSQL/Oracle
Operating System All Windows (Above Xp)
Platform Dotnet framework 3.5

29. Contact Us
Savvysouls Softlab
5/6C Rao’s Srikanth Complex
Jagjeevan Ram Colony
Selaiyur
Chennai-600073
Tamil Nadu
E-Mail: info@savvysouls.com
Office: (044) 32453360
Visit us at www.savvysouls.com