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ResellerAdvantage Plus

A multi-module management system designed by Reseller Advantage for commercial & service and computer & electronic products companies.
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ResellerAdvantage PLUS automates key business functions and provides instant visibility into critical financial and operational information, making your enterprise more efficient and more effective. The integrated ResellerAdvantage solution streamlines the entire business cycle, from developing new business, to staffing, managing, and executing projects, through financial analysis and client billing.

ResellerAdvantage PLUS provides you with the ability to manage your Customers and Contacts, Create Accurate Quotes and Proposals and turn those quotes into sales orders where they can be exported to your accounting system.

Accounting Integrations

Currently there are four separate modules available that can work behind the scenes to automate the flow of information between ResellerAdvantage Plus and some of the most commonly used accounting applications:

  • Great Plains Dynamics®
  • Sage MAS90®
  • Peachtree®
  • QuickBooks®

By seamlessly passing order, product, customer and accounting information between the suite of ResellerAdvantage Plus applications and your choice of accounting software, you can quickly and easily create an extremely powerful “end to end” solution for your business.

An opportunity to completely automate your business process!

Because of the extremely tight integration that already exists between ResellerAdvantage Plus, the ResellerAdvantage Web Portal and Order Processing, the combination of this suite with one of the above accounting packages and the integration module can give you a completely automated business process from e-commerce web site to order fulfillment and invoicing!

CRM

CRM is all about becoming customer-focused which in turn leads to customer loyalty. CRM entails taking a long-term view to pay more attention to the lifetime value of a customer than to the value of each transaction.

ResellerAdvantage’s CRM solution is designed to enable your organization to create and build a lasting relationship with your internal and external customers by:

  • Providing sales force automation (SFA) and customer support tools to manage your customers
  • Having the appropriate information for customers at the right time.
  • Managing, synchronizing, and coordinating customer interactions across all channels

Opportunity Management

Win more business and convert more prospects into clients by effectively managing the prospect pipeline and delivering accurate, compelling, timely quotes and proposals

Manage more deals in less time

Enter leads and prospect information, create and delegate to dos and reminders, and monitor deals in one shared application. Sales managers have immediate access to real-time sales data.

Bid on more projects

Better pipeline management means more opportunities to bid. Take advantage of this by creating and sending proposals to the best prospects more quickly. Using Proposals, draw from templates to quickly create, view, edit, and route proposals for approval. Attach any supporting materials and deliver them to clients electronically.

Provide accurate pricing & availability

Provide accurate quotes and proposals with real time pricing & availability from your vendors. Virtual vendor product catalogs are updated nightly and are accessed in real time when necessary.

Estimate profitability and generate forecasts

Create revenue and cost estimates for engagements, and use “what if” planning scenarios to optimize price, margin, billing rates, and staffing. View pipeline reports to gain visibility into current and future revenue and profit.

Focus on key deals

Real-time pipeline information and a detailed understanding of each project’s expected profitability help the sales team focus on the highest-probability, highest-margin deals.

Order Processing

Once proposals on products and/or projects are accepted you can turn them into sales orders and work orders at the touch of a button. All products are put on a sales order for purchasing and all project items are added to a work order for scheduling. From there you can easily manage and analyze project finances, from bid preparation through time and expense tracking to client billing or internal charge-backs. ResellerAdvantage provides powerful tools to perform these processes across multiple offices and mobile employees.

Track time easily

Capture billable, non billable and travel time through any computer, PDA, or WAP-enabled phone.

Manage client billing

ResellerAdvantage offers extreme flexibility in managing client billing, handling fixed fee or time and materials billing, with or without time and expense markups. Automatically generate sales orders and invoices, then bill clients electronically, print and mail invoices, or export billing data to your accounting system.

Recognize revenue

Account for revenue more accurately by establishing project-based rules for revenue recognition. Accelerate revenue by recognizing it sooner and billing for partially completed projects.

Analyze project profitability

ResellerAdvantage reports let you do in-depth analyses of project profitability, based on fully-loaded costs. You can establish revenue recognition and cost recognition rules and incorporate project-based purchase order functionality to draw an accurate real-time picture of actual and projected profitability.

Procurement

Once sales orders are approved you can easily purchase the products electronically from your distributors and determine who has it available and what the best price is.

Easily shop for best price & availability

View your distributors pricing and availability and determine who has it and what the price is. Switch distributors based on availability, price or customer preference.

Track serial and tracking numbers

Enter serial numbers, shipper tracking numbers, expected arrival date and partial order receipts. Procurement status is available to managers, sales reps and tech reps so they can keep customers aware of the progress and so reps can determine scheduling.

Professional Service Automation (PSA)

ResellerAdvantage has gone to great lengths to understand the challenges faced by service organizations, whether their clients are outside or within the organization. The ResellerAdvantage solution provides instant access to the information you need to better manage all the key aspects of your job.

Resource Management

Optimally leverage employee capabilities. By providing up-to-date, easily searchable profiles of employees’ skills, experiences, work preferences, and availability, Resources enables the best possible staffing to deliver high-quality, high-margin projects.

  • Optimize resource utilization: Managers can instantly view utilization by company, project, and resource to identify and address issues quickly and exploit opportunities. This helps contain costs and boost profits.
  • Enhance client satisfaction: Project managers can assemble more qualified project teams by searching the skills and experience database for desired qualifications. By integrating with the sales pipeline in Opportunities, this process can begin before a deal is even closed.

Work Order & Project Management

Collaborate on projects for on-time, on-budget delivery. Real-time collaboration in Projects lets teams maintain current and accurate project status, so managers can proactively identify and resolve issues that threaten the success of an engagement.

  • Deliver projects & services on time and within budget: Team members can update project status from any computer with a browser and Web connection, so the project plan provides an accurate snapshot at any given moment. Managers can view project status through task completion reports to identify and drill down to tasks that might be at risk. The result is an improved project completion record, more satisfied clients, and reduced non-billable work.
  • Increase client involvement: Deepen your relationship with clients by giving them access to project status reports. Exceptions reports, and project status summaries give clients information they need to remain involved and comfortable with project progress.

Knowledge Management

Leverage your organization’s knowledge base and best practices by sharing information and by collaborating across dispersed teams of employees, clients, and partners using Workspaces.

  • Collaborate on documents: Automatically track and control document revisions and versions, so teams can collaborate on all written work products.
  • Reuse company knowledge: ResellerAdvantage’s comprehensive document management system enables employees to find and reuse corporate knowledge, preserving high margins.

Service Contract Management: Manage contracts that involve complex subscription or transaction billing. Easy implementation of new contract-based business models, automated billing and revenue recognition, simplification of contract administration, and critical financial and services information management are the key benefits. Completely integrated with ResellerAdvantage Plus ensures efficient end-to-end management of contract information.

  • Flexible pricing options: Provide your customers with flexible support options from simple time and materials billing to fixed fee contracts, with or without preset response times. Set per unit or hour pricing and block amounts.
  • Select equipment coverage: Easily select the customer equipment to cover either from pre-sold list or enter new existing equipment and serial numbers.
  • Contract Renewal Reminders: Managers, contract administrators and sales reps are all alerted when a sales contract is up for renewal or on block contracts if the contract has hit the threshold amount.
  • RMA Processing: Quickly determine if customer purchased equipment from you and if it is available for RMA processing.
  • Multiple RMA Options: Based on customer and equipment provide them with cross ship RMA’s, returns or ship and re-order.

ResellerAdvantage Web Portal

The ResellerAdvantage Web Portal lets you give any customer with a compliant browser, on-line access to the same products that you have in your Reseller Advantage application. Your customers can shop for products using the Enhanced Searching capabilities and place orders directly on your Web site, without having to contact a salesperson. It also provides your customers with a way to send shopping carts to their sales reps for a quote, track the status of orders, enter repair and project request and track the status of repairs and projects. It also provides your employees with a way to access key ResellerAdvantage features via the web.

The ResellerAdvantage Web Portal allows you to effectively compete with larger companies and other Internet providers for direct orders while saving the cost of sales time and efforts. Give your customers the unique ability to do comparison shopping, getting the lowest price and best availability without waiting to contact a salesperson. Sales orders can be placed electronically and then automatically transferred to your accounting system for the creation of purchase orders and invoices.

Shop & Order Online

Your customers get up to date product, pricing and availability information and true side by side comparisons across vendors.

  • You establish pricing profiles: The prices your customer receives are based on the unique pricing profile that you define and establish.
  • The on-line shopping experience: Products are added to a shopping cart where they can be ordered, or the shopping cart can be saved for future reference and finalization at a later date. To place an order, your customer enters the billing and shipping information, and confirms items on the order. Your customer is given an order number so they can check the order status directly from the web without having to contact you. Using the ResellerAdvantage attachment functionality, you can add pictures and specification sheets to any of the products in the database so your customer can correctly identify products and view additional options. You can highlight “on sale” products for customers by selecting them from within Reseller Advantage.

Request for Quote

Your customers can interact with their sales rep via the web portal and ask them to provide a better quote or to review an order before processing it. The customer routes their shopping cart to their sales rep for quoting or review.

  • Sales rep is notified by email: The sales rep is notified via email with the customer, contact and shopping cart details along with any customer comments.
  • Quote is accessible via ResellerAdvantage Plus: The sales rep can then open the quote within ResellerAdvantage plus and review the quote and provide better pricing or suggestions on what else is required. The rep then changes the status of the quote and the customer is notified that they can review the quote changes via the ResellerAdvantage Web Portal.
  • Customer accepts or rejects quote: The customer opens the quote via the ResellerAdvantage Web Portal reviews the changes and comments and wither accepts or rejects the quote. If the quote is accepted then the normal order processing continues and the order is placed via the web and the sales rep is notified. If they reject the quote the sales rep is notified as well and can follow up with them.

Request for Service

Your customers can interact with their sales rep via the web portal and ask them to provide a service quote for equipment or provide a proposal for a project. The customer opens the service request form, enters the information and clicks submit.

  • Sales rep is notified by email: The sales rep is notified via email with the customer, contact and service details along with any customer comments.
  • Service Quote is accessible via ResellerAdvantage Plus: The sales rep can then open the quote within ResellerAdvantage plus and review the information and provides a quote. The rep then changes the status of the quote and the customer is notified that they can review the quote via the ResellerAdvantage Web Portal.
  • Customer accepts or rejects quote: The customer opens the quote via the ResellerAdvantage Web Portal reviews the changes and comments and wither accepts or rejects the quote. If the quote is accepted then the normal order processing continues and the order is placed via the web and the sales rep is notified. If they reject the quote the sales rep is notified as well and can follow up with them.

Track Orders & Services

Customers can view all their current orders whether placed via the web or a sales rep and review the status of each item and determine shipping dates and tracking numbers. For service items they can review what tasks are in progress, what tasks are completed and what tasks still need to be scheduled. All comments on work completed can be reviewed.

  • Determine each products status: Each product on a quote will has a status showing if it has been ordered, or if it is back ordered and it’s arrival date, if its been shipped and the carrier tracking number.
  • Determine work order or project status: Each work order or project has a series of tasks that can be tracked. Each task has a status and percent complete. Customers can determine if the project is waiting on products or if the task is behind schedule and why, as well as if the task is complete and view the task comments.
  • Tech Rep Access: The ResellerAdvantage Web Portal provides tech reps access to their tasks, projects and work orders allowing them to enter task data from any web browser, PDA or phone.

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