All components use JBA CRM as the core of their business information, use Baseview, support the latest version of Joomla.
To get a good overview about your periodical VAT: our reporting component has by default your periodical VAT report per quarter in numbers VAT low /high and also in a editable graph. All reports can be donwloaded.
VAT can be adjusted at settings 'VAT Types', but still you can change the VAT of an order line.
JBA has an integration for Acymailing. With this integration an employee or CRM-owner will have a clear view of which contact has a subscription to which newsletter.
This makes it easier to manage and to advice customers on certain subscriptions.
Benefits:
JBA is a 100% Joomla set of applications extended with Baseview: a library for faster view development.
Many components have dependencies which will be handled by JBA manager to ensure proper installation and updates of the different components, plugins and modules.
An example of the JBA manager.
To make life of sales and administration simple, good tooling during the sales process and during the invoicing is key. For that reason we build a tool that will help the customer to make quotations convert to orders and/ or convert them to invoices all by the push of one button.
QOI can be send by the JBA CRM as pdf or as a Temporary URL, which means spending less time on attaching pdf to email.
Secondly QOI can have included attachment making this the ideal vehicle to send information with a Quotation without the email struggle. As the general description will give you a nice management summary on your Quotation you can now manage all this from within the CRM. Everything managed in one place even after an update.
The status function can, in case it is used with TAR, help to set reminders and send information to customers.
Integrated webshop in your CRM and website, that is what our webshop can do for you. The shop is an addition to your business, so you can sell products or services based on a customers specific quotation or thru the webshop.
We looked at the proces of sending a Quotation to a customer and noticed that the most time-consuming part is gathering all the information, put it in an email and send it to your customer. We listened carefully to the target group while developing CRM ONE. The pitch of Joomla Business Applications is that you can manage everything within the website. This saves a lot of time and costs and that is exactly what a freelancer or starting entrepreneur wants.
You are ambitious and you want your company to grow. You need something to run your company professionally and you don't have much time to learn how to use other systems or repeating your actions endlessly. Check out JBA CRM ONE.
JBA supports the browser Click 2 Call function. With this function relations can be called by just clicking the phone number in the browser. A VOIP application that supports Click 2 Call is needed. There are many VOIP applications.
Example account list view with and without Click2Call.
Is a set of components (called applications) based on the Joomla Framework. JBA components will only work with a proper installed and JBA supported version of Joomla! and JBA Manager. All JBA applications user-activity is front-end related. CRM Owner, Employees, Customers, only the administrator will use the back-end access of Joomla. JBA Applications use:
Colors and styling in the examples on this site might differ from one install to the other depending on the used template. Example images used, use Yootheme Avion.
Watch our image gallery for a first impression.
To make sure JBA applications are installed properly and have access to the right version of libraries and connected functions, the installation of JBA is managed by the JBA Manager. The JBA Manager will also inform the admin about the latest releases and updates. An extra module can be installed in the control panel.
An impression of the JBA manager list of applications.
Beside the standard and registered roles used from Joomla! JBA also uses the roles CRM-owner, CRM-employee, CRM-customer. All roles are frontend related as JBA only uses the Joomla backend for technical configuration. CRM-rights can be given to a Joomla user.
1. CRM-owner is the “frontend admin” role as the name suggests. This is someone that has responsibility (in JBA CRM) for managing employees, pricing products, etc.
2. CRM-employee is somebody working for the company. Can be part of different processes and have limited access to more critical parts of the system.
In most cases employees can create but not delete.
Logging changes: changes made by users in the CRM will be logged. In CRM Plus also the name of the person that creates or makes changes is logged for audit purposes.
Joomla Business Applications (JBA) uses the name CRM for the base system as most people understand the meaning of abbreviation. A more precise name would be a Web Business Application Platform, but what is that? JBA CRM application includes the basic information needs for a company. Meaning: accounts, contacts, products, invoices, employees, to name just a few. JBA Applications helps you to organize, store and interact with colleagues, accountable customers, and clients (like students). Organize and schedule, track progress of your clients, patients or students. To make all of this possible the base is the JBA CRM.
JBA is not an accounting, loan calculation application (TAX rules are to country specific). Of course a connection with this kind of application through an API is possible.
It is not the default desktop text editor, although we have Doc Builder. Doc Builder is a Text Based Report Builder that will make live easy in creating reports and share them with colleagues and customers (online).
Finally, it is not your new email client, although JBA can send a lot of email notification and personalized emails to customers and employees, which will make your life easier.
JBA is here to help companies spend less time on administration, process etc, so they can focus on what they are good at!
The tabs at the bottom show the related items. By clicking on items you can "roller-coaster" to other detail views through the application. "Account "X" details > go to > Contact "X" details > go to > Quotation "X" details. This structure is consistently used in JBA.
JBA is using a list view and detail view (page) structure.
Detail views show the core information in two columns. This structure is consistently used in JBA. There are other layouts used, depending on the purpose of the application or view.
Some detail views, like core Account information, are not changed often and have a 'read-only view' to prevent unwanted data changes. An edit button will unlock the edit mode.
JBA is using the default Joomla! ACL definition for user access. As Joomla Business Applications is a frontedend user interface, users are created from within the Joomla Business Applications Frontend to define the proper rights and access.
JBA is using the Joomla! Template structure, it can be easily styled in the corporate branding or a type of presentation that fits the purpose of the user.
Templates are optimized for responsive design.
With Joomla! menu structure there is a transparent control of which functions will be available, a big Pro above the current SAAS CRM systems.
JBA is optimized for use with Yootheme Templates for Uikit 2.
JBA supports English and Dutch languages out of the box, and switching to the used language can be done by simply changing the default Joomla! language from administrator panel of joomla. If another language is required that is not yet supported, this can be easily done by copying and translating the English ini files (or any other one) to the desired language after installation from administrator panel.
Some type of Organisation have there own vocabulary (i.e. doctors). With the Joomla! overwrite, JBA can be customized very straightforward and the start of the configuration.
Corporate branding is the use of the company's corporate identity, name, logo and color scheme as a brand in the communication to stakeholders. The aim is a clear, positive association to create a brand name and enlarge the companies recognition. JBA can use the Corporate branding in all its applications. With the ability to fine tune this per company.
Many views in the JBA applications like Quotations, Orders and Invoices can use by default the company styling. For the most customization that suits. Also, it is possible to further fine the layout by using the Joomla! overwrite method. JBA is build with a focus on easy to use and enough flexibility for more complex requirements. For example on the products from invoices you want to rearrange the buttons and how information is presented, you can do that with an overwrite. Or the total values you may want to really stand out, you can do that in the invoice total overwrite.
The only limitation we impose is that buttons and all the data do remain on the page and is correct saved. PDF templates can be overwritten, maybe your company wants a different style for the invoices, we provide the tools for you to do that. Regular updates of the component will not affect customization.
Manage accounts and contacts, students, clients. Create and share quotations, orders and invoices online or as PDF. Your customer will have direct access to his customer history online. Enjoy less email traffic, no more searching to find the latest version, everything synoptic in the CRM. Quotations can now be approved online by the customer. Invoices can be payed online. Just to name a few...
Your customers are invited to use contact forms when they want contact with your company. The contact forms are 'secured': the customer has to fill in a code before the form can be sended. The customer can use this forms for several purposes: to get general information about your company, or to ask a substantive question on which he cannot find the answer in the FAQ's.
The Customer has access to all the information an employee or CRM Owner allows the customer to access, like Quotations, Orders, Invoices.
This could also include files, appointments etc.
Contacts are connections of accounts. A company could have one or more representative people that you can communicate with. To make the connection you must first create an account. You can find an account or a contact when you use the selector. In both ways you can find what you are searching for (account or contact).
Accounts and contacts are structured with list and detail views.
To not contaminate the list of customers with "might be, somewhere in the future, customers", there is Leads: a function where potential customers can be managed. In "Leads" it is possible to import potential accounts and contacts. Leads can be connected to a campaign. So employees know which Lead belongs to which Campaign. To easily manage sales progress in Leads we advise to use JBA TAR.
Campaign
The Campaign field will show the selected Campaigns for a Lead.
Convert
Leads can be converted to accounts, contacts or to customers. This is useful when there is a businesscase.
An example of a Leads list view.
An example of a Lead detail view.
Lead detail views can hold a lot of information for an account and a contact.
Participants are:
- students
- patients
- clients
Examples of participants: a student following a course, an unemployed man following a Back 2 Work program, a client guided by a guardian. Participants are individuals that have interaction with a company using JBA. The biggest difference between a contact and a participant is that the participant can not directly be billed. So he/she does not receive a quotation. But a parent in JBA can receive an invoice for a course of their child.
Information about participants will in many occasions be more personal, (compared to a business contact) like a social security number, date, place of birth.
This is an example of a customer view logged in on your company website. In this example he/she can see the quotations, the order information, the invoices, files and appointments.
The Customer will login in the public website showing:
In this CRM there is an option to share or not to share information with your customers. On the top level there is a Global, overall on/off function for Sharing managed by a CRM Owner. When turned "On" (shown as a green 'eye') per item an employee can choose to share items, like invoices, files etc...
The JBA Application Notes is for internal use only and therefore notes will not be shared with customers.
Below two documents, one shared as shown in the image at the bottom.
The customer view.
Accounts are the companies paying the bill. Accounts can have different kind of relations. Accounts can work with a B2B (Business to Business), or B2C (Business to Consumer) model or a mix of the two, JBA supports all of three.
In the CRM structure contacts are attached to accounts. JBA can share data directly with contacts. In the basic settings of the CRM choose for global sharing: yes or no. As soon as the global sharing function is activated a share button (icon and text) is available in the right corner next to the account name. By default, this button is set on 'share off'. If the button is clicked to "share", account data function is active. Data related to the account can now be shared with the customer, contacts.
An example of an Accounts list-view:
List views are straightforward (web responsive) views of information (Accounts in this case). The colored titles can be used to sort A-Z or Z-A.
Accounts, are accountable e.g. will receive your invoices as a legal entity. Accounts can be: companies, organizations. Accounts have contacts: people that represent the account.
An example accounts detail view
The tabs at the bottom show the related items. By clicking on items you can "roller-coaster" through the application. This structure is consistently used in JBA.
Sales functionalities can be found in many functions in JBA. In this chapter we focus on tooling to create proposals and the process towards orders, invoicing, sales status and acquisition.
One of the charms of the JBA CRM: with the Joomla Web capabilities you can show Quotation online, by just sending an temporary URL to a customer. To make life of sales and administration simple, good tooling during the sales process is key. For that reason we build a tool that will help the customer to make quotations convert to orders and/or convert them to invoices all by the push of one button.
Quotations can be send by the JBA CRM as pdf or as a Temporary URL, which means spending less time on attaching pdf to email. Secondly a quotation can have included attachment making this the ideal vehicle to send information without the email struggle. As the general description will give you a nice management summary on your Quotation you can now manage all this from within the CRM. Everything managed in one place even after an update. The status function can, in case it is used with TAR (Tasks, Actions and Reminders), help to set reminders and send information to customers.
PDF is the default export format for JBA Quotations, Orders and Invoices. You need these in case you want to send them in another way then as an online web link. For the layout there are HTML-templates that can be overwritten to personalize them, corporate branding. Overwrite uses the default Joomla structure.
PDF's are structured: header, details, items, footer, logo and company information are retrieved from the general (company) settings.
Sales Campaigns is a great tool, because it makes it easier to keep track of all the campaigns your company started. The administration of the campaigns is easy to handle in this tool. It is possible to set a start-date and an end-date. You can insert the leads (contact, telephone, email, website, etc) and you can send the necessary attachments.
In this tool it is also very smart to use TAR (Tasks, Actions and Reminders). Because when you start a campaign, you want to be very precise about contacting the right persons on the right time; and the TAR can help you to remind you Send brochures. And: in the general settings you can define the different types of campaigns, for instance: 'send brochure' or 'make phonecall'. You can run different campaigns at the same time.
An example of the actions list from a campaign.
Campaigns can be based upon different themes and methods we call 'Campaign Types'. This information can be used to measure the effectiveness of type of campaigns.
An example of type of campaigns
Opportunities can be defined as chances to do business with companies. Opportunities can be managed in a new and more flexible way in Joomla Business Applications. Based on thesis the opportunity can be weighted.
The thesis can be finetuned towards the sales business. As you see in the screenshot below it is possbile to add an amount, a probability and a weighted value. The probability can be measured in percentages, and those percentages are assorted. For instance: do we have a verbal commitment (10%), is our solution solving the problem (10%), did we contribute to the businesscase (10%), etc.
Also you can track the status (for example 'proposal' or 'closed won') and the expected date end.
The listview and filter can show the "Open, Closed/Won and Closed/Lost" as well as some other relevant parameters.
This detail views shows the actual thesis in action, weighting the opportunity.
To make life of sales and administration simple, good tooling during the sales process and during the invoicing is key. For that reason we build a tool that will help the employee to make quotations convert to orders and/or convert them to invoices all by the push of one button. QOI can be send by the JBA CRM as pdf or as a Temporary URL, which means spending less time on attaching pdf to email.
Secondly QOI can have included attachments, making it an ideal vehicle to send extra information with a quotation without any email struggle. As the general description will give you a nice management summary on your Quotation, you can now manage all this from within the CRM. Everything managed in one place even after an update. The status function can, in case it is used with TAR, help to set reminders and send information to customers.
This QOI Tool will help to make QOI and make calculations without mistakes. Quotations can be converted to orders or Invoices by one click of a button. If a quotation is approved by the customer, it will become a read-only document.
Credits are a derivative of an invoice. You need an Invoice to create a credit. On an invoice a button 'Credit' can be found. In the invoice listviews credits are marked for easy recognition. Listview filter can be used to manage the invoices and credits.
An example of the Quotation Order Invoice Tool:
This example shows that, if you change a VAT on a order line from 21% VAT to 1% VAT, it will show in the VAT total at the bottom creating a new group. The VAT settings and types will not be changed by this adjustment.
Quotations are the first step in the sales chain. In a Quotation all products and services come together for the sales proposal. Status of a quotation is very important; not only for sorting out the good ones from the bad ones, but once a quotation matures into an order, it becomes locked down to preserve the history of an order.
The listview is an overview of all the quotations. Quotations can also be viewed on a tab of an account or contact.
Quotations are attached to “Accounts”-entity or client if you like and it should always come with a contact. After you select an account from the list the contacts will be generated based on the account selection, so it will only display right contacts.
Products, services and contracts can be added to the Quotation, by pressing “Add product”, for example, will bring to the page an empty product row. The row contains on the left a numbering followed from top to bottom by position buttons. Up arrow will move the product through the list 1 position and the same goes for down arrow if there are rows after this one.
At the center of the row we have the name of the product followed by a quotation row description, followed by a product description.
To the right of product name is the product selector, if creation 'none' is selected no data will be on the row, but as soon as a product is specified, name, description, price and VAT will be visible on the row.
Changes to the list of productrows are updated automatically on the total value.
Amount, discount and VAT % are inputs for each row, on creation it will have 1 quantity of the item and 0 discount. VAT % is set as a product property and can be overwritten on quotation row.
Any changes in the product row is updated automatically but only saved after the “Save” button is pressed.
There are Copy and Delete functions.
The Order function will open the Quotation as a new order matches the Quotation and keep a copy of Quotation with status “Approved”.
The Invoice function will open the Quotation as a new invoice matches the quotation and keep a copy of Quotation with status “Approved”.
Save as PDF function will prompt a pdf download of the Quotation.
In the detail view an employee can configure a Quotation by combining all relevant information: Customer details, Management summary, products, services and pricing.
The quotation can, after it is saved, be exported to a pdf or shared online with the customer. Quotaton can be transfered to Orders and Invoices.
Status let’s you organize the workflow of Quotations, Orders and Invoices. The system has some predefined statuses, but custom ones can be added. Sales status helps you to keep track in a process like: in which phase of a sale you are, did you send your invoice, was it paid? In the CRM Plus a lot of the process changes are automated. A new item will standard get the status created. Status is a function in CRM but works closely with the powerfull TAR applications in JBA.
Image: adding a new sales status
You can add statuses yourself to get a better hold on your business process. Process step describes in CRM ONE the order in which the label is shown, in CRM Plus this can affect automation.
Catalog shows your products, services, contracts, employees and (CRM+) company details. If you manage catalog-content in the 'oldfashioned" way, this quickly ends in version management with content in many places. Catalog in our CRM helps you to centrally manage content and pricing (without API) for website and CRM, Quotation / Invoices.
For every product it is possible to publish it in the Catalog or not.
Content description for CRM does not use HTML other then row break. For the Catalog it is possible to use HTML for extra styling.
Catalog has default templates showing content. For templates overwrites it is possible to change its presentation.
It is possible to offer products as a download, like software. Including a digital key that is generated by JBA Digital. Information of the sold products is available on the tabs of an Account or Consumer, where also a send function can be found.
Besides products and services it is also possible to sell a contract to your customers which provides in support for the customer.
Contracts are 'compiled' services that will be executed in the future.
In case of use of the JBA Agenda, products and services can be connected to Appointments.
A license is product related. A license has a duration after which the license should be extended. For instance: a customer wants support for 10 hours each year, this tool (contract execution) keeps track of how many hours the customers have used.
In case of JBA Products combined applications are offered (called "groups"). The digital product-component can handle dependencies in order to make sure the proper applications and versions are installed before installing a next update or another application.The group function can also be used for try before you buy products.
Licenses are send by email in a.lic file which can be uploaded in an upload manager. For the CRM employee there is a function to receive the keys in case of supporting a customer.
It is possible to put a threshold on the amount of downloads.
This is a list of all the separate items that have been distributed.
The products and services of a company are stored in the CRM and can be used in Quotations, Orders and Invoices and in the Website (See Catalog). Contracts are "compiled" services that will be executed in the future, for example a 1 year contract, including 10 hours of services.
Contracts are at the centre of the application. Around contracts Quotations, Orders and Invoices are generated.
The listview is an overview of the contacts where you have the basic functions like add and delete for managing the list.
JBA CRM makes it possible to import data from other data sources in csv format. As CRM has database relational structures, a lot of relations can be lost when importing data from csv.
To avoid this, JBA CRM has a matching function, which is activated during the during import. The data/information you want to import will automatically be checked for matching selection lists and connected in case of a match. For instance: if you want to import a contact and the Contact type is "Mr."; the CRM will search in the contact type table for a match on Mr and add the record id to the information of the contact and this will be shown in the frontend as 'Mr.'. This also applies to other types, such as 'types of accounts, types of services, etc."
JBA will by default use a global signature with the email templates. Personalized signatures will be used for that employee.
An example of signatures
It is also possible to add a fixed signature in an email template and not use these signatures.
"Types" helps to give attributes information in the JBA. For example 'Account types', where you can select the type of relationship with a company. Another example of a type is 'Contact titles". Types normally are setup only once.
Two examples Accounts Types and Contact titles.
Information that is stored can be different per Type.
Employees can have access to information, can create Quotations etc. The CRM-owner assigns rights to the employee. Employees can get different types of rights, which means they have different types of access to the system. Each employee can have different rights. So each employee has his/hers own view.
This Yes/No will give you the option to show information about employees on the public website.
Will give the employee access to the CRM.
Will block the use of the login function.
If "Yes" the user will have access to all kind of settings in the CRM.
JBA CRM by default gives an employee only access to accounts, contacts on his/her name. By choosing "Yes" an employee will have access to all accounts and contacts.
If "Not Active" an employee is not visible in the agenda and related functions. This function does not block the user.
A sick colleague: the need to take over some responsibilities: this is the function to arrange it.
Notes help to store information everywhere in JBA. It would be easy to add notes as a separate function to every component by default but... ..as JBA is about an open and flexible structure, Notes is a component. A component that can interact with other components in the framework.
Note type is the selection available on every note helping to define the kind of note that is stored. When stored, the note type can be used to sort.
Notes can be private, so this means they are only for the person who writes the note. And notes can be public, so the notes can be seen by everyone in your company (your employee).
Notes is a very useful part of JBA. Notes will store: call, recap, visit, report, sales progress from a conversation and/or any relevant detail about an account or contact attached to the items where they are relevant. With this Notes function storing information becomes easy, knowing all the notes are in the CRM ready for the employees to use and read them. In the latest release Notes has the option store private e.g. for personal use only.
An example of a Notes listview
Reports is an application that works as a spider in the web for your management information. The application is fed with scripts that retrieve data from the database, generating all types of reports. Beside default reports there can be made customized scripts to show customer specific data.
Show your best sold product(s) to your customers. With the Report-function the top-10 sales products are shown. So you can select your best sold product (or service) and show that to your customers.
In JBA Reports you can find the invoices per day, week, month, quarter, and year.
So here you see the revenues.
The "Report" function makes it possible to identify your top 10 sold products. And to select the employee who sold the most products.
The tool Reports will help you to generate in an easy way all kinds of results and overviews/summary's of your company figures. You can keep track of all the facts and even make graphs. For instance: it is possible to generate a list of all the invoices per day, per month, per quarter, etc. It is also possible to generate the results of the best sales employee in the last month, or the status of the invoices. All the data from the CRM can be generated; the settings can be changed depending on your wishes. All the results can be shown in a listview, but also in a graph.
An example of a graph
There is a choice of 4 different formats to export data: Excel, CSV, XML and PDF. This allows you to share, save and reuse the data in external systems and applications, for example for presenting the year overview.
In this CRM you can use TAR: Tasks, Actions and Reminders to set system notifications. TAR is developed for system automation. TAR stands for: Tasks, Actions and Reminders. TAR is a collection of the smallest identifiable and essential pieces of a process that serves as a unit of work, and as an instrument to make a difference between various elements of a process.
TAR is a toolbox of which the possibilities are endless. But even more important is that it is simple to use TAR by using the synoptic WorkflowRules (a part of TAR) With this first version of TAR we have focused on automating the CRM. In the following versions we will include automation for the JBA Extensions like Agenda, Notes, Reports and Online Shop.
More about TAR: TAR
Tasks is a part of TAR (Tasks, Actions and Reminders) Tasks are a kind of to-do lists; to help you remind or your employee to take action.
For instance: you want to remind yourself (or your employee) to call a client about a quotation, because you want to ask if the quotation is accepted or not. You set a new task and this task will appear in the task overview list, so you can check regularly your 'to-do-list".The list of tasks also appears on the right side of your screen when you use your CRM.
System actions are a part of TAR.
TAR stands for: Tasks, Actions and Reminders (for more info: TAR).
Actions: an action comes out of a workflow rule. First you add a workflow rule, and subsequently you add an action.
Depending on the conditions (criteria rules) an action can be run semi-automatically or automatically.
To establish the conditions (the criteria rules) it's possible to choose many criteria, depending on what action you chose.
For instance: when you chose to define an action like 'order' (because you want to check wether your client accepts the order), then you can define:
- order date or
- order number or
- account
You choose what is necessary in order to set the action. If you want the system to run the action on the date, then you define the date (from.....till......).
If you want to the system to run the action on the order number, then you define the number (or numbers, if you chose several orders) etc.
And depending on what conditions you define, the system will semi-automatically or automatically run the action.
Reminder is a component of TAR (Tasks, Actions and Reminders). Reminders (the word says it all.....) are mend to remind you of certain actions/tasks , for instance: call a customer about an quotation or an invoice. Reminders are stored in the logs. Reminders can be deleted and edited.
TAR is developed for system automation. TAR stands for: Tasks, Actions and Reminders.
TAR is a collection of the smallest identifiable and essential pieces of a process that serves as a unit of work, and as an instrument to make a difference between various elements of a process.
With TAR you can make sure that you (or one of your employees) receives a reminder to make sure there will be a follow-up after sending the quotation. Beside that you will be able to plan to call customer as a task or you can combine a task with a reminder. In WorkflowRules you can: configure a reminder that will be send to employees and/or create an action, a task and a reminder to make sure the employee is reminded to call the customer about the quotation.
In the Task module or notification pop-up the employee will be reminded with a hotlink to the actual Quotation and Contact to call.
TAR is a toolbox of which the possibilities are endless. But even more important is that it is simple to use TAR by using the synoptic WorkflowRules (a part of TAR) With this first version of TAR we have focused on automating the CRM. In the following versions we will include automation for the JBA Extensions like Agenda, Notes, Reports and Online Shop.
We look forward to have your feedback on what you would like to have automated.
Want to know about: TAR
The customer notification is a part of TAR (Tasks, Actions and Reminders).
The customer notification can help remind customers (for instance) in a friendly way to pay the invoice.
It is possible to send an (default) email to a customer.
With TAR you can help yourself or your employees to get reminders for many things: reminders to pay the invoice, reminders for ends of dates of contracts, and/or other relation, product related services, etc.
Want to know more about TAR?
In that article you can read all about it.
TAR is developed for system automation. TAR stands for: Tasks, Actions and Reminders. TAR is a collection of the smallest identifiable and essential pieces of a process that serves as a unit of work, and as an instrument to make a difference between various elements of a process.
With TAR you (or one of your employees) receives a reminder to make sure there will be a follow-up after sending the quotation. Beside that you will be able to plan to call the customer as a task or you can combine a task with a reminder. In WorkflowRules you can configure a reminder that will be send to employees, and/or create an action, a task and a reminder to make sure the employee is reminded to call the customer about the quotation.
In the Task module or notification pop-up the employee will be reminded with a hotlink to the actual Quotation and Contact to call. Other use of TAR could include an API to have a external (industrial IOT) trigger start a proces in the CRM, like ordering products.
TAR is a toolbox of which the possibilities are endless. But even more important is that it is simple to use TAR by using the synoptic WorkflowRules (a part of TAR). With this first version of TAR we have focused on automating the CRM. In the following versions we will include automation for the JBA Extensions, like Agenda, Notes, Reports and Online Shop.
We look forward to have your feedback on what you would like to have automated.
Each employee has his/hers own calendar. In the function "Calender" you can find the options Weekoverview, Dayoverview, Appointment List and My appointments.
And in these overviews each employee is shown and you can select one of them after which you see the personal schedule of this employee.
In "Employee Availlability": set up the availability of each employee (working days and working hours). This can be changed every time something changes in the working days or working hours of the employee. If there are special periods (such as holidays) there is an option to set up these special periods and show it on your website.
In "My appointments" the personal list of the employee (who has logged in) is visible. Here appointments can be added of edited.
In "Appointment List" is shown:
- employee
- customer
- customer email
- customer phone
- date
- time
- duration
In this screen: if you choose one of these options - you go to the appointment details screen, where you can see the details and edit the appoinment (if necessary).
When customers want to make an online appointment, they need to see what is available. So, when they visit your site the following fields will be used: employee and service or service and linked employee. Select this or next week, then day of the week. This selection will show the time for the selected day. When the customer makes an appointment online, the calender will be automatically update the company agenda with the appointment details.
The online appointment can be used as an component or as module for vertical and horizontal layout. Template will style in the layout of the template, an example of the online module:
Under the button "Calendar - Opening hours": you can set up the opening hours of your shop/store. Even if you have different opening hours every day, that is not a problem. You can fill in the opening- and closing time, the 'break from - till". Also it's possible to let your customers know when it is possible to make an appointment: after 1 day, or 2 days.....etc.
For your customers it is possible to make appointments online. When your customers visit your site they can see:
- wihich employee is available on what day
- which employee is available for what service
- on which date it is possible to make an appointment
When the customer made the appointment, an email is send to the customer to confim the appointment. For more information: Agenda
In the Calendar (opening hours) you can let your customers know what special days you plan for your business. For instance during a holiday period like Christmas, you can show on your website when your shop is closed or when your opening hours are not the same as usual.
The options are:
- start date
- end date
- available - yes or no
- reduced hours - yes or no
- reduced hours start
- reduced hours end
- published - yes or no
For more information about Agenda: Agenda
The advantages of the modular construction of Joomla Business Application add up when combining multiple applications.
You notice this as soon as you work with the Calendar. This module draws the necessary information out of JBA CRM Plus and is able to share it.
This eliminates duplicated actions and data, all appointments can be seen and managed in one place.
Other advantages are: in the CRM Plus, reviews return in reports. So one can see how often certain appointments occur in combination with colleagues, moments or products.
JBA Agenda can be used for different applications. JBA Agenda is a component of the JBA POS bundle. With JBA Agenda a beauty salon can book an appointment.
But it can also be used to display availability in rental businesses.
Functions
The Agenda functions are numerous. The components of the Agenda are: weekoverview, dayoverview, employee availability, opening hours, appointment list and my appointments.
Besides from all the appointments being shown in the overview lists, its also possible to:
- set up the availability of the employee
- set up the opening hours of your company, including the possibility of indicating when your company has special opening hours.
In all the overviewlists (weekoverview, dayoverview, appointmentlist and my appointments) it is possible to change the data, if necessary. So you don't have to search for where you have to change the appointment, you can do this in multiple ways. A reminder can be send to the customer in a default email. Adding a new appointment is also possible.
In the settings you can indicate which employee has which working hours (Availability employee). And you can change this as often as necessary.
Opening hours
There is a special button for the "opening hours". So you can indicate what the opening- and closing hours of your store/shop are. At the bottom of this page there is a button for "Special periods" (such as vacation or holidays). There's also a possibility: "Appointment availlable after.......'unlilmited, 1, 2 or 3 days".
Conflicting appointments
Conflicting appointments are shown, so no mistakes can be made.
Planning special days
As already described above: you can set the availibality of yourself and of your emloyees, like the regular working times, but also the special days such as the vacation and the days off. Also the opening hours can be set. For instance when your shop is closed during Christmas time, you can insert those settings in a very easy way.
Online appointment / availability calendar
Your customers can make online appointments. A customer can have a login account or he can be a "just" a visiting customer. In that case this customer does not need to log in; he cán make a new account, but does not have to do so. When the customer made an appointment a default email will be send to confirm the appointment. This will only be the case if in the general settings a default email is set up.
If the customer has an account: he recieves a default email also, but he is able to see in "My profile" which appointment is made.
When your customers visit your site they can see:
- wihich employee is available on what day and what time
- which employee is available for what service
- on which date and time it is possible to make an appointment with the employee you choose
When the customer made the appointment, an email is send to the customer to confim the appointment.
After changing or canceling the appointment a default email will be send to the customer also (if you choose to do so, you make a default email in the settings).
Besides products and services it is also possible to sell a contract to your customers which provides in support for the customer. Contracts are 'compiled' services that will be executed in the future. It is possible to offer products as a download, like software. Including a digital key that is generated by JBA Digital. Information about the sold products is available on the tabs of an Account or Consumer, where also a send function can be found.
A license is product related. A license has a duration after which the license should be extended. For instance: a customer wants support for 10 hours each year, this tool (contract execution) keeps track of how many hours the customer has used.
In case JBA Products combined applications are offered (called groups), the digital product-component can handle dependencies in order to make sure the proper applications and versions are installed before installing a next update or another application. The group function can also be used for try before you buy products.
Licenses are send by email in a .lic file which can be uploaded in an upload manager. For the CRM employee there is a function to receive the keys in case of supporting a customer.
It is possible to put a threshold on the amount of downloads.
This is a list of all the separate items that have been distributed.
The File Library is a tool intended for participants (students i.e). This library can be used as an instrument to insert and view teaching materials, like syllabi or books. It is possible to share files with participants/students, for instance teaching material. To make sure you can manage this material - use file library. Files can be adjusted, but can also be tagged. Tagging is a form of assembling material, and because of assembling the material it is possible to share the documentation with a specific class/teaching year.
The student can use the library to find his/hers specific materials. The teacher is the one who is the administrator of the teaching materials. He/she can define what materials the students must or can use. So with this tool files can be shared with participants.
Online payment means: the invoices of your customers can be shared online with your customers. Invoices can be send by the JBA CRM as pdf or as a Temporary URL, which means spending less time on attaching pdf to email. But it also means it is possible for ambulant company's, like gardners, to let the customers pay directly (with smartpin) after the work is done.
The component "Newsletter" is to be found on the contacts and consumers. In the backend the component Acymailing can be added. This component makes it very easy to set up and send newsletters to (a certain group of) your customers. In the frontend of the website there's a tab "Newsletter" where you can define which newsletter this contact/consumer recieves, and on which date the newsletter is signed on and/or checked out. Read more about Acymailing: Acymailing
Designing the company's website it's possible to choose all kind of components for our framework.
All kind of customer components can be designed and added, depending on what the demands for the company are.
To give an example of the customers components:
- homepage
- services
- products
- appointment
- catalog
- contact
- login
The customer uses a form to give feedback or to ask for more information about the company. The customer fills in name and mailadres (optional a phone number) and the question or remark. A safety code is asked before sending the form.
Single Point of Information (SPOI) means all information in one place (applications, data and website). This makes processes and technology less complex, less management and development costs (no api's needed). Internal use, communication and sharing with customers is simpler. Not using Saas shared resources makes it easier and cheaper to personalise applications, functions and processes.
We are constantly working on the content of this website. If you miss something, there is an error or you have an add-on let us know! Joomla Business Applications is a BizzXL Product. Copyright © 2017 BizzXL. Joomla-business-applications.com is not affiliated with or endorsed by The Joomla! Project™. Use of the Joomla!® name, symbol, logo and related trademarks is permitted under a limited license granted by Open Source Matters, Inc.
