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A flexible communication tool that allows your workforce to
share,manage information and market your company, but in a
controlled way, that filters information to the relevant people
which could double your turnover.
What is LIZARD?
LIZARD is the new communication software that provides a portal
of communication between those at head office and those out in the
field. Built on solid technology it provides a client management
module with all the expected functionality of todays CRM software,
a diary system with forward and retrospective functionality and a
project information module for dynamic project progression and
stock control.
The system operates remotely via a citrix connection and the
software is loaded onto a central server where it is simply
administered and maintained.
Why use LIZARD?
If you have the kind of business that employs a UK wide sales
rep force then LIZARD will help you to increase revenue though a
shared client base and shorter sales cycles. Reps report daily
tasks and update client details and activities safe in the
knowledge that security levels are set to ensure discretion and
ownership.
Area managers can keep up to date with what is happening in the
field and produce weekly reports for tier one management and
quaterly reports, and dynamic status reports are also built in to
the predefined reporting facility but the componant can be
purchased with a flexible reporting tool to meet all of your
reporting requirements.
How?
Since the system is built on Microsoft technology the look and
feel of the application is famailiar on entry. The simple site
nagivation and ergonomically friendly screens and functions make
training requirements minimal. The system administrator maintains
the system simply through a maintenance module and integration with
existing accounting and ERP systems means ease of use is optimized
for a broad band of users.
So, if you intend to increase efficiency, whilst driving down
costs and at the same time considerably improving communication and
collaboration among employees, then investment in LIZARD is the
only way forward.
LIZARD has multi level of features and facilities for even the
smallest initial investment, ensuring that it has a major positive
impact on your business. The modular approach also allows for your
Intranet to adapt as your business changes, by building on the very
flexible architecture, any elements or modules can be modified to
your exact requirements.
Core Modules
Client module/CRM
- Customer management by Multi site and multi Contact
- Track Activities
- Contact Activities
- Company
- Client Profiling
- Contact Profiling
- Contact Rating
- Client/Contact relationship Mapping
- Interaction History
Diaries For Suppliers Module
-
Forward Diary
-
Retrospective Diary
- Record events
- Categorise actions
Expenses Module
-
Record Employee Expenses
- Record against Customer
- Analyse by customer
Project ModuleModule
- Register Project
- Record Milestones
- Record Success Probablility
- Record effort
Quotation Module
- Creating Projects
- Tracking Projects
- Version Control
- Discount Pyramids
- Authorisation Workflows
- Integration with ERP e.g. SAP
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Sample Management Module
- Sample requests
- Authorisation
- Issue Sample
- Collect
Professional Services Scheduling Module
- Request
- Authoristion
- Scheduling
-
Lighting Design
- Pre-order
- Project Design Engineer Services
- Technical Validation of Quotation
- Consultancy
Project Implementation Services Module
- Commissioning
- On-site planning
- Technical Documentation
- Sign off
Maintenance Contract Module ( Link to Quotation/Project
Module)
- Create Maintenance Contract
- Allocate Rersources
- Scheduling Calendar
- Ad Hoc Maintenanace
Marketing Module
Budget Maintenance
- Set annual budget for each territory
- Define budget factor for each territory
- Allow revisions of budget
Marketing Actual Cost (Transactions)
- Facility to record company wide marketing costs
- Analyse cost by type (Materials, Services Expenses…)
- Distribute cost by budget factor to territories
- Facility to record territory/regional direct (non event or
campaign) marketing cost
Events
- Facility to create and maintain marketing events (Where,
what, who, when etc…)
- Facility to record cost (Materials, services, Expenses.. USE
COST CODES AND TYPES )
- Facility to record participants (contacts)
- Facility to record participants (employee territory)
- View event cost transactions
- Define event milestones
- Record event activities
- Record post event review
Campaigns
- Facility to create and maintain marketing campaigns (what,
who, when etc…)
- Facility to record cost (Materials, services, Expenses.. USE
COST CODES AND TYPES )
- Facility to record participants (contacts)
- Facility to record participants (employee territory)
- View campaign cost transactions
- Define campaign milestones
- Record campaign activitie
- Record post campaign review
Campaign/Event Link
- Facility to associate event with campaign and vice
versa.
Event/Campaign with Diary Link
- Facility to associate event/campaign with FWD diary of sales
person.
- Facility to update cost with sales person expenses
User Interface and Reports
- New menu for marketing module
- Budget submenu
- Events/Campaigns
- Reports
To arrange a demonstration contact:
Abraham Atsbaha
Solutions Development Manager
Email: Abrahama@transputec.com
Tel: 0208 5841400
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