Name: B.console
Author: bconsole

Customer Success Management Training

Customer Training

Help Desk

Web and Video Conferencing

Customer Support

Accessibility Testing

Continuous Integration

Feature Management

Development

Virtual Classroom

Education

Business Intelligence (BI)

Collaboration

Enterprise

Accounting

SaaS Spend Management

Treasury Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Onboarding

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AIOps

API Management

Cloud Storage

Configuration Management

Custom Software Development Services

Cybersecurity Consulting

Database-as-a-Service (DBaaS)

Fraud Detection

Game Engine

Integration Platform as a Service (iPaaS)

LAN Switches

Managed Detection and Response (MDR)

Managed Public Cloud Infrastructure

Mobile Data Security

Network Behavior Analysis

Network Performance Monitoring

Sensitive Data Discovery

Service Desk Outsourcing

Software Composition Analysis (SCA)

Vendor Risk Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Ecommerce Personalization

Email Marketing

Market Research

Marketing Automation

Marketing Resource Management

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Onboarding

Customer Relationship Management (CRM)

Point of Sale

Sales Enablement

Sales Incentive Compensation Management

Sales Performance Management

eCommerce Analytics

Sales

Cloud Infrastructure Entitlement Management

Cloud Security Posture Management

Secure Service Edge (SSE)

Security

Banking

Church Management

Financial Services CRM

Geographic Information

Internet of Medical Things

Medical Office EMR & EHR

Mental Health

Online Voting

Revenue Cycle Management (RCM)

Vertical-Specific

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B.console is a software solution provided by WEBINDUSTRIES S.r.l. that combines CRM (Customer Relationship Management) and ERP (Enterprise Resource Planning) functionalities. According to the vendor, it aims to help businesses manage their operations more efficiently. The product is designed to cater to a wide range of company sizes, from small and medium-sized businesses to large enterprises. It is used by professionals and industries such as manufacturing, consulting firms, artisan businesses, communication and web agencies, as well as sales and marketing teams.

## Key Features

**Interventi**: According to the vendor, this module allows for efficient management of external interventions, including planning, monitoring, and reporting on the work of external teams. It includes a calendar for scheduling maintenance and assistance interventions, providing a clear overview of each resource's tasks. Operators receive notifications when assigned an intervention.

**Fatturazione**: The Fatturazione feature enables the generation and control of all documents related to the sales process, according to the vendor. Users can select the necessary documents for automatic compilation and subsequent sending to the customer. It provides a comprehensive and complete online schedule, allowing users to easily track incoming and outgoing invoices and their payment status. The feature also facilitates the automatic generation of invoices in PDF format and their direct email delivery to customers.

**Prima Nota**: B.console's integrated Prima Nota module simplifies the management of primary accounting records, as claimed by the vendor. It automatically compiles and prepares these records for submission to the company's accountant. The module enables the automatic creation of primary accounting records based on purchase and sales invoices and their associated payments. It also facilitates the recording of payments received and expenses incurred, ensuring accurate and up-to-date financial records.

**Acquisti**: The Acquisti feature streamlines the purchasing process by generating purchase orders to suppliers and recording purchase invoices, according to the vendor. It offers efficient categorization of expenses and integrates purchase invoices with the payment module. Users can easily organize and monitor payments, gaining a clear overview of outstanding invoices and their due dates.

**Prodotti**: According to the vendor, B.console's advanced product management module provides a comprehensive solution for classifying and organizing products or services. It includes detailed product sheets with descriptions, technical data, attachments, and other relevant information. Users can access real-time commercial data on products, such as pricing, revenue centers, and commissions.

**Documenti**: This feature allows for the archiving and sharing of any type of file with clients and collaborators, as claimed by the vendor. It provides online access to all documents related to the collaboration with clients, ensuring easy and quick access from any device. Additionally, it enables the publication of documents directly on the company's website for download by clients.

**Attività**: B.console's Attività feature helps users organize and track activities performed and those yet to be completed, according to the vendor. It enables the assignment of tasks or appointments to team members related to offers, opportunities, orders, and projects. The feature provides notifications and reminders to ensure activities are not overlooked and can be closed once completed.

**Campagne**: According to the vendor, the Campagne feature allows users to effectively manage commercial campaigns and keep contacts updated with targeted newsletters and SMS messages. It integrates with Mailup for sending personalized emails, newsletters, and DEMs to contact lists. Additionally, it enables telemarketing campaigns, facilitating direct contact with potential customers and organizing sales team activities.

Norada Solve360

Copper is a customer relationship management (CRM) built as an integration into Google Apps.

Basic - Paid Annually

Professional - Paid Annually

Business - Paid Annually

Starter - Paid Annually

Copper

B.console

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

bconsole

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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B.console

Overview

What is B.console?