Yoolaa includes VoIP telephone, with
base station and ten extension lines, laptop softphone and handsets, including
free unlimited standard UK 01 and 02 landline calls, and call-out integration
Yoolaa business management solution
with contact database, company database, document management
system, shared diaries for staff & resources, products & services
database, automatic link notifications for updated information, meeting
invitations and secure database
Cash Collection emails with Key Performance
Information reports.
Preparation of sales invoices using
MS Word templates, plus internal conversion into pdfs plus collection of data
for purchase invoices including scanned documents. Preparation of Excel
schedules for VAT.
Integration with MS Outlook with Email Management
and immediate filing and conversion of emails into documents,
diary entries or actions and MS Word, together with synchronisation to PDAs
VoIP telephone, with base station and ten extension lines, including free
unlimited standard UK and International landline
calls to N America, Europe and Pacific Rim, and call-out
integration with the Yoolaa solution.
Email alerts of ten Key Performance Information
reports, including Sales Increase series and Meeting
Confirmations.
Marketing Campaigns with lead
qualification questions, also use for mailshots & newsletters. Plus
Sales Opportunity Management
including Sales Funnel and other graphical reports showing
individual salespeople's results, summarised by area and country.
Project milestones, to be specified
by you, with planned dates. Project sales, costs, time & gross margin
control, showing sales orders received, sales invoices raised, compared with
purchase orders raised & purchase invoices received. Helpdesk with extranet.
Sales & Purchase day books
(suitable for import into Sage 50) showing supplier name &
account number, date, net, VAT & gross values and multi-line analysis with
NL Code & account name. Timesheets, with integration to your diary and
ToDoLists, with mileage & expenses.
Additional 10 Key Performance alerts
to be selected by you, for example: Milestones achieved and
invoiceable; Milestones due in the next ten days; Milestones late; Meeting
confirmations; Purchase Invoices with value, supplier name and payment due
dates.
For more details examine the descriptions for
Yoolaa - 7 Steps
to Success