Sales Pipe-Line
All customers -- past, present, or future -- are tracked in the customer database.
- Customer Name and Details
Each customer or potential customer is given a name and details about the customer.
- Contact Correspondence
Each correspondence or bid can be uploaded and associated with each Customer. This will make it easy to store and find out what you proposed or bidded last time, what they said back to you, and other details or strategy reviews about the potential customer.
- Contact Information
Multiple contacts can be associated with each customer. Each contact has fields for address, two email addresses, title, four phone numbers, birthday reminder, and a general field for notes.
- Primary Contact
Each customer can be assigned one primary contact, and there is functionality to change the primary contact or to remove the contact entirly.
- File Storage
Photos of the customer's property, or Microsoft word documents, proposals, or PDF files can be uploaded and associated with the customer.
- Employee Association
Specific employees can be associated with each customer or potential customer.
- Sort by Status
All customers and potential customers can be sorted by specific status: Current | Inquiries | Creating Bid | Bid out | Bid and Lost | Past | Declined | Non-converted | Potential | All
Intranet
Each employee or staff member is given a workspace designed to increase productivity. This is where they interface with some of the tools and features outlined above, i.e. logging hours, calendar, sales pipe-line, and ticket trackers. The following features are also accessed from this intranet workspace.
- Company Wide Newsletter
Company news is prominently displayed and it becomes easy to keep all employees informed of new company developments or mile-stones.
- Employees and Org. Chart
A list of all staff, their contact information, email, and phone numbers can be sorted by any of these fields. Portaits and photos can be uploaded. Groups can be established. Employees can be contacted via email in one click. Plus, the employees can be organized into an Org. Chart so that it is easy to see who manages who.
- Offices
Different offices can be listed so that everyone can easily see where each office is, who works there, and what the contact information for that office is.
- Partners
This is a database for information about the partners of the business, and it tracks who is in the process of becoming partner.
- Procedures
Employees are enabled and encoraged to keep company procedures in this space. For instance, a list of things to do to lock up the office would be one example of a procedure. How to write a monthly status report might be another example of a procedure. Any staff can start and create a procedure. Specific staff can be authorized to do specific procedure and disallowed to do others.
- Private Address Book
Each staff is empowered to keep a private address book for contacts and contact information that is relevent to only that employee.
- Discussion Groups
Company wide discussion groups can be held on the intranet. These are standard forums or email lists where groups of employees (or even customers) can be given access to discuss specific topics. All the communications are archieved and accessed from the intranet.
- Status Reports
Monthly status reports for each property or customer are kept here so that it is easy for anyone to see the current status of each property.
- Public Information
With one click, each staff memeber can see ALL information that they have inputted into the entire Gnosio system -- tickets, hours logged, communications with customers, posts in the forum, company news, procedures that they have written.
- HR Information
This is a database for HR information about each employee -- salary, years working, SSN, contact information, birthdate, marrage status, and other W-2 informations. Each employee can only see their personal information. The are enabled to edit this information as it changes.
- Work Absences
Each employee is easily able to input when they will be absent and why. This information is automatically added to calendars throughout the intranet.
- Your Alerts
Employees are empowered to be alerted when specific events occur -- when new customers are won, when people post to specific forums, when people go on vacation. The employee is empowered to turn these alerts on or off as needed.
- Change Password
Each employee can change the password needed to access the intranet and all the Gnosio features from this workspace.
- Upload Portrait
Each employee is given access to upload a photo, to make a title for the photo, and to add details (optional) about the story behind the photo. Users can upload favorite file, a scanned JPEG or GIF, from a desktop computer system. Other users on the intranet can view these files.
Accounting
The accounting module will be ready on January 1st, 2002. This module will allow the user the following functionality.
- Double Entry Accounting
This will be a standard double entry accounting specific for the needs of a property management company.