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RFQ360 is a web services application dedicated to enhancing the productivity of our customers.

ENFORCE BUSINESS RULES WITH RFQ360

Auto Associate Supplier Information to Commodity Groups
Build Workflow to isolate responsibilities from Sales, Estimating, Commodity Mgrs to Suppliers for Full Quote and OEE Tracking
Share Key Performance Indicators (Metrics)
Attach Docs with 1 Click Download (ZIP) and/or FTP File Sharing
Select and/or Award Bidders; Access Denied to Unawarded in 1 Click
Revision Management
Build Historic Metrics/Reports
Manage Demographics, Approve ISO, LEAN and other (any) document validation or requirement
Custom Reports
Ask About Available Gateway Integration (ERP or Custom)
Operational ROI
Includes Quote Tracking
Build RFQ Workflow to isolate responsibilities from Sales, Estimating, Commodity Mgrs to Suppliers for Full Quote and OEE Tracking
Organized Management of Complex Workflows, Web-delivered
Expose Status of RFQ through Role-based Dashboard as Quote Moves Through Process
Manage Due Dates Assigned By Isolated Groups (Customer, Estimating, Purchasing, etc)
Offer Extensions, per Supplier, Track/Report Related Metrics
Isolate Internal/External Messaging; Assign Tasks Directly From Notes
Isolate and Share Files in the Cloud: Extensive Document Management Tools
Selection Process for Quote; Awarded Workflow for Customer PO
Manage Unlimited Commodity Extensions and Groups; Assigned Dynamically to Assigned Buyers
Assign Tasks; Managerial Approval Workflows
Custom Reports
Track Quote vs Actual (Cost Analysis, Operational Efficiencies)
Ask About Available Gateway Integration (ERP or Custom)
Operational ROI

MANAGE DOCUMENTS EASILY BY ASSOCIATING THEM WITH PROJECTS AND/OR CONTACTS

Online Document Management + File Tree
Option to email encrypted file links, not file attachments
Smart Uploader to allow for FTP file transfer
Allows for Collapse of File Tree
System Organizes Files grouped by Contact or by Project
Improves Group Visibility, Access & Timely Collaborationof files
eSTORE files available in tree for quick editing of graphics files on site
Share files with group (Requires Share Module)
Associate files with contacts, events, projects and cases
Document Management & FTP Management for small & large file sharing

ENFORCE BUSINESS RULES WITH ONLINE FORMS

Auto Associate Form Information to Contact or Project Record
1-Click Auto-Reminders: Weekly/Monthly/Quarterly
Customize workflow by defining: Email Routing, Task Generation, Project, Order Fulfillment, Campaign Response, Item Marketing, etc.
Custom Territory Rules Enforced
Auto PDF Generation
Incoming Form to Generate Group Task (Unlimited Depth) + Routing Rules
Attach Form to Contact Record
Database Form Response
Affiliate Network Rules Enforced - Unique Form UID's
Share Forms w/Anyone
Associate Form with Affiliate, Employee, Partner or Customer

ATB MODULE : CAMPAIGN MANAGER

Keep in Constant Contact with Your Leads, Prospect, Customers, Vendors, Partners & Distributors
Made Easy by Setting-Up Campaigns (Print or Electronic) in Seconds
1-Click Auto-Reminders: Weekly/Monthly/Quarterly
Custom Web Stores for Employee Business Card Proofing & Approval
Keep Your Current Printer or Use Our Printing Services
Reduces Error and Provides Corporate Wide Reporting
Professionally Designed Template Ordering System
Managerial Oversight (Optional)
Sync with eCommerce to track true ROI of marketing expense

ATB MODULE : eCOMMERCE ENGINE

Custom Stores (Per Company or Per Rep/Partner)
Optional automatic credit card processing online
Market Multiple Product Lines
Multiple Stores, Target Multiple Markets
Partner Storefronts
Favorites
Related Items (Cross Selling)
Add to Cart
Credit Card vs. Invoice online orders
CC Fraud Protection Security Code (VISA, MC, AMEX)
Credit card address verification (Innovative)
Add Custom Fields to Registration & Checkout forms
Shopping Cart customization
Post Order Workflow Management for Quick and Accurate Processing
Allow Anonymous (Password-free) Shopping
Custom Header, Tabs and Top, Left/Right Side Menus
Content Manager
Email Page to a Friend
Create multiple levels of categories & sub-categories
Multiple layout and color scheme options
Image & Media Resizing
Thumbnail, Photo Associations
Completely Customizable Dynamic Site Content
Descriptive URLs - All website URLs can now be shortened to www.MyDomain.com/ItemName
Includes 1 Time custom graphics of header, navigation bar, icons and footer design
Group Items Together
Displays mulitple option links for store item display, per item
* Required Merchant Account purchased separated (Innovative Merchant Solutions, Quickbooks)

ATB MODULE : PROJECT MANAGEMENT, RFQ & BID BOARD

1 Page View of all Project Timelines, Tasks, Files, Notes
Task Management
Share Projects w/Anyone, Secure Group Access
Share Events Related to Project
Share Documents Based on Roles
Create Online Chats Associated with Project or Events
Project Matrix: Create custom worksheets with column definitions (Upload Files, Text, Memo, Dates, etc)
Create Job Specific Workflow
Improves Group Visibility
Auto-Reminders
Post Bid Analysis
Bid Management: Close Date, Ship Dates, Files, Purchase Orders, Quotes, Manufacturers, Consultants, Engineers, Bidders
   
 

ATB MODULE : TASK MANAGER

Generate Task from a contact and/or a project
Assign Group Tasks: As one task is completed another is assigned dynamically
Access Task Management in Center (Employee, Customer, Vendor or Partner Centers)
SMS (Text) to Vendor or anyone (costs per text based on volume)

SBP360 MODULE : BUILD REPORT

Generate Intensity and GHG Calculations in the cloud
Compile data from multiple like and unlike data groups
Graph Analytics, cross compare to custom goal projections
Custom Export to Public or Private API (Share with Internet/Intranet)

ATB MODULE : TIME TRACKING

Automatically create customer invoices from billed time
Tracks Hours/Time
Online access to time card
Timer With Start, Stop, Pause
Tracks Billable Time
Integrated with issue management

ATB MODULE : COMMISSION & AFFILIATE MANAGEMENT

Reward Behavior Based on Set of Predefined Terms
System manages results of specified lead programs
Commission Structure Provides Incentive in Real-Time

ATB MODULE : PARTNER CALENDAR

Partner Calendar features integration with chosen partner
Allows for Partner to Accept or Adjust Scheduled Event in Real-Time
Partner Controls Acceptance

ATB MODULE : MESSAGE CENTER (CASE MANAGEMENT)

PRODUCT SUMMARY:

E-mail Notification on Escalation
Customizable Status and Priority values
Auto-Escalation Rules
Automatic Capture of E-mail Case Replies
Case Reply Via E-mail
E-mail Case Capture & Creation
Customizable Case Origins & Types
Upload file attachments
Reporting By Case Age
Publish Case History using Customer Center
Auto Case Closure When Issues are Closed
Basic & HTML Online Case Capture
Customer Self-Service Portal
Track agent productivity with Agent Activity report
Case Escalation
IT Service Management or HelpDesk
Restrict assign ability based on issue role
Close customer cases when all linked issues closed
Secure and Encrypted, password protected (Optional)
Attach Message Strings to Contacts, Projects, Tasks, Transactions, Templates, Online Forms, Docs, Call Center, Groups, Dashboards
Attach Message Strings to Bid Board with Auto Bid Close and Pipeline Management
Collect Data and Report (Roll-up Dashboards) from Internal/External Resources
Online Form and Document Sharing
Project Management using Collaborative Group Sharing, Supply Chain Management
Manage Projects with Assigned Tasks all from 1 Interactive Dashboard and Message Board
Add custom drip marketing logic (Auto-Emailer)
   
Enforce Custom Business Rules
Role-based access for shared users
Embed custom interfaces into standard or custom workflows
Supports custom back-end processes
Interact with externally hosted forms and capture data using custom back-end processes for use within ATB
Upload & Manage file attachments
Publish to Page in 1 Click (Maps, Campaigns, Reports)
Custom Multi-stepped workflows - customize workflows by automatically creating new records and redirecting users to specific pages
Enforce Custom Data Validation
SYNC Contacts & Calendar with Microsoft Outlook (2010 Primary, 2003 Not Supported, yet available)
Send email alerts based upon complex criteria across multiple records and record types
Communicate with external data sources and applications -- sharing and updating information between systems
Customer Self-Service Portal
Schedule Tasks such as emails/record creation
Case Escalation
Portlet Scripts -- pull data from external applications and present in ATB dashboard
Restrict assign ability based on user role
Secure and Encrypted, password protected
Content Management: Full service content manager / HTML Editor
Content Management: Integrate public/private website with business operations
Order Management: Quote from Contact or Project Records
Order Management: Merge Base Bid (Master Quote) + Unlimited Alt Bids in 1 Click
Order Management: Turn Quote to Sales Order in 1-Click
Order Management: From Sales Order to Purchase Order(s) in 1-click
Order Management: Invoice & Billing, Track Open Orders, Fulfillment and more...
Task Management: Create Task, Send Reminders, Time Tasks
Task Management: Turn Time to Invoice in 1 Click
Task Management: Manage Projects through Series of Tasks
Partner Management: Associate Transactions to Parnters, Commission Results in Real-Time
Partner Management: Center Management and Report of Actionable Events
Partner Management: Commission Build and Deploy
   

EVENTS/CALENDAR

Schedule and SYNC calendar and project events
Graphical Availability View
Notes Management (1 Click Publish from Next Step to Note)
Completing Activities
Drag & Drop Multiple Attendees into 1 Event
One-Click Follow-Up
E-mail Notification on Activity Assignment
Attach Files to Activities
Reminders & System Alerts
Attendee Request Rescheduler
Invite Other Attendees to Events
E-mail Reply to Organizer on Accept/Decline
Event Resource Management & Calendar
Graphical Event Scheduler
Events, tasks and calls in calendar with email notification
View Others Calendars
Task, Event & Phone Call Tracking
Task Alerts
Billable time on activities
SYNC Calendar with MS Outlook

CONTACTS

Manage Contacts
Companies or individuals as Customers, Partners & Vendors
Notes Management
Customizable Account & Contact Categories
Dynamic Grouping Capabilities
Static Grouping Capabilities
Single Activity History View
Attach Files to Contacts
Associate Contact to Event, Project, Case
Private & Public Contacts
Company Associated w/Contacts, Activities, History
Manage Relationship Types
Associate Rep to Company/Contact
Associate Groups to Projects
   
 

EXTERNAL GROUPS (SUPPLIER CHAIN MANAGEMENT)

Manage External Groups with Role-based Dashboards