The flow diagram of the Time and Billing CRM process illustrate the tools that managed natively, yet flexibly to your existing or new Microsoft CRM Online or On-Premise. Enhance existing CRM Activities across your business functions.
Accurate costing, revenue projections, and resource matching across all the Activities you want to bill and cost control in your business. Your CRM Users for Internal Resources and Contacts for your External Resources. Resources have skill Level matching Fast load utility from your CRM Users.
Utilizing CRM Dashboard capability, Time and Billing displays your processes, resources, Activity and Case costs, and revenue automatically on set-up for intuitive business management from day one of use. Time and Billing functionality data charts throughout the CRM user interface of your service and support practice encourage fast implementation and short ROI.
Starting with above best practice repeatability in Activities for who, what, cost and revenue, must be tracked as exact as you want you’re billing to be. “Time is Money”. Time collection tools that are both intuitive and simply while assuring accuracy in collecting every billable resource Activity moment boosts revenue.
All Activities either real-time posted in live-time Activities, or as Activities’ Start/Stop. ActivityTimer available in all Activities tracks actual durations OR set fixed Rate time from certain Activities, i.e. Template Emails. Time Post is a dedicated User or Admin Activity Post screen readily available on the CRM Ribbon for all Client types and allows easy
Assure resource accountability to utilization and customer engagement specific and proper communication by staff capability to adjust accurate time and rates and customer communications of process template Activities.
Execute a set series of Activities for a single CRM Product referenced Template in order management. Real-time status of resources is available.
For customer satisfaction and continuous improvement, staff comments, billing notes, non-bill time in CRM Activities is collected to trigger workflows.
Once Resources are set-up to handle finances and resource talent, track time and serve as the “To Do” function fully contained to tell Resources what in detail, to do, when, where, with whom.
Added business process controls easily and accurately collect your business Activity data. All standard CRM Activities have the controls optimized for the type of Activity and are a flexible set of tools to apply to your Dynamics CRM business processes.
Enter a Case name. Select Customer from Look. Select Subject from the list: “Default Subject”, “Query”, or “Service”
Select from drop down for Case Type, Case Origin, and Satisfaction. Select Billing type from drop down list.
Click “to save. Click on Case Resources on the left panel and add new resources this cases just like Job tasks.
Click on Time posting tab just below the case resources and enter time posting
Enter Reason for Expense. Select the Job for which the expense is made. Select Expense type from the drop down list provided.
Account billing information fields add Amounts for Un-billed, Un-paid, Retainer, and Billed-to date total for Account and dates for Last Billing, Next Billing, as well as Billing Days Frequency increment to automatically bill. Tie in credit card processing.
The last step in invoicing your clients is a final check of the Invoice or statement before emailing individually or from the Statement Generator for instant or scheduled bulk statement emailing or other delivery. MTC can customize your customer-facing forms, Custom Reports On-Line or Premise, to your image and provide CRM Workflows and Ribbon controls to enhance your specific business processes.
MTC offers a selection of technologies that directly complement Time and Billing for Microsoft Dynamics CRM Online and On-Premise solutions. From Activity Timing digital time-keeping, and Report-to-PDF document handling, and improved User-Interface technology for in-place editing and improved user efficiency, to low-cost integrated Document Management, and marketing and sales contact quality control and lead acquisition, to full CRM Customer Web Portal and back office account.
Only MTC backs all its Microsoft CRM Managed Solution products with enterprise comprehensive product depth and 24/5 Low-Cost, Fixed-Rate customizations to craft Your Business integration solution affordably implemented and supported long-term.
Purchase *Per User
Monthly *Per User
All standard dynamics CRM functionality customized to the ConsultPro functionality
A process definable Clock or Stop Watch for all CRM Activities. Intelligent auto-start/stop. Manual adjustable stop watch or multi-start/stop cumulative CRM Activity time keeping
Built on the Microsoft CRM Customer Care Web Portal Accelerator, is MTC’s Time and Billing Managed Solution with resource tracking and billing Invoices and Statements. Order, start, and status Jobs, Cases, Account, and review Resources. Create cases, and substantially reduce interaction and process costs while raising customer satisfaction on a 24/7 open-basis and CRM scripted control.
MTC’s Web Only credit card processing on several Processors offers secure off-CRM Autothorize.Net CMS capture of records. Add to Time and Billing to process service orders on-the-fly online. Use with CRM Products and MTC’s CRM Products CMS.
to clients including the enhance modules purchased.
*All prices are in US Dollars. Prices are per user unless otherwise specified and are matched by the solution to the number of Microsoft Dynamics CRM users. Web Portals require the additional one-time purchase of the Microsoft Dynamics CRM External Connector License.
50 to 99 users provides a 5% per user price discount 250 to 499 users provides a 20% per user price discount 1000 + users provides a 40% per user price discount.
100 to 249 users provides a 10% per user price discount 500 to 999 users provides a 30% per user price discount Volume discounting does not apply to “Flat” pricing items.
Maintenance and Support: 12 Months unlimited technical support and ongoing upgrades and solution enhancements are included with initial purchase. Annual maintenance and support thereafter is 25%. Any required installation, configuration, or training in conjunction with a version upgrade is not included in maintenance and the support agreement.