BestFit Business Manager Overview

A Capsule View of Business MGR 

This program can help you automate your business. 

What does that mean to you? 

• It means that you can get more business without expanding.
• It means you can increase profit.
• It means you won’t be bogged down with tedious paperwork.
• It means you can move faster than your competition.
• It means that at all times you will know how your business is doing.
• It means that finally, a small business will have the tools that only big businesses have had.

Do you have to become a business automation expert?  NO!
Must you use all of this program for it to help you?  NO!

The program comes pre-configured, just like MICROSOFT® Word.  If you want to customize settings, you can do so. 
You can use as much or as little of the program as you like.

The program integrates with the contact manager (GoldMine) and accounting software (QuickBooks, MAS, or equivalent).  Beyond that, BestFit Business Manager performs the business functions needed by most companies.  For the sake of clarity, we describe these functions as modules, but they are part of the program.

Over the next few pages we will cover the different modules of the Business Manager software and explain how it helps with:

Marketing and Campaign Management:

• Budget Analysis
• Marketing Campaigns (Automated processes)
• Lead Generation
• Lead Tracking Through to Sales
• Pivot Table Analysis
• Marketing Surveys
• Marketing Response Analysis

• Lead Tracking, Through to Order Placement
• Automatic Price Verification
• Quoting and Quote Generation
• Complex Proposal Generation
• Automatic Forecasting
• Integrated Document Management  

• Read-only reports to authorized BBM users
• Automatic Conversion of Quotes to Orders (Eliminates double data entry)
• Automatic Entry of Billable Services to Accounting System
• Automatic Entry of Project Billable Transactions to Accounting System
• Click and Approve Order Process
• Integrated Job Costing

• Automatic linking of proposals to projects
• Read-only reports to authorized BBM users
• Automatic linking of work orders to projects
• Assignment of costs to project
• Project Status Viewer
• Click and Approve work orders for billing
• Workers assigned by qualifications
• Integrated Feedback System

• Create Ticket at the Same Time as Book Order
• Automatic linking of tickets to projects (where appropriate)
• Read-only reports to authorized BBM users
• Assignment of tickets to projects or separate accounting
• Click and Approve tickets for billing
• Workers assigned by qualifications
• Integrated Feedback System

• Associate RMA with contact
• Capture Customer RMA Details
• Obtain Supplier RMA to backup your RMA