With so many features available, we've categorised these by module to let you explore the benefits that our platform can have in your business. There's a lot here, so if you're interested in looking at this at a higher level, head over to our What We Do page, or click on the link below.
Sync calendar appointments with your sales team via our Exchange sync utility. No add-ons required!
Very quickly see the availability and activity of you teams and individual including all appointments, appointment outcomes and phones call tasks.
Comply with regulations by subscribing to our integrated TPS service to prevent any prospects with these telephone numbers from being called. You can override the TPS list when you have permission to call the lead.
Keep engaged with prospects and customers by scheduling sales, order processing and service related call backs, which appear in users' work stacks as they fall due.
Create sales opportunities from within commonly used tasks. Update all opportunity specific tasks, notes, probability stages, quotes and close by dates in one easy to use screen.
Lead records automictically become customer records upon esign, saving time. All lead based notes and tasks will also visible against the customer record.
Manager can permanently or temporarily assign lead ownership and access to another member of the team.
Instantly delegate permanent or temporary access of a lead to another member of your team. Great for holiday cover or absences.
Real-time suggestions of who's in the area for appointment bookings.
The Layer provides agents with the facility to view availability and book appointments for sales representatives & integrate with Outlook or Office 365.
Every so often commercials, tariffs and products change. Our Changed Quotations work stack enables sales people to view any changes quickly. Quotes can be instantly updated in bulk and customers actively contacted about any changes.
Set check list steps by opportunity type to help drive good behaviour and practice to reduce the number of rejected orders and with training new staff.
Bill cap is enabled at price book level and is added at quote stage and pulls through to the quote esign screen and visible in the sales order.
You can create your own forecast categories and then run reporting by your different sales teams to automate pipelines and manage sales performance and KPI.
Maintain contact with your customers within predetermined date periods, making it easier to renew customers and reduce churn.
No need for sales, provisioning or finance to change lead to customer - Auto update of customer status on asset conversion from customer pending -> customer live. All tasks, notes, opportunities, quotes, emails, opportunity documents and expiries are pulled from lead to customer.
When renewing a customer contract early, you can automatically include any lost revenue from the original contract term in your profit calculations in the renewal quotation.
Rules based approval engine and work flow for the quote builder to flag quotes for commercial or technical approval prior to them being sent out.
The Layer has integration with Office 365 for calendar and sent email - built in email editor and task management enabling a centralised working platform with full task and appointment based widgets and reporting.
You can store multiple accounts numbers against the customer asset in The Layer e.g. SAN & BAN.
Use the time logging feature in our case module to deduct any service or engineering time from a time specified contract e.g. log 3 hrs of support against a 100 hour support contract and then sell additional hours when their balance is running low.
Multiple users can easily manage multiple mail boxes a single triage area with the ability to set an auto response and manage spam and block email addresses.
Ability to log any affected assets against a case, allowing you to any view cases that these assets are linked to and report on any issues with products, services or to your suppliers.
You can log and manage cases by the ITIL strategies e.g. Incident, Service Request, Transaction, Change Management, Event etc.
Built in case feedback mechanism enabling customer to provide simple instant feedback on the service received - currently done via email signature which doesn't always get used
Dedicated IMEI and serial number search showing all orders, cases and stock book in/out sessions associated to that IMEI and serial number.
Dedicated custom fields against a contact to store contact type and multiple passwords e.g. Authorised to make changes to that account.
Create periodic customer review cases through our advanced workflow manager.
Sales can quickly see all campaigns received by that lead/customer to help spark up a conversation and reason to call.
Schedule multiple emails and follow up tasks, using trigger dates based on when you want that event to happen.
Simple easy to use interface to quickly build marketing campaigns.
Build targeted lead and customer data lists around specifics such as contract expiries and renewal dates, old products and services.
Built in tools for monitoring and reporting on campaign opens, links clicked on and email forwards.
Build staged campaigns to keep inform customers and keep them updated of any service outages and issues.
Log and track the costs of each element of a campaign so you know what resources to invest to get the maximum ROI.
Multiple Campaigns can be logged against an opportunity which is then visible in the sales reporting, giving you the ability to fully measure the success and ROI of you activity.
Manage contact preferences at the point of record creation and in life and from within the individual elements of your marketing campaigns.
Track the ROI and effectiveness of your marketing campaigns
Set up GoCardless mandates automatically during the quotation setup process
Export paid/settled invoices out of The Layer in a format that imports into Xero - manage invoices in The Layer
Abillity to disable/enable add-ins per sub-company
The Change Queue feature provides a way to quickly and easily set up tracking for changes to specific fields within asset records, where a direct API link doesn't exist.
Complete Abillity integrations, from customer and site creation to billing data transfer.
Easy access to and better visibility of all key financial details including quote and order stage finance reports, profit variance reports, PO's and invoices, account transactions with statement generator.
Save time and improve accuracy with integrated reconciliation of the Vodafone PPP with orders processed in The Layer and auto creation of query reports meaning quicker resolution and payback
Set up multiple sub companies, allowing the use of different POs, Invoices and credit notes through out the sales and onboarding journey.
Full integration with the finance platforms giving visibility of all account balances, credit limits, transactions and account statuses by sub company
Interactive dashboards with drilldown, filters, and auto-refresh updates.
Sales reporting data is driven from the sales orders which in turn comes directly from the price book items from within the quote. This means your financial and forecasting data is as accurate as it can be and doesn't rely on guesswork from sales.
Receive daily digest email for sales and service and the ability to create scheduled emails of your favourite work stacks.
Reduce the time taken to generate the reports for business intelligence and management reporting - bespoke forecasting report and data feed to generate your own reports.
Place individual items in stock on an allocation hold, excluding them from any allocation processes and the available stock. Ideal for any returns or fault stock and stock to be regraded.
Integrated stock module with stock take and value, multiple warehouse management for better control.
The Layer invoices can be set up to show serial numbers on them which cannot be done in SF and causes issues for finance
Ability to upload serial numbers and IMEI in bulk from the supplier via templates into stock session which is logged against the asset. Full serial and IMEI search to see related entities e.g. cases when booked in/out.
Dedicated tabs in the sales orders for cases and sales order documents and templates e.g. LOA, survey documents and forms
Improved process for authorising and rejecting sales orders and for sales to manage their rejected orders.
In The Layer you can process and convert parts of orders meaning you can then bill on that basis
Log and managed PAC codes and PAC Expiry dates in data capture which is then stored against the asset on order conversion.
The ability to manage and distribute stock in bulk and to multiple addresses.
