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.
Set up multiple sub companies, allowing the use of different POs, Invoices and credit notes through out the sales and onboarding journey.
Attach emails to CRM records via our Outlook Add-In for Windows. Log in with your Layer ID to add notes to records directly within Outlook.
You can quickly and easily bring across your existing data from your current platforms.
Hundreds of customisable settings and options to configure.
Manage your phone calls, e-mails, text messages, appointments and reminders in once place.
No limits or charge for data storage in The Layer.
Send out alerts prior to appointments or to chase SLAs- it's your call.
See instant reporting results on your home screen and drill down for more details.
Have any widget sent to you at any time for your user account via our Mail Bots. Set and forget.
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.
Configure your lease suppliers and price books in the system allowing you to then show leasing charges along side any recurring charges on a quote, which then flows into the order ready for finance to invoice.
Access team and individual diaries and book appointments with multiple attendees with built in email work flow.
Split opportunities between different sales teams, either as a % or a £ value. This then pulls through into the dashboards and reporting and is ideal if you have teams that work together on opportunities.
Workstacks and widgets for sales and the processing team to show the status and progress of sales orders with email notification.
This will allow people with the permission to create bespoke products and services which can be added permanently to the price book - ideal for bespoke IT services.
Centralised management and logging of call backs, reminders and appointments using task specific stacks and dashboard widgets.
The ability to schedule line rental subsidies at quote stage which is taken from the deal profit and then pulled into the sales order and queued for finance to pay.
Supplier SKU can be stored at price book level and used in the quote builder and then pulled in to the sales order and logged against the product or service at asset level.
Increase retention and renewals by creating work stacks and opportunities for cross selling services and products that your customers have with other suppliers using the expiry dates captured at lead creation and account management stages.
Use AI to automatically categorise cases
Use AI to recommend responses based on past interactions, knowledgebase articles or similar cases.
Create custom tables to store unique data at customer and case level.
Securely store customer credentials at customer level and access them directly from the case. You can even auto-link TeamViewer for remote access – no more digging around for passwords.
Collaborate better by adding multiple contacts to cases. Replies are tracked, and it even works with Mail Triage – perfect for involving suppliers, partners, and more.
Clients can now track order progress, invoices, assets, and case updates in real time – all wrapped in a secure, access-controlled experience.
Get total control over your SLAs with the ability to assign them by customer, site, asset, or contact. Set custom rules and precedents to make sure the right SLA kicks in, every time.
Allow multiple customer contacts to be linked to a single case with roles or labels.
Notify colleagues inside internal case notes using @mentions. ---- Bring colleagues into conversations and collaborate with them using @mentions
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
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.
