Bista's Odoo ERP and CRM implementation for Telecom Industry
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Transcript of Bista's Odoo ERP and CRM implementation for Telecom Industry
![Page 1: Bista's Odoo ERP and CRM implementation for Telecom Industry](https://reader035.fdocuments.in/reader035/viewer/2022062821/589c4f9b1a28ab227d8b667b/html5/thumbnails/1.jpg)
Bista ERP and CRM for Telecom
Bista Solutions IncSan Diego, California, USA
Atlanta, Georgia, USAWaterloo, Ontario, Canada
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OpenERP Optimized for Telecom
Full Feature
ERP Software
Flexible Billing
Interactive Quotations
Customer Relations
Process Control
Open Source
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Pro-Rated Billing
• Customer Joins on 15th March• Bill generated on 30th April
Period Bill
Mar 15 – Mar 31 $ 35.00
Apr 01 – Apr 30 $65.00
Total $100.00
Total Bill = $100
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Pay Per Use Billing
• Data Plan = Unlimited Usage for $50• Voice Plan = $0.20 per minute
Item Bill
Internet $50
Talk Time0 (570 mins)
$114.00
Total $164.00
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Top-Ups and Add-Ons • Bundle Plan SuperGold: $75
– Unlimited Internet, 200 minutes talk time and 200 text messages • Top up:
– $10 for 30 minutes talk time (TA)– $5 for 50 text messages (TB)
Item Bill
SuperGold Plan $ 75.00
Top Up TA $10.00
Top Up TA $10.00
Top Up TB $5.00
Total $100.00
Added Top Up TA two times
And TB one time
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Upgrades and Downgrades• Easy Upgrades from one billing plan to
another
Period Bill
Mar 15 – Mar 31Red Plan
L 35.00
Apr 01 – Apr 30Red Data Plan
L 85.00
Total L 120.00
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One Time and Recurring Billing• One Time activities
– such as activation charges or hardware purchase
• Recurring Billing– Monthly recurring billing based on subscription
Item Bill
ADSL Setup Charges
L 25.00
Mar 01 – Mar 31 Red Data Plan
L 85.00
Apr 01 – Apr 30Red Data Plan
L 85.00
Total L 185.00
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Price Lists
• Maintain multiple price lists in the tool• Show appropriate pricing based on customer
type
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Creating Quotations• Create Quotations Automatically and
Send to customers via the tool
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Managing Quotations• Track changes to quotations for a
particular customer
Quotation #1
Quotation #2
Quotation #3
customer Negotiate Negotiate Finalize
Maintain a record of all quotations in the tool
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Process Control• Set of Standard Tasks
– Customer Account Setup – Customer Account Termination– Subscription Initiation– Subscription Changes
• Hardware Setup• Procure Hardware• Configure Hardware• Test Hardware• Activate Hardware
•Account Activation• Account Setup• Subscription Choice• Pricing Plan
• Payment• Payment Setup• Initial Payment
Project Management Tool
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Customer Relations• Lead Management• Opportunities Management• Sales Orders• Help Desk and Servicing
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Online Payments• Receive payments online from customers• Process and store customer payment information• Use in Customer Service and CRM if needed• Process Customer Refunds as needed
Web PortalInvoices and Accounts
customer
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Integration with Other Tools• Open Source APIs enable integration with other
tools
Full Feature
ERP Software
Flexible Billing
Interactive Quotation
Customer Relations
Process Control
Open Source
Open Source APIs
•Web Portal• Partners• EDI• EPBX• Internal Tools
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Bista’s Experience with TelecomDelivered ERP for Telecom Customers
Billing Module
CRM Module
Online Payment Integration
Project Management Module
Ecommerce, Integration with online store
OpenERP for Lower TCO
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THANK YOU