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.
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.
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.
Add custom hyperlinks and or PDF attachments for specific products and services to your quotes. Ideal if you want to share detailed product specifications with a customer but don’t want to clutter up your quote.
Quickly provide colleagues with time restricted access to your lead and customer records. These records will then be visible and accessible for that period of time by both people. Ideal for holiday cover or escalations.
Quickly recreate multiple versions of a quote so that you can give the customer various options across the suppliers you can provide.
Create packages from the different products and services you provide and choose what items you want to round up the costs for and then show on the quote and invoice.
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.
Replies to case emails from the customer are automatically added into the case notes with the ability to sweep for external contacts.
In The Layer you can create additional contacts that may not already be a contact on the fly directly from the email editor and case creation windows.
Ability to log both marketing and customer service contact preferences at contact level for GDPR compliance which will limit emails being sent to opted out contacts.
In The Layer you can create and define check list steps by case subcategory around your or supplier based processes for resolving customer service issues.
View full audit logs of the changes in case status, owner and on hold times, which are all stored against the case.
Customer integrated case management facilities.
You can create custom case breach reasons and then record them against an over due case and then report on them.
Create your own searchable internal or external articles using videos, PDFs and documents which can be added to emails vie the email editor to help with cases and sales.
Cases can automatically be created from inbound emails and then auto allocated to a category and sub category and a team or user.
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.
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
Generate PO references and POs in The layer and email direct to supplier and manage via stacks by PO Status e.g. Delivered, Part Delivered, On Order, Created, Approved and Cancelled which can be matched against supplier invoices.
Centralised place for automating and managing customer records, orders and billing
Manage your nominal codes with visibility from price book to quote to final invoice and at asset level.
Improved process for invoice creation by sub company and reconciling (up to Intacct) and the ability to invoice for multiple items at different times.
Single view of all account balances in the customer record and view of all transactions (based on full not part integration with Intacct).
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.
Contract end date at asset level is auto populated from data capture so no need manually populate.
Carriage can be added to quotes and is managed on the sales order meaning you can bulk order from the suppliers
Save time by using a bar code scanner to book stock in/out and to create your own bar codes e.g. IT team can log router details.
Sales orders are automatically created when the customer signed the quote with email notification to the SO team and dedicated SO stacks by category and status.
Assets are automatically updated on order conversion and ca be edited in bulk via batch editor.
