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.
Search for records by any system type, including company & contact names, asset references (IMEI, serial), post code and account number.
Our fluid user interface fits to your browser window so you don't have to squeeze all that data into a fixed width frame.
Use a single set of credentials to log on to all Layer platforms, and securely generate API keys assocaited with these.
Optionally set two-factor authentication to ensure your user logins are valid.
Commonly used records can be loaded into real-time, customisable stacks for easy browsing in grids or detail.
Chat to our service teams within the platform for quicker resolutions to team issues.
Our middleware platform, which allows developers to customise Layer functionality with code, unlocking unlimited potential for extending the system.
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.
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.
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.
Instant feedback for management and the lead gen team on the quality of appointments and follow up tasks, allowing for accurate measurement on ROI of purchased data and marketing activity.
Dedicated widgets and work stacks for sales teams and management to keep track of any overdue appointment feedback to bring valuable data captured in the field back into the business.
Improved process and work flow for requesting, storing and managing additional funding and storing associated documents' with all funding requests report to chase up suppliers.
A view of the account balances against a customer account that can be hidden from select users - balances include e.g. HWF, subsidies, buy out, invoice and general.
Form results can be pushed to custom fields' for real time viewing and into a PDF which can be emailed to a notification group such as fact find sheets, site surveys etc.
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.
The ability to receive notifications from customers who reply to closed cases so you can then reopen the case or create a new case.
Fully branded portal where selected customer contacts can log cases, view history, add notes, upload and browse files, provide feedback and access your knowledge base.
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.
Improved hardware fund management and visibility with premature application to sales invoices - HWF anomalies, have to go back to the original SO and update invoice to ensure correct.
Warnings are displayed in the record, opportunities and sales orders when the customer has a zero or negative available balance or if the account has been placed on hold.
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.
