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.
Ability to build you own packages and bundles across all products & services in your portfolio which is visible as a prompt in the quote builder meaning sales can sell complex solutions or upsell easily e.g. a Hosted telephony solution to accessories.
View the full contact history with a future prospect including appointments, emails, phone calls, key fields and notes.
Help speed up account review with the ability to get files from Porrima via API and then store them against the customer record and to send to the customer via the portal (monthly charge).
Handle ongoing revenue (rev share) and wholesale commercial models as well as setting item level elements such as variable buy & sell prices, bonuses and hold back by teams.
HWF and buy out are managed at sales stage via quote approval and is visible at processing stage for finance and at account level as part of overall balances - also HWF allocation can be scheduled over a given period at the order processing stage
Unlimited expiry capture with the ability to capture date, supplier, tariff, spend and then create work stacks for managing expiry based activities - instead of setting manual activities.
Edit the product or service name at the time of quoting - ideal for products and services where you don't know the final product name until you have been on your suppliers portal at the quote stage e.g. data circuits, servers and laptops and IT equipment.
Edit the buy and sell price of a product or service name at the time of quoting - ideal for products and services where you don't know the final costings until you have been on your suppliers portal at the quote stage e.g. data circuits, servers and laptops and IT equipment.
Automictically flag any matching existing lead or customer records as you build a lead record against company name, first and surnames, email address and contact numbers - saving you the headache of managing the issues of having multiple records.
Comprehensive view of all the assets stored against a customer record (imported and sold) including all data capture items e.g. costs, dates, % in contract, owner, status (live non live).
Manage your service teams work loads more efficiently by creating your own team or individual work queues.
.Easily set up customers with multiple sites and store and create contacts, addresses, assets and cases against each site. Sites is also used within our billing integration.
Add custom weblinks to specific cases and orders. Ideal if you use any 3rd party portals for support, checking availability or collaborating with customer e.g. MS Teams links for projects etc.
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.
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.
