Agent/Agency – Broker/Brokerage Companies

Packages

Packages (Includes 1 Enterprise User in price, additional Users introduce additional costs)

Fast Track
Package

$200
  • Base
  • Power Tools
  • CRM
  • PRM
  • VRM
  • Commissions

Mid Track
Package

$565
  • Base
  • Power Tools
  • CRM
  • PRM
  • VRM
  • RFP
  • Project Management
  • Service Inventory
  • Commissions
  • Time Management

Full Track
Package

$965
  • Base
  • Power Tools
  • CRM
  • PRM
  • VRM
  • RFP
  • Project Management
  • Service Inventory
  • Commissions
  • Catalog Inventory
  • Orders
  • Time Management
  • Service Contracts
  • Invoicing / Billing

Value Construct

Agent/Broker – Agency/Brokerage companies often do not have products or services of their own accounts receivable on their own invoices.  Hundreds of thousands of companies exist with 100% of their revenue derived as commissions.  Many of these companies exist in industries that do not do a good job of handling high volume complex commissions.  Many of these companies take the time to compare their actual paid commissions against the expected commissions as they see it.  Every company that decides to spend the time to confirm accurate payment of high-volume complex commissions must make a cost-benefit calculation.  WorkWeb helps companies either start for the first time in checking the inbound accuracy of their precious revenue, or we help companies save big time in man-hours required to do the work by providing a flexible software driven solution.  Some of our customers have discovered enough commissions error to pay for their WorkWeb monthly license costs 10 years over – based on math, not just relationship. 

The WorkWeb Commissions Platform has processed nearly $5B of customer product and service invoices to confirm accuracy of Commissions and accurately break off and split commissions in dynamic and complex ways.  WorkWeb Commissions is a software driven process that saves organizations thousands of man-hours per month, which allows their people to be more focused on higher cognitive and empathetic challenges

Some Agency/Brokerage companies need to check the accuracy of the incoming commissions and manage any disputes in an organized way.  The WorkWeb Commissions Basic module provides these agencies with that function. 

Some Agency/Brokerage companies need to check inbound commissions for accuracy as well as split the commissions with internal salespeople.  Commissions Standard provides the ability to calculate commissions for internal salespeople from imported external commissions as well as commissions from the Invoicing/Billing system if those modules are utilized.

Some Agency/Brokerage companies need to check inbound commissions for accuracy, calculate and split commissions with both internal salespeople and external sales partners.  WorkWeb Commissions Premium delivers all of these functions depending on the size, need and niche of the Agency/Brokerage company.

Agent/Broker – Agency/Brokerage companies are often characterized as Sales Organizations, which carries a lot of implications not least of which is sales workforce efficiency maximization.  WorkWeb CRM and RFP modules are designed to maximize efficiency while also maximizing the key structured data metrics needed to create meaningful data analysis insights.  CRM systems worldwide carry many of the same features and design considerations.  The WorkWeb CRM module is fast to use for sales prospecting, but it also increases the overall efficiency of the sales team as a whole over time compared to other CRM systems on the market. 

WorkWeb is better than average systems in its ability to customize the screens to capture the data that is key for each and every customer.  Creating a better union and harmony between the sales team, operations and financial teams requires capturing more data from the sales team members, this is not a crazy revelation – sales teams often hand in orders that operations teams wish had better contextual information and data.  WorkWeb provides features to increase the data collection from salespeople, which sales teams often resist because of a reduction in processing speed and sales efficiency.  WorkWeb also provides features to remove modules, pages, features of pages, and data from the vision of any user including the sales team members which helps to remove systems and data that is extraneous for a specific user.  The ability to control the system user experience on a user by user basis helps each user to stay focused on their part of the overall data story without getting overwhelmed or frustrated with too many features that they don’t need or care about individually.  A well trained sales team member can cycle through emails, calls and prospecting tasks with full details, notes and database changes in 3 minute cycles (Find Prospect, Task, Contact, Phone number, dial, navigate Auto-Attendant/Receptionist, leave voice mail, leave note, change database items, change date, save) 3 minute cycles are industry standard for comparable systems. 

WorkWeb RFP module is built for sales teams that are operating a high volume of quote requests that they are releasing to their market provider/vendor/suppliers before they can create a summary quote for their customers.  Many Agency/Brokerage companies will send as many as 50-250 requests for quotes from Vendors that they work with.  These quotes sometimes will require the user to log into one or more quoting systems from their vendors to enter discovery details to gather price quotes.  These quotes often require transmitting discovery details and key documents to Distribution/Channel Managers so that they can return a complex quote as a response to the RFP.  WorkWeb has provided the Vendor Management Module (VRM) and the Partner Management Module (PRM) and the Customer Relationship Manager (CRM) modules to work in concert with the RFP module to help Agency/Brokerage companies to help increase the structured data, automation, organization, professionalism and efficiency to the person or team that is managing the outflow and inflow of the RFP’s sent and received by Partners and Vendors. 

The RFP Module provides the sales team the ability to create Discovery ‘Forms’ full of key questions and opportunities to enter data to answer the questions.  Sales Team members can either enter data live during discovery into the RFP Out form, or they can fill out the data and notes after the discovery meetings including key document attachments.  The ability to generate multiple different types of Discovery/RFP Forms, sales teams become more effective and efficient in their data collection as well as increasing the customer satisfaction with a well-organized, professional and software driven process demonstrated in the Sales Process. 

A sales team that uses the WorkWeb RFP module send the discovery data, notes and attachments to targeted people via email with the summary and attachments.  The Vendors that answer the RFP can open up a “Response” page directly from the email that they received with the RFP, attach documents, answer key structured data questions and then submit the RFP Back to the Sales team for review.  Sales teams that use the RFP module benefit from less communication breakdowns and delays as discovery information is disseminated and proposals are collected for review.  As the RFP are being released out and collected back, key roll up data is presented to the sales team and WorkFlow Automation make sure that nothing falls through the cracks and people can operate in the market on real time understanding of the status of their RFP’s. 

WorkWeb RFP module provides the sales team with quick and easy ways to decide what vendor and partner options that are appropriate to present to the client and can export organized structured data without having to spend hours unifying data from different vendors into a common apples to apples presentation to their customers. 

Some Agency/Brokerage companies provide Invoice Expense Management in a revenue model that splits budget savings measures through creative purchasing, acquisition and negotiation strategies.  WorkWeb Invoice Expense Management provides a software driven option to such teams so that they can input the invoice totals and understand which invoices are out of tolerance, thus triggering WorkFlow Automation and escalations

Agency/Brokerage companies often have a need to provide their customers and their Partners with Portal User Logins so that they can have access to key details at their fingertips.  The benefits of data rich portals for clients and partner provides increased trust and satisfaction in their interactions with their company which leads to increased institutional success.  Interactive portals also provide a company with fewer inbound phone calls and emails requesting labor activity, for example a customer or partner can create a ticket from their Portal which makes the ticket process more efficient for everyone involved. 

Agency/Brokerage companies often have a requirement to track extremely detailed and custom data with or for their customers related each Service Contract that is under their umbrella, WorkWeb Service Inventory system provides a company to create an unlimited number of customized data screens to track whatever data they want or need to on a per contract basis. 

Agency/Broker companies often have many Vendors and Partners that they will escalate to on behalf of their customers when moves, adds, changes, deletes, problems and disputes need to be solved.  WorkWeb PRM and VRM modules provide a company with a CRM-like system so they can track these companies, contacts, documents, contracts, and escalations pathways with the appropriate level of detail and attention that a company tracks its customer details in the CRM module.  The ticketing systems provides instant access to key phone numbers, contacts, phone trees and escalations pathways so that the ticket technician can save time figuring out who to call and how to approach resolution in the most efficient way

Agency/Brokerage companies often track the same types of projects from order submission to customer activation ranging between hours, days, weeks and months.  Most businesses have 1 or more Project types that are standardized and broken down into a common milestones, dependencies and timelines.  WorkWeb Projects provides the Project Management team to program Project Templates to increase efficiency and efficacy of the project management team.  The Project Management module helps project management teams reduce slippage and unforeseen problems through increased organization and standardization in combination with WorkFlow automation to keep projects moving and items out of the cracks before they turn into fires.  Project teams that use WorkWeb Project module are able to complete more projects per time period with a higher degree of customer, partner, vendor and employee satisfaction. 

Agency/Brokerage companies often also have a catalog of products and services that they quote, order and invoice their customers.  WorkWeb Catalog Inventory, Orders, Service Contracts & Invoicing/Billing provide companies with the ability to handle a blend of commissions revenue and organic invoice revenue business models. 

WorkWeb PowerTools WorkFlow Automation systems help to keep the entire community of people (customers, partners, vendors, employees) up to date and unified with real time information flow and a single source of truth system.

WorkWeb encourages its customers to ask for API integrations throughout the system to connect systems outside of the functional boundaries of WorkWeb.

WorkWeb provides the ability for Company X and Company Y to link together in different ways to optimize the operations between them.  WorkWeb also provides up to 500 companies to GroupLink together to optimize operations between them. 

WorkWeb provides a comprehensive end to end system for Sales, Operations, Financial and Leadership teams to unify activities on to enhance the union of the overall team.

Technology Companies

Packages

Packages (Includes 1 Enterprise User in price, additional Users introduce additional costs)

Fast Track
Package

$415
  • Base
  • Power Tools
  • CRM
  • PRM
  • VRM
  • Projects
  • Catalog Inventory
  • Orders
  • Time Management
  • Invoice / Billing

Mid Track
Package

$565
  • Base
  • Power Tools
  • CRM
  • PRM
  • VRM
  • Projects
  • Service Inventory
  • Catalog Inventory
  • Orders
  • Time Management
  • Service Contracts & Invoicing / Billing

Full Track
Package

$715
  • Base
  • Power Tools
  • CRM
  • PRM
  • VRM
  • Projects
  • Service Inventory
  • Catalog Inventory
  • Orders
  • Time Management
  • Service Contracts & Invoicing / Billing
  • Commissions

Value Construct

The technology provider and service management industry is an ever evolving space.  Software is eating the world and the opportunities for mergers and acquisitions and startup launch activity has and continues to dominate.  The natural boundaries between technology provider industry verticals has and continues to blur.  Diversified Technology Service Providers (DTSP’s) is popular in some circles within the industry to describe the typical modern technology company. 

WorkWeb has very specific functional systems for DTSP’s that would call themselves one or a blend of the following types of companies:

WorkWeb Modules are purchased a la carte based on what our customers need.  Sometimes the best thing for a company is to adopt as much end to end systems as possible, only excluding some of the specialty modules that may not be applicable such as ERP Manufacturing.  WorkWeb customers benefit with this flexible billing concept by only paying for features and functions that they want and need. 

Some Agency/Brokerage companies need to check inbound commissions for accuracy as well as split the commissions with internal salespeople.  Commissions Standard provides the ability to calculate commissions for internal salespeople from imported external commissions as well as commissions from the Invoicing/Billing system if those modules are utilized.

Some Agency/Brokerage companies need to check inbound commissions for accuracy, calculate and split commissions with both internal salespeople and external sales partners.  WorkWeb Commissions Premium delivers all of these functions depending on the size, need and niche of the Agency/Brokerage company.

Agent/Broker – Agency/Brokerage companies are often characterized as Sales Organizations, which carries a lot of implications not least of which is sales workforce efficiency maximization.  WorkWeb CRM and RFP modules are designed to maximize efficiency while also maximizing the key structured data metrics needed to create meaningful data analysis insights.  CRM systems worldwide carry many of the same features and design considerations.  The WorkWeb CRM module is fast to use for sales prospecting, but it also increases the overall efficiency of the sales team as a whole over time compared to other CRM systems on the market. 

WorkWeb is better than average systems in its ability to customize the screens to capture the data that is key for each and every customer.  Creating a better union and harmony between the sales team, operations and financial teams requires capturing more data from the sales team members, this is not a crazy revelation – sales teams often hand in orders that operations teams wish had better contextual information and data.  WorkWeb provides features to increase the data collection from salespeople, which sales teams often resist because of a reduction in processing speed and sales efficiency.  WorkWeb also provides features to remove modules, pages, features of pages, and data from the vision of any user including the sales team members which helps to remove systems and data that is extraneous for a specific user.  The ability to control the system user experience on a user by user basis helps each user to stay focused on their part of the overall data story without getting overwhelmed or frustrated with too many features that they don’t need or care about individually.  A well trained sales team member can cycle through emails, calls and prospecting tasks with full details, notes and database changes in 3 minute cycles (Find Prospect, Task, Contact, Phone number, dial, navigate Auto-Attendant/Receptionist, leave voice mail, leave note, change database items, change date, save) 3 minute cycles are industry standard for comparable systems. 

WorkWeb RFP module is built for sales teams that are operating a high volume of quote requests that they are releasing to their market provider/vendor/suppliers before they can create a summary quote for their customers.  Many Agency/Brokerage companies will send as many as 50-250 requests for quotes from Vendors that they work with.  These quotes sometimes will require the user to log into one or more quoting systems from their vendors to enter discovery details to gather price quotes.  These quotes often require transmitting discovery details and key documents to Distribution/Channel Managers so that they can return a complex quote as a response to the RFP.  WorkWeb has provided the Vendor Management Module (VRM) and the Partner Management Module (PRM) and the Customer Relationship Manager (CRM) modules to work in concert with the RFP module to help Agency/Brokerage companies to help increase the structured data, automation, organization, professionalism and efficiency to the person or team that is managing the outflow and inflow of the RFP’s sent and received by Partners and Vendors. 

The RFP Module provides the sales team the ability to create Discovery ‘Forms’ full of key questions and opportunities to enter data to answer the questions.  Sales Team members can either enter data live during discovery into the RFP Out form, or they can fill out the data and notes after the discovery meetings including key document attachments.  The ability to generate multiple different types of Discovery/RFP Forms, sales teams become more effective and efficient in their data collection as well as increasing the customer satisfaction with a well-organized, professional and software driven process demonstrated in the Sales Process. 

A sales team that uses the WorkWeb RFP module send the discovery data, notes and attachments to targeted people via email with the summary and attachments.  The Vendors that answer the RFP can open up a “Response” page directly from the email that they received with the RFP, attach documents, answer key structured data questions and then submit the RFP Back to the Sales team for review.  Sales teams that use the RFP module benefit from less communication breakdowns and delays as discovery information is disseminated and proposals are collected for review.  As the RFP are being released out and collected back, key roll up data is presented to the sales team and WorkFlow Automation make sure that nothing falls through the cracks and people can operate in the market on real time understanding of the status of their RFP’s. 

WorkWeb RFP module provides the sales team with quick and easy ways to decide what vendor and partner options that are appropriate to present to the client and can export organized structured data without having to spend hours unifying data from different vendors into a common apples to apples presentation to their customers. 

Some Agency/Brokerage companies provide Invoice Expense Management in a revenue model that splits budget savings measures through creative purchasing, acquisition and negotiation strategies.  WorkWeb Invoice Expense Management provides a software driven option to such teams so that they can input the invoice totals and understand which invoices are out of tolerance, thus triggering WorkFlow Automation and escalations

Agency/Brokerage companies often have a need to provide their customers and their Partners with Portal User Logins so that they can have access to key details at their fingertips.  The benefits of data rich portals for clients and partner provides increased trust and satisfaction in their interactions with their company which leads to increased institutional success.  Interactive portals also provide a company with fewer inbound phone calls and emails requesting labor activity, for example a customer or partner can create a ticket from their Portal which makes the ticket process more efficient for everyone involved. 

Agency/Brokerage companies often have a requirement to track extremely detailed and custom data with or for their customers related each Service Contract that is under their umbrella, WorkWeb Service Inventory system provides a company to create an unlimited number of customized data screens to track whatever data they want or need to on a per contract basis. 

Agency/Broker companies often have many Vendors and Partners that they will escalate to on behalf of their customers when moves, adds, changes, deletes, problems and disputes need to be solved.  WorkWeb PRM and VRM modules provide a company with a CRM-like system so they can track these companies, contacts, documents, contracts, and escalations pathways with the appropriate level of detail and attention that a company tracks its customer details in the CRM module.  The ticketing systems provides instant access to key phone numbers, contacts, phone trees and escalations pathways so that the ticket technician can save time figuring out who to call and how to approach resolution in the most efficient way

Agency/Brokerage companies often track the same types of projects from order submission to customer activation ranging between hours, days, weeks and months.  Most businesses have 1 or more Project types that are standardized and broken down into a common milestones, dependencies and timelines.  WorkWeb Projects provides the Project Management team to program Project Templates to increase efficiency and efficacy of the project management team.  The Project Management module helps project management teams reduce slippage and unforeseen problems through increased organization and standardization in combination with WorkFlow automation to keep projects moving and items out of the cracks before they turn into fires.  Project teams that use WorkWeb Project module are able to complete more projects per time period with a higher degree of customer, partner, vendor and employee satisfaction. 

Agency/Brokerage companies often also have a catalog of products and services that they quote, order and invoice their customers.  WorkWeb Catalog Inventory, Orders, Service Contracts & Invoicing/Billing provide companies with the ability to handle a blend of commissions revenue and organic invoice revenue business models. 

WorkWeb PowerTools WorkFlow Automation systems help to keep the entire community of people (customers, partners, vendors, employees) up to date and unified with real time information flow and a single source of truth system.

WorkWeb encourages its customers to ask for API integrations throughout the system to connect systems outside of the functional boundaries of WorkWeb.

WorkWeb provides the ability for Company X and Company Y to link together in different ways to optimize the operations between them.  WorkWeb also provides up to 500 companies to GroupLink together to optimize operations between them. 

WorkWeb provides a comprehensive end to end system for Sales, Operations, Financial and Leadership teams to unify activities on to enhance the union of the overall team.

B2B Professional & Commercial Services Companies

Packages

Packages (Includes 1 Enterprise User in price, additional Users introduce additional costs)

Fast Track
Package

$390
  • Base
  • Power Tools
  • CRM
  • PRM
  • VRM
  • Projects
  • Catalog Inventory
  • Orders
  • Invoice / Billing

Mid Track
Package

$540
  • Base
  • Power Tools
  • CRM
  • PRM
  • VRM
  • Projects
  • Service Inventory
  • Catalog Inventory
  • Orders
  • Invoicing / Billing

Full Track
Package

$690
  • Base
  • Power Tools
  • CRM
  • PRM
  • VRM
  • Projects
  • Service Inventory
  • Catalog Inventory
  • Orders
  • Invoicing / Billing
  • Commissions

Value Construct

Business to Business (B2B) Commercial and Professional Services have many things in common industry to industry built into their business models. 

The B2B Commercial and Professional Services provider and service management industry is an ever-evolving space.  Software is eating the world and the opportunities for mergers and acquisitions and startup launch activity has and continues to dominate.  The natural boundaries between industry verticals has and continues to blur.  Diversified Service Providers (DSP’s) is popular in some circles within the industry to describe the typical modern commercial and professional services company. 

WorkWeb has very specific functional systems for DSP’s that would call themselves one or a blend of the following types of companies:

WorkWeb Modules are purchased a la carte based on what our customers need.  Sometimes the best thing for a company is to adopt as much end to end systems as possible, only excluding some of the specialty modules that may not be applicable such as ERP Manufacturing.  WorkWeb customers benefit with this flexible billing concept by only paying for features and functions that they want and need. 

DSP’s companies leverage all of the CRM efficiency expressed in the value description focused for Agency/Brokerage Sales organizations, and in many cases will have a use for the RFP Module, Commissions Module as enhancements for their sales team.

WorkWeb CRM and RFP modules are designed to maximize efficiency while also maximizing the key structured data metrics needed to create meaningful data analysis insights.  CRM systems worldwide carry many of the same features and design considerations.  The WorkWeb CRM module is fast to use for sales prospecting, but it also increases the overall efficiency of the sales team as a whole over time compared to other CRM systems on the market. 

WorkWeb is better than average systems in its ability to customize the screens to capture the data that is key for each and every customer.  Creating a better union and harmony between the sales team, operations and financial teams requires capturing more data from the sales team members, this is not a crazy revelation – sales teams often hand in orders that operations teams wish had better contextual information and data.  WorkWeb provides features to increase the data collection from salespeople, which sales teams often resist because of a reduction in processing speed and sales efficiency.  WorkWeb also provides features to remove modules, pages, features of pages, and data from the vision of any user including the sales team members which helps to remove systems and data that is extraneous for a specific user.  The ability to control the system user experience on a user by user basis helps each user to stay focused on their part of the overall data story without getting overwhelmed or frustrated with too many features that they don’t need or care about individually.  A well trained sales team member can cycle through emails, calls and prospecting tasks with full details, notes and database changes in 3 minute cycles (Find Prospect, Task, Contact, Phone number, dial, navigate Auto-Attendant/Receptionist, leave voice mail, leave note, change database items, change date, save) 3 minute cycles are industry standard for comparable systems. 

DSP’s also have a catalog of their own products and services that they quote, provide and invoice their customers.  The Service Inventory, Catalog Inventory, Orders, Service Contracts & Invoicing/Billing Modules provide customers with enterprise class functionality and customization needed to provide their customers, sales and customer service teams with real time inventory understanding, quoting, ordering, invoicing and billing.

DSP’s often have other have sophisticated technology systems that create tickets and data.  WorkWeb CRM Tickets, Project Management and Dispatch features are better than average in their customization ability compared to comparable software platforms, and the functionality is world class. 

WorkWeb PowerTools WorkFlow Automation systems help to keep the entire community of people (customers, partners, vendors, employees) up to date and unified with real time information flow and a single source of truth system.

WorkWeb/SignNow integration provides clean, professional and efficient document transmission, tracking and authorization.  The WorkWeb/Avalara integration provides sales tax automation in the order and invoicing/billing systems.

The WorkWeb invoicing system can calculate complex invoices.  WorkWeb offers the ability of the Customer Service and Account Management teams to configure a complex Service Contract that can track assets onsite, assigned resources, labor buckets, Service Level Agreement (SLA) implications positive and negative, monthly billable services, metered usage, and other details needed to create a complex filter that then informs the invoice. 

WorkWeb Ticketing & Dispatch systems provide the ticket and dispatch managers with the ability to schedule and execute their operational workload with operational excellency. 

Some DSP’s provide Invoice Expense Management in a revenue model that splits budget savings measures through creative purchasing, acquisition and negotiation strategies.  WorkWeb Invoice Expense Management provides a software driven option to such teams so that they can input the invoice totals and understand which invoices are out of tolerance, thus triggering WorkFlow Automation and escalations. 

DSP companies often have a need to provide their customers and their Partners with Portal User Logins so that they can have access to key details at their fingertips.  The benefits of data rich portals for clients and partner provides increased trust and satisfaction in their interactions with their company which leads to increased institutional success.  Interactive portals also provide a company with fewer inbound phone calls and emails requesting labor activity, for example a customer or partner can create a ticket from their Portal which makes the ticket process more efficient for everyone involved. 

DSP companies often have a requirement to track extremely detailed and custom data with or for their customers related each Service Contract that is under their umbrella, WorkWeb Service Inventory system provides a company to create an unlimited number of customized data screens to track whatever data they want or need to on a per contract basis. 

DSP companies often have many Vendors and Partners that they will escalate to on behalf of their customers when moves, adds, changes, deletes, problems and disputes need to be solved.  WorkWeb PRM and VRM modules provide a company with a CRM-like system so they can track these companies, contacts, documents, contracts, and escalations pathways with the appropriate level of detail and attention that a company tracks its customer details in the CRM module.  The ticketing systems provides instant access to key phone numbers, contacts, phone trees and escalations pathways so that the ticket technician can save time figuring out who to call and how to approach resolution in the most efficient way. 

DSP companies often track the same types of projects from order submission to customer activation ranging between hours, days, weeks and months.  Most businesses have 1 or more Project types that are standardized and broken down into a common milestones, dependencies and timelines.  WorkWeb Projects provides the Project Management team to program Project Templates to increase efficiency and efficacy of the project management team.  The Project Management module helps project management teams reduce slippage and unforeseen problems through increased organization and standardization in combination with WorkFlow automation to keep projects moving and items out of the cracks before they turn into fires.  Project teams that use WorkWeb Project module are able to complete more projects per time period with a higher degree of customer, partner, vendor and employee satisfaction. 

WorkWeb encourages its customers to ask for API integrations throughout the system to connect systems outside of the functional boundaries of WorkWeb.

WorkWeb provides the ability for Company X and Company Y to link together in different ways to optimize the operations between them.  WorkWeb also provides up to 500 companies to GroupLink together to optimize operations between them. 

WorkWeb provides a comprehensive end to end system for Sales, Operations, Financial and Leadership teams to unify activities on to enhance the union of the overall team.

Light Manufacturing Companies

Packages

Packages (Includes 1 Enterprise User in price, additional Users introduce additional costs)

Fast Track
Package

$690
  • Base
  • Power Tools
  • CRM
  • PRM
  • VRM
  • Projects
  • Catalog Inventory
  • Orders
  • ERP Manufacturing
  • Invoice / Billing

Mid Track
Package

$850
  • Base
  • Power Tools
  • CRM
  • PRM
  • VRM
  • Projects
  • Service Inventory
  • Catalog Inventory
  • Orders
  • ERP Manufacturing
  • Invoicing / Billing

Full Track
Package

$940
  • Base
  • Power Tools
  • CRM
  • PRM
  • VRM
  • Projects
  • Service Inventory
  • Catalog Inventory
  • Orders
  • ERP Manufacturing
  • Invoicing / Billing
  • Commissions

Value Construct

Light Manufacturing and Small Batch Recipe Manufacturing companies often need all of the same systems that a Diversified Technology Service Provider (DTSP) or a Diversified Commercial & Professional Services Company (DSP) has with the added need of the manufacturing, warehousing, shipping and receiving systems. 

WorkWeb has very specific functional systems for Light Manufacturing Companies (LMC’s) that could one or a blend of the following types of companies:

WorkWeb Modules are purchased a la carte based on what our customers need.  Sometimes the best thing for a company is to adopt as much end to end systems as possible, only excluding some of the specialty modules that may not be applicable.  WorkWeb customers benefit with this flexible billing concept by only paying for features and functions that they want and need. 

WorkWeb Enterprise Resource Planning (ERP) Manufacturing Module provides a robust and diverse system that has wide ranging enhancements to various points in the system with a wide range of value points. 

LMC’s companies leverage all of the CRM efficiency expressed in the value description focused for Agency/Brokerage Sales organizations, and in many cases will have a use for the RFP Module, Commissions Module as enhancements for their sales team.

WorkWeb CRM and RFP modules are designed to maximize efficiency while also maximizing the key structured data metrics needed to create meaningful data analysis insights.  CRM systems worldwide carry many of the same features and design considerations.  The WorkWeb CRM module is fast to use for sales prospecting, but it also increases the overall efficiency of the sales team as a whole over time compared to other CRM systems on the market. 

WorkWeb is better than average systems in its ability to customize the screens to capture the data that is key for each and every customer.  Creating a better union and harmony between the sales team, operations and financial teams requires capturing more data from the sales team members, this is not a crazy revelation – sales teams often hand in orders that operations teams wish had better contextual information and data.  WorkWeb provides features to increase the data collection from salespeople, which sales teams often resist because of a reduction in processing speed and sales efficiency.  WorkWeb also provides features to remove modules, pages, features of pages, and data from the vision of any user including the sales team members which helps to remove systems and data that is extraneous for a specific user.  The ability to control the system user experience on a user by user basis helps each user to stay focused on their part of the overall data story without getting overwhelmed or frustrated with too many features that they don’t need or care about individually.  A well trained sales team member can cycle through emails, calls and prospecting tasks with full details, notes and database changes in 3 minute cycles (Find Prospect, Task, Contact, Phone number, dial, navigate Auto-Attendant/Receptionist, leave voice mail, leave note, change database items, change date, save) 3 minute cycles are industry standard for comparable systems. 

LMC’s also have a catalog of their own products and services that they quote, provide and invoice their customers.  The Service Inventory, Catalog Inventory, Orders, Service Contracts & Invoicing/Billing Modules provide customers with enterprise class functionality and customization needed to provide their customers, sales and customer service teams with real time inventory understanding, quoting, ordering, invoicing and billing.

LMC’s often have other have sophisticated technology systems that create tickets and data.  WorkWeb CRM Tickets, Project Management and Dispatch features are better than average in their customization ability compared to comparable software platforms, and the functionality is world class. 

WorkWeb PowerTools WorkFlow Automation systems help to keep the entire community of people (customers, partners, vendors, employees) up to date and unified with real time information flow and a single source of truth system.

WorkWeb/SignNow integration provides clean, professional and efficient document transmission, tracking and authorization.  The WorkWeb/Avalara integration provides sales tax automation in the order and invoicing/billing systems.

The WorkWeb invoicing system can calculate complex invoices.  WorkWeb offers the ability of the Customer Service and Account Management teams to configure a complex Service Contract that can track assets onsite, assigned resources, labor buckets, Service Level Agreement (SLA) implications positive and negative, monthly billable services, metered usage, and other details needed to create a complex filter that then informs the invoice. 

WorkWeb Ticketing & Dispatch systems provide the ticket and dispatch managers with the ability to schedule and execute their operational workload with operational excellency. 

LMC companies often have a need to provide their customers and their Partners with Portal User Logins so that they can have access to key details at their fingertips.  The benefits of data rich portals for clients and partner provides increased trust and satisfaction in their interactions with their company which leads to increased institutional success.  Interactive portals also provide a company with fewer inbound phone calls and emails requesting labor activity, for example a customer or partner can create a ticket from their Portal which makes the ticket process more efficient for everyone involved. 

LMC companies often have a requirement to track extremely detailed and custom data with or for their customers related each Service Contract that is under their umbrella, WorkWeb Service Inventory system provides a company to create an unlimited number of customized data screens to track whatever data they want or need to on a per contract basis. 

LMC companies often have many Vendors and Partners that they will escalate to on behalf of their customers when moves, adds, changes, deletes, problems and disputes need to be solved.  WorkWeb PRM and VRM modules provide a company with a CRM-like system so they can track these companies, contacts, documents, contracts, and escalations pathways with the appropriate level of detail and attention that a company tracks its customer details in the CRM module.  The ticketing systems provides instant access to key phone numbers, contacts, phone trees and escalations pathways so that the ticket technician can save time figuring out who to call and how to approach resolution in the most efficient way. 

LMC companies often track the same types of projects from order submission to customer activation ranging between hours, days, weeks and months.  Most businesses have 1 or more Project types that are standardized and broken down into a common milestones, dependencies and timelines.  WorkWeb Projects provides the Project Management team to program Project Templates to increase efficiency and efficacy of the project management team.  The Project Management module helps project management teams reduce slippage and unforeseen problems through increased organization and standardization in combination with WorkFlow automation to keep projects moving and items out of the cracks before they turn into fires.  Project teams that use WorkWeb Project module are able to complete more projects per time period with a higher degree of customer, partner, vendor and employee satisfaction. 

WorkWeb encourages its customers to ask for API integrations throughout the system to connect systems outside of the functional boundaries of WorkWeb.

WorkWeb provides the ability for Company X and Company Y to link together in different ways to optimize the operations between them.  WorkWeb also provides up to 500 companies to GroupLink together to optimize operations between them. 

WorkWeb provides a comprehensive end to end system for Sales, Operations, Financial and Leadership teams to unify activities on to enhance the union of the overall team.