INTEGRATED PRODUCT MANAGEMENT FOR ORDER AUTOMATION

Product management has been made simple with Beanie. Through Beanie your team can manage their products by:

• Adding products to quotes
• Building infinite levels of product packet
• layers to package products and services
• Linking products to financial account codes
• on product objects
• Automating orders by linking products to
• order templates
• Being able to use the Beanie product objects or sync with the Salesforces’ product objects

SUPPLIER ORDER MANAGEMENT

Beanie gives you the power to manage your orders at scale. Beanie can automate your order management by:

• Linking products on quote to supplier orders through automation
• Building customer order templates for different suppliers and order briefs
• Customizing public orders
• Creating new fields for order templates from within the app settings.

Set your business processes and approval requests to be finished automatically.

Process Builder provides a simple point-and-click interface to automate business processes. You can create automatic email alerts for deals over a certain size, auto-assign tasks as a deal moves through the different stages, and more.

Visualise and create any process with drag-and-drop simplicity.

Complex sales processes can be automated with drag-and-drop actions in Process Builder. Create workflows that guide sales agents through qualification conversations, intelligently recommend next steps on a deal, or automate manual tasks like filling out orders or putting together complex proposals.

Simplify the approval process to keep deals in motion.

Automate the approval process for simple or sophisticated business requests, including deal discount approvals, and travel and expense reports. You can respond to approval requests directly in Chatter, or via email.

AUTOMATED QUOTE MANAGEMENT

Beanie creates an effortless workflow for quote management. Through Beanie your team can:

• Create new quotes on opportunities
• Show or hide product packets for scalable quoting
• Turn on approval management
• Have the ability to relate multiple quotes to a single opportunity
• Use in built template management for quotes and proposal generation
• Have the ability to automate invoices on approval or by set dates
• Have the ability to generate line items

CREATE WEBFORMS LINK TO MARKETING AUTOMATION PLATFORMS

The form builder and web integrations gives your business the power to:

• Build multiple web forms
• Automate actions based on form completions
• Update Salesforce campaign status based on the form conversions
• Take credit card transactions on the web form
• Link to marketing automation platforms to trigger customer communication, e.g.
• Pardot, Marketing Cloud, Google Analytics.

INTEGRATED ACCOUNT UPDATE PAGE

Beanie enables your business to automate account integration by:

• Automating account data
• Providing in built template management for account updates
• Customising public account updates by the Visual Force page templates

SUBSCRIPTION MANAGEMENT

Beanie puts your subscription sales and reporting on automation saving your finance team massive amounts of time.

• Recurring Subscription Management (Annual, Quarterly, Monthly)
• Customise date for subscription payment to fall on any date
• Automate subscription payments via credit card payments
• Automate subscription invoices and receipts
  In built template management for subscriptions
• Clients can manage their own subscriptions online via automated visual force page.
  Add, update credit card details.
• Cancel subscription.
• Can view all upcoming payment cycles, view historic invoices and check out failed invoices payments.

LIVE FINANCE DASHBOARDS IN SALESFORCE

Beanie brings your finances to life empowering live reports and dashboards in your organisation.

By automating your quotes, contracts, invoices & orders and syncing your payments directly with Salesforce you can build powerful & insightful dashboard right in Salesforce.

Empower your leaders and managers with real time financial reporting.

SET UP INVOICE MANAGEMENT

Beanie provides your team with the opportunity to automate and customise invoices at scale, more specifically Beanie can:

• Customise how invoice names appear
  Automate invoice creation
• Provide in built template management for invoices
• Customise public invoices
• Provide the ability to pay invoices with a credit card
• Sync the invoices with Salesforce to demonstrate outstanding/paid payments
• Add multiple payment methods

SYNC INVOICES GAIN REVENUE RECOGNITION

Sync invoices with Xero, take credit card payments via eWay and automate your financial processes.

• Currently supporting Xero
• Currently supporting eWay credit card payments via merchant account API
• Sync Account, Invoice, Contact objects to your accounting software
• Link products to an account code for reconciliation
• Multi-company management for Xero enabling single Salesforce org automating revenue recognition to multiple Xero orgs.