Bista ERP and CRM for Telecom

Bista Solutions IncSan Diego, California, USA

Atlanta, Georgia, USAWaterloo, Ontario, Canada

OpenERP Optimized for Telecom

Full Feature

ERP Software

Flexible Billing

Interactive Quotations

Customer Relations

Process Control

Open Source

Pro-Rated Billing

• Customer Joins on 15th March• Bill generated on 30th April

Period Bill

Mar 15 – Mar 31 $ 35.00

Apr 01 – Apr 30 $65.00

Total $100.00

Total Bill = $100

Pay Per Use Billing

• Data Plan = Unlimited Usage for $50• Voice Plan = $0.20 per minute

Item Bill

Internet $50

Talk Time0 (570 mins)

$114.00

Total $164.00

Top-Ups and Add-Ons • Bundle Plan SuperGold: $75

– Unlimited Internet, 200 minutes talk time and 200 text messages • Top up:

– $10 for 30 minutes talk time (TA)– $5 for 50 text messages (TB)

Item Bill

SuperGold Plan $ 75.00

Top Up TA $10.00

Top Up TA $10.00

Top Up TB $5.00

Total $100.00

Added Top Up TA two times

And TB one time

Upgrades and Downgrades• Easy Upgrades from one billing plan to

another

Period Bill

Mar 15 – Mar 31Red Plan

L 35.00

Apr 01 – Apr 30Red Data Plan

L 85.00

Total L 120.00

One Time and Recurring Billing• One Time activities

– such as activation charges or hardware purchase

• Recurring Billing– Monthly recurring billing based on subscription

Item Bill

ADSL Setup Charges

L 25.00

Mar 01 – Mar 31 Red Data Plan

L 85.00

Apr 01 – Apr 30Red Data Plan

L 85.00

Total L 185.00

Price Lists

• Maintain multiple price lists in the tool• Show appropriate pricing based on customer

type

Creating Quotations• Create Quotations Automatically and

Send to customers via the tool

Managing Quotations• Track changes to quotations for a

particular customer

Quotation #1

Quotation #2

Quotation #3

customer Negotiate Negotiate Finalize

Maintain a record of all quotations in the tool

Process Control• Set of Standard Tasks

– Customer Account Setup – Customer Account Termination– Subscription Initiation– Subscription Changes

• Hardware Setup• Procure Hardware• Configure Hardware• Test Hardware• Activate Hardware

•Account Activation• Account Setup• Subscription Choice• Pricing Plan

• Payment• Payment Setup• Initial Payment

Project Management Tool

Customer Relations• Lead Management• Opportunities Management• Sales Orders• Help Desk and Servicing

Online Payments• Receive payments online from customers• Process and store customer payment information• Use in Customer Service and CRM if needed• Process Customer Refunds as needed

Web PortalInvoices and Accounts

customer

Integration with Other Tools• Open Source APIs enable integration with other

tools

Full Feature

ERP Software

Flexible Billing

Interactive Quotation

Customer Relations

Process Control

Open Source

Open Source APIs

•Web Portal• Partners• EDI• EPBX• Internal Tools

Bista’s Experience with TelecomDelivered ERP for Telecom Customers

Billing Module

CRM Module

Online Payment Integration

Project Management Module

Ecommerce, Integration with online store

OpenERP for Lower TCO

THANK YOU