AXLR8 Commercial Asset Finance V4.0 launches

Version 4 of the AXLR8 Commercial Asset Finance offering is now available.

What’s new?  The system now includes compatibility with:

  • AXLR8 Trigaware: which automates alerts and messages for end of funding period and other actions.
  • AXLR8 Exchange Vault: which automatically stores proposal and client email traffic in the correct places by using the client email address and, if relevant, to a quote or proposal, using the funding opportunity (also called “finance requirement” or “funding requirement”) reference in the email subject line.  This is an invaluable tool for both client service and relationship building as well as compliance audit transparency.  All the email correspondence for contacts from funders, suppliers, clients and others may be found in their file and likewise, all the correspondence for a quote or funding proposal may be found quickly with that funding requirement’s record.
  • AXLR8 Mailing Manager: this includes AXLR8 Newsletter Builder which is an effective tool for new business sales as well as keeping clients informed of news and developments at your company.  It also has extensiive mail merge capability so that up can produce contracts for clients or employees and may other forms of correspondence.  In more advanced forms, the AXLR8 Mailmerge system can merge context specific information into one or more funding proposals documents including:
    • Funder Details
    • Client Details
    • Equipment Supplier Details
    • client bank, accountant, and other details from KYC and profiling (e.g. length of time at residence and home ownership  and unlimited other profiling information).
    • Equipment details
    • Background informatio and funding  business case.
    • Financial parameters such as equipment costs, advances and all the other data required for any funder’s decision.
  • AXLR8 Report Builder:  This allows the creation of reports on the fly and the creation of ad hoc operational data queries.  These may be combined and the data can be exported to other systems & tools.  Thus, the requirements for compliance reporting (e.g. Gabriel reporting) or funder reports, supplier reports, sales commission calculations are all avaialbe with a few clicks.

…..and many other AXLR8 modules.  The system parameters, vocabulary, labels, statuses, profiles and menus can be updated by the your superuser without expensive programmer intervention.

Cassiopae Freehand

AXLR8 have also been working with Cassiopae UK behind the scenes to intergrate Cassiopae’s market leading Freehand quotation software in to our AXLR8 proposal management system for Commercial Asset Finance Intermediaries.

 

Is it compatible with my system and do I need to ugrade?  It is based on the AXLR8 CRM (Dragon release and above.  Those clients still using the previous version on Cobra releases have been contacted about options, dates and plans for upgrading.

AXLR8 off line data collection

AXLR8 has been providing the tools for clients’ mobile workers to collect data using an online tablet or smart phone for around ten years.  The first ones ran on devices like the the Blackberry.

For example:

  • building surveys
  • health and safety audits
  • field marketing store visit reports
  • supplier audits
  • staff vetting workshops
  • local authority social sureys
  • consultation surveys
  • staff surveys

AXLR8 Clients collect tens of thousands of data items around the world, every minute, using this technology.

Surveys with no internet

However, customers still find that there are some places they must go where it is impossible or inconvenient to acquire an internet connection.  Places with unreliable or no internet connection include:

  • an agricultural setting
  • a basement or underground carpark
  • festival fields
  • on board ship
  • a shop or building that blocks or shields 4G and 3G
  • no data allowance for the period using  BYOD
  • a remote foreign location with no (secure) internet.

So a couple of years ago, AXLR8 created an app that allowed offline reporting.

You download the surveys/ report questions to your device before setting off at a point where you can use a WIFI connection.  Then you open the questionnaire and fill in the responses as you move around:  inspect the building or inteview the public or check merchandise levels – or whatever your field task is.  Following that field survey, when you return to the internet connection,  you can submit the saved survey and all the data and pictures/files/video are uploaded to the cloud.

From there, the usual functions are possible by you or by your trusty back office support staff: creating documents, presenting the data on AXLR8 designed client portals, extracting the data and writing analyses, etc.

Explainer animation: Click here

For more information, please call AXLR8 on  +44 1344 776500.

AXLR8 Dragon version 3.5 rolling out across European Clients

AXLR8 Dragon V3.5 is rolling out across Europe with hundreds of new features.

  • New user interface with slide-icons.
  • New versions of Newsletter Builder, Reports Builder 9, Questionnaire Builder and forecast, quoitations and invoicing.
  • New event creation process
  • New Staff  Portal
  • New Client Portal
  • New Asset Management version

Plus several hundered important updates and fixes.