Met up with Shannon and did a session on the presentation gallery. We were working on bullet points under CRM (customer relationship management) and CMS (content management systems). See below for a small list... still in the building and editing process.

1. Business Functions

1.1. Sales
1.1.1. Inventory tracking
1.1.1.1. Start to finish inventory tracking
1.1.1.2. Item usage histories
1.1.1.3. Unlimited
1.1.1.4. Reports, exports
1.1.1.5. Images, scans, multimedia
1.1.1.6. Units of measure
1.1.1.7. General items
1.1.1.8. Serialized items (stock/units)
1.1.1.9. Time or services (unlimited)
1.1.1.10. Fulfillment
1.1.1.11. Sub inventory (parent/child)
1.1.1.12. Transfers
1.1.1.13. Internal builds (manufacturing)
1.1.1.14. Ecommerce settings
1.1.1.15. Updating inventory counts

1.1.2. POS (Point of Sale)
1.1.2.1. Invoicing
1.1.2.2. Quoting/Ordering
1.1.2.3. Secure shopping cart
1.1.2.4. Barcoding
1.1.2.5. Custom buttons
1.1.2.6. Discounts & campaigns
1.1.2.7. General items
1.1.2.8. Serialized items (stock/units)
1.1.2.9. Time or services (unlimited)
1.1.2.10. Locations & tax settings
1.1.2.11. Hardware options
1.1.2.12. Custom designs & layouts
1.1.2.13. Ecommerce tied to POS

1.1.3. Customer options
1.1.3.1. Loyalty points
1.1.3.2. Preset discounts
1.1.3.3. Purchase histories
1.1.3.4. Payment history
1.1.3.5. Accounts receivable
1.1.3.6. Customer billing
1.1.3.7. Online bill pay
1.1.3.8. Images, scans, multimedia
1.1.3.9. Customer accounts
1.1.3.10. Reports, exports

1.1.4. Reporting
1.1.4.1. Sales reports
1.1.4.2. Profit reports
1.1.4.3. Daily/weekly/monthly reporting
1.1.4.4. Per locations, per salesperson
1.1.4.5. Deposits
1.1.4.6. Purchase histories
1.1.4.7. Trending items
1.1.4.8. Automated P&L
1.1.4.9. Exports
1.1.4.10. Advanced filtering
1.1.4.11. Save your own reports

1.1.5. Payment solutions
1.1.5.1. Normal POS options (cash, check, etc.)
1.1.5.2. Merchant processing (credit cards)
1.1.5.3. Online bill pay
1.1.5.4. 3rd party payment solutions
1.1.5.5. On account (customer credit)
1.1.5.6. Custom configurations

1.1.6. Ecommerce
1.1.6.1. Real-time (live) inventory counts & tracking
1.1.6.2. Fully integrated systems
1.1.6.3. Online product purchase
1.1.6.4. Customer login portal
1.1.6.5. Online bill pay
1.1.6.6. View histories, statements, orders
1.1.6.7. Fulfillment
1.1.6.8. Fully configurable (settings)

1.1.7. Other special functions
1.1.7.1. Work orders
1.1.7.2. Layaway
1.1.7.3. Recipe/builds
1.1.7.4. Hidden line items
1.1.7.5. Reoccurring
1.1.7.6. Barcode/QR code generators
1.1.7.7. Emailing capabilities
1.1.7.8. Discounting engines
1.1.7.9. Quantity tracking & thresholds
1.1.7.10. Loyalty points
1.1.7.11. Gift cards

1.2. CRM - Customer Relationship Management

1.2.1. Sales & purchase tracking
1.2.1.1. Payment tracking
1.2.1.2. Monies owed
1.2.1.3. Accounts receivable
1.2.1.4. Purchase histories
1.2.1.5. Invoices/quotes

1.2.2. Customer profiles
1.2.2.1. Holds additional information & subs
1.2.2.2. Log notes
1.2.2.3. Additional contacts
1.2.2.4. Reoccurring billing
1.2.2.5. Purchase & payment history
1.2.2.6. Groups & types
1.2.2.7. Preset options - discount, tax category
1.2.2.8. Photos, scans, files, media
1.2.2.9. Expandable custom fields
1.2.2.10. Manage relationships
1.2.2.11. Unlimited customers

1.2.3. Customer tracking & follow-ups
1.2.3.1. Unlimited notes & logging
1.2.3.2. Show/hide notes on calendar
1.2.3.3. Show/hide notes in customer portal
1.2.3.4. Purchase histories - what did they buy?
1.2.3.5. Accounts receivable - what do they owe you?

1.2.4. Calendaring & scheduling
1.2.4.1. Elements of Time
1.2.4.2. Reporting
1.2.4.3. Billing

1.3. CMS - Content Management Systems

1.3.1. Upload content
1.3.1.1. Permissioned
1.3.1.2. Image galleries
1.3.1.3. Files/Media/Content
1.3.1.4. Pre-filled custom documents
1.3.1.5. Digital story telling
1.3.1.6. Manage content relationships
1.3.1.7. Multi-file upload

1.3.2. Web presence & ecommerce
1.3.2.1. Custom controls
1.3.2.2. Categorize
1.3.2.3. Turn things on/off
1.3.2.4. Change web pricing
1.3.2.5. Show/hide things on web
1.3.2.6. Provide long descriptions, specs, reviews
1.3.2.7. Full ecommerce experience
1.3.2.8. Shipping options
1.3.2.9. Customer portal
1.3.2.10. Online bill pay

1.3.3. Data controlled content
1.3.3.1. Point & click interfaces
1.3.3.2. Template based & custom options
1.3.3.3. Permissioned based
1.3.3.4. Create unlimited content
1.3.3.5. Edit content & record histories
1.3.3.6. Advance content (virtual data assembly line)
1.3.3.7. Business world building
1.3.3.8. Store, view, interact as desired
1.3.3.9. Backend logic based on content (cause & effect)

1.3.4. Whole system
1.3.4.1. The whole system is technically a CMS
1.3.4.2. System look & feel
1.3.4.3. Backend layout & design - what's under the hood
1.3.4.4. Built-in core flexibility
1.3.4.5. Custom anything (Dream it up! We'll wire it up!)
1.3.4.6. Data & content storage
1.3.4.7. Tracking all data interactions
1.3.4.8. Access points (who, what, where, when)
1.3.4.9. Solid foundation of permissions & settings
1.3.4.10. Dynamic possibilities (Let's grow together!)

1.3.5. Hosted solution
1.3.5.1. Cloud based
1.3.5.2. Ease of use - mobile, home, work, travel
1.3.5.3. Automatic updates
1.3.5.4. No hardware & minimal IT requirements
1.3.5.5. Built on multi-server environment (getting more than most businesses could afford on their own)
1.3.5.6. Backups & disaster recovery
1.3.5.7. Data & system security
1.3.5.8. Managed services
1.3.5.9. Not charged per devices or per users
1.3.5.10. All system pieces in one spot
1.3.5.11. Interconnected & accessible
1.3.5.12. Access to support & training

- still working on the outline for these sections below **

1.4. Expense Tracking
1.5. Payroll
1.6. Calendar
1.7. Data Connection
1.8. Accounting
1.9. Reports
1.10. Business Intel
1.11. ECommerce
1.12. Big Data