personal level. As a result the insurance companies were required to unify the entities in their computer systems to coincide with the actual entities behind them.

Solution:
Berele created the Alphonso system which absorbed all of the dispersed entities that exist in the organization’s diversified systems on different platforms, based on different data structures. The program unified all of them, improved the data structures and began managing the organizations pool of agents in one centralized system.

The system
Entity management model

  Connection to the entity management system
  Agent CRM
  Presentation of information regarding agents in a central location
  Management of communication with the agent
  Campaign execution
  Interfaces:

  Data input from the operating systems
  Calculations engine
  Ability to calculate progressive bonus
  Output to accounting

  Management of bank investment consultants who sell financial products offered by the insurance company
  Used by company headquarters and marketing

Berale Software Solutions has developed Logear's main product.
Following are the main components of the software :

Registration
This module consolidates a high level of company details and covers in full details of any associated subsidiaries. The registration module does have flexible capabilities that can help the user utilise and work with multiple companies at once as well as multiple users. It does get allocated to other individuals within the same organisation as well as the flexibility of sharing this information with other users. It does have summarised information in respect of the user activities as well as added value transactions including proposals listing by the various modes of transport.

Activities
Does cover full processes within the activities required. It has detailed steps that covers the sales process in full as well as links it directly to the diary of the individual sales person, as well as to many other functionalities including tasks, shipment forecast and sales records. The activities has high level of flexibility and does direct the sale person throughout the full process within agreed KPI's as well as agreed time frames.

Tasks
The task module does have comprehensive amount of information that can be included within it relating to the detailed forwarding industry. The tasks are flexible and a high level focus on appointments, as well as other activities related to the individual customer, as well as many pre-set tasks that can help or direct the sales person to the needed success.

Profiling
Comprehensive module that does cover forecasted information in respect of the activities by transport module. These activities are related directly to the transport modes as well as do allow other forecasting details which are entirely related to the activities of the individual customer as well as are linked to the KPI's provided to the individual user.

Opportunities
Opportunities are most detailed module that is entirely linked to the company's ERP or operating system and does cover complete forecasted and actual information related to the activities of the customer or the supplier of the relevant customer worked on. All is fully adoptable to the relevant activities within all modes of transport and has comprehensive level of information that helps the user ascertain on any steps of the sales process, as well as proactively taking action of existing accounts or lost accounts.

Sales Leads
Opportunities are most detailed module that is entirely linked to the company's ERP or operating system and does cover complete forecasted and actual information related to the activities of the customer or the supplier of the relevant customer worked on. All is fully adoptable to the relevant activities within all modes of transport and has comprehensive level of information that helps the user ascertain on any steps of the sales process, as well as proactively taking action of existing accounts or lost accounts.

SOP
Does cover comprehensive information of the required standard operation procedures relating to the customers for all modes of transport. This is in line with the industry requirements and is fed directly by the ERP's or the operating system wherever it is required. Fully automated rulings that can be linked to operation as well as sales requirements.

Proposals
Fully integrated proposal module that has a high level of integrated pricing rulings all within the system. The rulings allow full comprehensive control of margins by the relevant management as well as allow preparing a proposal within a matter of minutes. The system includes a very high level of pricing for all mode of transport on a very high flexible environment.

Dashboard


Diary
Help Reps Work More Productively and Collaboratively
Coordinating customer-facing activities and events is a critical part of closing business and managing customer relationships. LOGEAR activity management capabilities help keep your reps organized and working together so your customers receive the attention they need.

Activity Tracking and Collaboration
You can track tasks and activities, schedule joint meetings, assign tasks to other users, and set up activity templates for frequently or automatically assigned tasks.

Calendaring
Schedule and set reminders for appointments and other activities for yourself and other users. Publish calendars for shared resources and company and team activities.

BI - Business Intelligence
Help Reps Work More Productively and Collaboratively
Coordinating customer-facing activities and events is a critical part of closing business and managing customer relationships. LOGEAR activity management capabilities help keep your reps organized and working together so your customers receive the attention they need.

Activity Tracking and Collaboration
You can track tasks and activities, schedule joint meetings, assign tasks to other users, and set up activity templates for frequently or automatically assigned tasks.

Calendaring
Schedule and set reminders for appointments and other activities for yourself and other users. Publish calendars for shared resources and company and team activities.

Reports and Dashboard
Keep Tabs on the Health of Your Business
With customisable reports and dashboards, sales managers and executives have instant access to the real-time data and analysis they need to run the business. Easy-to-use sales analytics tools help managers analyze sales pipelines; perform win-loss analyses, and more. Dashboards pull it all together, providing instant access to a consolidated, real-time view of sales data.

Customized and Packaged Reports
Over fifty packaged reports for everything from leads to accounts help you discover the wealth of information contained in your data. Create your own customized reports to analyze specific needs for your business.

Reporting and Charting Tools
Create and customize reports on the fly and produce custom, highlighted charts with easy-to-use wizards.

Real-Time Dashboards
Get an at-a-glance overview of the current status of your business, with benchmarks and critical metrics from sales, marketing, service, and more. One-click data refreshment ensures you're always working with the most up-to-date information.

Customized Dashboards
Set up multiple, customized dashboards so that everyone gets exactly the information needed depending on their roles and responsibilities. Easily and securely distribute dashboards when you need to share data, and highlight critical information and exceptions for quick identification.

Analytic Mash-Ups
Integrate dashboards with third-party analytics for a consolidated view of LOGEAR data and data from virtually any other system in the enterprise.

Homepage Snapshot
Allow users to select their own dashboard snapshot to display on their LOGEAR home page, so they see their critical metrics the instant they log in.

Win-Loss Analysis
Identify the key issues that are costing you sales deals, and stay on top of past and emerging competitive trends.

Pipeline Analysis
Easily perform segmented, historical, and rolled-up pipeline analysis for insight to help shape your business and drive it forward.

Custom Report Formulas and Highlighting
Create mathematical formulas to aggregate and perform calculations on raw data within LOGEAR and avoid exporting to spreadsheets for detailed calculations. Highlight exceptions and out-of-range values to assist in quick identification of anomalies and spotting of trends in large amounts of data.