MasterStream-UNITY™ for Agents
MasterStream-UNITY™ is the telecom industry’s premier hosted automation system for Master Agents, Agents, VARs, and Integrators. Nearly every aspect of sales and back office support operations is automated using intuitively designed user interfaces. Our quoting function enables you to instantly generate quotes from an expansive list of leading telecom providers and send presentation-ready proposals to your client in just minutes. The flexibility of MasterStream-UNITY’s request and quote functionality enables quoting of not only traditional telecom services, but virtually any service or hardware offering.
Extend login access to staff, external agents, and referral partners to provide self-service quote generation on-demand, or build your own quotes using templates or by accessing MasterStream-UNITY’s built-in product catalogs of your favorite service providers. Send proposals in PDF or as interactive web pages that can initiate orders and prepopulated order forms in a few short clicks. Quotes flow through to orders and orders flow through to commissions, creating a seamless workflow and tracking environment for each level of user.
MasterStream-UNITY surpasses the limitations of other alternatives and delivers on-demand multi-provider Instant Quotes and proposals, Instant Bill Analysis, Opportunity management, Order tracking, Agent performance tracking, Commissions, and much more.
MasterStream-UNITY™ provides a complete quote-to-order process solution including:
- Contact Management – Manage contacts, locations, inventory, notes and files.
- Instant Quotes and Proposals – Generate quotes instantly for many of the most popular services offered by leading providers. Sales support personnel, sub-agents, and referral partners can submit their RFQs receive instant gratification with multi-provider, multi-location quotes and proposals. Forward these presentation-ready proposals to the customers with the click of a mouse.
- Document Automation – Turn a quote into a full set of order documentation — prepopulated and ready for signature in seconds! MasterStream-UNITY™ will determine which forms are required from each provider and all you have to do is click a button to save yourself, your staff, and your sub-agents the time and frustration of finding the right forms and filling them out!
- Sales Performance Tracking – Monitor the performance of each user with simple performance tracking reports and funnels.
- Order Tracking – Manage and track your orders from request to installation. Turn the quote into an order or create the order manually with a simple and intuitive interface. Orders can be searched or exported at any time including order renewal dates, revenue and contract values, product service information, notes, and much more.
- Commissions Management – Integrated commissions management means seamless control and visibility to your most important asset- your revenue streams. MasterStream-UNITY™ makes commission processing, reconciliation, tracking, and reporting simple! Agents can view their commission history as well as their next payment before they receive it. Commission payouts to sales people and agents can be set based upon a wide assortment of settings, including agency, provider, product/service code, customer, and much more. Even splits and overrides can be established effortlessly, resulting in tremendous time savings. [MORE]
Your MasterStream-UNITY™ account can be set up in minutes. And its intuitive user interfaces allows you to become an expert user in no time at all. Online documentation and web-based training will allow you to begin receiving the many benefits of MasterStream-UNITY™ immediately.
Call us today at 877-921-1200 to request more information or to schedule a web demo.
