Catalog

Professional Services Automation (PSA)

Enterprise Resource Planning (ERP)

Customer Relationship Management (CRM) 


To help keep the price in check, each Macro Feature is a unique module and our customers are able to purchase a la carte. To figure out the price of Data-7 for your company, decide how many of each type of User Seat is desired – then decide which modules are relevant for your needs. 

With absolute certainty, you will want to discuss Data-7 with a Business Consultant. Data-7 provides you with a simple sales process with easy to understand and public pricing – which means that no matter what sales person you speak with (internal or external partner) will be presenting the exact same options to every client.

The Data-7 Catalog & Order System has built within it, the ability to create packages, discounts and promotions that are available automatically by date. Stay tuned to Data-7 Social Media & Website Blog Posts for announcements of value Promotions, Discounts and Packages.

Enterprise User


  • Users that have a need to access the entire list of purchased modules need to be issued a Data-7 Enterprise User Seat.
  • Enterprise Seat Users can access the following Modules: ALL Security & Personalization features within Data-7 allow the Administration team to offer wide ranging access but also limit access to:
  • Dashboard Key Performance Indicators (KPI) & Reports
  • Modules
  • Pages within Modules
  • Features within Pages within Modules
  • Fields within Features within Pages within Modules
  • Data Limits within Fields within Features within Pages within Modules

Gold User


  • Users that need broad access to most list of purchased modules should be issued a Gold User Seat.
  • Gold Users have wide access to system functions throughout a wide range of modules but they do not have access to a wide range of Administration systems that Enterprise Users have access to. Gold Users are usually issued to the operations and financial users that interact heavily with the system for the value benefits of the system. Gold Users request changes from the Enterprise User Admins that are responsible for Process Engineering and PSA Management.
  • Security & Personalization features within Data-7 allow the Administration team to offer wide ranging access but also limit access to:
  •  Dashboard Key Performance Indicators (KPI) & Reports
  •  Modules
  •  Pages within Modules
  •  Features within Pages within Modules
  •  Fields within Features within Pages within Modules
  • Data Limits within Fields within Features within Pages within Modules

Bronze User



  • This user is optimized for a sales team member. The total scope of presented modules, screens is more limited. Sales teams are sensitive to speed, efficiency and ease of use impacts – because it matters. Sales team members prefer the Bronze seat compared to the enterprise seat because it reduces systems fatigue for them.
  • Security & Personalization features within Data-7 allow the Administration team to offer wide ranging access but also limit access to:
  •  Dashboard Key Performance Indicators (KPI) & Reports
  •  Modules
  •  Pages within Modules
  •  Features within Pages within Modules
  •  Fields within Features within Pages within Modules
  • Data Limits within Fields within Features within Pages within Modules


ERP User


  • This user is optimized for the manufacturing team that don’t have a need for broad access but have extensive needs to access the functions of the ERP module as users. Administrators of the ERP module are Enterprise Users. Includes
  • Security & Personalization features within Data-7 allow the Administration team to offer wide ranging access but also limit access to:
  •  Dashboard Key Performance Indicators (KPI) & Reports
  •  Modules
  •  Pages within Modules
  •  Features within Pages within Modules
  •  Fields within Features within Pages within Modules
  • Data Limits within Fields within Features within Pages within Modules



Customer Portal User



  • One of the key value functions of Data-7 is the instant ability to provide your customers with a username and password to a very functional end to end customer portal.
  • Data-7 customers can provide a button/link on their website (if they chose) for “Customer Portal”. Data-7 can build a custom login landing page that is branded correctly so the end customer does not feel like they are logging into a SaaS product, but instead logging into the business directly.
  • Data-7 customers that offer their customers a Client Portal user seat benefit by having an interactive experience with features controlled by the security that the Admin sets up.
  • The Data-7 administrator that issues a Client Portal user seat to their clients can provide one or more of the following experiences for their client:
  •  Multiple Brand Display
  •  Promotions & Company news
  •  FAQ
  •  Key Customer & Contact Information
  •  Ticket interaction
  •  Service Inventory interaction
  •  Project interaction
  •  Order interaction
  •  Document Interaction
  •  Invoice Interaction
  •  Billing Interaction
  •  Message Chats that can be saved to different targets in the system
  • Data-7 EcoSystem allows for stacking of Client Portals if multiple Data-7 customers are linked for vertical integration.
  • Data-7 customers that provide their customers with a Client Portal user seat are able to provide instant enterprise class Client Portal functionality because Data-7 is a unified system end to end, which reduces the amount of investment needed to unite information from different sources into a single client portal.

Customer Portal User



  • One of the key value functions of Data-7 is the instant ability to provide your Partners, usually sales partners, with a username and password to a very functional end to end customer portal.
  • Data-7 customers can provide a button/link on their website (if they chose) for “Partner Portal”. Data-7 can build a custom login landing page that is branded correctly so the end customer does not feel like they are logging into a SaaS product, but instead logging into the business directly.
  • Data-7 customers that offer their partners a Partner Portal user seat benefit by having an interactive experience with features controlled by the security that the Admin sets up.
  • The Data-7 administrator that issues a Partner Portal user seat to their clients can provide one or more of the following experiences for their client:
  • Multiple Brand Display Options
  • Promotions & Company news
  • FAQ
  • Key Customer & Contact Information
  • Commissions KPI’s
  • Commissions Reports
  • Commissions Linkages
  • PRM interaction
  • Ticket interaction
  • RFP interaction
  • Order interaction
  • Document vision
  • Message Chats that can be saved to different targets in the system
  • Data-7 EcoSystem allows for stacking of Partner Portals if multiple Data-7 customers are linked for vertical integration.
  • Data-7 customers that provide their partners with a Partner Portal user seat are able to provide instant enterprise class Partner Portal functionality because Data-7 is a unified system end to end, which reduces the amount of investment needed to unite information from different sources into a single client portal.


Vendor Portal Access



Data-7 Vendor Portal is a function of the RFP module, and has no direct cost. A Data-7 customer that is using the RFP module will release an RFP email to a Channel Manager or Order Desk with structured and unstructured data, notes, attached documents and a link that allows the responding person to enter key structured and unstructured data and notes, attach documents and submit the RFP answer back to the requester.

 

Data-7 will develop a Vendor Portal similar to the Client Portal and Partner Portal when a use case is presented. A Data-7 professional consultant or Data-7 Partner can help uncover needs from its customers.

Customer Users


Some Data-7 customers collaborate, design and pay for a custom module. Data-7 provides an open negotiation invitation to understand functional and economic needs. Data-7 does have custom users that are not published.