• FAQ
  • Tutorials
  • Live Demo
  • Roadmap
  • Developer API
  • Submit Ticket
  • Contact Us

BORG ERP - Brief Introduction

  • What Borg desk Does?
  • How does Borg Suite Work?
  • Borg Suite Software on Cloud (SaaS)
  • Why to go for BORG Desk ?

BORG-Account Quick Setup

  • What is user Privilege & how can I define for my users?
  • How to Edit or delete Customer Details?
  • How to create new user account from my admin account?
  • Where can I update my company details, GSTIN & PAN?
  • How to activate license Key?
  • What is a License Info?
  • How to Edit / Delete / Modify Vendor Details ?
  • Where can I update company details, GSTIN & PAN?
  • How can I go ahead with basic setup of my new account with BORG?
  • Module setting are compulsory for operating account?

BORG Common Queries

  • How can I upgrade my Free trial Account to paid account?
  • How to activate my missed call number with BORG?
  • What is Auto Communication?
  • Importance of data for every Enterprise
  • I want to be Borg Suite Business Partner, What I have to do ?
  • What do you mean by Integrated Business Software?
  • How is Business Optimization done by Borg?
  • What is HSN/SAC number?
  • What type of GST, BORG Supports?
  • What are activity logs?
  • Custom software Development vs Cloud Application Software
  • Can I have multiple user accounts in Borg Suite? Can I use them simultaneously?
  • How Borg Accounting & Finance can help my business?
  • How can I get My Business Analytical Reports?
  • What is Demo Account?

BORG Sales Automation

  • Scope of Borg Marketing & Sales Module.
  • How can I generate sales quotation for my lead / prospect?
  • What is Lead Distribution? & How to assign / transfer / distribute any Lead to my team members?
  • What is Lead Source? Can it be defined according to my need or they are standard?
  • What is the meaning of Lead conversion?
  • Who can delete any lead?
  • What is Lead Status & how to set it?
  • How to supervise or monitor leads / inquiries?
  • How to define sales team structure?
  • How I can track reported leads to the BORG Suite?
  • How can I update follow-ups of every lead / Inquiry?
  • How can I add / capture new Lead / Inquiry?
  • What is Lead / Inquiry?
  • What is Lead Score?
  • What is Qualified Lead?
  • Where we can find Qualified Leads?
  • Does Lead Score enhance your productivity?
  • Where can we view the Lead score?
  • How to update Status In Qualified Leads?
  • What are the parameters of Lead Score?
  • Where can I set the IVR Key?
  • Where can we view IVR status?
  • How to Find Out Pending Follow-Ups for any Sale Person or Team in a Marketing & Sales Module?

BORG Service Help Desk

  • How Chat Works?
  • Scope of Borg Service / Support Desk / Help desk.
  • How tickets can be managed / assigned / Escalated to respective team or departments?
  • How a company can come to know when ticket is opened?
  • What are the priorities of tickets? Can a service desk Executive alter priorities?
  • How Ticket can be replied or resolution can be posted ?
  • How to open Online Ticket? Who can open Ticket?
  • What is online Support Ticketing System & How does It work?
  • How Customer can get to know whether ticket is closed or still open?
  • Is it useful for any type of business?
  • What does Borg’s Service desk / Help Desk do?
  • What is Click to call feature in Service Desk?
  • How to Add New AMC In Service Desk?
  • How to Manage AMC Contract in Service Desk?
  • How to Manage AMC Dues in Service Desk?
  • How to Manage Customers in the Service Desk?
  • How to add a Customer in the Service Desk?
  • How to Add Services to the Service Desk?
  • How to Create a Task from a Newly Added Ticket in the Service Desk?
  • How to search Customer in AMC contract in Service Desk?
  • Where can I find templates for Service Tickets?
  • How to create new templates for Service Tickets?

BORG Inventory & Distributors

  • Scope of Borg Inventory, Supply Chain Management, Stock Management.
  • How to manage distributors for managing & tracking my product’s supply chain?
  • How can I manage & track my stock?
  • How can I enter opening stock of my products?
  • What is SCM, MOQ & SOQ ?
  • How to manage Products?
  • How can I Manage my products with Borg Suite?

BORG HRMS & Payroll

  • What is holiday calendar?
  • How to apply leave by an employee?
  • Scope of Borg Human Resource Module
  • Can employee have issued asset history in his / her login dashboard ?
  • How an Issued Asset can be tracked during entire life cycle of asset?
  • How an employer can manage asset which has been issued to employee like laptop or Mobile?
  • How reimbursement can be tracked by en employee ?
  • How an employee can apply their claim for reimbursement?
  • How can I clear reimbursement of my employee?
  • Can Employee monitor their leave Record ?
  • Can Employee view their attendance ?
  • Is it possible to integrate Biometric Attendance system to capture employee attendance automatically
  • How to manage Employee Attendance?
  • How can I print salary slip of employee?
  • How can I prepare salary of my employee?
  • How can an accountant can view salary details of my employee to credit in to respective employee bank account?
  • How to Manage Employee Register or employment?
  • How to create employee appointment or employment profile?
  • How to Edit Employee ID from Manage Contract in Human Resources?

BORG Accounts Book

  • Scope of Borg Accounting & Finance Module or What Borg Account & Finance module delivers for enterprises
  • Is any notification & Alert sent to my customer if I am updating receipt in Borg Banking?
  • How to update payment received from customers?
  • What is Borg banking?
  • Should I have to enter GST amount in Expense or Fixed Asset Account?
  • How to manage my purchase Bills?
  • How can I add new purchase bill?
  • How can I mail Invoice to customer directly from BORG SUITE?
  • How can I take Print of prepared Invoice?
  • If my payment is not received from my customer by due date, How Borg helps me to remind my customers automatically?
  • How I can delete my Existing Invoice if required?
  • How can I Manage my Invoices?
  • How can I edit my Invoice?
  • How can I get HSN/SAC number automatically?
  • Can I add multiple Products or Service in the Invoice? Is there any limit of product & service?
  • Can I define my own serial numbers of Invoice?
  • How can I prepare GST Invoices?
  • How to view Deal value for each Lead in Marketing & Sale?
  • How to view Product & Order By in Proforma Invoice in Accounts?
  • How to view Order By in Sale Invoice in Accounts?
  • How to Upload Signature For Invoice in Accounts?
  • How can I upload LOGO and Signature in my Invoicing in Accounts module?
  • How can i set my Company Bank account details in Invoice ?
  • Can I prepare Invoice with Discount excluding or including GST ?

BORG Analytical Reports

  • What is the scope of Human Resource Analytical Reports ?
  • Borg Suite Human Resource Attendance Report
  • Employee Salary Statistics Report
  • Employee Leave statistics Report
  • Human Resource Report by Employment type ( Permanent, Trainee, Contract, Part time etc)
  • Track Report for Employee claim reimbursement ?
  • How service desk team performance can be tracked?
  • How can I access Analytical Reports of my sales team?
  • Can any option or report to check lead conversion ratio based on products & Service?
  • Is any report to track / analyze leads based on demography?
  • Can I manage / track my branch office sales team performance from BORG Suite?
  • What is Balance Sheet? How can I get my business balance sheet in BORG Accounting?
  • How to get Profit & Loss (P&L) Account of my business?
  • What is GST Report & how can I use it to collect GST return information?
  • What is the difference among recommended Reports, Receivable Reports & Payable Reports?

BORG Push Notifications

  • Email Alert - Daily Account Summary Alert on Registered Email ID
  • Email Alert - Thanks Alert to customer's registered Email ID after update of received payment
  • Email Alert - Auto email alert to customers for due payment reminder after due date
  • Email Alert - Welcome email alert to prospect at the time of conversion in to customer
  • Email Alert - Greeting Email to prospect’s email id
  • Email Alert: Daily Lead summary details to a designated email id set by company
  • Thanks Alert to customer's registered mobile number after update of received payment
  • Lead Follow-ups reminder alert to sales individual’s registered mobile number
  • SMS Alert Missed Call 's caller mobile number & company’s sales person mobile number
  • SMS Alert at the event of generating / opening new ticket to Enterprise designated Mobile Number
  • SMS Alert to employee registered mobile number for the confirmation of claim approval
  • SMS Alert on the event of salary generation to Employee registered mobile number
  • SMS Alert to Employee on the event of leave approval
  • SMS Alert on the event of change in order status by an enterprise to distributor registered mobile number
  • SMS Alert on the event of generating New Product Order by Distributor to designated Mobile Number
  • SMS Alert on the event of expiry of Annual Maintenance Contract (AMC) to customer registered mobile number
  • SMS Alert on closure of Service Ticket to Customer’s registered mobile number
  • Daily Account Summary update on Registered Mobile Number
  • SMS Alert to Inquirer/ website visitor/ campaign viewer mobile number & company’s designated mobile number

EduBorg - Coaching ERP

  • Scope of Student Desk in the EduBorg ( Borg Suite for Institutes)
  • How to take back issued book in the Eduborg Library ?
  • How to view or manage added books in the EduBorg ?
  • How to start Adding Books in the EduBorg Library Management?
  • How an Institute can manage their library books ?
  • How to add or manage tracking Logs or tracking update?
  • How to download or upload Listed or added Inquiries in bulk?
  • How to add new inquiry with EduBorg? or How Inquiry Management works in EduBorg?
  • Scope of Inquiry / Counselling Management in the EduBorg?
  • How to add Expense of the Institutes in the EduBorg ? How expenses can be managed ?
  • How to manage, view, edit, update, delete fee receipt with EduBorg?
  • How to deposit fee or how to generate Fee Receipt ?
  • What is the scope of Accounts & Receipt in the Borg Suite For Institutes?
  • How can we set user access security or define user access privilege ?
  • How can I create user account for my team to login separately ?
  • How to setup & manage Courses in the Borg Suite Institute ERP?
  • How to update my profile in the EduBorg ?

About Policies & Agreements

  • Non Disclosure Agreement (NDA)
  • Refund Policy
  • Borg Suite Service Level Agreement (SLA)
  • Privacy Policy
  • Terms of Service

What do you mean by Integrated Business Software?

Borg integrates 6 modules in a single interface along with various type of auto notifications & alerts to customers, prospects, distributors & team.

Being a single interface for accessing all key modules (accounts & finance, sales & marketing, service desk, inventory, Supply chain management & human resource) becomes very  easy  to manage, operate, understand, support & obviously cost effective.

Admin
June 28, 2021
0 Comments
Share this post
How can I upgrade my Free trial Account to paid account?
How to activate my missed call number with BORG?
Did this page help you?
LikeYes
DislikeNo
Powered by BORG DESK | Terms of Service | Privacy Policy-2023
  • Home
  • FAQ
  • Tutorials
  • Live Demo
  • Roadmap
  • Developer API
  • Submit Ticket
  • Contact Us