Financial Management

  • Make informed decisions with connected data across accounting, sales, purchasing, stock, and customer transactions.
  • Chart financial performance in real time with built-in Power BI dashboards. Identify patterns and trends and gain new insights with in-depth analysis and unlimited dimension
  • Accelerate financial close and reporting and maintain compliance with quick, accurate, and streamlined sales ledger and accounts payable.
  • Improve forecast accuracy with comprehensive data modeling and analysis

Operations Management

  • Track customer returns and repairs
  • Assign personnel to work orders and get an overview of tasks and workloads
  • Register shipped goods and keep information in one place so sales and operations teams can respond

Sales & Service Management

  • Prioritize sales leads based on revenue potential. Keep track of all customer interactions and get guidance on best upsell, cross-sell, and renewal opportunities throughout your sales cycle
  • Accelerate the sales process from quote to cash. Act quickly on sales-related inquiries, manage service requests, and process payments—all from within Outlook.
  • Identify and reach profitable customer segments using the system’s comprehensive workspace
  • Gain a comprehensive overview of your service tasks, workloads, and employee skills to effectively assign resources and facilitate case resolution.

Project Management

  • Create, manage, and track customer projects using timesheets along with advanced job costing and reporting capabilities
  • Develop, modify, and control budgets to ensure project profitability
  • Manage resource levels by planning capacity and sales
  • Prepare your company for future growth with a scalable HR system

Supply Chain Management

  • Predict the optimal time to replenish stock with built-in intelligence
  • Track every item transaction and movement by setting up bins based on warehouse layout and storage unit dimensions
  • Calculate and optimize manufacturing capacity and resources to improve production schedules and meet customer demands.
  • Maintain the right amount of stock by automatically calculating stock levels, lead times, and reorder points

Reporting & Analytics

  • Centralize business data from across your organization
  • Make timely decisions based on real-time insights
  • Detect emerging trends and change course in a timely manner