- 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
- 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.
- 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