Ability to store data of previous years and fiscal periods for faster operation of the production installation. Entersoft Business Suite offers a tool (EBS Archiving) for historical data retention and to ease the burden on the live database, while the archived elements are available for reporting and analysis.
Lack of cash flow in the market makes the process of close monitoring and securing of receipts critical, through a comprehensive organization proposal, with automated “collection orders” to the appropriate executives, distinction of “required” balances, letters of balance agreement, record of payment, tracking etc. KPIs
Web application powered by any ERP / WMS system and minimizes delivery management time by the distributor / vehicle / driver (delivery list in order, next deliveries, distance, time, number of packages, customer signature, geo apps integration).
Supervising picture of the sales target progress on a mobile device, with lists, charts, scorecards. Check for % deviation and remaining turnover. Ability to “break” the goal by the salesman in specific customers/meetings. Comparison with the previous month-year, and % change. Team sales statistics.
For the customer research organization and execution needs of any kind (shopping experience, customer service feedback, etc.), the questionnaires are designed structured in Entersoft CRM, executed by Web application and the results are automatically evaluated on ready dashboards & scorecards, with the possibility of easy exploiting them through marketing actions.
The need to manage the full life cycle of legal cases is served through the smart implementation of Entersoft CRM, which integrates in a “digital folder” all relevant contacts, resources, deadlines, documents, necessary reminders, secretarial actions and the workflows, until the final closing of the case.
An impressive tool for servicing orders and preparing their launch with various order prioritization criteria, with what-if scenarios capabilities, with algorithms for allocating available stock in them (eg customers, areas, % of initial order coverage, etc.) and stock commitment for the approved delivery plan.
Organization system for all CEE type certificates of conformity by keeping a complete certification file, with attached documents and notes, with tags for easy text search, with validation of dates, with automated reminders for renewal of certificates, with controls for the user during purchase and sale.
Central organization of the plan of salesmen’ visits to the clientele with geographical criteria, priority, frequency, time (and special “calendar”) of the point of sale, days since the last visit and / or turnover criteria, with the possibility of scheduling repeat “cycles” of visits, while visits become available on salesmen’ mobile devices.
Monitoring system of human resources training programs, with tools for planning and repetition of training courses by subject, by keeping a training history of each executive, by organizing the training material in a corporate Knowledge Base for self-study and with a system of notifications for “optional” or “compulsory” lessons
For the daily needs of shipments to customers, the cooperation and two-way communication with the courier service is automated within a single user interface, without phone calls, paper exchange, etc. (mass creation of vouchers, Cost, Smart tracking of shipments, Feedback). Connectors with the APIs of many companies (ACS, UPS, TNT, EASY MAIL, GENERAL POST)
The clientele segmentation studio allows, through an easy graphical user interface, the analysis and audience targeting based on multiple criteria (demographic, geographical, purchasing behavior, etc.), creating “segments” of customers, directly exploitable by the campaign marketing subsystem.