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Customer-Centric ERP
1 of 2: introductions
Hi! I am Estefania. I am your tour guide today.
Here's a glimpse at the features you're about to see and how they can help you manage the entire 'Opp to Renewal' process.
- Pre-Sales
- Fulfillment
- Billing & Receivables
- Procurement
- Accounting & Finance
- Reporting
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Master customer record
It all starts at the opportunity-level. Share one customer master record across all departments. Know any and all account activity and when to act on it.
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Build the right deals
Empower sales teams to efficiently price and quote goods and services.
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Stay in the loop
Easily monitor status of account and adjust quote based on account activity. Spot upsell opportunities with current customers.
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Order & inventory management
Simplify the order and fulfillment of both goods and services.
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1-click order creation
Create sales orders directly and automatically from quotes.
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No inventory mishaps
Get real-time views into inventory availability and avoid inventory commitment issues.
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Item management
Get the controls to keep inventory organized and stock replenished.
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Billing & receivables
Create one billing center for the front and back office—no costly integrations, no lost data.
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Multiple billing models
Support billing based on products, subscriptions, projects, and usage-based models.
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Configurable plans
Package subscriptions with products and adjust pricing structures with ease. Manage even the most complex contract in one closed-loop process.
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Billing insight
See your customer’s credit standing and targeted collection tasks.
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Single source of truth
Easily monitor status of accounts, answer any customer question, and make collections a team sport.
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Procurement
Get visibility and control over the entire procure-to-pay process for both indirect and direct spend.
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Control costs
Enforce spend policies with workflows and approvals.
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End contract leakage
Leverage Supplier Agreements to prevent contract leakage.
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Accounting & finance
The simple yet sophisticated app that accommodates your most diverse and complex financial needs.
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Revenue management
Recognize multiple revenue streams from a single solution.
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No more spreadsheets
Automate complex revenue calculations and allocations.
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Spot-on forecasting
Get a complete view of your revenue forecast - in summary or item by item.
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Painless audits
Reduce costs and boost confidence with built-in best practices, reconciliations, and audit trails.
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Global support
Support the global business with multi-entities, multi-currency, taxes, VAT, and more.
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Advanced functionality
For more advanced accounting needs or as you grow, take advantage of allocations, transaction reconciliation, intercompany processing, and more.
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Resource Management
Get the insight and visibility you need to help forecast, plan, manage your resources more effectively. Increase utilization without overworking staff.
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Resource planner
See and understand all aspects of your resources — project time, PTO, non-billable time — to optimize staffing.
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Project Management
A single view of every project you're managing to keep them on task, budgets in line, and all stakeholders informed.
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Data visualizations
Interactive Gantt allows you to visualize project plans, dependencies, and timelines.
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Built-in communities
Share project information–documents, billing, planners, etc.–with clients and partners in a real-time, branded community all without updating another tool.
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Project Financials
Get powerful forecasting and analytics tools to give more control and predictability over everything involved in the ever changing services economy.
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Time & expense management
Highly configurable and easy-to-use. Time and expense entry rates speed up, administrative time goes down.
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Powered by Einstein
Slice and dice millions of transactions instantly and get the data you need to see the future and plan with confidence.
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Out of the box reporting
Get both global and detailed views into your revenue, spend, and profitability, supporting multi-company and multi-currency scenarios.
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Metrics at your fingertips
Configurable to your specific business needs, get instant access to critical metrics.
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Advanced visualizations
Use geomaps, treemaps, and bubble charts to make multi-dimensional analysis easy to read.
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Powerful forecasting
Easily surface and manage KPIs. See everything across project and services delivery and plan with confidence.
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Smart capacity planning
View and better understand all aspects of a resource schedule to better predict needs and optimize staffing.
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Backlog visibility
Build staffing models geared to drive higher margins, quicker delivery, and customer satisfaction.
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Billings forecasting
View your forecast at any point and always get the most up-to-date actuals and assignments.
next steps
Thanks for your time today
We’ve reached the end of our tour. You’ve just seen how our cloud-based customer-centric ERP allows you to manage your financials, services, support and customers - all in one integrated cloud ERP solution. Ready to get started?