Before you choose a fully integrated cloud ERP software, you need to make sure it has the features that meet your company’s immediate and long-term needs. With this in mind, below are the most important and advanced key features you should expect from a fully integrated cloud ERP software.
Customer Relationship Management Customer management is an essential feature for small businesses. It lets owners keep track of customer profiles and interactions. If you need to see a customer’s full history with your company, including their quotes and orders, this feature makes it possible.
Multi-Location Order Management Order processing can become complicated as your business grows, so it’s important to choose a cloud ERP software that offers an order management feature. This lets you finalize quotes, create orders, and update them if customers request any changes. It’s wise to choose a system that supports multi-location orders so the platform will scale with your growing company.
Case and Issue Management Customer issues are a regular occurrence for any business, no matter how dedicated it is to customer service. Patrons will have complaints or questions, and you can’t let them fall through the cracks. A case and issue management feature lets you track customer issues and ensure those problems are resolved in a timely fashion.
Pricing Management Offering promotions and campaigns can make keeping track of your pricing very challenging, especially as you start offering more products or services. Cloud ERP systems should include a pricing management feature to help you track all pricing-related data. You can also use this feature to track offers like gift cards and coupons.
Catalog Management If your small business sells a variety of products and/or services, a catalog management feature is essential. This feature helps you keep track of everything your business sells. This feature should let you create bundles of products and set customer-specific pricing. For efficiency, look for cloud ERP software that can pull product information from distributors.
Inventory Management Managing inventory on paper or on spreadsheets isn’t efficient, and the data isn’t always current. To update your data easily, you need cloud ERP software with an inventory management feature. This feature gives you real-time data about availability and stock levels across multiple locations.
Billing and Account Management Cash flow management is essential for any small business, and the best way to have a healthy cash flow is to make sure your customers pay you quickly. This is why cloud ERP software should have an account management feature. This allows you to track and manage your company’s invoices and payments, while email notifications remind your customers to pay on time.
Marketing Campaign Management Marketing campaigns are essential for businesses, and that’s why cloud ERP software should include a marketing campaign management feature. It lets you create and control your company’s marketing efforts more intuitively. The feature also helps you track how well your various campaigns are performing. Click here to Request a free demo now.