Manage your financials
Make informed decisions, accelerate financial close and reporting, improve forecast accuracy.
- Refine financial forecasts by modeling and analyzing data across multiple dimensions. Customize reports using seamless Microsoft Excel integration.
- Streamline accounts receivables and payables, and automatically reconcile accounts to close and report on financials quickly and accurately, while maintaining compliance.
- Connect data across accounting, sales, purchasing, inventory, and customer interactions to get an end-to-end view of your business. Chart financial performance in real time with built-in Power BI dashboards.
Automate and secure your supply chain
Optimize inventory levels, avoid lost sales and reduce shortages, maximize profitability.
- Get recommendations on when to pay vendors to use vendor discounts or avoid overdue penalties. Prevent unnecessary or fraudulent purchases through approval workflows.
- Maintain the right amount of inventory by automatically calculating stock levels, lead times, and reorder points. Suggest substitutes when requested items are out of stock.
- Use built-in intelligence to predict when and what to replenish. Purchase only what you need with dynamically updated inventory levels.
Sell smarter and improve customer service
Deliver value at every touch point, boost sales productivity, deliver exceptional service.
- Gain a comprehensive overview of your service tasks, workloads, and employee skills to effectively assign resources and accelerate case resolution.
- Accelerate the quote to cash process. Act quickly on sales-related inquiries, manage service requests, and process payments—all from within Outlook.
- 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.
Keep projects on time and under budget
Stay on budget, plan with precision, analyze project performance.
- Manage resource levels by planning capacity and sales. Track invoicing for customers against planned costs on orders and quotes.
- 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.
- Make effective decisions with real-time insight on project status, profitability, and resource-usage metrics.
Optimize your operations
Manage forecasting to fulfillment, run your warehousing efficiently, reach optimal output levels.
- Calculate and optimize manufacturing capacity and resources to improve production schedules and meet customer demands.
- Get a holistic view of inventory for efficient order fulfilment. Track every item transaction and movement by setting up bins based on warehouse layout and storage unit dimensions.
- Use sales forecasts and expected stock-outs to automatically generate production plans and create purchase orders.