Understanding Operations Management In an ERP System

Along with the financial module perhaps the other most important module in an ERP which forms the core of the system is the operations module. The operations module comprises of the following elements.

Purchase Orders

The Purchase Orders module provides a comprehensive, fully integrated purchasing system. You can combine multiple purchase orders on a single receipt and multiple receipts on a single invoice. The Shippable Backorder report helps identify orders that can be completed based on recent Inventory Receipts.

Order Entry

The Order Entry module allows you to enter orders and sales returns and print invoices, credit notes, order confirmations, picking slips, and shipping labels. You can track transaction details and sales information on-screen and in printed reports. Order Entry integrates fully with Inventory Control and Accounts Receivable, so you always know your inventory levels and the status of your customer accounts.

Inventory Control

Inventory Control is a complete multi-location inventory management system that keeps track of stock levels and processes inventory receipts, shipments, returns, and adjustments. Inventory Control includes extensive screen inquiry and reporting functions to give you the detailed, current information crucial for effective inventory management.

Lot Tracking

Lot Tracking traces lots back to your vendors, or down to your clients, making this otherwise time-consuming task a snap.

Industries as diverse as pharmaceutical, food products, and plastics all require thorough inventory management – including the ability to determine at a moment’s notice which vendor provided you with a product, and which customer took delivery of a specific batch.

Lot Tracking gives you the power and flexibility to comply with regulatory requirements and to provide better service for your customers and internal operations staff.
Lot Tracking helps you manage such important information as source, expiration date, lot, and batch quarantine, as well as additions and maintenance. It is the ideal addition for clients in industries where lot and expiration tracking is crucial.

  • Full integration with Order Entry, Inventory Control, and Purchase Orders.
  • Flexible allocation/generation of lot numbers during PO receipt and order entry.
  • Full transaction history, through your organization, including purchases and sales inquiry.
  • Comprehensive set-up options for comprehensive lot inventory management.

Serialized Inventory

Serialized Inventory adds the power of serialized inventory management to your Inventory Control, Order Entry, and Purchase Orders modules.

  • Full integration with Order Entry, Inventory Control, and Purchase Orders.
  • Flexible allocation and generation of serial numbers during purchase order receipt and order entry, providing a single point of serial number entry/maintenance.
  • Full transaction history.
  • Comprehensive setup options for complete serialized inventory control.

This is the ideal complement for Sage Accpac customers using the Inventory Control, Order Entry, and Purchase Orders modules. With Serialized Inventory, you can track your serial numbers from Purchase Orders to Inventory Control to Order Entry and historical inquiry – with complete integration.

Serialized Inventory can automatically assign system-generated serial numbers to items not serialized at the time of receipt to help you keep better control of your stock. Serialized Inventory even allows you to track serial numbers by units of measure other than that in which you track your stock


Marketing Automation & Campaign Management In a CRM

When it comes to managing your budget and campaigns, do you have the tools you need to turn your creative genius into ROI?

As a marketing professional you are tasked with executing marketing initiatives that deliver results. A good CRM Solution gives you the tools to create full-scale, multi-channel marketing programs and manage them end-to-end with powerful campaign management and marketing automation capabilities.

From lead de-duplication and automatic lead routing to the ability to perform actions en masse, campaign management tools and marketing automation capabilities of a CRM software will help you increase marketing efficiencies, ensure data integrity, and uncomplicate the arduous task of importing and distributing leads.

Create, manage, and automate with CRM

End-to-End Campaign Management
Create and manage targeted, multi-channel campaigns with the feature of campaign management and marketing automation tools. CRM software gives you the power to seamlessly deploy and manage your campaigns from a single software solution. Define campaign stages, targeting your prospects through multiple mediums such as e-mail marketing, direct mail or telemarketing.

Marketing Automation That Makes Lead Management a Snap.

Manage your entire lead process with the power marketing automation tools. From lead import to opportunity conversion, you can easily monitor and gauge the effectiveness of your marketing investment. Easily import leads from trade shows, seminars, and purchased lists into the CRM using a step-by-step wizard. Perform lead de-duplication against existing leads before importing into your database and automate lead distribution to the appropriate team member based on predefined workflow rules.

Target Your Most Profitable Leads and Customers

Leverage campaign management and marketing automation tools to segment your customers and prospect lists into unique groups to create and launch e-mail marketing campaigns or telemarketing campaigns from within CRM Software

Measure and Report ROI
Take your campaign management to the next level with real-time campaign response data that helps you analyze the impact of campaigns that are in progress and make necessary adjustments on-the-fly. Leverage business intelligence tools to understand which campaigns have the most responses, best conversion rate, most compelling win/loss data, and much more.
Key Marketing Features Of a CRM Software:

•    Workflow Automation
•    Lead De-duplication
•    Campaign Management
•    Marketing Automation
•    Segmentation & Groups
•    Lead Management
•    Web Lead Capture
•    Lead Qualification
•    Marketing Resource Library
•    E-mail Marketing
•    Mail Merge
•    Campaign Response Tracking
•    Campaign Task Management
•    Budget & Revenue Tracking (ROI)


Companies like Sage India’s CRM Suite provide marketing automation and campaign management. You can visit http://sagesoftware.co.in/Customer-Relationship-Management-Crm-ERP-Payroll-Software-Company-India-Customer-Relationship-Management.aspx to know more.


Getting to Know You, Getting to Know All About You

Retaining your most valuable assets during a recession


Every business needs a loyal customer base – customers who will keep coming back to you – through thick and thin. And above all, you need to retain your most highly valued and profitable customers. That’s why it’s pertinent for your company to ask, and find out, what drives your customers’ loyalty?

To help answer this question, you will need to find out who your customers are, what they want/value from you and what drives them to come back to you time and time again. In a recent article on the MyCustomer.com website[1], an example was cited of how a major French supermarket chose to keep selling a premium product, despite its recent fall in sales, because an analysis of their customers’ behaviour from their CRM system revealed that it was their most valued and loyal customers who were the main purchasers of the product. Instead of risking the loss of these essential customers, they chose to make a loss on the premium product in hopes of gaining sales from elsewhere.

A CRM solution enables you to focus on improving loyalty by making it easy for you to capture, analyse and utilise relevant customer data. One of the most popular areas that a CRM solution can assist you with is developing and maintaining a customer loyalty programme. By using the data you collect on your customers you can analyse their specific preferences to design discounts or offers that match their needs. The marketing functionality of a CRM solution helps you to easily create targeted marketing campaigns that are tailored to your customers’ requirements and give a personal touch.

According to the latest Gartner marketing report, “The Top Six CRM Marketing Processes for a Cost-Constrained Economy,” by Kimberly Collins, one of the main marketing activities during a recession is to safeguard the customers you have.  As we all know, it’s much less expensive to retain your existing customer than to acquire new ones.  With a CRM system, you can determine the value of your customers and understand customer churn.  Early detections of reasons for customers to churn can allow you to take action before the customer walks away.  Companies with an effective customer retention programme will more likely reduce churn from their profitable customers.

By focusing on your customer base and enhancing customer loyalty, you are leveraging your most crucial assets, making your marketing programmes accountable and driving notable results during tough economic conditions.

Imagine your top sales rep calls your best customer to sell him a new product. What he doesn’t know is that the customer initiated a service ticket last week which was not responded. Needless to say the call goes badly.

Same Customer different scenario- This time your sales rep and your customer service rep know everything about the customer and the health of the account. You know how much he has bought over the years, how timely his payments are and how seldom he raises issues. So they satisfactorily resolve his concerns and boosts his confidence in your company. And as a result, he pays in timely manner and agrees to purchasing the new product.

Does the second scenario sounds impossible? Not so, This is the power and effectiveness of CRM. By integrating your Sales, Marketing and Customer Service Functions, CRM makes it easier for everyone inside your company to work together and share critical information. Sales, marketing and customer service teams gain the tool they need to find new customers, close sales faster and build lasting, more profitable relationships.

For more information please visit http://www.sagesoftware.co.in