Make Your Life Easier with SapphireOne’s Integrated Document Management

Benefits of Integrated Document Management system of SapphireOne

Some more so than others, but nearly all types of transactions involve paperwork needing to manually be sorted through and filed appropriately. This process is time-consuming and quite frankly, not very exciting for any accounting team member. However, SapphireOne has developed a solution readily available to your company as it offers an ERP software application with an integrated document management.

An ERP framework is a versatile accounting tool that supports the incorporation of different segments of any day-to-day business, ranging from processing of orders to managing inventories and shipments etc. Metaphorically speaking, an ERP software is the ‘Swiss army knife’ of data management. If it is coupled with an integrated document management system, the process of filing any paperwork stemming from various business activities becomes a walk in the park, as the two components work hand in hand to facilitate efficient and effective document management for any organisation or company.

The Benefits of Integrated Document Management

There are five distinct advantages for you and your company related to adopting SapphireOne’s  ERP solution in respect of document management tasks such as sorting, searching and filing:

1. Time- and Labour-Efficient

An ERP system with the capacity for integrated document management allows you to conveniently sort and file large amounts of paperwork created by various transactions electronically with ease. The process also becomes much less labour-intensive, meaning your accounting team can shift their focus on more productive tasks.

2. Fluidity and Departmental Integration

The ERP solution offers the possibility of making your company function like one single beehive, interconnecting it on all fundamental levels and consequently, enabling instantaneous sharing of information between all departments, which leads to a high degree of fluidity that is desirable for any type of business. For instance, the customer service team will not need to contact the accounts department anymore in order to retrieve details on inventory, locations, taxes, customers or any other relevant information. Instead, any department can access all data directly via an ERP dashboard.

3. Privacy and Security

Any integrated management of documents via an ERP software application enables the implementation of a risk-stratified security protocol for accessing sensitive information contained within them. As a result, you can effectively specify and monitor who is able to, as well as who actually accesses, any protected data.

4. Lower Management Expenses

Unlike manual processes of organising, filing, sorting and searching paperwork, electronically managing documents incurs no additional expenditures for printing and storage of such. Further, it also reduces the need of allocating valuable human resources to tasks such as searching and filing of documents, as these can be attended to electronically i.e. in a more efficient manner. A reduction of paper consumption also has the positive outcome of improving the eco-friendliness of your company.

5. Improve Decision-making Process

An ERP compatible with integrated document management enhances your as well as your employees’ decision-making skills. By easing the access to all relevant data and information pertaining to branches such as sales, expenses and general transactions, all possible options and outcomes can be weighed up. Resultingly, the decision-maker can rest assured that the ultimate outcome is based on a foundation of thorough research. It is essentially the accumulation of such critical decisions that determine the fate of a company.

The integrated document management system offered by SapphireOne excels with its capacity of attaching documents to transactions and all major tables. If you would like for your business to be able to take advantage of all the aforementioned benefits, it is as easy as implementing SapphireOne’s world-class ERP, CRM & Business Accounting Software. Please contact us to request a live demo and/or read the testimonials from our long-standing clients.

Linda’s favourite feature in SapphireOne is the Calendar


Linda Helm - Office Manager at SapphireOne

Q: Why do you like the Calendar so much Linda?

A: There are many reasons. One reason I like calendar is because I approve all the bills in the office and when my staff enter these bills as invoices in SapphireOne, you can link them to the SapphireOne Calendar. That way we never miss a payment deadline.

Q: How do you find your actions that you have entered?

A: On the right hand side of the calendar there is a drop down called Tag. You can select the tag that you create all your action under and this will show just your actions.

Q: If you have recurring payments or need to do things on a regular basis, do you have to type it all in again?

 A: No, you don’t have to type all the information in again, you can create an action in the calendar and instead of typing all the details in each time again, you can clone an action and all the details will be the same, all you need to do is change the date or time. To clone an action in calendar you click on the action and it brings up a selection of things you can do including clone. This is extremely useful and time saving.

Q: What other features do you like?

A: You can link an action in calendar to a vendor or a client. So it makes it easy to find all the information you need and any documents that are related to your action.

You can put all the staff holidays in the calendar and tick the box on the right hand side of calendar that says “Show Employee Leaves” so I know who is away at a click of this box. I don’t want this showing all the time in my calendar so I can turn this off and on as I need it. If you want to see the whole month in Calendar you just click on the tab at the top right hand side of the calendar. Otherwise you can see a day view or a week view.

7 alarm bells you’ve outgrown your business accounting system

Most businesses in the past have made the decision to invest in a business accounting system. Whether it was 5, 10 or even longer years ago, this was considered to be a large investment. Financial information and your accounting software, either managed by yourself, through an accountant or bookkeeper, was the core of your business. 

But as your business grows, are your needs becoming more complex to accommodate the ever-changing market savvy environment? Are simple additional applications like Excel for spreadsheets, Outlook for calendar to manage contacts becoming cumbersome? Do you feel your accounting software is struggling to keep up and holding you back?

If this is you, here are the seven signs it’s time to change: 

1. Increased manual activities and paperwork

Are your employees spending too much time entering data twice and sorting through paperwork? This starts distracting you from growing your business as more customer relationships and employees end up equating to increased re-keying of data into the accounting software.

2. Lack of data integration

Do you need to call specific people within your organisation to obtain information? This is a big issue when your business accounting system doesn’t integrate and managers can’t see across the organisation’s operations. Your accounting software needs to give you a much needed 360’ view of your accounts, warehouse, inventory, payroll and CRM.

3. Limited customer relationships

Are you finding your customer relationships and experiences need to evolve to include marketing and online sales? eCommerce sites with live product information and sales from websites have to connect to a centralised customer database. Accounting software isn’t as complex as an ERP system to handle your finances, purchasing, inventory, sales and marketing in one.

4. Limited mobile capabilities

Can your employees access your business accounting system offline? Working 9-5 in the office has changed, the demand for mobile capabilities to do the job anywhere, anytime, on any device is becoming more prevalent. 

5. Inadequate reporting

Is the template-based reporting functionality limiting? Are you creating reports in Excel to generate them the way you would like? As a business grows the need emerges for sophisticated, comprehensive, customisable and easy to interpret reports that show what’s impacting your business. 

6. Working outside your system

Is more and more accounting work occurring in Excel or other applications than your business accounting system? Accessing other systems to see your financial data and information, or to do your job, is not putting your time to best use.

7. Performance issues

Is your system software or hardware not the latest upgrade and providing sluggish performance? Heavier demands resulting from increased data and users makes the system slow and can result in corrupt or frozen data during processing.

If you said yes to any or all of the above points, it’s time to look at a new business accounting system like SapphireOne ERP, CRM, DMS and Business Accounting Application.  

Integration is a critical component in getting the most out of your ERP system. When there is a strong integration between different areas of your business, errors can be reduced, productivity increased, and your ERP can generate more timely and accurate information for management.  

Click here for a demo or quote or to contact one of our friendly consultants. 

How Customer Relationship Management, CRM software application and the electronics industry work together

CRM software application works with the electronic industry.

The electronics industry is dynamic due to fierce global competition in developing and launching new and innovative products. Product life cycles have shortened dramatically, customer preferences have shifted, shaping the industry today. The most common element in the electronics industry is change. Delivering goods and providing customer service is not enough, you need to meet changing demands and respond accordingly in a timely manner.

Customer Relationship Management (CRM) software covers a broad set of applications designed to help the electrical industry manage many processes. Detailed production, manufacturing, test and measurement activities, customer data and interaction, real-time business information are visible across all departments. Your CRM software application needs to integrate with inventory management, customer communication, sales and marketing and automate these processes within the organisation.

SapphireOne CRM software application adapts to the Changing Electronics Industry

The present environment has led the industry to change structure and operational ways.  Communication and sales have begun to rely heavily on digital, mobile and off-site meetings. Customers are wanting more engagement and the competition is fierce. CRM leaders are embracing a more digital model across marketing, sales and service practices. They are focusing on predicting customer behaviour and shaping experiences across channels through customer insights. 

SapphireOne ERP, CRM, DMS and business accounting software application provides your sales team real-time access to your database via iPhone, Android device, iPad, tablet, Macbook Pro or laptop. This ensures better control and visibility into customer and supplier activities. Business can track front to back end functions for administrative, financial, inventory, standards, technical and sales support. Ultimately this will help in increasing leads and sales with quick closures. Point of Sale (POS), Inventory Management, Material Resource Planning (MRP) Supply Chain Management (SCM) and Enterprise Resource Planning (ERP) are included in the SapphireOne ERP, CRM and business accounting software application.

Click for more information regarding improvements and features within the latest release of SapphireOne CRM software application. Alternatively, contact our office on (02) 8362 4500 or request a demo.

 


CRM Software for Business is Becoming the Standard for Small-Medium Size Businesses

Accounting software integration with CRM software for business (CRM) enables organisations to view their customer data in the one place. By combining both,  managers have the ability to view not just contacts, but access all relevant customer information and history in the one database to maximise business efficiency and productivity. 

More small-medium size businesses are realising customers are key to their success so looking for a CRM software to gain sales insights, provide marketing tools, help acquire new customers and retain their existing ones. Companies today are realising retaining current customers is more productive in time and resources than searching for new ones. This is where a good CRM software can help.

Main Features of a CRM

CRM is used for contact and lead management, tasks and sales, email tracking, campaign management, social media management, reports and dashboards and mobile apps. A CRM application ensures you capitalise on the customers you have and help in obtaining new ones via customer interactions, sales management, marketing campaigns and more. Accounting software provides you with an extra level of insight via linking all the customers’ details with their financial records. In the one datafile, you can analysis customer purchase information, billing and shipping details, see what products or services generate the best revenue and more. 

Integration of the two frees up time, allows seamless real-time sharing of data between departments and more importantly for business today, stops the need for manual data entry.

SapphireOne ERP Application, CRM and Business Accounting Application power together for an all-in-one solution

SapphireOne CRM Software Solution ensures you build stronger relationships, encourage conversations and increase sales based on multiple channels. A deeper reach of client engagement is achieved by organising all interactions- emails, phone calls, appointments within the vendor, client and employee files. 

Our SoftPhone technology enables users to call any number without a physical telephone. Users call between a computer and phone network and maximise administration. Fast and easy overview of inbound and outbound calls is at your fingertips as all calls made within SapphireOne are automatically logged, timestamped, with date and time in the individual files. 

Integration with our ERP, DMS and Business Accounting Application ensures a 360-degree view of your customers in the one place. Sales, financials and support can be viewed in real-time to help speed up business processes, improved staff efficiency, remove duplications and errors of manual data, and ultimately save businesses time and money.

For more information regarding improvements and features within the latest release of SapphireOne CRM Business Accounting Software please contact our office on (02) 8362 4500 or request a demo.

Connect your SapphireOne ERP with Shopify for a Business Accounting Software Solution

Connect your Shopify store with SapphireOne ERP Business Accounting Application

SapphireOne ERP with Shopify- Shopify is a complete e-commerce software platform that allows you to set up an online store, and provides everything you need to sell online, on social media or in person. SapphireOne ERP is a a complete all-in-one accounting software suite.

A Robust Interface of SapphireOne ERP with Shopify helps you to grow your business

SapphireOne ERP Business Accounting Application has the ability to connect your Shopify online store with our SapphireOne application.

More and more B2C and B2B eCommerce merchants are building platforms for their online stores, so SapphireOne has programmed an integration between Shopify and the SapphireOne ERP. Online and back-office systems are integrated via SapphireOne, allowing tasks such as ordering, invoicing, inventory stock updates to be automated and in the one database. This helps your business grow by providing better customerservice and delivery.

Generate Revenue

With SapphireOne and Shopify integration you can sell more without working harder, as Shopify can be a new sales channel for your business to generate revenue. Before you had the tedious task of manually transferring every order into an ERP system, but with SapphireOne it is now automatic.

Start Selling Online Now

The SapphireOne and Shopify integration is a great solution for online stores because your Shopify store is linked directly to your back-end ERP system. Hence, all business processes are managed directly from SapphireOne ERP Business Accounting Application. Shopify gives you a unified platform to sell your products and run your business. Everything from marketing to payments, secure checkout, shipping and accounting needs can be handled through Shopify and SapphireOne.

100% Protection

Your data is safe. SapphireOne is certified for ISO 27001-Information Security Management System.  Recent release of SapphireOne Version 17 offers more feature rich functionalities and enhanced data security. On the other side, for your online store, Shopify handles everything from payment to secure checkout. All the data flows between Shopify and SapphireOne is guaranteed 100% safe.

For more information regarding improvements and features within the latest release of SapphireOne ERP Business Accounting Application please contact our office on (02) 8362 4500 or request a demo.