5 Ways to Increase ERP Efficiency

So how to optimise ERP efficiency. You’ve invested time and money in a system with the end goal of improving productivity. Are you getting the insights and intelligence you need to increase efficiencies?  Your ERP should be providing you real-time data at every stage from finances, sales, operations, HR and payroll. It is more than just accounting software. It enables you access to comprehensive data, automate critical processes, and customise how you deal with these workflows. All data is kept in a single, secure location which allows you to spot exactly where you’re losing money or wasting resources. 

So don’t just install your ERP system, get to know how to grow with it.

ERP Efficiency- tips to getting the most out of yours

1. Review your business processes and plan for change

Don’t use the set and forget method. Ensure you have in place an annual review of your operations. This will highlight any changes in processes and once identified, your ERP can streamline and simplify. Alternatively, if you find an area in your ERP system that is outdated, update or customise to ensure maximum efficiency. Talk to your provider, with fierce competition out there in the market they should be offering consistent upgrades and improvements. Plan to apply these updates whenever possible.

2. Ensure management is on board

One of the main benefits of ERP software is users are able to gain access to multiple areas of the business. These are from prospects to sales, payroll and HR, inventory, job projects, asset management and various data. Your management team can view organisational and individual performance to identify any areas of improvement. This real-time reporting is crucial in helping with the decision-making process of managers and ultimately becoming more productive.  

3. Know your CRM

Your ERP system should include Customer Relationship Management (CRM) software. Customer satisfaction and the way you interact with customers is essential to the success of your business. A CRM coupled with marketing will drives sales. Keep abreast of the latest marketing tools that are on offer and ensure the right data for your business is being captured. Your ERP system will manage the back-end processes and customer information once the order has been placed to reduce overall costs. 

4. Invest in ongoing software training

The ERP system is useless if your end-users don’t know how to use it. Training is vital to the success of the system. Don’t make the mistake of thinking once the initial training is complete, you don’t have to worry about it anymore. Employee turnover can lead to a large number of your staff not having the formal training required. Upgrades and improvements can lead to current employees making mistakes or not utilising the software. Work with your ERP provider to set up an ongoing training program for existing users as well as new employees.

5. Consider expanding the ERP’s functionality

Another way to add value to your current ERP system is to expand its functionality and usability through customisations, add-ons, bolt-ons, or integrations with third-party systems.  These enhancements can be integrated into your existing system to address specific business needs. Identify any functionality gaps within the current system and talk to your provider.

For more information on the latest release of SapphireOne ERP, CRM, DMS Business Accounting Softwareemail our office, call on (02) 8362 4500, or request a demo.

Leverage your ERP Software and technology to increase sales

Leverage your ERP Software and technology to increase sales

We all want to increase sales without diminishing the budget, one cost effective solution is to know all the functions and features of your current ERP software and technology. Take a good look at what you have before investing in any changes. Once you have maximised your software and technology capabilities, don’t fall into the pitfall of sitting back. Building and fostering relationships comes from personal interactions with clients and is still fundamental to the sales process. 

7 useful tips you can implement today:

Your website

Take a look at your SEO (Search Engine Optimisation) strategy for ways to promote your business, increase ranking on the web and attract new customers. Website builders offer in-built SEO functionalities, plugins or apps to drive more traffic to your site. Read the tips and utilise the tools to optimise your website and check your mobile ready, responsive to your website, as mobile usage continues to grow. 

Stocktake your hardware

Ensure all your desktops and mobile devices are upgraded and working. Think about replacing any of your slower or older hardware as they can affect productivity. 

Eliminate paperwork 

Manual processing of paperwork slows you down and can increase the chance of errors. Your ERP software provides EDI (Electronic Data Interchange) so you can receive and send electronic documents to suppliers and customers. Ensure trading documents such as orders, invoices, advanced shipping notices are processed without human interaction or manual data entry. Ask your ERP if they have a DMS (Document Management System)  to attach, store and manage documents electronically. All documents or files of any type can be stored within a selected transaction, in the client or vendor datafile.

Improve customer relationships with your CRM

CRM capabilities goes beyond just logging all interactions between customers to create a clear view of their needs and a consistent message across the sales cycle. Ensure all sales staff enter their contacts, sales opportunities, activities and scheduled plans allowing them the mobile capabilities to pull up the database and relevant information at any location. Gain insights into your customers, investigate and utilise personalise marketing opportunities in your ERP software to build trust and improve the overall customer experience. SapphireOne ERP, CRM Accounting software.

Payment options 

Capabilities of E-invoicing and issuing customers a “pay now” button can increase the speed of getting paid. Your ERP also has the functionality to integrate multiple online payment gateways so you can meet your customer demands and make the purchasing experience as easy as possible. 

Automation 

Examine your current automation processes and look into areas that are being slowed down. Prioritise where you can see productivity will be increased and manual errors reduced. Your ERP software should be flexible and if you identify a new workflow beneficial to your business, ask about customisation options. Look into automating repetitive transactions to be completed within a single click.

Reporting

Check your reporting capabilities so they are made available to anyone who may need them both internally and externally. Reports should show an accurate analysis of trends, identification of variances and predictability. There should be numerous reports that are automated and run, talk to your accounting software provider for any customised reports you would like tailored to your specific needs. 

Click for more information on SapphireOne ERP, CRM, DMS and Accounting Software and features. Alternatively, contact our office on (02) 8362 4500 or request a demo.

Mailchimp and SapphireOne power together in marketing

Email marketing is an effective way to keep your customers informed. It helps you stay connected with prospects and customers by delivering targeted content messages. Marketers look at developing personalised digital campaigns while staying on budget. SapphireOne has partnered with Mailchimp so clients can start combining the two. 

Mailchimp is the world’s largest marketing automation platform. It helps you design email newsletters, share them on social networks, integrate with services you already use, and track your results. Millions of people and businesses use Mailchimp to send 1 billion emails every day. They provide a marketing platform which works around the clock helping you find your people, grow your business, and get smarter as you go. Small businesses to large e-commerce retailers need an experienced marketing automation provider that can scale with them. Find your audience, engage customers, and build your brand with Mailchimp.

How Mailchimp and SapphireOne integration works

SapphireOne has seamlessly integrated with Mailchimp to ensure updated information is exchanged between the applications. Keep in touch with your contacts in SapphireOne by creating engaging, brand building messages through email, e-commerce and social interactions in Mailchimp. 

Don’t have a Mailchimp account- it’s easy to set one up and start emailing today. For more information…create account in Mailchimp.

SapphireOne has inbuilt features with every contact having a marketing section located above the notes. On the right-hand side there is a “Create Member in Mailchimp” button. Once you have consent from your contact you can add them into the different lists in your Mailchimp account. It’s as easy as a click of the button. 

Afterwards all Mailchimp marketing activities will be recorded and logged directly into your SapphireOne contact. The last 3 campaigns will be displayed in your contact card under Marketing for quick reference. For the rest, click on the green box next to the Mailchimp button to see all communications. Hence you have a record of interactions that can be further segmented for interests etc. 

Subscription management of your contacts is handled by Mailchimp and their rules relating to permission. Please ensure current contacts in SapphireOne are happy to receive digital communications from you.

Getting started is easy

In Mailchimp:

  • Create your own Mailchimp account OR
  • Log into your existing one
  • Retrieve the API key from Mailchimp located under Accounts, Extras

In SapphireOne Windows OS:

  • Go to Utilities Mode
  • In the left navigator, select Controls then Master Defaults
  • Return back to Utilities Mode and underneath in Page drop down menu, select API
  • In the API Settings Demo screen, go to Mailchimp on the bottom right
  • Insert your Mailchimp API key 
  • Green tick to save and exit

In SapphireOne MAC OS:

  • Go to Utilities Mode
  • Select Controls in the top toolbar then Master Defaults
  • Return back to Utilities Mode and underneath in Page drop down menu, select API
  • In the API Settings Demo screen, go to Mailchimp on the bottom right
  • Insert your Mailchimp API key 
  • Green tick to save and exit.

More information on Mailchimp partnership.

SapphireOne and Mailchimp- powering together to get your marketing moving.

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

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.

Payments made faster with SapphireOne ERP and Stripe payment gateway

SapphireOne Partners with Stripe for credit card payments

 

We all would like a high cash flow business, and with the era of instant gratification it makes sense to accept online payments. Online payments save time, are fast and hassle-free offering no more lengthy and often arduous payment processes. To ensure your dollars continue to flow, you need your customers’ purchasing experience to be seamless and a positive one. This is where Stripe payment gateway comes in, it helps you finish the sales process by facilitating payment options.

Payment gateways authorise the payment by credit cards for online retailers, brick and mortar stores and ecommerce ventures. They protect credit card details by encrypting the information it holds. This process ensures personal private details are passed securely between the customer and merchant.

SapphireOne has partnered with the Stripe payment gateway and added the new feature of credit card payment into Accounts Receivable. Stripe is a payment platform that allows you to receive payments anywhere, anytime.

Sapphire Web Pack for on-the-go mobile payments or SapphireOne client-server desktop for online payments, ensures you’ll never miss accepting a payment again.

Read more

Quick and simple steps to accepting payments with Stripe payment gateway

We have programmed Stripe payment gateway into SapphireOne ERP and Sapphire Web Pack so you can experience fast and seamless integration.

Getting started:

  • Create a Stripe account or log into your account
  • Connect your Stripe account with SapphireOne
  • In SapphireOne go to Accounts Mode
  • Select Receivables in the top toolbar
  • In the drop down menu choose client receipt
  • In the Payment Type drop-down menu choose Credit Card
  • Enter in the credit card details and press the blue PROCESS button above the Card Type
  • Stripe will process the payment for you, send back a receipt for your records
  • For processing away from your desk, open Sapphire Web Pack
  • Go to Client Receipt
  • In the Type drop-down menu select Credit Card
  • Enter the credit card details and hit the green PROCESS button underneath
  • In the Payment Process screen you have 2 options:
    • Save only- for payments to be saved into the database and processed later OR
    • Save & Process- for payments to be saved into the database and processed straight away.
  • Stripe will process the payment for you, send back a receipt for your records

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.