Sales and customers
With intelligent cloud, you can:
■ Track sales opportunities and activities from first contact to sales completion.
■ Create quotations, enter orders, manage invoices, receipts and return vouchers.
■ Use mass email templates to launch marketing campaigns.
■ Support customer service, service contract and warranty.
In addition, the software can also support you to manage and maintain customer contact information, thus improving sales efficiency and consolidating customer relationships.
Procurement and operation
Every growing enterprise needs a systematic method to manage the whole procurement process, including purchasing inquiry, creating purchase orders and paying suppliers. Intelligent cloud can help you coordinate the whole cycle from confirming inquiry, placing an order to payment, including receiving goods, invoices and returning goods.
With the powerful BI intelligent analysis and reporting function of intelligent cloud, you can quickly analyze the performance of suppliers and adjust your purchasing strategy accordingly.
Inventory and distribution
Intelligent cloud enables you to effectively manage inventory and operations, including picking, packaging, delivery and billing. You can use different methods to evaluate inventory, such as standard cost accounting, moving average method and monthly weighting method. Monitor inventory level; Track the inventory transfer of multiple warehouses in real time. In addition, you can make real-time inventory updates, check available inventory, and manage pricing and special pricing. On this basis, you can automatically apply items such as commodity quantity and discount to transactions with suppliers and customers.
Collaborative office
Covering personal office, administration, time management, business application, expense management, knowledge base, etc. The design is flexible and customizable, which can meet the office needs of enterprises to the greatest extent. It provides a valuable project management function module, which standardizes the management of manpower, financial resources and material resources in the whole project implementation cycle, such as project establishment, application for printing, application for reimbursement of project expenses and payment of project funds.
human resources
Intelligent cloud comprehensively records your employee's personnel file, handles the whole cycle of employment, employment, personnel change, resignation and retirement online, and conducts approval processing through the system workflow platform, and the business processing results are directly recorded in the personnel file.
According to human resource planning, formulate training plans and corresponding training implementation plans, and manage different types of training (such as open class training, internal training of enterprises, self-training of employees, training abroad, etc.). ) different; Can manage teacher resources, teaching materials, foreign training information base, college information, certificates, training institutions and training places; Effectively plan and manage the conditions, objectives, contents, time, place, equipment, expenses and budget of training; The training results can be comprehensively assessed, which can be divided into teacher's assessment of students and student's assessment of teachers; Track the effect of management training and form feedback results; Make necessary and reasonable training plans for employees; Inquiry and statistics of history training; Conduct various statistical analysis of training results, such as cost and effect analysis; Record the personal training records of all employees, including date, courses attended, time, duration, etc.
Key performance indicators
Intelligent cloud provides you with a powerful tool to consider any business key performance indicators. Key performance indicators (KPI) are the dynamic quantitative measurement process of enterprises. For example, an important performance index of a trading company is daily sales, the number of bugs in products-the activities of the development team, and so on. For better visualization, the value range of KPI can be divided into "green zone" (everything is normal), "yellow zone" (warning) and "red zone" (all have problems). When the KPI is based on a time range, you can compare the useful values in different periods (for example, with the values of the previous month). If you need more in-depth analysis details, you can easily click on specific business data to view the details.
Intelligent analysis and reporting
Wisdom has become a powerful analysis and reporting tool, which can help you obtain relevant key business information. You can collect data from multiple sources and then use data related to company finance and marketing.
Sales, customers, inventory, service, production and operation and other related key enterprise data, generate timely and accurate reports. Fully integrated with Microsoft Office products, focusing on data security. You can choose the appropriate format from a series of report formats, and you can also control the access rights of the displayed information. In addition, you can also use the drag-and-drop function and interactive drilling function to dig deep into multi-level related data and obtain comprehensive information in real time.
Business modeling
Through business modeling, you can adjust intelligent cloud to meet your unique or ever-changing business needs without heavy IT burden:
N Set your own preferences and control information for dashboards, business documents, query tables and reports to reflect your daily business activities.
N Define your own fields in an existing document or add a new business document. You can quickly add user-defined fields to any business object in the application, including master records (customers or inventory items), sales and purchase vouchers (such as sales orders, invoices or purchase orders), voucher lines, services, bills of materials and all other objects.
Sales and customer relationship management
Intelligent cloud provides fully integrated sales and service functions, which can ensure that you have complete control over the acquisition and retention of customers, thus improving the profitability of enterprises. The tight integration of marketing, sales and service functions provides end-to-end visibility for the whole customer life cycle.
Opportunity management
Record every sales opportunity, from customer lead identification to discovery, qualification evaluation, suggestion, checkout and after-sales service and support. You can even enter the details of the opportunity, including the source, potential transaction size, deadline, competitors and related activities.
Business partner master record-manages all information of customers, distributors and suppliers, including emails, addresses, documents, sales reports, activities, etc. Use a calendar to track your activities and use keyword search to find specific items in the calendar.
Opportunity Analysis-Analyze opportunities by lead source, region, industry, customer and project. Forecast and expected revenue can be displayed according to different date ranges, such as month and quarter. You can view the distribution of clues in a certain period of time by source and identify the most profitable clue mining activities.
Lead Management—You can manage thousands of leads and track related activities. Add leads to e-mail activity lists, contact lists and e-newsletters. Lock potential customers or business partners through e-mail and proactive.
Dynamic report-Understand the business data in different time periods with the help of dynamic opportunity analysis report, so as to easily discover the new trends, patterns and behaviors of sales opportunities and personnel.
customer service and support
Intelligent cloud contains CRM function, which can support you to fully control the process of customer acquisition and retention, continuously improve customer loyalty, and then improve corporate profitability. The close integration of marketing, marketing, sales and service functions provides end-to-end visibility for the whole customer life cycle.
Customer service function can provide support for service operation, service contract management, service planning, customer interaction tracking, customer support and sales opportunity management.
Maintenance Work Order-Create maintenance services for the items or services sold to customers, including the inspection process, including the response time or resolution time of warranty, the evaluation of replacement parts and the process management of maintenance expenses.
Customer Service Analysis and Reporting—View information about all service calls that were created, resolved or ended on a specific date or within a specific date range. You can limit the report to service calls with a specific queue, technician, problem type, priority, project or call status. You can also choose whether to include the view of expired calls. Show service calls by queue—Track and maintain service calls by viewing the call history related to a specific activity. You can monitor the status of calls, assign calls to individual technicians, or keep these technicians in a queue group. Display Response Time by Trustee—Track the time required to correctly respond to a single service call according to the communication records between the customer and the service department.
sell
Sales management tools in the smart cloud allow you to create quotations, enter customer orders, set deliveries, update inventory balances, and manage all invoices and accounts receivable. Intelligent cloud provides efficient document development functions for all steps in the sales process, including quotation. All relevant information can be transferred from one document to another, including sales quotations, sales orders, delivery orders and invoices receivable, which can greatly save your time and reduce errors. In addition, the solution allows you to flexibly adjust each step in the sales process to meet your needs and specific business processes.
Sales Quotes—Create sales quotations for prospects and customers. You can calculate the gross profit of each quotation, easily view the sales price history, and quickly export the quotation to Microsoft Word after it is created.
Sales order straight-through ATP covering multiple warehouses
Reports obtain project availability information, thus simplifying the entry of sales orders. Orders can support setting different delivery dates and delivery addresses for each item, and you can also automatically create purchase orders through sales orders to transport items directly to customer sites.
Delivery—Generate packaging documents for all goods shipped to customers. The built-in packaging function makes it easy to "virtually input" items into different packages after the delivery is created. By clicking the mouse, you can save the delivery tracking number and access the transportation status in the delivery order. The software can automatically update the number of warehouses after you deliver the goods.
Return processing—Quickly process returns and adjust the balance payable of your inventory and related suppliers.
Inquire about overdue order processing-track orders that cannot be delivered to customers due to inventory shortage, and automatically fulfill unfinished orders after goods are put into storage.
Invoice Receivable-Automatically create the corresponding accounting invoice for each delivery. This allows you to create an automatic ticket when the customer chooses to pay the invoice amount.
Prepayment—Apply the customer's prepayment to the sales order. With or without invoices, you can process advance receipts and record them without creating any postings.
Voucher Printing—Select the time limit, voucher number or voucher type for printing sales and purchase records.
Draft vouchers—Print, edit and manage all vouchers saved as drafts.
Dunning Wizard-Automate the process of sending reminders to customers who have not paid through overdue payment analysis. Check the unpaid customer invoices immediately and send a series of latest notices with different severity at a predetermined time interval. In addition, you can keep the payment history of each customer, so as to make more informed decisions when determining the payment term of future orders.
buy
Through intelligent cloud, you can manage and maintain activities related to suppliers, including purchasing inquiry, issuing purchase orders, updating inventory quantity, delivering goods and handling returns and letters of credit.
Purchase Orders—Create purchase orders for the materials or services you ordered, print these orders, and send them directly to suppliers by mail, fax or email. You can create a purchase order through a sales order to ensure that the warehouse has the appropriate quantity of goods on the required shipment date. A purchase order can update the available quantity of the ordered goods and notify the warehouse administrator of the expected delivery date. In addition, you can divide a single purchase order into multiple parts, for example, when goods need to be transported to multiple warehouses.
Receiving Goods—Determine whether you want to receive goods in one warehouse or multiple warehouses. Receipts can be associated with purchase orders, which means that if the received quantity is different from the original order quantity, the purchase order quantity may change. For the goods that need to be returned to the supplier, a return order can be created to partially or completely change the quantity and price in the received purchase order.
Invoice payable—When processing supplier invoices, you can use the accounting invoices automatically generated by the software to process supplier payments.
Prepayment-Manage suppliers' prepayment requests for purchase orders. With or without invoices, you can process the prepayment and record it without creating any postings.
Freight-track and record all the extra expenses (such as freight) related to the purchase transaction, such as insurance, freight or other expenses applicable to your goods.
Voucher Draft and Print—Edit and manage all purchase vouchers saved as drafts, and print these vouchers (including drafts) according to terms, voucher numbers or voucher types.
stock control
Manage material master data and price list, determine combined materials, adjust inventory increase and decrease, perform cycle counting, and generate packing list of open sales orders. The software can provide the following inventory control functions:
Material Master Data—Defines sales materials and purchased materials (purchase), while retaining default information, such as purchase suppliers, purchase and sales units of measurement, and the tax status of each material. You can save inventory items in multiple warehouses, and the related costs vary according to the specific location. Intelligent cloud supports the most common inventory evaluation methods, including standard cost, weighted moving average and monthly weighted cost. You can define a purchasing method (such as production or purchasing). You can also define the lot size, minimum order quantity and average lead time of purchased materials. Next, you can use this information in combination.
Combined Material-The master data of this material is a delivery component that requires multiple sub-material combinations.
Receipt and delivery—Records receipt and delivery that are not directly related to sales or purchase vouchers.
Inventory transfer-transfer inventory between warehouses.
Inventory revaluation—Revaluate your material cost and inventory value without changing the quantity level.
Inventory Counting—Simplifies the inventory counting process by determining when to calculate each item in the inventory. The generated alarms and reports help to ensure that materials with different importance levels are calculated according to the required frequency.
Price List—Define various price lists and associate them with customers or suppliers. Quickly create dynamic links between price lists, which can be automatically updated after the initial price list changes.
Report form
Easily create, manage and distribute real-time reports. You can create business and management reports by using various reporting tools in the smart cloud, such as smart perspective analysis and printed reports, and provide summaries of key performance indicators, such as sales reservations, year-to-date turnover, accounts receivable, open orders and open accounts. You can not only export any report to various electronic formats (including PDF, Microsoft Excel/Word, RTF and XML), but also distribute these reports within the company by email, fax or other formats. Intelligent cloud's drag-and-drop drilling function provides you with end-to-end visibility of business operations, and can also help you immediately understand key relationships and transactions within the enterprise.
Intelligent cloud provides a large number of predefined reports for various functional areas. You can generate reports for specific functional areas in the enterprise and customize the output to meet your needs.
Product characteristics
N fully integrated business functions
The business functions provided by Smart Cloud cover all aspects of enterprise management, such as office, accounting, sales, procurement, inventory, customer relationship, project management, personnel management, training management, cost management and key performance indicators. All kinds of business data of enterprises are highly integrated and shared, which avoids repeated investment in information construction.
Powerful business modeling
Using business modeling, users can easily expand, customize and strengthen their business.
N-friendly user interface
Intelligent cloud's interface is browser-based, adopting client technology, and the user experience is excellent. Its clear and easy-to-understand interface and reasonable design and layout make it very convenient for users to use, and can be easily customized and adjusted, thus reducing the training cost of the software.
N Online alarm and approval function
Users can flexibly configure workflows in the system. For example, quotation approval in the sales process and approval in the purchase process. According to the user's configuration, when the sales discount exceeds the scope of authority, the system will automatically send an email or text message to the corresponding manager, and the excess discount can be re-approved.
Powerful report analysis tool
The drag-and-drop perspective and business technology patented by NetDragon enable users to drag information from different databases on the interface and complete a large number of complex business analysis activities with the mouse.
Model editor
Users can customize their own menu, layout, business logic, interface control, multi-angle view, dashboard and other powerful functions through the model editor.
N practical customer relationship management functions
The huge and complex customer relationship management system can no longer meet the requirements of growing enterprises for simplicity, practicality and high cost performance. Smart Cloud provides efficient and practical customer relationship management functions to meet the requirements of growing enterprises for market, customer resources, sales process, after-sales service and sales staff management analysis.
Easy to use configuration and personalized features
Intelligent cloud provides you with powerful tools to customize tables, inquiry tables, analysis tables, charts and reports to meet specific business needs without receiving special technical training. You can configure settings to determine exchange rates, set authorization parameters, and create import and export functions for internal messages, emails, and data.
Alerts and approvals
With user-programmable, workflow-based alerts, you can set up immediate notifications and automatic responses for important business activities. You can specify the activities to be tracked and determine the acceptable deviations and limits associated with these activities. Next, you will receive an alert when the indicator exceeds the predetermined activity range. If there is any violation of business policy, this function can immediately notify the manager and start the workflow process to manage the incident.
With the alert function in the smart cloud, you can proactively manage abnormal situations without manually monitoring activities. Every time the set threshold is exceeded, you can know it in real time and take relevant actions immediately. You can also drill down into the alert information to make an informed decision on future actions related to this activity.
customized
You can adjust intelligent cloud to meet your unique or ever-changing business needs in the following ways without heavy IT burden:
■ Set your own preferred information for documents, query tables and reports to reflect your daily business activities.
■ Various common business logics and controls can be added through the Model Editor.
■ On the basis of business modeling in intelligent cloud, with the help of industry solutions built by NetDragon Technology Software Solution Partners, the core functions are further expanded.
■ Use business modeling to define your own fields in an existing document, or add a new business document for intelligent cloud. You can quickly add user-defined fields to any business object in your application, including master records (customers or inventory items), sales and purchase vouchers (such as sales orders, invoices or purchase orders), voucher lines (invoice line items, purchase order line items), customer service, maintenance orders, bills of materials and many other objects. You can select user-defined fields for various information, such as text, address, phone number, URL, file attachments, images and drop-down lists. When you update these fields, they are automatically consistent with your database.
■ Re-integrate the modifications and enhancements you are currently building into the future version of intelligent cloud with only a few business modifications. Since intelligent cloud upgrade supports backward-compatible automatic database upgrade, the integration and enhancement functions can be smoothly integrated into the new version.
■ Connect your branches or manufacturing plants around the world in a direct and cost-effective way through an SOA architecture based on a single code and a localized version that can be expanded as needed.
System reliability and performance
Intelligent cloud is built with SOA architecture, which has been verified by thousands of customers. At the same time, it has an effective maintenance and monitoring platform, which is committed to helping you to maintain the software system more easily, and at the same time actively prevent potential problems from happening, so as not to adversely affect your business activities.
By integrating sales, customers, finance and operations, intelligent cloud can generate a comprehensive picture of the company based on real-time information and help you make the most effective decision. Through a comprehensive understanding of your business, you can easily monitor performance, eliminate inefficiencies and find profitable growth opportunities. With the standardized, experienced and predictable cost solutions provided by NetDragon Technology, growth enterprises can effectively simplify their operations and take prompt actions according to complete information, thus accelerating profit growth. The perfect combination of our rich industry experience and partners will help the industry leading enterprises like you to explore and develop continuously.
More information
Intelligent cloud is released by NetDragon Technology and provided by the global business partner network. For more information about how intelligent cloud can help you improve your business understanding and operational efficiency, please visit NetDragon Technology official website.