10 May 2019

How to Generate Personal Data Reports in SuperOffice

It’s super easy to generate your personal data report in SuperOffice! If one of your contacts requests to see any personal data registered to their profile, simply use the integrated report export tool to get the information as quickly as possible.

Your new report will contain all the data registered to that specific contact. This includes:

  • Contact information
  • Interests
  • Subscriptions
  • Consent information
  • Registered activities
  • Communications

The “communications” section of the report will also include any information on follow-ups, document, requests and mailings.

Generating Personal Data Reports

Creating personal data reports in SuperOffice couldn’t be easier.

To generate a new personal data report, follow these instructions:

  1. Log in to your SuperOffice system.
  2. Navigate to the required contact in the Contact
  3. In Windows: Click Contact on the file menu, then select Generate Personal Data Report.
  4. On Web: Click Task then Generate Personal Data Report.
  5. In the Privacy Report dialog, you may view the information registered to that contact.
  6. Send the report either as an email attachment or save the report as a PDF.

Any reports you generate are automatically archived in the Activities area.

With SuperOffice, it’s simple to manage your contacts’ data and information. For more information on handling personal data within your systems, please contact Synergy Technology. Call us on 0345 456 0050 or email us at sales@synergytechnology.co.uk today!

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30 Apr 2019

10 Tips for Effective Time Management with SuperOffice CRM

Implementing effective time management can be a difficult task for companies to accomplish, but it is vital for improving productivity to work-life balance, avoiding burnouts, building good habits, as well as setting long-term achievable goals.

It may sometimes appear that there are not enough hours in the day and not enough days in the week, hence the importance of time management. However, when you learn to manage the time you have, you soon find that tasks are accomplished much faster.

To help you achieve your goals, follow these 10 tips produced by the Synergy Technology team to help you better manage your time through the use of SuperOffice CRM.

 

  1. Use Calendars

The use of calendars is handy for all teams, but especially those with people who work virtually or overseas. By using calendars, you can see team members availability, which is vital when booking meetings to avoid the mistake of booking a meeting on a day when the necessary people are on annual or sick leave.

With SuperOffice CRM, if everyone is busy, then the system will automatically give you an alternative date when all are available. You can sync your calendars to your Microsoft Outlook, Exchange or Google Calendar, as well as sharing appointments and tasks with others not using SuperOffice.

  1. Multitasking is a Myth

It can be difficult to juggle tasks on a day-to-day basis outside of work, so why would you juggle them whilst working? It is important to stick to one task at a time for the best results and to keep focus.

By turning off alerts and reminders to get a task done, it will make it much easier for you to stop multitasking and get more work completed. You can choose in SuperOffice CRM whether you want your alerts/reminders to be active or silent to help you remain focused on one task at a time.

  1. Use historical data (analytical dashboards)

Through SuperOffice CRM, you can make use of analytical dashboards to view information which is easily understandable at a glance. This the dashboards, you can have access to real-time and historical data to help provide you with answers to critical business questions.

By having access to customer data instantly, you can make smarter and faster business decisions which will ensure that your productivity goals are met within a realistic time goal.

  1. Work together with your team

By working as a team, you can help to make decisions and resolve issues at a much faster rate, which will also benefit team productivity. It is often better to put several heads together and use the collective knowledge of the team to help deal with sticky scheduling and time management problems.

With SuperOffice CRM, you can store, share and collaborate on documents effortlessly. SuperOffice is integrated with Microsoft Office 365, G Suite and major email applications such as Exchange, Outlook, Notes, Gmail and all IMAP based email servers. This integration is a vital part of companies working together as a team and sharing relevant information between teams.

  1. Stay Connected (Pocket CRM)

Staying connected to customer information is necessary for many of our SuperOffice users. With the Pocket CRM app, which is compatible with mobile phones and tablets, lets you easily access all your important customer information anywhere anytime.

If you have left the office for a meeting with a client but you have forgotten necessary CRM data, then you can easily access the data on the Pocket CRM, rather than having to go back to the office to retrieve the data, saving time and being punctual to all meetings.

  1. Keep all your customers in one place

Having all your customer information saved in one place is an efficient use of your time and will help to increase your productivity. With SuperOffice CRM, the contact management feature provides you with all the information you require, but it doesn’t just store customer contact details. Through this feature, you can store emails, phone calls, documents and meeting notes for each client, in which everyone in your company can access this important customer information in one click.

By having all the data in one place for each customer, you can effectively plan strategies and organise tasks based on documents a customer has sent over or notes from a previous meeting, as well as scheduling in a meeting as requested by the customer. This will save you having to spend copious amounts of time searching for the required information in past emails or notes.

  1. Create a to-do list

You will save yourself time by storing all your tasks in one place, rather than having multiple lists, sticky notes, and reminders set to tell you when a task is due. You can prioritise your time a lot easier when you have only one place to look for the work you need to do.

With SuperOffice CRM, you can assign yourself tasks to complete, in which you have the choice to set deadlines and notifications if you believe to be necessary.

  1. Use templates

Another way to save yourself time at work is through templates. You can use pre-designed templates to maintain consistency in appearance for all correspondences. With SuperOffice, pre-designed templates are available in Microsoft Office 365 or Google Apps for Work, which saves you time as all you need to do is add the relevant information to an email or letter.

Pre-written letters or proposal templates can be easily and automictically updated with a selected customer’s address, contact person and date through the contact management feature.

  1. Make use of filters

A great way of valuable time-saving with SuperOffice CRM is making use of the filters feature. The filter feature allows for a neat, uncluttered and simplified search process, which can be carried out to find clients of a specific industry or demographics or finding a specific contact person within a company profile. Using filters helps to make your searches far more productive and essentially saves you times as you no longer must scroll through hundreds of files or contacts or data to find the necessary information.

  1. Utilise mailing systems

You can easily stay in touch with your customers on your contact management system using a simplified mailing tool, included with SuperOffice CRM. This can help save you time by eliminating creating an email from scratch every time using templates from previous emails and adjusting these to match the email necessary this time. This can be useful when you require the same customised design but with different content based on the customers which the emails are being sent to.

You can easily stay in contact with current customers, potential customs and other stakeholders – making everyone feel valued and updated at any time, whilst also ensuring that you save time and effort.

Contact Synergy Technology today to find out more about how SuperOffice CRM can benefit your company on 0345 456 0050.

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04 Aug 2018

All systems go for the summer with mobile solutions for your business applications

Are you taking time off this summer? But do you still need to make sure to have access to vital business information?

All the business applications and solutions that Synergy Technology delivers can be adapted to ensure you have functionality out of the office, using web-based systems, WiFi and familiar BYO devices.

So this summer, take some time off, relax, but knowing that you can tap into your business information if necessary.

Universal APP for Microsoft Dynamics NAV

Designed to help your business and your employees that work on the go, you can experience the power and simplicity of Microsoft Dynamics NAV using the Universal App on your preferred iOS, Android or Windows device – be it phone, tablet, laptop, or desktop – it’s all up to you.

Using the Universal App is a great solution as it puts business in the hands of remote workers (and people on leave or working from home) – Your field teams including salespeople and account managers, service engineers, executives, consultants and bookkeepers can access Dynamics NAV offsite and stay up-to-date. It also helps to improve the accuracy and timeliness of your data – with access to Dynamics NAV from all locations, the user can capture information as it arises keeping the business system and communications up-to-date.

READ OUR BLOG | Empower your workers with the Microsoft Universal App

Pocket CRM for SuperOffice

Mobile CRM or mobile customer relationship management is a CRM tool for SuperOffice designed for mobile devices including smartphones and tablets.

By connecting through mobile CRM, you, your sales team and employees on the move, have access to customer data through the CRM mobile app or through a web-based browser with cloud CRM. If your Account Manager visits a prospect and the visit subsequently requires changes regarding an in-progress deal or quote, or needs to update information whilst away from the office, this can be updated on the mobile CRM without the need to wait until the Account Manager arrives back at work, keeping your entire CRM always up to date – for everyone.

READ OUR BLOG | Work on your business and your suntan with pocket CRM!

Pegasus Mobile Sales

Now you can provide your field sales team with a great tool to use on the road or away from the office.

Mobile Sales via Pegasus Web Xchange is a dedicated sales app that will change the way your orders are taken and processed. If you have a sales team on the road, Pegasus Mobile Sales will be an invaluable tool for them to take sales orders on their mobile devices. The sales person can showcase products to the customer, take the order and send it securely back to the office to be authorised and uploaded into Opera 3 Sales Order Processing

READ OUR BLOG | Improve the way your sales team interact : Pegasus Mobile Sales

The Virtual workforce

If some of your workforce need to work from home during the summer whilst their children are off school, then the ability to work virtually presents significant benefits for your business – from reduced staff turnover to higher productivity and less stress.  Read our blog to explore why in more detail as well as looking at some of the practicalities of creating your own virtual workforce – it’s easier than you might think.

READ OUR BLOG | Engage, inspire and empower your employees

For further information on mobile solutions contact Synergy Technology on 0345 456 0050.

And enjoy your summer holidays!

 

 

 

 

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03 Jul 2018

Improving your SuperOffice CRM system with bespoke development

SuperOffice is a powerful scalable CRM database system designed for organisations that operate in the business to business market sectors. Our professional development team at Synergy Technology provides additional bespoke development work to ensure that SuperOffice users maximise the functionality and effectiveness of their CRM system. Trevor and Richard two of our talented team of developers, outline the features and benefits of bespoke development.

What is the reason for requiring bespoke development?

“Bespoke development for SuperOffice can cover almost any operational enhancement that a business requires to really make the most of their customer relationship management system. We help our clients extend and customise SuperOffice so that they can achieve the maximum efficiency from the system in their daily routine, which then becomes richer with information and delivers better results.

“We can practically program anything necessary into SuperOffice to enhance the sales, marketing and customer service functionalities of a business.”
Trevor, Head of Development, Synergy Technology.

Every industry, every business and every process has different and sometimes very specific requirements. SuperOffice out of the box can not to meet all these complex requirements. If it did, it would be very expensive, difficult to update and deliver across a wide range of platforms, and would end up including modules and functionality that would not be utilised by the majority of SuperOffice users.

SuperOffice consolidates the key contact functionality of a business based on its Sales, Service Delivery, Marketing and Customer Processes. Bespoke development is designed to make SuperOffice a perfect 100% fit to each and every client’s specific needs.

It has been designed to support client specific business functions and can be tailored by developers to suit a wide range of requirements. Development work can cover anything from integration between CRM operations and third party add-ons or modules, as well as developing sophisticated reporting systems that combines data from several systems linked to SuperOffice.”

What sort of development work do you do?

We can create a wide range of processes and functions that enhances the effectiveness of SuperOffice and its application, this includes:

  • Create web pages that can carry out functions connected to SuperOffice.
  • Converting documents within SuperOffice to PDF.
  • Additional telesales processes.
  • Creating sophisticated sales operations.
  • Call scripts, call logging and related reporting.
  • Additional marketing activities.
  • Automating repetitive tasks, consolidating information.
  • Integrating systems or data from other systems to streamline internal processes.
  • Full end to end marketing integration.

 

Synergy Technology can devise a bespoke solution for almost any requirement for additional functionality in SuperOffice.

Development work can eliminate repetitive time consuming manual data processes with automated functions that equally reduces the risk of duplication of data and improves data accuracy. Richard, SuperOffice Developer, Synergy Technology

Examples of SuperOffice development that Synergy Technology has produced for clients include:

  • Package integration with financial packages including SAGE50, Pegasus Opera, Dynamics NAV, Access Dimensions, SAP integration and Xero.
  • Integration with email marketing systems including eMarketeer and CommuniGator.
  • Integration with systems such as INKWRX to convert existing business forms and documents allowing paperwork to be completed using a mobile phone, tablet or digital pen.
  • Tailoring functionality.
  • Developing modules to quickly lookup postcodes and business information online.
  • Tailoring reports and documentation to reflect the company standards.
  • Even something as specific as adopting the system to work with deep sea exploration and offshore windfarms for monitoring profit cost control and access control.

 

What are the real benefits of bespoke work for SuperOffice users?

Basically bespoke development within SuperOffice ensures that it works seamlessly and effectively across financial, sales, marketing and customer service activities and consolidates any system functions that share the same data or reporting.

Other bespoke work is adding functionality to the existing system, or maximising the value of the data within in the system by creating informative, up-to-date reporting. Developing bespoke work usually involves incorporating SuperOffice into existing third party systems or with a new system that the client wants to start using. The key is understanding what the client is looking to achieve from their CRM system.

“Listening to our clients, understanding their needs, and determining the best most cost effective solution is our priority. To find the best solution we always seek to offer the most effective and perfect fit.

We also aim to find the best solution for the client, and focus on ensuring that the development work can also be adapted for future requirements. By considering the client’s long term plans for their CRM system we can make sure that any bespoke work is not isolated but forms part of their future needs.

Often development work it is not always as complicated as a client may first think. Often we can resolve a requirement for the client by identifying functionality that already exists within SuperOffice that is not being utilised by their team. Training and technical support may be all that is required to improve the system. Additionally, development work to improve a client’s system to meet their requirements can be resolved by integrating third party add-ons that already exist such as eMarketeer or Business Analyze with SuperOffice.

It is also becoming increasingly popular is to develop functionality using web pages (also called web panels). Basically we create a page you can access using a browser like Internet Explorer or Chrome. The web page is developed and designed completely by us but the functionality is dictated by the client and we also try to keep the look and feel consistent with the look and feel of SuperOffice for ease of use”.

Reducing the work to create a monthly management report down to just 0.12% of the original time!

“A specific example of bespoke work for SuperOffice for a client was some very simple development work to automate a rather time consuming Management Reports that required updating and printing every month.

The original process adopted by our client was a laborious task to prepare the report by reviewing statistics, sales figures and other information from SuperOffice and subsequently updating data within an external report. Our development work took two days to complete using (something about in Sequel etc.) and turned the onerous task into a “click refresh report” button reducing this process to well under a minute, a tiny fraction of the original effort. The invested development time was making a saving for the business within its second month of implementation.

Improving internal telesales procedures and increasing sales, customer and team satisfaction and profit.

“Over our 20 year history we have been approached with many special requirements and market specific requirements. In 2015 we were engaged by a dynamic organisation with a team of 40 internal telesales people making high volume call outs to businesses in the UK.

They were experiencing poor data management, lack of data sharing, the need to remove duplicate tasks and no clear method for follow up, to name but a few of their problems. Our brief was to create a process within SuperOffice to bring together the data management whilst also providing an easy to use telesales tool to allow the business to increase customer touch, manage information via a single data source, clean and manage the data for the business and remove work duplication.

As a result of the bespoke development, the organisation saw an improved performance within the telesales team, an increase in appointments and in turn an increase in business and sales. The SuperOffice functionality that we developed is a module called eTelesales and is now available as a commercial add on for SuperOffice.”

Improve the efficiency and sales and marketing processes in your business

The main benefit of bespoke development work is to streamline processes within the client’s business that also results in increased productivity and offering major time saving benefits. Here are some of the key benefits:

  • Save time – bespoke development creates time saving benefits to the users.
  • Better control of information – by using the same data sources across your business systems.
  • Reduce errors – by automating repetitive processes.
  • Simplify processes – saving time and releasing employees to focus on other tasks.
  • Better monitoring of sales performance – ensuring your team have real time results.
  • More unified sales and marketing processes – immediate alerts to sales leads via campaigns.
  • Improved customer services – providing a consistent, proactive and monitored service.

 

Synergy Technology has the technical resources to develop your SuperOffice system

Synergy Technology is a highly skilled accredited partner of SuperOffice. We have a dedicated technical team with extensive working knowledge of the software who are able to apply practical and customisable business solutions using the application.

Synergy Technology also provides a range of existing development work available to all SuperOffice users. Our eSuite modules including eTelesales, ePostcode, ePDF are designed and developed by technical experts in business programming and are designed to complement SuperOffice functionality. eSuite modules are created using a unique process of analysis and then applying a design and development solution to deliver a timely, cost effective solution that meets the needs of the small to medium business.

Our technical team can also offer your business ongoing guidance, advice and support to ensure SuperOffice is scaleable and adaptable to the changing needs of your business, including the implementation of additional applications such as digital marketing, mobile applications, advanced reporting and quote management. To discuss your development needs for SuperOffice, please contact Synergy Technology on 0345 456 0050 or send us an email today.

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25 Apr 2018

GDPR and Cybersecurity – Protecting contact data

We spoke to Mike Zammit from Digital Change Agents about how the General Data Protection Regulation – GDPR and cybersecurity go hand in hand.

What is the GDPR? Give us a brief introduction.

GDPR is a replacement for the current Data Protection Act (DPA), which is over 20 years old. It dates from a time when we didn’t have social media, and didn’t use the internet the way we do today, i.e. living every moment of our lives online − at work and at home.

The idea of the new legislation is to make the law fit for purpose in the digital age, and to help protect against data breaches and the misuse of personal data. Any company that fails to meet its requirements could face fines up to €20 million or 4% of annual global turnover.

What has driven the EU’s decision?

There are two reasons. In 1995, the EU wanted all member states to put a data protection law in place that would also make it simpler to share information across borders, so that it was easier to do business online. However, because the European Commission issued a directive and not a regulation it meant that each member nation had to create and implement their own laws. This led to each member state having its own interpretation of the directive, which created the opposite effect. Instead of making it simpler, they made it more difficult for businesses to share data across borders.

More than ever before, businesses are responsible for protecting their customers’ data.
Mike Zammit, Digital Change Agents

Secondly, something needed to be done to strengthen citizens’ rights after several high-profile breaches, such as those suffered by Sony and Talk Talk. Vast amounts of information were stolen by cybercriminals who hacked into the systems of these companies. In the case of Talk Talk, 21,000 customers’ records were compromised. To protect citizens from these attacks, it was decided to give them more control over their own personal data, what companies can do with it, how long they hold onto it and what they do with it when they no longer need it.

More than ever before, businesses are responsible for protecting their customers’ data and keeping it out of the hands of cybercriminals. With the possibility of huge fines to punish those that don’t do enough, all businesses must have robust technical and procedural security measures.

What is the reaction of businesses that now need to strengthen their cybersecurity due to the GDPR?

In general, businesses of all sizes − large, medium and small − are still somewhat complacent. Some organisations are not taking it seriously. The latest reports suggest that approximately 60% of businesses are not ready for the GDPR. Most seem to hope that a cyberattack won’t happen to them, or if it already has that it won’t happen again.

What do you think the solution is?

To become GDPR-compliant, and to be serious about cybersecurity, requires buy-in from the highest level of organisations. Technology is only part of the solution.

Technology provides the tools to help people become compliant. There are human problems. What we need is a change of mindset, where chief executives and their boards of directors take GDPR and cybersecurity seriously.

Breaches are often preventable, because most are caused by human error − employees being careless or not knowing the right procedures. I have seen instances of people leaving laptops on the train, phones falling out of pockets, and even people moving offices and leaving cabinets full of sensitive information. If these devices or cabinets fall into the wrong hands, i.e.
someone with malicious intent and the ability to hack into them, then the consequences can be dire.

Is the situation getting better?

We are seeing a gradual increase in people taking notice. However, crucially, it’s not getting to the very top − it’s not reaching decisions makers.

I present at a lot of GDPR awareness days, where we outline the requirements of GDPR, the threat of cybersecurity and why businesses need to get on top of both before it’s too late. I have noticed that there are more directors turning up these days, but I have never seen a chief executive at an event and I’ve never been asked to discuss GDPR by a chief executive. The chief executive of an organisation can really make a difference, as the best transformation is always lead from the top; if the boss says ‘do it’, ‘it’ usually gets done.

If you had a chief executive in front of you now, what advice would you give them?

First, it’s important to understand that this isn’t something that will go away. GDPR is happening, so you may as well get on top of it today. Likewise, cybercriminals are targeting businesses of all sizes; now is the time to improve security. When a cyberattack occurs, if you have not done enough to protect your customers’ data, you could be subject to a large fine, from which your business may not be able to bounce back.

Second, the GDPR and cybersecurity should be seen as a business opportunity not a cost. It’s an opportunity for companies to stand up and build trust, to show that they are good corporate citizens and have a social conscience.

For further information on the GDPR take a look at the Information Commissioners Office website.

Mike Zammit is a professional consultant and focuses on helping organisations improve performance and derive significant business benefit by implementing appropriate technology solutions. Mike Zammit can help direct your business through GDPR compliance.

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05 Apr 2018

Sell online? Start with data integration from your ERP system

As a retail outlet, you may already sell online to increase the distribution of your products and services to a wider network of customers and to keep ahead of competitors. But does it work effectively with your internal systems. Is it integrated with your ERP system?

Setting up an effective order processing and distribution system in-house that can then integrate with your web store is the most necessary first step before setting up business online or, if you are looking to reimplement your systems. This ensures your ERP system is the foundation for your online store.

This integrated link between the two systems ensures the pricing structure and order calculations modelled specifically to your business can be automatically transferred to your web store environment. Likewise, all relevant ERP integration means that your web store software uses your ERP data as the foundation for your web store information. Likewise, all relevant data entered within your web store environment will automatically appear in you ERP system.

By setting up your web store in this manner it uses your ERP system to execute the required calculations, pricing and orders — all from one source.

The result is streamlined sales processes, an optimised customer experience and a wider access to a global client base.

So before you set up your retail web store, read our ten reasons why you should establish your ERP system first!

1. Get your data from a single source

Operating with a single source of data ensures all areas of your business uses the same information. This ensures accuracy across your entire organisation, as fewer errors can be made in mapping and interpreting information.

Not only does integrated e-commerce use your ERP’s master database, it also actively ensures that newly created records, such as orders, are instantly available at the source. What’s more, it does so without replicating, synchronising or mapping any data. This validation is performed by the same system, which ensures data accuracy.

You can create your web store to sell online with classifications and categorisations defined in your ERP system. This gives you a much more efficient way to build the navigation structure for your online store.

2. Accurate online order processing and improved efficiency

An integrated e-commerce platform minimises mistakes by only processing orders from within the ERP system. Because information from your ERP is available to share online with clients — including their past and recurring orders — you can also expect more repeat sales and increased efficiency.

3. A better customer experience

One of the biggest advantages of deploying the right integrated e-commerce is that your ERP processes the online orders immediately. This is opposed to the delay that would come with scheduled synchronisation in an interfaced system.

Using this synchronisation, your employees will always see what is actually available when they take orders by phone or email. Your customers benefit too: they see real-time inventory availability in the web store and can access the information around the clock without having to call or email.

This is because all your inventory information is stored in your ERP system. This data contains a lot of important business logic that relies on current inventory availability, inventory location, and projection of future inventory levels based on planned production and/or purchase orders.

4. Quickly launch multiple web stores

In our global society, many businesses are keen to sell internationally. An integrated e-commerce and ERP solution makes it possible to roll out multiple web stores based on multiple companies.

For businesses with multiple web stores, whether it’s for localisation purposes or to divide product offerings among multiple storefronts it’s important to be able to easily assign your products to the correct store(s). And, you only need to define your product assignments once, in your ERP system!

5. Add faceted search functionality for even more details filtering

An integrated e-commerce solution makes it possible to retrieve details related to faceted searches and browsing directly from your ERP system.
By setting up your ERP system first, you can select the attributes of the item you’d like to use in your web store, and your clients can search, filter and refine their product results in detail.

6. Tracking and recording Bill of Materials (BOM) / kitting and assembly

Industrial and technical wholesale and manufacturing companies know all about the complexity of composite product structures. These are products that are built from a Bill of Materials (BOM), or through kitting and assembly. These complex products can then be easily broken down into their respective parts in the web store. This lets your clients order individual parts and have them listed as separate line items on their invoice. Make sure your e-commerce software and ERP system can do this TOGETHER!

7. Share product images and information from your ERP in your web store

The biggest advantage of setting up your ERP system first is the ability to fully leverage the data already present in your ERP system and then integrate it into your web store, rather than the other way round.

By setting up your system this way, and then choosing the right web store system, you can display the product images already stored in your ERP in your online catalogue. There’s no need to upload photos to multiple systems, and your web store will always feature the most recent versions of your product images as they appear in your ERP.

Many distribution businesses and wholesalers are starting to look at not just promoting their business online but actually selling their products online too. With an ERP back end system already in place, many e-commerce systems are designed to bolt onto the ERP system and integrate directly into existing processes to quickly provide a front end online store ready to go. Read our blog: Six Benefits of Setting up a B2B e-commerce Store

 

8. Always display inventory availability in real time

It’s essential that you can sell the products offered in your web store as promised. However, keeping your inventory availability current across systems can be complex. With an integrated e-commerce platform, mistakes such as selling out-of-stock items just don’t happen. Inventory levels can then be checked directly from your ERP system during the order process, and inventory levels are updated instantly in your ERP when a client submits an order online.

9. Product export to marketplaces (add-on)

Another benefit of integration is the option to export detailed product information to marketplaces like eBay, Amazon and Google. By deploying the right web store solution this will allow product sets to be defined and exported using extensive ERP filtering. Combining product master data from your ERP system with semantic enrichment for improved web descriptions and images results in a powerful combination that helps you publish professional catalogues in large marketplaces.

So set up your ERP system first, and make it easier to sell online, in more than one place!

10. Display product customisations directly in the web store

ERP systems are designed to suit a wide range of businesses and industries. Sometimes, however, it is still necessary to create custom product attributes or user-defined fields to store and process the catalogues for a specific business or industry. Integrated web stores can easily process these custom product characteristics because they share the same product database as your ERP system.

Choosing Dynamics NAV as your ERP system “The Microsoft functionality makes it more straight forward for our website developers working behind the scenes between the website and NAV. It’s like we are all singing from the same hymn sheet!” Mike Hendon, Leisuretec Distribution. Read the full case study

Working with Dynamics NAV ERP system

ERP systems are designed to suit a wide range of business and industries. Dynamics NAV has been specifically designed to support client specific enhancements that work alongside its standard functionality and can be tailored by developers to suit a wide range of requirements and is ideal as the ERP system behind your web store. Development work can cover integration between Dynamics NAV and third party add-ons or modules including e-commerce, and creating sophisticated reporting systems that combines data from several systems linked to Dynamics NAV.

Read our blog on ERP bespoke development for further information.

Your Microsoft Dynamics NAV ERP system lets you bring together all your product information and business logic. This is an invaluable resource for your sales department – so why not use Dynamics NAV as the driving force behind your online store? Synergy Technology is an accredited Microsoft partner with specialist Dynamics NAV consultants that can develop your ERP system, and advise you of the most suitable e-Commerce solution for your business.

Coupled with Sana e-commerce you will be ready to sell online.

Getting started and sell online

There are many more reasons why you should consider setting up your ERP system first. For further information on Dynamics NAV and Sana e-commerce systems or to receive a detailed whitepaper on e-commerce please contact Synergy Technology

Information provided to help compile this article is kindly supported by our partners Sana Commerce specialists in e-Commerce systems.

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