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Finance

This module is the brain behind handling all the money matters for businesses, big or small. It’s designed to keep track of the cash flow, make sure bills and employees get paid, and help plan for the future with smart budgeting tools. The finance module took all the best features from its previous versions (Finance & Operations & AX), and here’s what’s inside:

• A dashboard that gives you the full picture of your company’s financial health, so you can make decisions with confidence.
• Automated tools to take care of the repetitive tasks, like invoicing and reconciling accounts, freeing up time for the bigger picture.
• Budgeting and forecasting features help predict and plan financial needs, so there are no nasty surprises.

Supply Chain Management

This tool is similar to the ultimate organizer for businesses that manufacture, transport, or sell goods. Previously known as the Finance & Operations module, It assists them in managing every aspect, from ensuring that materials are prepared for use to delivering completed goods to clients. Here’s what it does:

• Helps companies plan out how to make their products efficiently, so they don’t run out of stuff they need or end up with too much.
• Makes sure products get from point A to point B without a hitch, managing all the details of shipping and delivery.
• Keeps an eye on equipment and machinery, making sure everything’s running smoothly to avoid unexpected downtime.
• Offers a digital space where employees can see what’s happening in real time, making it easier to solve problems quickly.

Commerce

• It offers a single view of your business, so you can keep tabs on your sales, inventory, and customer interactions all in one place.
• Provides tools for creating engaging online shopping sites that look great on any device, making sure customers have a great time browsing and buying.
• Helps manage physical stores too, with tools for point of sale, inventory, and staff management, so everything runs like clockwork.
• Comes with smart recommendations to help customers find what they want faster, making shopping with you a no-brainer.
• Lets you handle customer service right from the platform, so you can keep your customers happy and coming back for more.

Human Resources

• Self-Service for Everyone: Users can organize their work profiles, select their benefits, and request vacation time without having to wait in line or fill out tedious forms.
• Vacay Tracking: It keeps track of how many days off you’ve got left, so planning your next adventure or a chill staycation is a breeze.
• Feedback and Goals: It’s like having a personal coach at work, helping you set your goals and get feedback so you can level up in your job.

Sales

• A unified view of your customers, with a comprehensive snapshot of interactions, history, and preferences, which helps in tailoring conversations and building stronger relationships.
• Advanced analytics tools that deliver insights into sales trends, performance metrics, and forecasting.
• Automation capabilities that streamline routine tasks, allowing your sales team to focus more on selling and less on administrative work.
• Integration with other modules and external systems for a seamless flow of information across departments.
• Tools that support collaboration among team members for data sharing, tracking progress, and staying aligned on sales goals.

Project Operations

• A single place where you can see everything about your projects, making it easier to keep track of what needs to be done next.
• Resources and scheduling tools that help you ensure the right people are working on the right tasks at the right times.
• The ability to track budgets and spending in real-time, so you don’t end up spending more than you planned.
• A way to measure how well your projects are doing, giving you the info you need to make smart decisions on the fly.
• Features that make teamwork smoother, like sharing documents and updates so everyone’s on the same page.

Field Service

• Easy scheduling system for your workers, so the right person gets to the right place with the right tools, without any mix-ups.
• Real-time updates, so everyone knows what’s happening, from the customer waiting at home to the team back at the office.
• A mobile app that keeps field workers connected, giving them all the information and resources they need at their fingertips.
• Tracking tools to keep an eye on inventory and equipment, so you never run out of the essentials or leave something behind.
• Analytics to review how trends change helps make your services even better.

Customer Insights

• Unified customer profiles, integrating data from various sources for a holistic view of customers.
• Advanced segmentation, allowing for targeted marketing campaigns and personalized customer experiences.
• Predictive analytics to forecast customer needs and behaviors, enhancing decision-making.
• Customer lifetime value analytics, identifying high-value customers for focused attention and retention strategies.
• Integration capabilities with external data sources and systems for enriched customer insights.
• Real-time insights and actions allow companies to respond quickly to customer needs and trends.