Manage your financials
Make informed decisions
Accelerate financial close and reporting
Improve forecast accuracy
Automate and secure your supply chain
Optimize inventory levels
Avoid lost sales and reduce shortages
Maintain the right amount of inventory by automatically calculating stock levels, lead times, and reorder points. Suggest substitutes when requested items are out of stock.
Sell smarter and improve customer service
Deliver value at every touch point
Prioritize sales leads based on revenue potential. Keep track of all customer interactions and get guidance on best upsell, cross-sell, and renewal opportunities throughout your sales cycle.
Boost sales productivity
Accelerate the quote to cash process. Act quickly on sales-related inquiries, manage service requests, and process payments—all from within Outlook.
Deliver exceptional service
Gain a comprehensive overview of your service tasks, workloads, and employee skills to effectively assign resources and accelerate case resolution.
Keep projects on time and under budget
Stay on budget
Create, manage, and track customer projects using timesheets along with advanced job costing and reporting capabilities. Develop, modify, and control budgets to ensure project profitability.
Plan with precision
Manage resource levels by planning capacity and sales. Track invoicing for customers against planned costs on orders and quotes.
Analyze project performance
Optimize your operations
Manage forecasting to fulfillment
Use sales forecasts and expected stock-outs to automatically generate production plans and create purchase orders.
Run your warehousing efficiently
Get a holistic view of inventory for efficient order fulfilment. Track every item transaction and movement by setting up bins based on warehouse layout and storage unit dimensions.
Reach optimal output levels
Calculate and optimize manufacturing capacity and resources to improve production schedules and meet customer demands.