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Pipeline, opportunities, activities, web form.
From product to order, invoicing, reporting and settings.
From RFQ to PO.
Automatic reordering rules.
From MO to WO.
Track stages and status.
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Common pain point...
Small and Medium-sized Enterprises (SMEs) often struggle with manual work across many operational areas, leading to low productivity, errors, and increased costs. Below are the common manual tasks and associated pain points:
Manual Data Entry (Error, Duplicate, Inconsistency)
Uses many spreadsheet, legacy system, mobile apps, etc to capture sales orders, invoices, inventory updates, and customer information.
Pain Points:
- Time-consuming and prone to human errors.
- Data duplication and inconsistencies across departments.
- Delayed decision-making due to outdated or incorrect data.
Inaccurate Inventory Tracking
Manually tracking stock levels, updating inventory records, and reconciling physical stock with system data.
Pain Points:
- Overstocking or stockouts due to inaccurate inventory tracking.
- Wasted time on physical stock counts.
- Difficulty in forecasting demand and managing suppliers.
Slow Sales and Order Processing
Manually creating quotes, sales orders, and invoices, and following up with customers.
Pain Points:
- Slow order processing leads to delayed deliveries.
- Errors in pricing, discounts, or product details.
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Difficulty in tracking order status and customer communication.
Difficult to Track and Compare Supplier Prices
Manually creating purchase orders, tracking deliveries, and managing supplier contracts.
Pain Points:
- Delays in procurement due to manual approval processes.
- Difficulty in comparing supplier prices and terms.
- Poor visibility into supplier performance and lead times.
Poor Production Tracking, Missed Deadlines
Manually tracking work orders, and managing raw material requirements.
Pain Points:
- Inefficient use of resources and machinery.
- Delays in production due to poor planning.
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Difficulty in tracking progress and meeting deadlines.
Miscommunication, Poor Collaboration
Manually coordinating between teams via emails, phone calls, or physical meetings.
Pain Points:
- Miscommunication and delays in decision-making.
- Difficulty in tracking project progress and responsibilities.
- Lack of centralized communication channels.
Cash Flow Struggle, Record Errors, Slow Reporting
Manually recording transactions, reconciling accounts, and generating financial reports.
Pain Points:
- Errors in financial records leading to compliance risks.
- Time wasted on repetitive tasks like invoice generation.
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Lack of real-time visibility into cash flow and financial health.
Missed Opportunity, Inconsistent Answer, Difficulty in Analyzing Customer Preferences
Manually updating customer records, tracking interactions, and managing follow-ups.
Pain Points:
- Missed sales opportunities due to poor follow-up.
- Lack of centralized customer data leads to inconsistent communication.
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Difficulty in analyzing customer behavior and preferences.
Delayed Report, Difficulty in Analysis
Manually compiling data from multiple sources to create reports.
Pain Points:
- Time-consuming and error-prone process.
- Lack of real-time insights for decision-making.
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Difficulty in identifying trends and performance gaps.
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