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    ERP For Service Industry

    ₹ 75,000.00
    SKU: softesi
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    Service companies vary hugely in terms of what they deliver to their customers and the scale on which they operate. In the realm of the Service industry there are large utilities companies that operate nationally and internationally, and deliver multiple services to their customers e.g. gas and electricity from one supplier. And there are those with new entrepreneurial style organisations, which are growing rapidly having a global reach in terms of their markets and delivering specialist services locally e.g. Solicitors, Accountants and Engineers. .
    Unfortunately many service organizations still rely on spreadsheets and manual processes to manage vital areas of business. Disconnected processes cause delays and errors and most importantly, impact the service they deliver to the client. The Salesfundaa ERP software for the service industry can be relied on counter this most common and rampant setback.
    All services companies have similar attributes in terms of managing human and financial resources. And business process can be broadly bifurcated as “front office” and “back office” process. The front office systems are usually specialised to support the specific service operations. The back office by nature is
    more project oriented as a contrast to the traditional product centric one.
    This identification has attributed to develop a system that distributes project information across system transactions through customizations. As service firms may be of distinct nature the complexity and workarounds involved and the inadequacy of manual systems with disconnected processes is posing a challenge to deliver the cutting edge service.
    The Salesfundaa ERP systems for services industry essentially taps this project-based aspect and delivers the flexibility that the industry requires to create service differentiation and manage complex projects. Paired by social, mobile, analytics and cloud that enhance the capability of the software. It promises to deliver a completely different experience by maximizing resource utilization, project management and execution, managing project costs, customer relationships, finding new business, hiring and retaining qualified staff and aiding organisations in expanding into global markets.
    The right ERP solution designed for services is sure to deliver all the insight required to address these areas.

     

    Key Features of SalesFundaa ERP Software

     

    ORGANIZATION MANAGEMENT

    • Bulk Import & Export
    • Send Bulk Email & SMS
    • Communication History
    • Reminder & Appoinment
    • Bulk Assign
    • Multiple Branches

    CONTACT MANAGEMENT

    • Contact
    • Bulk Import & Export
    • Send Bulk Email & SMS
    • Auto Birthday & Anniversary wishes
    • Reminder & Appoinment

    ENQUIRY MANAGEMENT

    • Enquiry
    • Communication history
    • Track stages of enquiry & lost reasons
    • Reminder & Appoinment
    • Aging Report

    QUOTATION MANAGEMENT

    • Seamlessly generates price quote
    • Link quotes to organizations & contacts
    • Convert quotation to invoice
    • Download or send in PDF format
    • Track stage & customized design
    • Aging Report

    PROFORMA INVOICE

    • Proforma Invoice
    • Convert to Tax Invoice, Sales Order & Chalan
    • Status

    TAX INVOICE MANAGEMENT

    • GST inbuilt
    • Generate Invoice
    • Get Overdue Alerts
    • Download or send in PDF format
    • Track stage & customize design

    SALES ORDER MANAGEMENT

    • Convert invoice to sales order
    • Download or send in PDF format
    • Track stage & customize design

    DELIVERY CHALLAN

    • Generate Delivery Challan
    • Challan Status
    • Assign dispatcher name, shipping address, product details, mode of delivery, terms & conditions

    INVENTORY

    • Inward
    • Outward
    • Inventory transfer
    • GRN
    • Inventory Status
    • Multi Inventory Location

    WORK ORDER MANAGEMENT

    • Create New Work Order
    • View Work Order List
    • Edit/Delete Work Order
    • Work Order Status

    PURCHASE MANAGEMENT

    • Indent
    • Vendor Classification
    • Vendor History
    • Purchase Order
    • Purchase Bill

    ASSETS MANAGEMENT

    • Asset List
    • Asset in Warranty with Service Record
    • Asset in Maintenance with Service Record
    • Asset Insurance Record
    • Asset History
    • Valuation

    MAINTENANCE

    • Product Installation
    • Preventive Maintenace
    • AMC
    • Service Alert
    • Active and expired Product List

    PAYROLL MANAGEMENT

    • Attendance Tracking
    • Leaves Management
    • Income Tax & Deductions
    • Allowance & Expense
    • Generate Pay Slip

    TASK MANAGEMENT

    • Manage Multiple Tasks
    • Assign Tasks
    • Task Deadlines
    • Better Task Outcomes
    • Reminder

    COMPLAINT MANAGEMENT

    • Complaint Status
    • Communication history with customer
    • Customer portal login
    • Customer can open & close complaint
    • FAQ
    • Complaint Assign & Visit

    ACCOUNTS MANAGEMENT

    • GST Return
    • Debit & Credit Note
    • Manage Expenses
    • Cash Book & Price Book

    EMPLOYEE MANAGEMENT

    • Offer Letter, Appointment Letter, Appraisal Letter & Termination Letter
    • Add a New Employee
    • Manage Employee List
    • Manage Employee Group
    • Manage Employee Shift

    DOCUMENT MANAGEMENT

    • Document Library
    • 50 GB Storage Limit
    • User-defined Access Control

    CUSTOMER PORTAL

    • Separate customer panel to open complaint & view his invoices, quotes, enquiry, complaints, contacts, meetings and upcoming & expiring services

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    Service companies vary hugely in terms of what they deliver to their customers and the scale on which they operate. In the realm of the Service industry there are large utilities companies that operate nationally and internationally, and deliver multiple services to their customers e.g. gas and electricity from one supplier. And there are those with new entrepreneurial style organisations, which are growing rapidly having a global reach in terms of their markets and delivering specialist services locally e.g. Solicitors, Accountants and Engineers. .
    Unfortunately many service organizations still rely on spreadsheets and manual processes to manage vital areas of business. Disconnected processes cause delays and errors and most importantly, impact the service they deliver to the client. The Salesfundaa ERP software for the service industry can be relied on counter this most common and rampant setback.
    All services companies have similar attributes in terms of managing human and financial resources. And business process can be broadly bifurcated as “front office” and “back office” process. The front office systems are usually specialised to support the specific service operations. The back office by nature is
    more project oriented as a contrast to the traditional product centric one.
    This identification has attributed to develop a system that distributes project information across system transactions through customizations. As service firms may be of distinct nature the complexity and workarounds involved and the inadequacy of manual systems with disconnected processes is posing a challenge to deliver the cutting edge service.
    The Salesfundaa ERP systems for services industry essentially taps this project-based aspect and delivers the flexibility that the industry requires to create service differentiation and manage complex projects. Paired by social, mobile, analytics and cloud that enhance the capability of the software. It promises to deliver a completely different experience by maximizing resource utilization, project management and execution, managing project costs, customer relationships, finding new business, hiring and retaining qualified staff and aiding organisations in expanding into global markets.
    The right ERP solution designed for services is sure to deliver all the insight required to address these areas.

     

    Key Features of SalesFundaa ERP Software

     

    ORGANIZATION MANAGEMENT

    • Bulk Import & Export
    • Send Bulk Email & SMS
    • Communication History
    • Reminder & Appoinment
    • Bulk Assign
    • Multiple Branches

    CONTACT MANAGEMENT

    • Contact
    • Bulk Import & Export
    • Send Bulk Email & SMS
    • Auto Birthday & Anniversary wishes
    • Reminder & Appoinment

    ENQUIRY MANAGEMENT

    • Enquiry
    • Communication history
    • Track stages of enquiry & lost reasons
    • Reminder & Appoinment
    • Aging Report

    QUOTATION MANAGEMENT

    • Seamlessly generates price quote
    • Link quotes to organizations & contacts
    • Convert quotation to invoice
    • Download or send in PDF format
    • Track stage & customized design
    • Aging Report

    PROFORMA INVOICE

    • Proforma Invoice
    • Convert to Tax Invoice, Sales Order & Chalan
    • Status

    TAX INVOICE MANAGEMENT

    • GST inbuilt
    • Generate Invoice
    • Get Overdue Alerts
    • Download or send in PDF format
    • Track stage & customize design

    SALES ORDER MANAGEMENT

    • Convert invoice to sales order
    • Download or send in PDF format
    • Track stage & customize design

    DELIVERY CHALLAN

    • Generate Delivery Challan
    • Challan Status
    • Assign dispatcher name, shipping address, product details, mode of delivery, terms & conditions

    INVENTORY

    • Inward
    • Outward
    • Inventory transfer
    • GRN
    • Inventory Status
    • Multi Inventory Location

    WORK ORDER MANAGEMENT

    • Create New Work Order
    • View Work Order List
    • Edit/Delete Work Order
    • Work Order Status

    PURCHASE MANAGEMENT

    • Indent
    • Vendor Classification
    • Vendor History
    • Purchase Order
    • Purchase Bill

    ASSETS MANAGEMENT

    • Asset List
    • Asset in Warranty with Service Record
    • Asset in Maintenance with Service Record
    • Asset Insurance Record
    • Asset History
    • Valuation

    MAINTENANCE

    • Product Installation
    • Preventive Maintenace
    • AMC
    • Service Alert
    • Active and expired Product List

    PAYROLL MANAGEMENT

    • Attendance Tracking
    • Leaves Management
    • Income Tax & Deductions
    • Allowance & Expense
    • Generate Pay Slip

    TASK MANAGEMENT

    • Manage Multiple Tasks
    • Assign Tasks
    • Task Deadlines
    • Better Task Outcomes
    • Reminder

    COMPLAINT MANAGEMENT

    • Complaint Status
    • Communication history with customer
    • Customer portal login
    • Customer can open & close complaint
    • FAQ
    • Complaint Assign & Visit

    ACCOUNTS MANAGEMENT

    • GST Return
    • Debit & Credit Note
    • Manage Expenses
    • Cash Book & Price Book

    EMPLOYEE MANAGEMENT

    • Offer Letter, Appointment Letter, Appraisal Letter & Termination Letter
    • Add a New Employee
    • Manage Employee List
    • Manage Employee Group
    • Manage Employee Shift

    DOCUMENT MANAGEMENT

    • Document Library
    • 50 GB Storage Limit
    • User-defined Access Control

    CUSTOMER PORTAL

    • Separate customer panel to open complaint & view his invoices, quotes, enquiry, complaints, contacts, meetings and upcoming & expiring services