In these unprecedented times, we know our customers are doing their best to maintain their business operations with a largely remote workforce.
As you navigate this new landscape, we imagine there are likely several obstacles you’re hitting in this transition. We’d like to remind you of some features and offerings available to you as a Datacor customer that can help alleviate these pain points so that your business can operate as close to normal as possible.
Management, sales, and customer service all need to be on the same page to fulfill customer expectations all without the ease of being in the office and walking over to confirm inventory or order fulfillment. How do you stay on the same page if you can’t be in the office?
With the tightening of the supply chain, many customers are struggling to get certain products. Customer service and sales are seeing heightened call and email volumes from customers asking to place orders, confirm if a product is in stock, and check on order status or documentation. Are you able to service your customers when not in the office?
For your internal operations, Datacor CRM (formerly eChempax) provides access to the information that you need to service your customers. Designed for the remote user, Datacor CRM is a web-based, mobile-friendly customer relationship management tool that integrates seamlessly with Datacor ERP.
The Customer Portal in Datacor CRM gives your customer direct access to their order status and history. The Customer Portal helps you deliver a scalable, personalized customer experience with 24/7 access to customer-specific order data, product information and the ability to accept orders online rather than call, email, or fax. The Customer Portal is a great tool to minimize disruption between you and your customers.
Issuing and receiving checks are very manual processes. Most companies keep the company checks in the office and have a check and balance procedure to select, print, sign and mail checks. This is difficult to do when you can’t get to the office.
Working remotely also hinders your team’s ability to receive and cash checks. Processing checks requires someone to be in the office to open the mail, sort the checks, apply the payments, and then deposit the checks. Cash flow is a major concern during the best of times; it is even more critical now.
Pay your vendors without going into the office or printing/signing checks by using Datacor ePayments. This system automates your AP processes so that you can pay vendors directly from Datacor ERP. Simply select the vendors that you want to pay via a single screen and Datacor ePayments will distribute the money.
If your employees are all working remotely, who is receiving and cashing checks? Integrated Credit Card Processing allows you to easily and quickly process debit and credit card payments directly from Datacor ERP. This will reduce the number of checks that you will need to handle and avoid forcing your finance team to be in the office. The embedded credit card processing allows you to receive cash and update AR with one click.
Despite our push towards digitization and the elimination of paper, we still have to manage a lot of paper documents. When all employees are working remotely, access to critical source documents such as Customer PO’s, C of A’s, SDS, signed Bills of Lading, Supplier Invoices, etc. is severely limited.
Document Management Utilize the document sharing features available in Datacor ERP to send and receive these documents. Uploading the necessary documentation to Datacor ERP allows your entire team, regardless of physical location, instant access to all critical business documents. The capability to share documents is available via the Datacor ERP, CRM and Customer Portal. Just attach once and everyone with permission has access!
Businesses with on-premise servers require someone onsite to monitor and maintain them at the facility, doing so internally with staff or bringing in an external third party. If everyone is working remotely and your server goes down, what do you do?
Let Datacor keep your server up and running by moving to our high-performance managed cloud services. This will eliminate the need for you to monitor and maintain your own server.
More information on these features can be found on our website, in your platform’s online help, or by contacting your sales representative.
Stay well!