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What should be considered before purchasing foreign trade software

2023-03-23

When foreign trade enterprises develop to a certain extent, it is an inevitable choice to purchase an office software suitable for the company, product, and business to help employees better handle their work. How to choose a truly convenient and efficient software product, especially before spending tens or even hundreds of thousands of dollars to purchase foreign trade software, the following issues must be carefully considered.

1、 Ease of use. For example, for foreign trade contracts, traditional foreign trade enterprises use office software to make contracts. When an enterprise develops to a certain scale and contracts are frequently exchanged, it needs to adapt contract templates of different categories to different business characteristics to reduce some work pressure and improve work efficiency. When a new employee is hired, it is only necessary to explain the process, tell him the purpose of each contract template, and how to fill it in, to reduce the errors caused by the new employee's unskilled skills. When the contract template needs to be updated due to the need to cooperate with the company's business, it is likely that the salesperson will need more time to adapt to the requirements of this revision, and notification alone cannot be in place. "If a foreign trade company has a large number of personnel, it is simply not possible to ensure that the notification is in place by way of notification alone.". Through the foreign trade software specification contract template, employees only need to fill in specific information according to the template requirements.

2、 Functional adaptability. Starting from the actual needs of foreign trade companies, through software and technical means, we can share and connect data at all stages, achieve seamless data connection between various departments, enable rapid and effective transfer and control of enterprise resources, and obtain reasonable planning for the development direction.

3、 After-sales guarantee. What is after-sales? Including the problem solving process, software maintenance, optimization, and upgrade. Foreign trade software is not a one-time consumer product. With the iterative updating of the Internet and enterprise business, it has a characteristic of sustainability. A software service provider should not only be able to maintain the basic operation and maintenance of software, but also enable the software to follow the upgrade of servers and host computer systems, and be able to standardize and optimize the management of different businesses in different industries. This is a reliable software service provider. This is one of the main issues that foreign trade companies should first consider before purchasing foreign trade software.

Currently, the problems that most foreign trade enterprises encounter mainly include the following six aspects:

One aspect: customer development. The customer source of general foreign trade enterprises is mainly from exhibitions, but the exhibition price is high, the customer source is single, the scope is narrow, and the duration is short.

Aspect 2: Data analysis. Customer management is chaotic, and there is no professional statistical analysis of business data. Foreign trade salesmen need to search and operate one by one, which takes too much time.

Aspect 3: Order tracking. The review procedures for orders of foreign trade companies are numerous and strict, so it takes time to report them layer by layer, which can easily get stuck in one of the links, leading to order delays. In the face of different customers, it is likely that order requirements have not been uniformly managed, resulting in erroneous or missed shipments, and poor tracking and timeliness.

Aspect 4: Document production and statistics. Foreign trade companies that still use manual document preparation to generate and count various documents manually, although it is also simple and quick to solve, it cannot avoid manual errors, especially when there are many orders, the busier the more errors, which is very inefficient.

Aspect 5: Mail management. "The same customer and different recipients are all using email to follow up. The attribution of the single commission after the transaction is not clear, and the quotations between salespersons may also be different. In terms of customer and email management and tracking, it is very troublesome.".

Aspect 6: Financial expenses. Foreign trade transactions are very frequent, involving changes in multiple types of data such as tariffs, exchange rates, and order costs. This requires that any data records used be detailed and accurate. The procurement, sales, and other phases involved in the process can affect the entire business process if there are errors in manual operations.

When all operations of a foreign trade enterprise are manually recorded using EXCEL forms, there will be no problems if the quantity is small in the short term. After a long-term measurement, it will be found that manual recording is prone to errors and omissions. The previous phase will increase the business volume for the subsequent phase of the order checker, which is time-consuming and laborious. Especially when it comes to monthly, quarterly, and annual accounting, there is a greater need for specialized personnel to conduct statistical analysis of orders. The data is not only lagging behind, but also not intuitive to view. In fact, these are not major issues, but once they are truly operated, they can be very annoying. The order management module of foreign trade software can uniformly manage all orders, reduce manual operation errors, reduce communication costs, and achieve efficient closed-loop management of orders in all aspects of foreign trade.


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