General

When it comes to foreign trade software, many people's first reaction is customer management, customer development, or email management. In fact, in addition to these functions, the core value of foreign trade software lies in the sorting out of business processes, profit and capital risk control of foreign trade enterprises.

1. Centralized and unified storage of data, building an integrated data operation center within the enterprise

Product information, customer information, supplier information, logistics information, bank information, incoming and outgoing emails, customer quotes, sales contracts, shipping documents, documentary documents, inbound and outbound information, payment history information, invoicing history information, personnel files, knowledge files, etc. are stored in a unified manner, solving the risk of data dispersion, difficulty in querying, and easy loss and omission.

2. Get through data association, eliminate information silo, and improve customer conversion rate and business processing efficiency

Can you always understand or inquire about the corresponding product or customer's quotation history, sales history, procurement history, factory quotation, and sample sending history when a customer inquires? Similarly, can information related to contracts, shipments, and settlements, such as products, customers, factories, foreign exchange receipts, and tax refunds, be easily and quickly identified and processed?

Through foreign trade software, the basic data, business data, and financial data of enterprises are interrelated. For example, when registering sales contracts, product information, customer related expenses, and received deposits can be queried. Sales contract reports and purchase plans can also be automatically generated, greatly improving business processing efficiency.

3. Efficient communication must achieve goals, creating a convenient office collaboration platform

There is an increasing number of work groups, especially in the communication and reporting of specific projects within the enterprise, which involves a series of contracts, materials, processes, etc. The transmission of documents often leads to errors, which greatly affects the efficiency of communication.

The task management function of the foreign trade software system can gradually decompose specific tasks or projects, visually review milestone progress, and reasonably allocate work time and energy, transforming business goals into strong action force.

4. A powerful permission system ensures data security and helps enterprises effectively control operational risks

Enable individuals at all levels and positions to have corresponding permissions to query and modify relevant information and data. It can be specific to whether a person in a certain department has sufficient permissions for a certain piece of data in a certain business. For sensitive operations such as quotations, contracts, and payments, permission settings can be used to enter the process for approval. After approval, the next step of operation can be carried out, effectively controlling operational risks.

5. Powerful report output, improving reporting efficiency, and achieving higher business attention

In the business management of foreign trade enterprises, the workload of report production is very large, and the production is time-consuming and labor-intensive; Frequent errors and difficulty in correcting them; The completeness of documents depends entirely on experience, and there is a risk of omission.

The foreign trade software can output reports for each module of the system, and can seamlessly link with emails, faxes, Word, Excel, PDF, etc. It can greatly save manpower investment, improve work efficiency, and improve the standardization and accuracy of documents.

6. Strictly control business processes and risks, accurately calculate enterprise profits and fund usage status

In the process of foreign trade business, the opportunity cost of trade risk control in order review, purchase progress and other aspects is high; In financial management, the pre settlement workload is large and the cycle is long; Payment, reconciliation, and invoicing management are difficult.

Foreign trade software fully embodies the financial management logic of "pre estimate, in process budget, and post settlement". Support comparative analysis of rough settlement and pre settlement, and monitor the profitability risk of the business in real-time. By comparing accounts receivable and payable with actual receipts and payments, real-time monitoring of business funding risks.

7. By mining data and analyzing information, help decision-makers make scientific decisions

The workload of data statistics in foreign trade enterprises is large, and manual compilation often results in untimely, inefficient, and prone to errors; The management was unable to identify the issue in a timely manner, resulting in insufficient decision-making basis.

Foreign trade software can perform visual analysis based on business themes, helping enterprises display data and gain insights into their business; Automatically generate various statistical analysis charts and proactively push them to managers at all levels, effectively supporting business decisions.