General

According to different functions, the foreign trade software on the market today can be divided into the following categories: foreign trade customer development software (CRM), foreign trade business management software (FTMS), foreign trade mail management software (EMS), foreign trade production management software (ERP), and foreign trade OA office software (OA). The specific functions of various software are discussed in detail below:

1. Foreign trade customer development software (CRM)

Foreign trade customer development software (CRM) is a software company that collects Internet data and stores it in its own server, analyzes it using artificial intelligence technology, and finally integrates the data, so that foreign trade operators can reduce the process of searching on the network and greatly improve the efficiency of searching customers.

Foreign trade customer development software (CRM) usually includes the following functions:

Customer search: including search engine, social media, customs data, conference data, and map search;

Data analysis and verification: analysis of key personnel and verification of mailbox;

Customer portrait: classify and mark the customer data obtained;

Customer management: manage customer communication records, transaction records, after-sales records, etc.

2. Foreign trade business management software (FTMS)

Foreign trade business management software (FTMS) is the internal management software of foreign trade companies. It is mainly used to register basic information and order data in actual business. The software will automatically count various reports, export various reports with one click, and quickly find historical information later.

Foreign trade business management software (FTMS) usually includes the following functions:

Business management: including purchase registration, container arrangement registration, receipt registration, container loading registration, and return order registration;

Document management: including cabinet invoices, cabinet expenses, customer bills, etc;

Financial management: including payment registration, daily account registration, A/R and A/P registration, A/P list, bank balance, bank reconciliation, etc;

Report summary: customer general ledger, supplier general ledger, company operation general statement, fund general statement, etc;

Basic information: employee data, customer data, supplier data, bank account number, currency and other information;

System settings: permission settings, parameter settings, data backup, etc.

3. Foreign trade mail management software (EMS)

Foreign trade mail management software (EMS) is used to process and store mail in a centralized manner. All employees' mail is sent and received through the software, which properly solves the problems of mail dispersion, loss and forgetting. At the same time, the mail is organically combined with customers and transaction records to improve the dispersion of customers' historical information and the non-recordable status of the contact process. It can also easily query the records of all incoming and outgoing mail of a customer and facilitate the management's supervision of the mail.

Foreign trade mail management software (EMS) usually includes the following functions:

Information settings: including customer and employee information management;

Mail management: including mail sending and receiving, classified archiving, query, template setting and other functions;

Auxiliary functions: including the functions of checking email, mass email and automatic email sending;

System settings: operator management, permission setting, log management;

4. Foreign trade production management software (ERP)

Foreign trade production management software (ERP) is an erp system developed for foreign-trade production enterprises. It usually has the functions of product data entry, order registration, purchase management, logistics waybill, financial accounting, etc., which can help us better complete the relevant work in foreign trade production.

Foreign trade production management software (ERP) usually includes the following functions:

Basic information management: including the management of products, accessories, customers, suppliers and bill of materials;

Sample management: including proofing application, sampling management, sample sending and other functions;

Sales management: including quotation, sales contract and other functions;

Purchase management: including purchase order management, purchase return and other functions;

Production management: including production planning, picking registration, production registration and other functions;

Document management: including the functions of shipment plan, document documents, booking/customs declaration/settlement of foreign exchange, and write-off;

Financial management: including expense registration, payment registration, collection, collection registration and other functions;

System settings: including account management, permission allocation, parameter settings, log browsing, etc;

5. Foreign trade OA office software (OA)

Foreign trade OA office software (OA) is to establish a unified and standardized office management platform, standardize the daily work behavior of employees, improve efficiency, and improve the company's execution. Foreign trade OA office software mainly includes: human resource management platform, sign-off process management platform, knowledge management platform, effective communication platform, administrative office management platform, information release management platform, workflow form engine and common tools.

Foreign trade OA office software (OA) usually includes the following functions:

Internal communication: including announcement notification, document transmission, electronic address book, e-mail, mobile message and other functions;

Planning: including scheduling, work diary, work plan, voting and other functions;

Knowledge platform: personal (public) file cabinet, conference management, rules and regulations;

Administrative office: conference management, fixed asset management, etc;

Workflow: online application and approval, electronic signature

Personnel management: personal attendance, personnel management, salary management;

The software used for foreign trade management is mainly divided into the above five categories. The software functions of each company will also overlap, and the focus will also be different. Please select the appropriate software according to your own business needs! For foreign trade people, there are a lot of foreign trade software they need. Everyone will feel broken when using it. The big data precision marketing platform independently developed by Huacheng Chuangzhi Foreign Trade Software covers more than 3.2 million product information of more than 6 million potential purchasers in 193 countries and regions around the world, and provides two-way services for global customers, including global import and export international traders, logistics companies, manufacturers, scientific research institutions, cross-border e-commerce and investment banks, involving various national economic industries such as chemical industry, machinery, automobile, medical equipment, optical fiber and cable, laser, etc, Multiple modules can be switched at will, foreign trade mail can be sent to break the blockade, and inquiries can be answered without omission, which helps foreign trade enterprises effectively solve many problems in customer acquisition and marketing, and allows foreign trade friends to make it easy for you to do foreign trade.