General

Foreign trade software is developed to solve various practical needs in foreign trade work. Different foreign trade enterprises and different foreign trade businesses need different functions. At present, foreign trade software on the market can be divided into these categories.

Category I: foreign trade customer development software (CRM)

CRM is Customer Relationship Management, which refers to customer relationship management. As the name implies, it is customer-centric. If you want to achieve business, you must have customers first. For any foreign trade enterprise, finding customers, acquiring customers and transforming customers are very important work contents. Foreign trade customer development software is a software that uses foreign trade tools to help the business staff of foreign trade companies obtain customers more easily and efficiently. Generally, it adopts the method of collecting big data, sorting and screening with artificial intelligence, helping the business staff find their customers more quickly and accurately, so as to carry out the next step of mining and communication.

Generally, CRM system has the following major functional modules:

1. Customer search: including the use of various search engines, social media, customs data, conference data, etc. to collect customer information in the foreign trade industry. Relatively speaking, such information is more relevant to the foreign trade industry, and customers are more accurate.

2. Customer management: After communicating with customers, sort out the collected customer information, such as customer name, telephone number, e-mail address, nationality, etc., record each communication with customers, and enter it into the system for storage, so as to facilitate subsequent communication with customers and promote business transactions.

3. Data analysis: according to the customer's situation, the system verifies the customer's information, such as verifying the customer's mailbox, and marks the customer's various data, which helps to judge the customer's value.

Class II: foreign trade mail management software (EMS)

EMS is a foreign trade software that focuses on mail management. Foreigners are accustomed to using email for business transactions. Compared with telephone, email is easier to obtain. Therefore, managing email is also an important aspect for foreign trade enterprises to develop customers, manage customers and promote business.

In general, EMS software function settings are carried out around email, mainly including email sending and receiving, tracking, sorting, etc. Different permissions will be given to people of different positions. For example, managers can view the work logs of subordinate employees, more effectively manage the work of employees and fully develop business resources.

Category III: Foreign trade production management software (ERP)

ERP, or Enterprise Resource Planning, focuses on resource production and planning. For foreign trade enterprises that focus on products, including production, ERP software is very important.

Generally, ERP software has the following functions:

1. Basic management: information management of products, accessories, customers and suppliers, such as product name, specification, quantity, etc. Employees can use foreign trade software to query the information they want to know in real time.

2. Export sales management: according to the processing process of export orders, shipment plans can be generated from export contracts, and shipment notices can be output. Multiple sets of documents can be copied. Foreign trade software helps business people better handle the export sales process.

3. Sample management: for the business process of providing samples, control the delivery of samples, make clear records, and control costs

4. Document management: the management of various documents in the production and sales of foreign trade. The software can be used to batch process multiple sets of documents using templates, and support multiple sets of documents to copy each other, saving time and facilitating operation.

In addition, it also involves warehouse management, quality inspection management, financial management, procurement management and other functional modules.

Category IV: Foreign trade business management software (FTMS)

The software used by foreign trade companies is mainly used to handle the internal affairs of foreign trade enterprises. Generally, FTMS includes the following functions:

1. Business management: including purchase plan, transportation and loading, receipt record, etc.

2. Financial management: including A/R and A/P registration, payment registration, bank remittance, A/P list, etc.

3. Information management: employee data, customer data, purchaser data, bank account information, etc.

4. Report management: management of various forms such as business accounts, purchase accounts, general ledger of funds, etc.

Category 5: Foreign trade OA office system

OA office system is the most commonly used office system of the company. In order to standardize the management of the company's daily work and employees, basically every company will use the functions of OA office system more or less. Its main functions include the following:

1. Personnel management: including daily attendance and clocking, overtime leave, salary management, etc.

2. Administrative management: fixed assets management, meeting management, rulemaking management, etc.

3. Approval management: various applications in the work process are set according to the process, approved by the person in charge of each node, and finally approved to ensure the smooth progress of business.

4. Internal communication: realize the independent internal communication needs of the company, including online message, announcement and notice release, e-mail transmission, etc.

Category 6: Foreign Trade Order Management System (OMS)

As the name implies, OMS is a system that focuses on solving the problems of foreign trade order management. It simplifies some functions of traditional foreign trade software, such as personnel management and administrative management modules, because these functions can often be realized by other general software. At the same time, it focuses on order management, centralizes key core function modules, and realizes the whole process of order integration.