What if dealing with your company is what people in supplier and trading partner businesses were to think of as the favorite part of their day?
You can go far on the strengths of your products. But you can extend your market reach and brand value even more if it’s also easy to do business with your company. And, when you interact with organizations that are much larger than your own, or which buy from or deliver to multiple businesses similar to yours, this can generate the kind of attention that make you stand out.
Customer relationship management (CRM) tools in Microsoft Dynamics 365 help you document and manage commitments, conversations, and experiences with vendors and trading partners. Team members working with vendors can always be fully informed regarding the details of contracts, delivery schedules, discounts, requests, or other business conditions without digging into the company’s files or asking colleagues for help. Neither your associates nor your trading partners have to depend on someone who has information others don’t.
In Sikich-led deployments of Microsoft Dynamics 365, we often integrate a secure vendor portal with your ERP system. The portal’s functionality can meet your requirements for what matters most in vendor relationships. Anytime and without requiring other assistance, vendors can, for example, submit invoices, provide shipping updates, look up orders, or provide proposals.
Some vendors and trading partners set their own business conditions, such as making EDI communications obligatory when you deal
with them. Sikich often incorporates EDI into the Dynamics 365 environment so they can meet that requirement. We use a third-party software product called SPS Commerce for EDI, fully vetted for smooth interoperability in the Dynamics 365 environment.
Smaller vendors may not have made a full transition to doing business electronically, so they may provide invoices or other documents on paper. You may not want to revert to inefficient, paper-based processes. We use an optical character recognition (OCR) software add-on called ExFlow from SignUp Software to transform paper documents into electronic files that you can use with Dynamics 365.
Both EDI and OCR processes, as well as the specialized EDI and OCR software tools, are preconfigured within HEADSTART. We therefore can implement EDI and OCR for you in a standardized, predictable manner without slowing or complicating your deployment.