Account Management Features
Account management includes financial accounting of every sale, operating expense, commission, supplies for goods and supplies for the business. Many B2B companies operate with QuickBooks, QuickBooks Enterprise or Excel spreadsheets, and others use ERP software that's divided into front- and back-office components. Most ERP software integrates automatically with financial accounting systems in the back-office, but customers with less sophisticated software can still use financial data in extraordinary ways to manage their inventories, fulfill orders more efficiently, ship orders faster, run automatic credit checks on new clients and analyze their businesses to uncover expanded business opportunities.
ERP and CRM Systems
Regardless of system software, customizing an online B2B eCommerce operation generates many challenges to ensure that shipping, product information, real-time inventory counts and customer-specific pricing information are always available to customers and staff, regardless of which mobile device they use, while preventing unauthorized access and data breaches. Large companies even face internal disconnects and barriers that customizing software eliminates. Companies can generate reports and manipulate data in custom ways to track and monitor sales by any benchmarks to address areas of concern, find new market opportunities, manage specific projects, improve financial compliance and drive improvements. Custom features include enhancing customer service by tracking billable data and relationships and automating core analyses of order-to-fulfillment, lead-to-data and procurement-to-payment processes.
Payroll and HR Management
Many companies use outside vendors or separate software to manage payroll and/or HR to simplify and error-proof tax- and report-filing processes. Some companies hire temporary workers, consultants, independent contractors or outside staffing agencies, but these de facto staff members must also be managed, and be able to access their employment records and relationship histories with the company. Customizations allow such features as self-management of records and onboarding to facilitate better HR management.
Custom Cloud Integrations
Integrating with cloud technology changes the way that many B2B companies operate by eliminating the need for back-ups and allowing stakeholders to access information from any authorized device or portal 24/7/365. B2B companies with customized core features can automatically update cloud storage and take advantage of the concept of only needing to enter financial information once.
Managing Employees and Resources
Custom core back-office features can address complex workflow and project management needs such as quality control, performance issues, analyzing digital processes for their workforce activities and cost-value profiles and tracking worker activities physically and online to allocate resources more efficiently. Administration becomes simpler when supervising strategies are assigned and monitored through mandatory checklists, self-service functions and other efficiencies.