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Improving customer care by handling ERP paperwork on screen
These days it is hard to offer great customer care unless you have well trained staff who have immediate access to the information they need. Paper based systems are too slow, too restrictive and too prone to human error. But there is a better way.
Document management for ERP
Zetadocs is document management software for ERP systems such as Microsoft Dynamics NAV. Zetadocs for NAV can capture the sales and purchase documents your organization receives as paper, emails and faxes, and then link this paperwork into relevant transactions in Microsoft’s ERP system. It might be a sales order you have received by email or a proof of delivery your driver got the customer to sign; a goods received note from your warehouse or a receipt for an employee’s expenses claim. Each document can be stored in Microsoft SharePoint and associated with a record in NAV.
Streamlined processes
Once you have that key paperwork captured on screen and linked to your ERP, your approval processes will speed up and the customer care you provide will improve, with sales queries being answered more quickly. Documents won’t go missing, audits will be quicker and easier, and eventually you will be able to dispense with paper files and regain the office space consumed by storing paper.
A new feature of Zetadocs automates this document linking process, ensuring better accuracy whilst saving time and effort. It uses bar codes on documents to speed up the process of getting key documentation on screen and linked into ERP for sales and finance teams to use.
Automated capture
For example, it’s last thing in the afternoon and your delivery drivers have returned to drop their piles of signed proof of delivery forms for filing. Imagine being able to stack them all on a scanner and go home, knowing they will be automatically indexed, filed according to corporate compliance requirements and available immediately to co-workers to help solve any customer query. Zetadocs can do all this for you.
As the receipt of key documentation is often a stage in a wider business process, this automated capture could trigger the start or continuation of a series of workflows. Such processes vary widely between different companies, but Zetadocs has been designed to enable a NAV partner or reseller to produce a custom solution to meet individual customer needs. Zetadocs requires a small fraction of the development and installation effort which would be needed for a bespoke system built from the ground up.
What next?
If you would like to discuss how automated capture of key business documents could improve the efficiency of your business and the quality of customer care you offer, please email us at sales@equisys.com or phone on (770) 772 7201 (US) / +44 20 7203 4001 (UK). Meanwhile, we have a range of introductory videos on our web site.