Business Intelligence
Proceptio BI makes decision-making process easier than ever. Visualize your data: we will prepare multiple tabular and graphic reports (pies, bars, maps, etc.), which show real-time data from your ERP system. All that is left for you is to log in, drill through the reports and make the decisions. You will save time (and therefore money), speed up the reporting process (no one needs to spend any unnecessary time personally hand-crafting any reports, as they are already simply there), and simplify your analysis and planning process. All of the mentioned factors combined will surely positively impact your business!
Our BI-layer consists of multiple Microsoft PowerBI reports. Microsoft is the Leader in Gartner’s Magic Quadrant for Analytics and BI Platforms for 12 consecutive years. The reporting is fast, intuitive, powerful and it simply looks great. Most importantly, your data is secure. As an additional advantage, Microsoft’s PowerBI reports are also advantageously priced over their competitor’s respective products.
CRM
Our CRM empowers you with complete overview of your business activities. It is a centralized place where you can enter and track activities, create documents, generate assignments, log business trips, track your partner's balances, upload files, follow customer claims and much more.
Track your business opportunities and convert them into tangible benefits. The system is user-friendly and intuitive, which means you can obtain the necessary information with minimal effort and downtime. Proceptio BI has rich collaboration capabilities, which means that any specific activity, assignment or document can be followed by or commented on by multiple people. Furthermore, our intelligent notification system will ensure that you don’t miss anything important.
Empower your sales team and boost your productivity.
Integration
Proceptio BI can be integrated with numerous ERP systems. It is the standard practice to sync all the codebooks you need from your already-existing ERP system: partners, contacts, items, documents, financial data or warehouse stock.
Synchronizations are performed in real-time: any change within your system is quickly reflected in Proceptio BI system. Synchronizations are achieved by developing a custom connector app which is individually tailored to your specific needs.
Additional platforms’ integration is also available: Sharepoint, Office365, mailing systems, telephone exchange, business information systems (Bisnode, Coface), etc. You name it – we do it!
Reporting Automation
Reporting is also customizable to your preferences. You can receive daily, weekly, monthly, quarterly or yearly reports via mail or SMS.
The emphasis is on the notification & reminder system, which minimizes the risk of missing out on any crucial piece of information.
Here is an example of several automated reports that we can offer out of the box:
- Sales summary
- Daily activities summary
- Incomplete assignments
- Bank account status
- List of due invoices
- Late deliveries
- List of quotes waiting to be confirmed
- General daily report (vacations, resource reservations, business trips)
