Herbst Insight – A Unified Solution.
Herbst Insight is a unified solution for your business management software. It will replace, and improve upon, your existing Accounts, CRM, Stock Control and Operations. Too often businesses persist with outdated systems that are no longer compatible. Are you in a situation where you have an accounts package, a CRM and stock control all separately?
“We know how it works, and we are doing just fine.”
This is one of the biggest mistakes you can make. In the software world, “better the devil you know” does not apply. In this case, it is closer to “ignorance is bliss”. Once you switch to a unified system you will wonder how you ever had the time to input all that data into each system.
- Price changes: Do you find that you are using static pricing, avoiding sales, and refusing special offers because it is too complicated? You have to make sure that you have changed every price, in each one of the systems, making sure to keep them consistent and often calculating discounts by hand. With Insight, you need only go into the product and change the price, set a sale condition (eg. 20% off or buy 1 get 1 free), or set up special conditions (eg. certain customers get a discount, one day giveaways). A unified system will automate all of those processes, without the need for multiple manual changes.
- New customers, or altering a customer’s details: How often have you come to realise that the address in you CRM and your accounts doesn’t match? You can’t expect every member of staff to correct all systems, every time there is a change, it is simply too time consuming. Because Insight controls the CRM, accounts and operations, you need only make one change.
- Credit control: Do you have customers who have exceeded their allotted credit limit, or gone beyond their agreed repayment date? If that information is stored in your accounts software, what is to stop those working off the CRM from selling to that customer again? With a unified business management software, those will all be linked. A freeze can be put on all accounts exceeding their credit terms. These freezes can be overridden in a number of ways but they require someone with higher account privileges, giving control to managers and owners.
- Stock levels: With a disparate software system you are always waiting for a stock-take to know if the current stock levels actually match those in the accounts records. Input errors and lost invoices are common place. With a unified system, the two are linked directly, and any item sold/bought will be removed/added to the current stock system. Removing the human from that process, removes the risk of human error. Not to mention freeing up countless admin hours.
Accurate record keeping is the corner stone of any successful company. Herbst Insight can bring all of these processes together under one program, but it can also do so much more. What you are seeing here, is Insight at its most basic. Follow these industry specific links to find out what Insight can do for your company.
https://www.citsoftware.ie/software/oil-distribution-management-software/
https://www.citsoftware.ie/software/herbst-quarry-management-software/