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Tradepoint Enterprise

TRADEPOINT ENTERPRISE is designed to improve performance and profitability by helping you manage every area of your business with integrated tool sets such as:

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  • A Customer Relationship Management solution to streamline sales and manage your customers and sales resources
  • Projects Management
  • A full complement of Accounting modules
  • Supply Side Management of inventory, purchasing and receiving 

This software gives you the tools to cultivate added depth to your relationships with your customers.  If you're looking to maximize your effectiveness through the web, direct sales, resellers and retail venues simultaneously, Tradepoint Enterprise is the next generation of business management software for you. 

 

CRM

Customer Relationship Management (CRM) delivers in-depth functions for an efficient, profitable sales and customer service environment.

CRM features easy-to-use search tools, quick reports, integrated mapping for Google Maps and MapPoint; sales tools for tracking quotations, opportunities for longer sales cycles, and direct ordering.

Email and Schedule

Tradepoint Email provides the flexibility you need in an email application.  You can use Tradepoint Email as either a stand-alone email application or synchronize with Micosoft Outlook to take your email with you.

With support for POP3, IMAP and Microsoft Exchange Server, you can also extend email to most smart phones including iPhones, Blackberries and other smart devices that support email. 

Tradepoint Email supports graphical signatures, HTML or text templates and options for multiple email accounts per profile. 

It has automatic tools for tracking outbound emails to contacts and the ability to turn incoming emails into a Task, Call, or Appointment with a single click.

Accounting

Your preferences for automated processes, multiple divisions or company structures operate in the background as daily operations take place.  Role-based security controls access to information as necessary for employees - from the customer or supply side. 

This is ideal for Ecommerce and direct sales environments with transactions taking place automatically, during and after business hours.

Projects

Keep control of processes with multiple steps.  From installations to strategic and development projects, many business processes require outlined steps, reminders, support for team-based actions, notifications, tracking billable hours, communication and other tools.  

Tradepoint Projects is an integrated module, so a great benefit is derived from being able to build projects, tie them to customers and other contact types and create comprehensive reports on project activities.

Taking this one step further, Projects can be shared with client and contacts when a Tradepoint Ecommerce solution is used, thereby adding a self-service component to project collaboration.

Document Management

With the ability to search and access documents across your organization, Tradepoint offers support for scanning, uploading, and using templates to creat documents through Microsoft Office or another desktop office program. 

Documents can be shared with contacts through Ecommerce solutions and are also protected by security settings.

Many document types are supported by desktop applications so, if a company uses, for example, wmv files and images, they can be uploaded, revised and shared simultaneously provided the user has the desktop applications available to process those files.

Supply Side Management

Product management, warehousing, suppliers, purchasing and receiving fall into the Supply Side component providing:

  • support for single or multiple warehouses
  • purchasing with reordering reminders based on min/max levels
  • assemblies for products
  • product costing and price list tools, with multiple costing models
  • support for most RFID and barcode systems
  • Ecommerce-readiness

Human Resources Management

Seamless HR management includes the ability to track applicants right through to creating an employee account with detailed preferences on security, usage, and email accounts.   Assets allocated to employees, temporary and contract workers can also be tracked.  Time may be recorded through a convenient on-screen punch-clock.

Reporting

Reporting capabilities include quick reports found throughout Tradepoint as well as customizable forms and dynamic reporting.  Tradepoint comes with hundreds of built-in reports with tools to export reports to multiple file types with a single-click email function.

Service and Support

Agreements are annual on a per-license basis.  Tradepoint Service and Support agreements include fixes, upgrades, new versions, customer and techical support.  Ecommerce modules and shopping carts are sold separately.