Business Activity Management (BAM)

OUTSTANDING FEATURES

Closed loop management process

The system can build a closed business process suitable for each specific business. With this process, all information about customers, quotes, contracts, orders, etc. are linked and inherited. So, the process of updating and exploiting information is not duplicated and error.

Job assignment feature and tracking

With the model of sharing information among employees in the same system, users can assign permissions to each object to access each specific content. The system also allows users to assign jobs and track schedule of the assigned work.

Real-time tracking

Information about customers, goods, contracts, orders, etc. is always updated online via the internet anytime, anywhere to support 24/24 for sales department as well as managers to give the timely decision, right time.

Evaluate specific KPIs

Develop specific KPI indicators specifically for sales teams as well as individuals with special abilities. The evaluation criteria are automatically updated on the system with real information based on the recorded interaction of sales staff with customers.

Detailed reports for each module

The reporting system for each module allows creating an overview report in the form of diagrams to increase the visualization and can export the report files on the system to maximize the monitoring of customer status, efficient sales and inventory management.

Maximize security and reliability

The decentralized system is intelligently designed, allowing the system administrator to decentralize according to each user group and detail to each function for each user. The system manages users by username and password.

MAIN MODULES

The main modules of BAM Software

Sales Management

Manage the entire sales process of the business from managing customer information, customer contact, sales opportunities to tracking details of each order, quotation and contract with each customer. BAM system provides a closed, clear and detailed sales process.

Allow creating, editing, viewing, searching and managing customer lists with full information.
Manage customer working history, customer contact process in many different forms.
Easily add new, edit and manage sales opportunities for each customer, so customer care is more effective.
Manage quotes for customers and the status of quotes (pending approval, completion, etc.).
Support contract management including contract information, contract value and contract status.
Allows tracking, statistics, summary of all sales orders and detailed management of order information by each status.
Manage sales and commission targets of each employee quarterly and yearly.
The search function on all data fields helps to quickly find the necessary information.

Product Management

BAM Software helps to manage detailed product information including product code, product name, product type, unit, price and product status. The software updates products quickly, product classification, search smart products and also manages documents of each product.

Allow adding, viewing and editing product information.
Manage details according to the status of the product (sold, out of stock, etc.).
Filter and search functions by different criteria (by product code, product name, product type, status).
Store and update product documents.
Easily attach product catalog files to the system.

Service Management

Helping businesses to support customers in many different forms that correspond to customer requirements. Besides, the system also provides the status and warranty period of each customer for timely customer support.

Allow adding, viewing and editing forms of customer support.
Manage details according to the status of customer support requests.
Filter and search information by different criteria (by type, customer, contact, recipient and status).
Add warranty or repair details for each customer.
Easily check the details of the warranty card.

Supplier Management

Helping businesses to manage suppliers list, including supplier information and supplier status, classify suppliers by separate groups. Manage purchase status with suppliers including order cards and supplier quotes.

Create a list of suppliers and easily edit information.
Select and search suppliers by different criteria.
Update, add new and manage product quotes for each vendor.
Purchase management with suppliers including supplier orders, line items, quotes.
Sort orders by different status (Waiting for approval, no approval, approval, cancellation, completion, etc.).

Inventory Management

Assisting enterprises with comprehensive inventory management, including list of warehouses, checking goods in the warehouse to reduce losses. Besides, the system also manages the delivery and receipt requests of each customer.

Add new and update detailed list of warehouses (Address, warehouse manager information, stock status, etc.).
Create goods receipt and track information status (Waiting for approval, approval, reject, etc.).
Add new depot request form and delivery bill for different customers and track the status of information (Waiting for approval, not being approved, approved, etc.).
Manage warehouse product information and track the status of delivery notes.
Easily inventory the number of products in stock, damaged products, expired and the number of differences compared to the actual.
Display a notification with a low-end product or the maximum stock the product can contain.
Filter and search information according to different criteria.
Manage maximum and minimum inventory alerts to optimize the performance of the warehouse.

Revenue and Expenditure Management

Manage all revenues and expenditures in business activities including cash or via bank and fund balance. The system also statistics all customer receivables, checks the payment status, helps the debt accounting department to review due debts.

Create new invoices for customers according to each order detail.
Manage customer payment status.
Allow creating Receipt and Payment slip for customers.
Specific types of Receipt and Payment slip.
Add a list of funds for businesses (Bank account funds. Cash funds, etc.)
Filter and search for information by many different criteria.

KPI Management

KPI management is a feature used to measure the performance of employees. Each sales staff is assigned its own KPI and is monitored on the progress of its KPI completion. KPIs will motivate employees to work harder and be more proactive at work.

Allow setting common default KPI criteria for all employees according to different criteria.
Set KPI targets for each user group or department and easily edit or change the criteria.
Allow adding separate KPI targets for different employees.
Statistics report the KPI results of each employee by the week or by year through different selection criteria.

Task Management

Manage the list of tasks and track the progress of each employee's work. The system also supports work assignments and reminders for employees on a single common platform to allocate resources efficiently and save time.

Create your quick to-do list easily.
Employees can create jobs for themselves or assign the job to others including to-do lists, deadlines, priorities, performers and status.
Easily add "Participants" used in project jobs that require multiple participants or add managers to support and track the progress of tasks.
View, track and statistics the status of employees' work performance (not done, in progress, completed).
Employees can comment and support each other on the job duties of other employees.

Reporting System

Provide the report types for each module and each module will have different detailed reports. The report is updated in real time and visually displayed to help managers make quick decisions and increase operational efficiency.

Display visual charts of customer situation and update status.
Statistics of the customer list, status, sales opportunities, quotes, contracts, orders of each salesperson to each customer.
Reports on customer contact status in different forms (Telesales, Email, etc.).
List total sales opportunities with customers by status.
Report on quotes for customers by status (New, Approved, Pending Approval, etc.).
Report on contracts with customers.
Report on orders to customers.
Report on revenue and expenses to each customer.
Allow exporting reports to different file formats.

System Management

It helps businesses configure the system and set up general lists of information used on the system. Besides, the system creates security and decentralizing mechanisms for different users and groups of users.

Set configuration information for the whole system.
Set up catalog information for modules (customers, sales, products, warehouses, etc.).
User management: allows to declare new users, manage details of user information (name, phone number, email, position, department, etc.) and decentralize the use of functions on the system.
Administration of user groups: customize and create new groups of users.

BUSINESS ACTIVITY MANAGEMENT SYSTEM