Connect people and processes with a consolidated system that has intelligence built in—making financial management, sales, service, and operations easier. Get more done securely with workflows and audit trails, and instantly access a complete picture of finance, sales, supply chain and, fulfillment. Handle quotes, orders, invoices, purchases, and onboard quickly with the familiar Office interface your employees know.
Dynamics 365 Business Central gives you control over GL, AR, AP, and reduces manual errors. Gain the ability to accurately budget and forecast while reporting on specific KPIs, profit margin by product, etc. Plus, the ability to unify general ledger accounts and track entry origins with accuracy.
Divide your sales process into different stages to help keep track and manage your sales opportunities. Maintain information for your business relationships through contact records and organize campaigns based on customized segments of your contacts. Easily synchronize your data and integrate with Dynamics 365 for Sales.
Manage both single and blanket sales and purchase orders. Monitor and control your purchasing process through automated workflows and dynamically updated inventory levels from multiple locations, be it a production plant, distribution centre, or warehouse. Build reports that optimize space usage and picking processes.
Group employee information, gain insight into their skillset, and identify resource gaps by organizing employee data according to experience, skills, education, and training. Track and reimburse expenses by posting them against employee cards.
Perform common project management tasks and get all the data you need to help manage budgets and monitor progress. Track machine and employee project hours using timesheets and access real-time data on available resources, such as employees and machinery.
Act quickly on sales-related enquiries and easily update contact records by integrating Outlook. Provide user-defined audit trails with reason codes that can be assigned to individual transactions. Provide added context to inventory items, resources, and general ledger accounts with extended texts.
Set up and monitor your service prices based on activity from service requests, orders, and deliveries. Build an understanding of service success by recording response times, discount levels, time spent, and service history. Adjust dispatching strategies by reviewing field technician information such as availability, skills, and stock items.
Increase visibility across your entire supply chain to reduce inventory costs and keep customers happy. Use built-in intelligence to predict when and what you need to replenish, ensuring inventory levels are maintained to avoid shortages and lost sales.
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“Catapult got our sales team operational very quickly, and we’re now self-sufficient on CRM. The project team was very knowledgeable, delivered a high-quality technical solution, and provided valuable guidance about best practices. With this solution in place and Catapult’s support, we are well positioned to achieve our business goals.”
Vice President, Sales and Marketing,
Marine Learning Systems