(336) 315-3935

Must Have Cloud ERP Features

Looking through a lens

Written by Laura Schomaker

August 13, 2020

Cloud ERP provides small to medium-sized businesses with an affordable point of entry to the ERP marketplace. As features in cloud ERP solutions can vary from on-site solutions, what should you expect? The following are key cloud ERP features to keep an eye out for along with some additional features you might consider, depending on your niche.

Quality Support

This should be a given with any solution. In this day and age, 24/7 support is the standard to expect, whether through direct chat, phone, or a deep online help database. Since cloud ERP is often the right answer for companies that don’t necessarily have a deep bench of IT specialists on staff, this support can be pivotal in the success of an ERP solution based in the cloud.

Reporting & Analytics

Of course, reporting and analytics is going to be at the heart of any ERP solution. What you need to stay on top of is whether they are the right reporting and analytics for you. An ideal solution will offer reporting that you don’t necessarily have to be a programmer or developer to understand. Look for reporting and analytics features that empower any end user and don’t hold you back when filtering and sorting data.

Mobile Access

Mobile access is another must-have on any cloud ERP shopping list. Make sure to look for an option that offers two-factor authentication for security. Mobile access can be particularly effective if you have staff out in the field or working remotely on a regular basis and can even be an important tool for supervisors who need to approve and view content on the go.

Customization Tools

Many who look into cloud ERP worry that they might lose the customization that is at the heart of on-premise ERP solutions. That’s not the case— a top-grade cloud ERP will still extend customizable features. From the high-level perspective, you want a solution that edits their solution to offer industry-specific editions for a wide range of sectors, such as distribution or manufacturing. On a more micro level, however, look for an ERP that allow you to customize visual and functional features within the solution. If you have the technical knowledge on staff, you can also look for a solution that lets you use APIs and SDKs to integrate with external systems.

Financial Management

A financial management component is yet another essential to look for with cloud ERP. Financial management software brings with it a full suite of accounting features and functions, allowing you to track daily operations, generate reports, and budget and plan for the future. A big plus is that document management within the solution can also allow you to link documentation directly to financials and keep your audit trail neat and tidy.

CRM

No customer-facing business can go without a CRM these days. Top of the line cloud ERPs will offer a tool for customer lifecycle management, providing you with control of and insight into your customer’s journey. With the right cloud ERP, you’ll be able to track everything from marketing data and sales quotes to post-sales support to ensure a friction-free process for your customers and access timely and accurate customer data anytime and anyplace. 

Going with a cloud-based ERP solution doesn’t have to mean sacrificing functionality. By knowing what cloud ERP features to look for, you can find a solution that is affordable while still extending the wealth of features businesses need to succeed in today’s marketplace. Ready to explore your cloud ERP options? Take a tour of our premier cloud ERP solutions to learn more.

You May Also Like…

Square 9 On: The AI Advantage: Streamlining Document Capture

Square 9 On: The AI Advantage: Streamlining Document Capture

Once a mere concept in science fiction, computing systems have finally gained the ability to make complex decisions in a practical and meaningful way. Now, using the power of AI, information can be extracted from paper, PDFs, and other computer-illegible sources with AI document capture in less time, at a lower cost, and with far more accuracy.

read more
Is Dynamics 365 the Best ERP Choice? Explore These Top Alternatives.

Is Dynamics 365 the Best ERP Choice? Explore These Top Alternatives.

Venturing past the usual Dynamics 365 trail, we plunge into an exploration of top-rated alternatives.
These are solutions that aren’t confining themselves to just keeping up with Dynamics 365, but are setting new standards of ERP excellence. Your search for the perfect ERP solution doesn’t have to end at Dynamics 365.

read more
Dynamics 365 Pros and Cons That Will Make or Break Your Decision

Dynamics 365 Pros and Cons That Will Make or Break Your Decision

On one side, you’ve got the potential to boost productivity dramatically, on the other side, a possibly hefty price tag and potentially complex deployment might bring your business to its knees.
So, do the perks outweigh the potential potholes?
Welcome to your ultimate guide, shedding light and taking the mystery out of Dynamics 365.

read more