Difference between revisions of "What is TACTIC ? Why TACTIC"
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== CRM and Sales == | == CRM and Sales == | ||
CRM and sales module is capable of managing contacts and subscription related information within one single database. This provides a better opportunity for managing sales pipelines, quotes creation and order process. The contact and order information can be easily exported into a spreadsheet of any third-party application. Tactic will provide the users with an opportunity of | CRM and sales module is capable of managing contacts and subscription related information within one single database. This provides a better opportunity for managing sales pipelines, quotes creation and order process. The contact and order information can be easily exported into a spreadsheet of any third-party application. Tactic will provide the users with an opportunity of | ||
* [Creating prospects/ customers/ vendors | * [[Third_Party_module|Creating prospects/ customers/ vendors]] | ||
* Prioritizing important proposals | * [[Quotations_module|Prioritizing important proposals]] | ||
* Creating and converting commercial quotes | * Creating and converting commercial quotes | ||
* Setting interventions | * Setting interventions | ||
* Analyse performance | * Analyse performance | ||
* Creating tickets automatically from emails | * Creating tickets automatically from emails | ||
* [ | * [[Tickets_Module|Following and answering tickets]] | ||
* Processing orders | * Processing orders | ||
* [ | * [[Shipment_Module|Tracking shipments]] | ||
* Converting customers’ contact information into an invoices and recurring invoices | * Converting customers’ contact information into an invoices and recurring invoices | ||
* Analysing sales and delivery performance | * Analysing sales and delivery performance | ||
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Human resource management module offers the employees a less complicated interface with a self-service functionality. The employees will be allowed to manage their leaves along with requesting time-off. The employees will be able to fill-up their time-table and expense reports accordingly. Managers will be easily able to approve leave requests, time-offs and reimbursement requests. The primary tasks that can be executed within this module are: | Human resource management module offers the employees a less complicated interface with a self-service functionality. The employees will be allowed to manage their leaves along with requesting time-off. The employees will be able to fill-up their time-table and expense reports accordingly. Managers will be easily able to approve leave requests, time-offs and reimbursement requests. The primary tasks that can be executed within this module are: | ||
*[ | * [[Members_Module|Creating employee or stakeholders' as well as different members' account]] | ||
* Providing an informative interface to the employees regarding hierarchical structure | * Providing an informative interface to the employees regarding hierarchical structure | ||
* Defining an hourly rate for each of the employees | * Defining an hourly rate for each of the employees | ||
* Setting and updating employee email and along with corporate email signature | * Setting and updating employee email and along with corporate email signature | ||
* [ | * [[User_module|Creating specific users and groups]] | ||
* Personalizing display accordingly | * Personalizing display accordingly | ||
* Defining job positions | * Defining job positions | ||
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== Financial Modules == | == Financial Modules == | ||
Financial module is a single space for accounting and treasury management. This module can be referred as one of the most important criterion that offers an easy management of an organization’s financial aspects. It allows the users to: | Financial module is a single space for accounting and treasury management. This module can be referred as one of the most important criterion that offers an easy management of an organization’s financial aspects. It allows the users to: | ||
* [ | * [[Customer_Invoice_Module|Manage invoices and credit notes]] | ||
* [ | * [[Tax_Module|Keep a track of taxes and other important expenses]] | ||
* Managing and keeping records of salary and salary dispatch | * Managing and keeping records of salary and salary dispatch | ||
* Managing user loans | * Managing user loans | ||
* [ | * [[Donation_Module|Managing donations provided by the user]] | ||
* [ | * [[Bank_and_cash_module|Management of bank and loan accounts]] | ||
* Management of payment and credit transfer | * Management of payment and credit transfer | ||
* Management of payment by direct debit | * Management of payment by direct debit | ||
* [ | * [[Margin_Module|Management of margins]] | ||
* Keeping all the accounting records in a safe and secure platform | * Keeping all the accounting records in a safe and secure platform | ||
== Product management == | == Product management == | ||
This module is designed for providing the users with an effective product management infrastructure. It is capable of keeping all the detailed information about the products and its manufacturing orders. With the help of the product management module it is easy to: | This module is designed for providing the users with an effective product management infrastructure. It is capable of keeping all the detailed information about the products and its manufacturing orders. With the help of the product management module it is easy to: | ||
* [ | * [[Product_Module|Keeping all the product details]] | ||
* [ | * [[Services_Module|Keeping and managing all the service details as well]] | ||
* [ | * [[Stocks_Module|Manage stocks]] | ||
* [ | * [[Product_Lots_Module|Managing product lots by serial number, product number and sell-date]] | ||
* Create product variant by specifying product sizes and colors | * Create product variant by specifying product sizes and colors | ||
* [ | * [[Bills_of_Material_Module|Define Bills of Material (BOM), which can be used for planning manufacturing orders]] | ||
* [ | * [[Manufacturing_Order_Module|Keeping a track of manufacturing orders]] | ||
== Project collaborative work == | == Project collaborative work == | ||
This module helps in keeping all the project and collaboration related information at a single space. It helps the users in: | This module helps in keeping all the project and collaboration related information at a single space. It helps the users in: | ||
* [ | * [[Projects_or_Leads_Module| Managing all projects, leads, and opportunities]] | ||
* [ | * [[Evenets/Agenda_Module| Tracking of events and agendas]] | ||
* [ | * [[Resources_Module| Managing resources and assets, such as printers, cars, etc.]] | ||
== Electronic content management == | == Electronic content management == | ||
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== Multi-modules tools == | == Multi-modules tools == | ||
Multi module tools provides an easy interface of managing miscellaneous activities that can be initiated by the users. This helps the users in: | Multi-module tools provides an easy interface of managing miscellaneous activities that can be initiated by the users. This helps the users in: | ||
* Creating tags regarding customers, products, suppliers and members | * Creating tags regarding customers, products, suppliers, and members | ||
* Allowing users to edit and format text fields | * Allowing users to edit and format text fields | ||
* Using different types of currencies within documents | * Using different types of currencies within documents | ||
* Adding a RSS page for better experience | * Adding a RSS page for better experience | ||
* Creating shortcuts and adding external and internal pages, which are used frequently | * Creating shortcuts and adding external and internal pages, which are used frequently | ||
* [ | * [[Barcode_Module|Managing barcodes]] | ||
* [ | * [[Inter-modules_Workflow_Module|Managing workflow by creating and updating object automatically]] | ||
* [ | * [[Data_Imports_module|Importing]] and [[Data_Exports_Module|exporting]] data | ||
== Websites and other frontal applications== | == Websites and other frontal applications== | ||
This module helps in managing external websites within the software, it provides help in managing polls and surveys, creation of websites, managing SimplePOS, and managing TakePOS. It provides an opportunity of: | This module helps in managing external websites within the software, it provides help in managing polls and surveys, creation of websites, managing SimplePOS, and managing TakePOS. It provides an opportunity of: | ||
* [ | * [[Poll,_Survey_or_Vote_Module|Creating online polls, surveys and votes, by engaging doodles, studs, RDVz etc.]] | ||
* Developing websites with the assistance of a WYSIWYG editor, which is a webmaster or developer oriented CMS | * Developing websites with the assistance of a WYSIWYG editor, which is a webmaster or developer oriented CMS | ||
* [ | * [[Point_Of_Sale|Managing touchscreen POS for shops, restaurants and bars, however, this requires the connection of a touch screen POS with the user ERP]] | ||
== Interfaces with external systems == | == Interfaces with external systems == | ||
This module establishes an engaging space including important external sources, which enhances user experience. This allows the users to: | This module establishes an engaging space including important external sources, which enhances user experience. This allows the users to: | ||
* [ | * [[Mass_Emailing_Module|Send email notification regarding any business event]] | ||
* Synchronize social networking fields, such as skype, Facebook and twitter | * Synchronize social networking fields, such as skype, Facebook and twitter | ||
* Manage bulk emails in an efficient and organized manner | * Manage bulk emails in an efficient and organized manner | ||
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* Enable tactic REST server for gaining API server | * Enable tactic REST server for gaining API server | ||
* Enable tactic SOAP server for gaining API server | * Enable tactic SOAP server for gaining API server | ||
* [ | * [[LDAP_Module|Synchronize LADP directory]] | ||
* [[ClickToDial_module|Integrate with ClickToDial system]] | |||
* Enable OAUTH authentication | * Enable OAUTH authentication | ||
* Add external website link in form of a main menu icon | * Add external website link in form of a main menu icon | ||
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* Manage a PAYPAL customer payment page | * Manage a PAYPAL customer payment page | ||
* Manage a Stripe customer payment page | * Manage a Stripe customer payment page | ||
* Enable direct printing | * Enable direct printing | ||
* Use receipt printers, Mailman or SPIP interface, online Gravatar service, web DAV server | * Use receipt printers, Mailman or SPIP interface, online Gravatar service, web DAV server | ||
== Systems == | == Systems == | ||
This module helps in managing scheduled jobs and managing an unalterable log for business events. In terms of unalterable logs, Tactic provides a read-only table that need to be exported. | This module helps in managing scheduled jobs and managing an unalterable log for business events. In terms of unalterable logs, Tactic provides a read-only table that need to be exported. | ||
Latest revision as of 11:40, 14 May 2022
Tactic is an all-in-one cloud based solution for ERP and CRM related services. This paid Software as a Service is capable of serving large corporations, medium enterprises, small companies, proprietorships, and non-profit organisations as well as freelancing units. The software has an integration of 73 modules, which meet all the organisational needs while enhancing performance with its analytical features. Primary features of Tactic includes sales management, human resource management, financial management, employee management and etc. Tactic includes a REST API that allows users to integrate with third-party applications.
Tactic has been constructed in such a way that it is flexible to fit the business needs of any organisation regardless of their sizes and industry. The modules that are included within the software, easily carry forward the day to day need as well as a long term project of an organisation. With the help of Tactic the users can easily analyse their company performance and implement important strategical changes for meeting necessary requirements. With the help of opportunity and lead management system of Tactic, users can trace the growth of their opportunities and open commercial proposals. Shipments and receptions can also be managed efficiently with the help of Tactic. Hence, it is quite clear that using Tactic is proportional to reducing the manual efforts and manual errors from business ventures, which eventually helps in achieving the ultimate goals of an organisation. Thus, using Tactic is certainly beneficial. Moreover, the users do not have to invest a lot of time in learning how to use Tactic. ALSOFT provides Tactic’s assistance as a SaaS, Software as a Service, which means the users do not have to download and install it. It is easily accessible and compatible with any browser. The users only need to input their authentic credentials for using Tactic successfully. The primary features of Tactic are
- Human Resource Management (HRM)
- CRM and Sales management
- Vendor Relationship management (VRM)
- Financial Modules
- Product Management
- Project/Collaborative works
- Electronic Content management
- Multi-module Tools
- Websites and other frontal applications
- Interfaces with external systems
- System
CRM and Sales
CRM and sales module is capable of managing contacts and subscription related information within one single database. This provides a better opportunity for managing sales pipelines, quotes creation and order process. The contact and order information can be easily exported into a spreadsheet of any third-party application. Tactic will provide the users with an opportunity of
- Creating prospects/ customers/ vendors
- Prioritizing important proposals
- Creating and converting commercial quotes
- Setting interventions
- Analyse performance
- Creating tickets automatically from emails
- Following and answering tickets
- Processing orders
- Tracking shipments
- Converting customers’ contact information into an invoices and recurring invoices
- Analysing sales and delivery performance
Human Relationship Management (HR)
Human resource management module offers the employees a less complicated interface with a self-service functionality. The employees will be allowed to manage their leaves along with requesting time-off. The employees will be able to fill-up their time-table and expense reports accordingly. Managers will be easily able to approve leave requests, time-offs and reimbursement requests. The primary tasks that can be executed within this module are:
- Creating employee or stakeholders' as well as different members' account
- Providing an informative interface to the employees regarding hierarchical structure
- Defining an hourly rate for each of the employees
- Setting and updating employee email and along with corporate email signature
- Creating specific users and groups
- Personalizing display accordingly
- Defining job positions
- Management of leave requests and expense reports
- Publishing job requests accordingly
Product & Stock
Vendor relationship management module is designed for enhancing organizational experience of managing the contact information of the vendors. Additionally, this module helps in keeping a track of all the vendor requests in a well-organized manner. This module allows the users to:
- Storing the contact information of the vendors
- Keeping tracks of the ongoing vendor requests and proposals along with prices
- Management of intercoms and other connected devices
- Prioritizing proposals of the vendors in accordance to their importance
Financial Modules
Financial module is a single space for accounting and treasury management. This module can be referred as one of the most important criterion that offers an easy management of an organization’s financial aspects. It allows the users to:
- Manage invoices and credit notes
- Keep a track of taxes and other important expenses
- Managing and keeping records of salary and salary dispatch
- Managing user loans
- Managing donations provided by the user
- Management of bank and loan accounts
- Management of payment and credit transfer
- Management of payment by direct debit
- Management of margins
- Keeping all the accounting records in a safe and secure platform
Product management
This module is designed for providing the users with an effective product management infrastructure. It is capable of keeping all the detailed information about the products and its manufacturing orders. With the help of the product management module it is easy to:
- Keeping all the product details
- Keeping and managing all the service details as well
- Manage stocks
- Managing product lots by serial number, product number and sell-date
- Create product variant by specifying product sizes and colors
- Define Bills of Material (BOM), which can be used for planning manufacturing orders
- Keeping a track of manufacturing orders
Project collaborative work
This module helps in keeping all the project and collaboration related information at a single space. It helps the users in:
- Managing all projects, leads, and opportunities
- Tracking of events and agendas
- Managing resources and assets, such as printers, cars, etc.
Electronic content management
Electronic content management system of Tactic allows the users in managing website content. With an integration of the website, the users can easily upload, edit and format the content with the help of Tactic’s ECM module.
Multi-modules tools
Multi-module tools provides an easy interface of managing miscellaneous activities that can be initiated by the users. This helps the users in:
- Creating tags regarding customers, products, suppliers, and members
- Allowing users to edit and format text fields
- Using different types of currencies within documents
- Adding a RSS page for better experience
- Creating shortcuts and adding external and internal pages, which are used frequently
- Managing barcodes
- Managing workflow by creating and updating object automatically
- Importing and exporting data
Websites and other frontal applications
This module helps in managing external websites within the software, it provides help in managing polls and surveys, creation of websites, managing SimplePOS, and managing TakePOS. It provides an opportunity of:
- Creating online polls, surveys and votes, by engaging doodles, studs, RDVz etc.
- Developing websites with the assistance of a WYSIWYG editor, which is a webmaster or developer oriented CMS
- Managing touchscreen POS for shops, restaurants and bars, however, this requires the connection of a touch screen POS with the user ERP
Interfaces with external systems
This module establishes an engaging space including important external sources, which enhances user experience. This allows the users to:
- Send email notification regarding any business event
- Synchronize social networking fields, such as skype, Facebook and twitter
- Manage bulk emails in an efficient and organized manner
- Record email in history of events while arranging replies automatically
- Enable tactic REST server for gaining API server
- Enable tactic SOAP server for gaining API server
- Synchronize LADP directory
- Integrate with ClickToDial system
- Enable OAUTH authentication
- Add external website link in form of a main menu icon
- Proceed with GeoIP Maxmind conversions
- Manage an online customer PayBox payment page
- Manage a PAYPAL customer payment page
- Manage a Stripe customer payment page
- Enable direct printing
- Use receipt printers, Mailman or SPIP interface, online Gravatar service, web DAV server
Systems
This module helps in managing scheduled jobs and managing an unalterable log for business events. In terms of unalterable logs, Tactic provides a read-only table that need to be exported.
