Manage your Leads efficiently with India’s Best fit cloud ERP Software’s Expand Sales Mobile App

This article was published on: 28/08/20 11:58 AM

Home > Best ERP software system

Manage your Leads efficiently with India’s Best fit cloud ERP Software’s Expand Sales Mobile App

Expand ERP has a systematised  Leads Management feature integrated to take over conventional sales systems for various B2B transactions. The software was initially designed to simplify sales activities in a business and help accelerate the conversion of leads to potential opportunities. It is used for various sales activities in a business.


  • Plan, measure and manage your sales pipeline
  • Identify the most potential leads
  • Track marketing campaigns across all channels
  • Schedule follow-ups, tasks and appointments
  • Assign your leads to the right salesperson


In this digital era, solely relying on conventional manual sales efforts is not enough to achieve desired goals. Lack of real-time information, delays in taking action, and improper decision making can cause your B2B company to lose many good opportunities to make it to the top. Why give that chance to your competitor? Invest in the best fit ERP software to automate your business processes and manage your business completely online.

As it  is imperative to manage leads and sales of your business diligently for ultimate growth and ROI. Without customers there is no business and without business an organisation is dead, no matter how organised or good the product is. Taking control of your sales process, reaching out to leads at the right time and converting them into actual opportunities by staying focused on your best deals will ensure an edge above in the competitive market. To add to your efficiency an intuitive Sales and Lead management software like Expand ERP software helps you sell smarter. To further ease your work, we have come up with an innovative mobile App Expand Sales where you can track your potential leads and turn them into customers remotely. All Expand ERP users have access to this App.

Building leads and bringing business is quintessential for success and growth.


Managing leads on-time with specific customer attention adds power to attract more customers. Expand Sales is an Android application available on Playstore for Expand ERP licensed users only for carrying out business activities and transactions remotely online. There are various features that are integrated in this app like:

  1. It can attract leads with product and item specifications and also follow up with specific details.
  2. 2. Important reports like Pending Orders, Sales Register, Receivables, Payables, Inventory position etc. Business specific MIS can be accessed with this application. Status followup like dues for current date, next day, with-in 7 days and overdue followup data is accessible available in Lead dashboard
  3. The app has capacity to work online and offline on both platforms. The Sales employee can feed information without internet connectivity and can sync it to data when the internet is available.
  4. Users can check MIS reports remotely and use it for various official purposes.
  5. KPI dashboard data is available on a single system for instant access on the go. This enables quick analysis and decision making for the leaders and also team performance. 
  6. An on site visit log (Check-in and check-out) – can be registered with GPS location and time.
  7. Menu Option rights can be configured from ERP according to the user role for example the task manager will get user specific tasks or to-do list.

Just by connecting through any smartphone/device you can manage your business completely online remotely. It is like carrying your office with you wherever you go. In this competitive world customers have a lot of options available in the market for any product. The competition is skyscaping and there is nothing unique that one can produce. However, only with value added customer service one can build up leads into customers. If a lead is properly nurtured and managed by the salesperson then there are higher chances of converting a lead into an opportunity and opportunity into the sales order. This is why it is essential for organizations to start implementing CRM or Lead management softwares that helps the sales team and Managers to understand the prospective pipeline of the customers.

Expand ERP is India’s best fit Cloud ERP software provider for mid sized manufacturers in the retail and export industries.

Successful ERP software implementation depends not only on the users, but also on the vendors who develop it. Therefore, it is important to choose a reliable ERP partner. Take the Expand Business Fitment Test and know how Expand ERP fits into your unique business needs. Contact us at… 9007026542

Know how 5 best practices helps you manage multiple companies with a best fit ERP software

Multiple companies connected with one ERP system

This article was published on: 13/07/20 10:32 AM

Home > Best ERP software system

Know how 5 best practices helps you manage multiple companies with a best fit ERP software

“Every success story is a tale of constant adaptation, revision and change.”

-Richard Branson

Growth is good news. However, managing it efficiently can be a nightmare. Scaling up your organisation can be an administrative challenge. 

Most organisations find themselves stretched between multiple databases, simply implementing what worked initially across their new locations. Information often ends up scattered across different databases, and reports have to be sorted together from various sources. This takes unnecessary time to compile and results in several human errors.

Managing a company is complex. It only multiplies with each new sub company added to the list especially when it comes to accounting, reporting and managing resources.

What your team will need is access to reliable reporting and analysis that will give a clear overview of progress happening.

The following 5 practices can help manage multiple companies from a centralised system as and when you scale.

    1. Consistent labelling across all databases- Synchronizing your master records across all your companies is essential when it comes to making sure that Vendor IDs and Vendor Names always match. Before entering data into your Expand ERP software system, ensure all  the conventions for labelling vendors, as well as other important information. Consider those conventions when feeding in data. A simple step like this saves time and ensures consistency across all your database,  making it easier to gather the information when needed without any complications. For example, one vendor with two separate IDs, or with two slightly different names, means reports may include only selective information when needed.
    2. Extra attention to security – Unlike many companies who apply the same security system across all databases, manage your  multiple companies with a whole broader security concern. Never be complacent when it comes to sensitive information instead ensure special protection.  Take time when setting up your system to go through the permissions and ensure you’re happy with each user’s level of access. Restriction of permissions, limiting employees to the information they need to perform their duties will add to neat filtering of access to information and data. This will involve better management of the multiple companies.
    3. Accounts charts need to be in sync – It is better to decide which accounts to use for which kinds of data, and ensure your team follows the same chart of accounts when entering data. Accounts must be consistent across all your companies to be effective. If accounts match, it prevents cross-company confusion and inaccurate reporting. Consistency is very crucial to match revenues across multiple companies.
    4. Create a systematic protocol to manage multiple companies – Rather than running multiple databases, use a Multi-Entity Management module integrated on your ERP software to:
a. Run all your companies from a single database, saving your time and money.
b. Reduce duplicate entries and consolidate your data into a single set of master records
c. Strengthen security, share data between companies while still restricting access, making reports and companies invisible where necessary.
d. Use the same chart of accounts for each company separately.
  1. Use a tool in your ERP software that pulls both individual and consolidated reports – Using a reporting tool of your ERP software will make pulling individual companies and consolidated reports possible. You may need to train a member of your team as the manager to manage your reports. Either way, a good reporting tool will give your company the ability to get an accurate picture of accounts across all companies without having to filter multiple databases for the information required.

A best fit ERP software will solve most of your challenges with integrated modules for Leads, HR, CRM, Accounts and Finance, Production, Warehouse and Inventory, third party e-commerce, personal market place etc.

Expand ERP is India’s best fit ERP cloud software for midsized manufacturers in export and retail industry. It is the best ERP software company in Kolkata with headquarters in Bangalore. Expand ERP has empowered several organisations for over 15 years. It is a home grown software for the Indian business. It is designed to fit into your company’s unique needs. 

It has all the integrations like Leads Management, Warehouse Management, HR and Payroll, Accounts, eCommerce, Shipping, market place and various others to suit your special needs. 

Expand ERP Software is a solution for managing your company/companies completely online. We also provide hasslefree online implementation within 28 days and constant training and support post implementation. 

If you are still unsure of how to manage your multiple companies with a centralised system, book a demo with us to show you the way to scale your organisation. We hope this article brings some value to your worries. For more information call.. 9007026542

5 Reasons to Implement Cloud ERP Software for Inventory Management

Cloud ERP software

This article was published on: 8/05/20 10:38 AM

Home > Best ERP software system

“The Future depends on what we do in the present.”

– Mahatma Gandhi

In this dynamic digital era, the words ‘automated inventory management’ is a widely used and famous term for goal – oriented entrepreneurs.The future of your dream business is in your hands. 95% of Fortune 500 companies have moved to the cloud. Why should you stay behind in the cut throat competitive market?

It is high time the old school method of maintaining manual data and inventory be replaced by integrated business process automation with a best in class ERP software systemIt is time to resurrect your business now that the lockdown is nearing the end. However the virus is not going anywhere soon so the precautionary protocols such as social distancing and working remotely need to be continued religiously. Managing your business with cutting edge technology is the only respite to recover from the economic slump.

If you are worried about the high investments, we have introduced a new pricing offer for businesses to cope with the downturn post covid situation (Pricing). Cloud-based inventory management systems are more affordable than most old-school methods. Also, the benefits far outweigh any other concerns that you may have – especially those regarding convenience, security, flexibility, among others.

Here’s a List of top 5 Reasons for you to move to a Cloud-Based ERP Software Inventory Management System for your Business


    1. Data recovery: Imagine the nightmare if you were to lose your sales and transactions reports, customer-centric data, order statuses, or simply your inventory list, just because you risked putting everything in an excel spreadsheet that was conveniently saved on your computer’s desktop. Even if you are using software that saves your data locally, without any guarantee of a cloud back-up, you still face the threat of losing your data. And this predicament can be easily avoided with a cloud-based solution, wherein you assign your service provider with the responsibility of storing and securing your data.With Cloud ERP software based on  Microsoft Azure platform ,your data is completely secured and accessible 24 x 7.
    2. Cost effective: Cloud-based ERP software system is a cost effective solution and is more beneficial over other local based systems and zero  upfront cost such as infrastructure and hardware. In addition, online inventory management systems have their own IT team, which typically means quicker implementation time, lesser investment and hassle free deployment.
    3. Flexibility of access: When professional responsibilities are required to be fulfilled remotely, most business owners find it difficult to handle a singular, on-site inventory system with no online access.Therefore, a cloud-based ERP software’s inventory management system helps to take off the limitations empowering you with ease of doing business from anywhere, anytime around the world. Another advantage of possessing access to warehouse inventory from the off-site is employee accountability. A warehouse, typically, falls prey to a myriad of employee theft scandals which could cause huge losses to any business. A cloud-based inventory management system helps to monitor transaction and quality control reports from anywhere on the planet. It is an asset for your manufacturing business to keep track of inventory and accessibility in multiple locations.
    4. Automatic updation of software: Manual software updation leads to wastage of time and money which results in delayed sales and/or wasted payroll. All cloud-based ERP software  is integrated with the feature of automation, thereby automatically fixing bugs, updating systems with the latest features or patching any IT related problems automatically.
    5. Customization: Cloud-based inventory management can be tailored as per your business unique needs. Not only are your software updates automated, but a number of cloud-based warehouse management software could also consider your requests for features that are tailor-made for your business. And there are myriad options available in the market today; some may also be willing to go the extra mile for ensuring a 100% efficiency of your warehouse management. Choosing India’s best fit ERP cloud software for your business is the most essential step towards digitally automating your business process.

Whether you are a budding entrepreneur or a corporate honcho, chances are that you didn’t reach up to here without digitisation. So why not choose the best fit ERP software for your warehouse management, as well? A cloud-based inventory management system is easy to implement, secure, scalable, and cost effective. It provides you with hassle free process management; by freeing up your time provides you with better opportunities to shift your focus to areas which probably need more attention. The present and the future is in the cloud. Thus  if you want to operate hassle-free, it’s time to switch to a customized cloud-based online business management system.

At this juncture, I would like to add a client story to give you an insight of how your inventory can be well sorted and tracked with the best fit ERP software solution.

Client Story:

Luxor Impex is a fabrication company which imports fabrics from Turkey and a few other countries. It imports only two or three types of stocks primarily flock fabrics and upholstery fabrics. These are then converted to various items and segregated according to its type, colour, design etc. Big names like Curl-on purchase fabrics from Luxor. They are also retailing in Jaipur from a sprawling showroom.

Mr. Parashar, looks after the management and deals with our biztech experts. Owing to its capacity, Luxor was having difficulty in tracking inventory and managing reports. It was required to make records of the inventory, roll wise and convert the flock or upholstery fabrics into various different names of products and record exact roll wise inventory. The raw stock comes in as rolls when imported, for example, 1000mts of Flock fabric segregated in 20 rolls of 50 mts each according to colour, type or design.

Solutions provided by Expand ERP were:

    • To convert the stock of flock or upholstery fabric to various other categories, Luxor was provided stock routing. This transfers the stock to various products and also identifies the number of rolls imported for a single product. This helps them to attain accurate quantities and numbers. When done manually they were wasting time and there were chances of errors.


    • For managing the Inventory, a scanning app was customised and curated for Luxor. QR codes were printed and labelled on each fabric roll. With the help of the QR code scanner every sale can be recorded accurately giving real time data of stock and inventory. It also identifies the bin or shelf the roll is placed in the warehouse.


  • Attaining customer wise sales reports, fabric wise sale and pending roll of stock was a huge task for Luxor that was solved quite easily with filters. Reports are churned out seamlessly giving accurate real time visibility of inventory.


Luxor Impex is one of our satisfied patrons . We humbly received a testimonial from the Director, Mr. Raj.


Expand ERP has given data and helped us to make decisions on accurate information than on hunches.” Mr.Raj Khunteta, Director Finance

Expand ERP is India’s best-fit cloud ERP system for fast growing businesses like yours. It empowers the mid sized manufacturers in the export and retail industry with real-time visibility and complete control over their business for faster expansion by simplifying complex business processes.


With over 15 years of extensive R&D and market testing, we have developed a software that seamlessly fits into Indian Business. We are the OEM of this solution. Further, specific fitment through customization and integration are made for the company’s unique needs. All measures are taken to fit seamlessly into the existing business processes to deliver the maximum benefit of our solution.

Expand ERP cloud software drives maximum growth and ROI to your business.

At such an hour of national emergency, we are open for business and believe that with cutting edge technology even you can work remotely seamlessly with ease.


To know more about Expand ERP and how it will transform your business operations please allow us to arrange for the best fitment test and product walkthrough by our BizTech Expert.