Our data is scattered across spreadsheets, Zalo and accounting software. Management has no real-time view of stock or order progress.
Contracts and deal history live in each salesperson's inbox. We want one place to track customers, freight rates and contract renewals.
Our eight-person team sells through Zalo. We need to keep conversation history and get reminders to follow up with past customers.
Numbers differ between departments, month-end reports take days, stock does not match the books, orders slip through, and every team uses its own software. If three or more sound familiar, it is time to consider a central management system.
Customers message us in the evening to book, but nobody replies until the next morning and we lose bookings.
We get 300–500 messages a day about prices, stock and shipping fees. Our three-person support team cannot keep up after hours.
The programme aims to support at least 500,000 SMEs by 2030, including at least 300,000 helped to adopt digital technology, platforms and AI. Source: Ministry of Science and Technology.
Our dealers order by phone. We need a wholesale ordering site with a separate price list per dealer.
An accounting PC was hit by ransomware. We need a full review and a backup plan.
A CRM keeps customers, sales opportunities and service history in one place. You need one when customer details live on staff phones, you cannot tell who is about to reorder, and departing staff take customers with them.
1) Use AI to draft emails, quotes and meeting notes. 2) Summarise long documents and contracts. 3) Pilot a chatbot for customers' repeat questions. Set a rule against putting sensitive data into public AI tools.
We have an ERP but still build reports by hand every morning. We need an auto-updating dashboard for revenue, stock and receivables.
A summary of the requirements for connecting cash registers to the tax authority, and how to check your current sales software (sample summary).
Turn on two-factor sign-in for email and business software; back up daily and keep one offline copy; grant access by role; keep software updated; teach staff to spot phishing emails.
Each export order has hundreds of wooden parts. We need to track every production stage and the materials in stock.
We sell on Zalo, Facebook and one marketplace. We need synced orders and a weekly harvest estimate.
Many ERP and CRM projects fail because messy data goes into the new system. Standardise your customer, product and warehouse codes before you choose software.