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FinancialForce Supply Chain Management (SCM)
Manage your supply chain processes in one unified app
Built on the Salesforce Platform, FinancialForce SCM helps you manage
your entire supply chain processes from order to procurement and back to
inventory - in a single closed loop process. This powerful application was
engineered to boost your efficiency in acquiring, managing and selling your
goods and services. You will get comprehensive views into what’s going
on at every stage of the supply chain lifecycle. You will gain unprecedented
efficiency through pre-defined processes and automation. You will have total
control across each aspect of the logistics and order fulfillment processes.

Real-time SCM for real-life business
FinancialForce SCM is built for the fast-paced and competitive business era in which
we live. Most organizations manage the procure to pay and quote to cash processes in
multiple systems requiring cumbersome integration points and lack real time visibility.
Our SCM application covers the whole spectrum, helping you manage quotes, orders,
spend, inventory, fulfillment and contracts in one unified app. Business rules are
applied, processes are enforced, and workflows are automated across the whole SCM
spectrum. Now you can focus on what matters most - growing your business from as
many channels as you need including field-sales, telesales, integration to web-stores
and via EDI transactions from retailers.

Answers at your fingertips
FinancialForce SCM empowers you to strengthen all your most important relationships
(suppliers, customers, employees) and puts an end to the wasteland of redundant data
entry, emails and chasing down the information you needed yesterday. Regardless of
what stage of the supply chain lifecycle you are working in, all your business critical data
- inventory (available and promised), contract info, available spend - can be viewed in
real-time, is easy to access from any device, and will even have social context around it.
Where’s my customer’s order? Do I have enough inventory? Did the customer provide a
deposit? What did the customer say? What did we say to the customer? These are now
questions that can be answered on the spot, by anyone on the team.

Easy to learn, easy to use, easy to customize
The value of using the same customer account object on Force. com to track sales,
services, billing and receivables activity becomes infinitely more powerful when Chatter,
Salesforce.com’s enterprise social media application, is utilized as a conversation
hub for your sales, services and finance teams. Teams can collaborate on customer
issues including collections, by attaching Chatter streams to the customer account
object. This centralizes and institutionalizes personal interactions about the account
that are typically occurring between teams in email and conference calls today. Many
FinancialForce Billing customers pay salespeople on collections and use Chatter to
engage salespeople in the collections process. The 360° account view combined with
Chatter, allow salespeople to participate in the collections effort with your receivables
and credit teams.

You can manage by mobile
FinancialForce SCM was built for today’s mobile workforce so you can access, respond
to or take care of any necessary task from anywhere. Our SCM app can be deployed
to every user on any device including iPhone, Android, Blackberry, Tablet, or standard
laptop and desktop computer. There is no software to install, no plugins to download,
no native applications to manage.

The move to FinancialForce
SCM has been one of the best
business decisions I have made.
FinancialForce SCM has delivered
cost savings to us through more
efficient business processes and
reduced inventory through better
purchasing processes.
Dave Van Stralen
President, Louet North America

Harness The World’s #1
Cloud Platform
Take advantage of modern, world class
systems and applications without the IT
costs and headaches, and get:

•	 Real time analytics from anywhere,
at anytime.

•	 Mobile device support for iPads,

iPhones, Droids, Blackberries etc.

•	 Chatter, the social media and

collaboration tool for business.

•	 Customization and integration tools

to customize and link your systems.

•	 Easy integration for your custom
and third party applications with
FinancialForce ClickLink™.

•	 Authorization workflow tools to

coordinate your entire company.

•	 A full range of development tools

to build your own app on the same
cloud in less than 1/5 the time.

•	 1500+ complementary and

vertical applications listed on the
AppExchange that integrate with
FinancialForce.com and salesforce.
com applications.
FinancialForce Supply Chain Management (SCM)
Manage your supply chain processes in one unified app

B2B Quoting

Inventory Management

Effectively configure, price and quote prospects

Complete visibility from procurement to fulfillment

•	 Price-lists are sensitive to: customer, date, quantity, business
relationship, promotion and condition (new/used etc.)

•	 Manage inventory effectively: including tracking for serialization,
lot number, shelf life and actual cost

•	 Supports tangible and intangible items, as well as options and
upsell opportunities

•	 Analyze procurement, sales and margin history down to the
serial number level

•	 Electronic workflows and approvals enforce your company’s
pricing policies.

•	 Track processes in action queues for warehousing, shipping
and inspection

•	 Quote from your supplier catalogues with one-click sales and
PO conversion

•	 Track on-condition inventory (new, refurbished, overhauled) for
aftermarket support

•	 Protect margins, improve pricing and delivery compliance

•	 Get location based inventory-control-points to house physical
and virtual warehouses

Order Management
Streamline multi-channel sales
•	 Support multiple fulfillment models: warehouse & drop shipment
•	 Capture orders for processing with Electronic Data Interchange
(EDI) & ecommerce integration
•	 See available to promise inventory at any time
•	 Supports centralized and decentralized sales and fulfillment
logistics
•	 Certified integration with AvaTax from Avalara for accurate sales
taxation and compliance

Spend Management
Control cost for indirect and direct spend
•	 Leverage supplier agreements to prevent contract leakage
•	 Enforce spend policies with workflows and approvals
•	 Provide a 360 degree view of your supplier’s performance in
terms of on-time deliveries and quality conformance.
•	 Drive continuous improvements and improve supplier
performance

Assemble to Order
Define an item as manufactured kit with a Bill Of Materials (BOM)
•	 Ability to test allocate the BOM to ensure the required items are
available for the assembly process
•	 Create a production order to manage the process through
queues for picking, assembly and put away into finished goods
or direct shipment
•	 Get actual raw material costs roll up and create the cost of the
finished goods.

Contract Management

Seamlessly manage subscriptions, service contracts from
proposal to contract renewal
•	 Generate a proposal for time, material and options all from a
single screen
•	 Easily manage contract changes, suspensions, and renewals
•	 Analyze the Total Contract Value (TCV) across the lifecycle of
the contract
•	 Easily generate complex contracts with flexible billing options

•	 Source suppliers and award purchase orders

FinancialForce.com delivers ERP at Customer Speed™. Built on the Salesforce1 Platform, FinancialForce ERP equips customer-centric businesses with a unified cloud platform and all the
applications necessary to grow both the top and bottom line. Our Financial Management, Human Capital Management (HCM), Professional Services Automation (PSA), and Supply Chain
Management (SCM) apps allow businesses to increase the speed in which they operate and be more responsive along every touch point of a customer’s journey. Founded in 2009 and
headquartered in San Francisco, FinancialForce.com is backed by UNIT4 and salesforce.com.
To find out more about FinancialForce solutions, please contact us at:

www.FinancialForce.com | info@financialforce.com | 866-743-2220 | @FinancialForce
Copyright © FinancialForce.com, inc. All rights reserved. The information contained in this document is intended for general information only, as it is summary in nature and subject to change. FinancialForce and
FinancialForce.com are trademarks of FinancialForce.com, inc. Any third-party brand names and/or trademarks referenced are either registered or unregistered trademarks of their respective owners. FFFY1013US

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FinancialForce Supply Chain Management (SCM) Datasheet

  • 1. FinancialForce Supply Chain Management (SCM) Manage your supply chain processes in one unified app Built on the Salesforce Platform, FinancialForce SCM helps you manage your entire supply chain processes from order to procurement and back to inventory - in a single closed loop process. This powerful application was engineered to boost your efficiency in acquiring, managing and selling your goods and services. You will get comprehensive views into what’s going on at every stage of the supply chain lifecycle. You will gain unprecedented efficiency through pre-defined processes and automation. You will have total control across each aspect of the logistics and order fulfillment processes. Real-time SCM for real-life business FinancialForce SCM is built for the fast-paced and competitive business era in which we live. Most organizations manage the procure to pay and quote to cash processes in multiple systems requiring cumbersome integration points and lack real time visibility. Our SCM application covers the whole spectrum, helping you manage quotes, orders, spend, inventory, fulfillment and contracts in one unified app. Business rules are applied, processes are enforced, and workflows are automated across the whole SCM spectrum. Now you can focus on what matters most - growing your business from as many channels as you need including field-sales, telesales, integration to web-stores and via EDI transactions from retailers. Answers at your fingertips FinancialForce SCM empowers you to strengthen all your most important relationships (suppliers, customers, employees) and puts an end to the wasteland of redundant data entry, emails and chasing down the information you needed yesterday. Regardless of what stage of the supply chain lifecycle you are working in, all your business critical data - inventory (available and promised), contract info, available spend - can be viewed in real-time, is easy to access from any device, and will even have social context around it. Where’s my customer’s order? Do I have enough inventory? Did the customer provide a deposit? What did the customer say? What did we say to the customer? These are now questions that can be answered on the spot, by anyone on the team. Easy to learn, easy to use, easy to customize The value of using the same customer account object on Force. com to track sales, services, billing and receivables activity becomes infinitely more powerful when Chatter, Salesforce.com’s enterprise social media application, is utilized as a conversation hub for your sales, services and finance teams. Teams can collaborate on customer issues including collections, by attaching Chatter streams to the customer account object. This centralizes and institutionalizes personal interactions about the account that are typically occurring between teams in email and conference calls today. Many FinancialForce Billing customers pay salespeople on collections and use Chatter to engage salespeople in the collections process. The 360° account view combined with Chatter, allow salespeople to participate in the collections effort with your receivables and credit teams. You can manage by mobile FinancialForce SCM was built for today’s mobile workforce so you can access, respond to or take care of any necessary task from anywhere. Our SCM app can be deployed to every user on any device including iPhone, Android, Blackberry, Tablet, or standard laptop and desktop computer. There is no software to install, no plugins to download, no native applications to manage. The move to FinancialForce SCM has been one of the best business decisions I have made. FinancialForce SCM has delivered cost savings to us through more efficient business processes and reduced inventory through better purchasing processes. Dave Van Stralen President, Louet North America Harness The World’s #1 Cloud Platform Take advantage of modern, world class systems and applications without the IT costs and headaches, and get: • Real time analytics from anywhere, at anytime. • Mobile device support for iPads, iPhones, Droids, Blackberries etc. • Chatter, the social media and collaboration tool for business. • Customization and integration tools to customize and link your systems. • Easy integration for your custom and third party applications with FinancialForce ClickLink™. • Authorization workflow tools to coordinate your entire company. • A full range of development tools to build your own app on the same cloud in less than 1/5 the time. • 1500+ complementary and vertical applications listed on the AppExchange that integrate with FinancialForce.com and salesforce. com applications.
  • 2. FinancialForce Supply Chain Management (SCM) Manage your supply chain processes in one unified app B2B Quoting Inventory Management Effectively configure, price and quote prospects Complete visibility from procurement to fulfillment • Price-lists are sensitive to: customer, date, quantity, business relationship, promotion and condition (new/used etc.) • Manage inventory effectively: including tracking for serialization, lot number, shelf life and actual cost • Supports tangible and intangible items, as well as options and upsell opportunities • Analyze procurement, sales and margin history down to the serial number level • Electronic workflows and approvals enforce your company’s pricing policies. • Track processes in action queues for warehousing, shipping and inspection • Quote from your supplier catalogues with one-click sales and PO conversion • Track on-condition inventory (new, refurbished, overhauled) for aftermarket support • Protect margins, improve pricing and delivery compliance • Get location based inventory-control-points to house physical and virtual warehouses Order Management Streamline multi-channel sales • Support multiple fulfillment models: warehouse & drop shipment • Capture orders for processing with Electronic Data Interchange (EDI) & ecommerce integration • See available to promise inventory at any time • Supports centralized and decentralized sales and fulfillment logistics • Certified integration with AvaTax from Avalara for accurate sales taxation and compliance Spend Management Control cost for indirect and direct spend • Leverage supplier agreements to prevent contract leakage • Enforce spend policies with workflows and approvals • Provide a 360 degree view of your supplier’s performance in terms of on-time deliveries and quality conformance. • Drive continuous improvements and improve supplier performance Assemble to Order Define an item as manufactured kit with a Bill Of Materials (BOM) • Ability to test allocate the BOM to ensure the required items are available for the assembly process • Create a production order to manage the process through queues for picking, assembly and put away into finished goods or direct shipment • Get actual raw material costs roll up and create the cost of the finished goods. Contract Management Seamlessly manage subscriptions, service contracts from proposal to contract renewal • Generate a proposal for time, material and options all from a single screen • Easily manage contract changes, suspensions, and renewals • Analyze the Total Contract Value (TCV) across the lifecycle of the contract • Easily generate complex contracts with flexible billing options • Source suppliers and award purchase orders FinancialForce.com delivers ERP at Customer Speed™. Built on the Salesforce1 Platform, FinancialForce ERP equips customer-centric businesses with a unified cloud platform and all the applications necessary to grow both the top and bottom line. Our Financial Management, Human Capital Management (HCM), Professional Services Automation (PSA), and Supply Chain Management (SCM) apps allow businesses to increase the speed in which they operate and be more responsive along every touch point of a customer’s journey. Founded in 2009 and headquartered in San Francisco, FinancialForce.com is backed by UNIT4 and salesforce.com. To find out more about FinancialForce solutions, please contact us at: www.FinancialForce.com | info@financialforce.com | 866-743-2220 | @FinancialForce Copyright © FinancialForce.com, inc. All rights reserved. The information contained in this document is intended for general information only, as it is summary in nature and subject to change. FinancialForce and FinancialForce.com are trademarks of FinancialForce.com, inc. Any third-party brand names and/or trademarks referenced are either registered or unregistered trademarks of their respective owners. FFFY1013US