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Technical Knowledge (Simplified)

As a salesperson, you are not expected to be an engineer — but you must be able to explain our technology in simple words.
This section gives you the essential technical knowledge needed for customer conversations.

☁️ What is Cloud ERP?

  • ERP = Enterprise Resource Planning → software that manages all key business functions in one place (sales, inventory, production, finance, etc.).
  • Cloud ERP means it runs on the internet, not just one computer.
  • Customers can access their ERP anytime, anywhere, from any device.
  • No expensive servers required — just a browser and login.

Sales Pitch Line:
“Think of Cloud ERP as your entire office available on your laptop or mobile, wherever you are.”

🤖 What is AI & RPA in ERP?

  • AI (Artificial Intelligence) helps predict trends, automate decisions, and provide insights. Example: suggesting purchase quantities based on past usage.
  • RPA (Robotic Process Automation) automates repetitive tasks like invoice matching, report generation, or sending reminders.

Sales Pitch Line:
“Our ERP doesn’t just record data — it works like a smart assistant, saving hours of manual work.”

🔗 APIs & Integrations

  • API = Application Programming Interface → a way for two systems to talk to each other.
  • Example integrations we provide:
  • GST system → automatic filing and reconciliation.
  • WhatsApp → instant updates to customers.
  • Exotel (telephony) → track calls and link them to leads.
  • Digital Signature → secure approvals and compliance.

Sales Pitch Line:
“Our ERP connects with tools you already use, so you don’t have to keep entering data in multiple places.”

🔒 Data Security & Compliance

  • Cloud ERP is hosted securely with encrypted connections.
  • Role-based access ensures only authorized users see sensitive data.
  • Regular backups protect customers from data loss.

Sales Pitch Line:
“Your business data is safer in the cloud than in a single office computer. Even if your PC crashes, your ERP data is safe and accessible.”

❓ Common Client Objections & Answers

  • “What if internet goes down?”
    → ERP data is accessible from any location. If one connection fails, you can use another device or mobile internet.

  • “Is my data safe in the cloud?”
    → Yes, our systems use encryption, backups, and access control. It’s far safer than local hard drives.

  • “We are not tech-savvy.”
    → That’s okay — the system is user-friendly and we provide training in simple steps.

🧰 Quick Reference for Sales Team

  • ERP = One system, many functions.
  • Cloud = Access anywhere, no servers needed.
  • AI & RPA = Automation + intelligence.
  • APIs = Connection with other apps.
  • Security = Safe, encrypted, and backed up.

🔗 Next: Sales Process – Funnel Overview