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Iqembu lezinhlelo: Ukuzenzakalelayo kwebhizinisi
Ukubalwa kwezimali kokuhlaziywa kwezokwelapha
- I-copyright ivikela izindlela ezihlukile zokuzenzakalela kwebhizinisi ezisetshenziswa ezinhlelweni zethu.
I-copyright - Singabashicileli besofthiwe abaqinisekisiwe. Lokhu kuboniswa ohlelweni lokusebenza uma usebenzisa izinhlelo zethu nezinguqulo zedemo.
Umshicileli oqinisekisiwe - Sisebenza nezinhlangano emhlabeni wonke kusukela kwamabhizinisi amancane kuya kwamakhulu. Inkampani yethu ifakiwe kurejista yamazwe ngamazwe yezinkampani futhi inophawu lwe-electronic trust.
Uphawu lokuthembela
Ushintsho olusheshayo.
Yini ofuna ukuyenza manje?
Uma ufuna ukujwayelana nohlelo, indlela eshesha kakhulu ukuqala ukubuka ividiyo egcwele, bese ulanda inguqulo yedemo yamahhala bese usebenza nayo ngokwakho. Uma kunesidingo, cela isethulo kwabesekela lobuchwepheshe noma ufunde imiyalelo.
Xhumana nathi lapha
Phakathi namahora ebhizinisi ngokuvamile siphendula phakathi kweminithi elingu-1
Ungaluthenga kanjani uhlelo?
Buka isithombe-skrini sohlelo
Buka ividiyo mayelana nohlelo
Landa inguqulo yedemo
Qhathanisa ukucushwa kohlelo
Bala izindleko zesofthiwe
Bala izindleko zefu uma udinga iseva yefu
Ubani umthuthukisi?
Isithombe-skrini sohlelo
Isithombe-skrini isithombe sesofthiwe esebenzayo. Kusuka kuyo ungakwazi ukuqonda ngokushesha ukuthi uhlelo lwe-CRM lubukeka kanjani. Senze isixhumi esibonakalayo sewindi esisekelwa idizayini ye-UX/UI. Lokhu kusho ukuthi ukusebenzelana komsebenzisi kusekelwe eminyakeni yolwazi lomsebenzisi. Isenzo ngasinye sitholakala lapho kulunge khona kakhulu ukusenza. Ngenxa yale ndlela enekhono, ukukhiqiza kwakho kuzoba okuphezulu. Chofoza esithombeni esincane ukuze uvule isithombe-skrini ngosayizi ogcwele.
Uma uthenga isistimu ye-USU CRM ngokucushwa okungenani kokuthi "Okujwayelekile", uzoba nokukhetha kwemiklamo evela kuzifanekiso ezingaphezu kwamashumi amahlanu. Umsebenzisi ngamunye wesoftware uzoba nethuba lokukhetha ukwakheka kohlelo ukuze kuhambisane nokuthanda kwabo. Zonke izinsuku zomsebenzi kufanele zilethe injabulo!
Ukubalwa kwezimali kokuhlaziywa kwezokwelapha ku-USU Software, kwenziwa ngokuzenzakalela, akubandakanyi ukubamba iqhaza kwabasebenzi ezinqubweni zokubalwa kwezimali ngakho-ke, ukubalwa kwezimali uqobo. Ukuhlaziywa kwezokwelapha kuncike ekubalweni kwezinto ezisetshenziswayo kanye nama-reagents abamba iqhaza kuwo, inani lomsebenzi owenziwa ngabasebenzi ngesikhathi sokuziphatha kwabo, izindleko zemali ezibandakanya ukusetshenziswa kwezinhlu zezimpahla kanye nokusebenza kwabasebenzi, nezinye izinto zezezimali. Uhlelo lokusebenza lwe-accounting lokuhlaziywa kwezokwelapha lukunikeza ukubalwa kwezimali okuzenzakalelayo kwazo zonke izindleko ezihlobene nokuhlaziywa kwezokwelapha - inhlangano yazo, ukuxhumana namakhasimende, okwenza ukuhlaziywa kwangempela kwezokwelapha, kufaka phakathi zonke izigaba kusuka ekuqoqweni kwamakhasimende ukuthola imiphumela, ukugcinwa imishini, ukuphathwa, umsebenzi wabasebenzi. Ukulawulwa kokuhlolwa kwezokwelapha kanye nezindleko zazo, kanye nekhwalithi yemiphumela, kwenziwa yizinhlelo zokusebenza ezizenzakalelayo zokubalwa kwezimali - kwanele abaphathi ukuthi bahlole ngokubonakalayo izinkomba zokusebenza ukuze bazi isimo sabo bonke izinqubo zamanje.
Ukubalwa kwamakhasimende kokuhlaziywa kwezokwelapha kuhlelwe kuhlelo lokusebenza ngokwakha i-database eyodwa yamakhasimende ngefomethi ye-CRM, lapho wonke amakhasimende, kufaka phakathi amaklayenti, enefayela lawo siqu, elibuyekezwa njalo ngemibhalo, izingcingo, ukuthunyelwa, uma kwenzeka amaklayenti - imiphumela yokuhlaziywa kwabo kwezokwelapha, ngoba ifomethi yedatha ikuvumela ukuthi unamathisele imibhalo yanoma iyiphi ifomethi kumafayili akho amaklayenti, kufaka phakathi izithombe ezijwayelekile, ama-X-ray, izivivinyo ze-ultrasound, njll. i-accounting app yokuhlaziywa kwezokwelapha ngoba ikuvumela ukuthi ugcine umlando wezokwelapha weklayenti, uma ukhona, kumandla wokuthuthuka kwalo, uqhathanisa izivivinyo zanamuhla nezedlule. Umphathi esikhungweni sezokwelapha esamukela amaklayenti ukuhlolwa kwezokwelapha kuqala ubhalisa iklayenti lokuqala ku-CRM, afake imininingwane yakhe noxhumana nabo efasiteleni leklayenti lefomu elekhthronikhi, kusuka lapho imininingwane ifika khona ku-database futhi ibekwe kuyo ngokuzenzakalela ngokuya ngefomethi yayo. Lesi ngesinye sezici zohlelo lokubalwa kwezimali lokuhlaziywa kwezokwelapha - imininingwane ibekwa emibhalweni ejwayelekile hhayi ngqo, kepha ngokungaqondile - ngokuqoqa idatha kumafomu kagesi agcwaliswe ngabasebenzi lapho benza imisebenzi yabo, futhi wonke lawa mafomu awabantu uqobo.
Ubani umthuthukisi?
Akulov Nikolay
Uchwepheshe kanye nomklami omkhulu obambe iqhaza ekwakhiweni nasekuthuthukisweni kwale software.
2024-11-23
Ividiyo yokubalwa kwemali kokuhlaziywa kwezokwelapha
Le vidiyo ingesiNgisi. Kodwa ungazama ukuvula imibhalo engezansi ngolimi lwakho lwendabuko.
Le ngenye ikhwalithi yohlelo lokubalwa kwezimali lokuhlaziywa kwezokwelapha - idatha ekulo yenziwe samuntu, okusho ukuthi uhlelo lukhombisa ukuthi ngubani owengeze idatha ohlelweni nokuthi nini, okukuvumela ukuthi ugcine ukulawula okungabonakali kubasebenzi, isikhathi, nekhwalithi yayo ukwenziwa futhi, uma kwenzeka kuveza imininingwane engamanga, wazi kahle ukuthi ngubani oyifakile. Lokhu kuthuthukisa ikhwalithi yolwazi ohlelweni lokubalwa kwemali lokuhlaziywa kwezokwelapha, ukuthembeka kwalo futhi kugweme amaqiniso wemibhalo ebhaliwe noma ngisho nokwebiwa kwempahla ngoba noma iyiphi inombolo manje inomnikazi. Uma ingahambisani nenani langempela, kuzofakwa izimangalo kuye. Lapho iklayenti lifaka isicelo sokuhlolwa kwezokwelapha, umphathi uvula iwindi le-oda, esegcwalise ngaphambilini iwindi leklayenti, bese engena kukho konke lokho kuhlolwa kwezokwelapha okunikezwe iklayenti. Ukufakwa kwedatha kwenziwa ngokukhetha izinketho ezidingekayo kusuka kulwazi oluhlobene naleli windi.
Ngakho-ke kukhona ukuxhumeka kokushintshela ohlelweni lweCRM emikhakheni yokugcwalisa ukukhetha iklayenti kuyo naku-database yokuhlaziywa kwezokwelapha ukukhetha amagama adingekayo, ngemuva kwalokho kube khona ukubuyela okuzenzakalelayo kwifomu. I-database yokuhlaziywa kwezokwelapha ihlukaniswe ngezigaba, ngasinye sazo sinombala - okhethwe ngumlawuli, ukuze kusheshiswe inqubo yokubhalisa ikhasimende. Kufanele kuthiwe uhlelo lokubalwa kwezimali lokuhlaziywa kwezokwelapha lusebenzisa amathuluzi amaningi ukonga isikhathi lapho kusebenza ngendlela ye-elekthronikhi, ekhulula abasebenzi isikhathi esithe xaxa sokwenza imisebenzi yabo eqondile, kufaka phakathi nokwenza ucwaningo lwezokwelapha. Ngalesi sizathu, ivolumu yocwaningo futhi, ngokufanele, ivolumu yenzuzo evela enanini elikhudlwana lama-oda aqediwe izokhula. Lapho nje ukubhaliswa kokudluliswa kuqediwe - ifasitela le-oda ligcwalisiwe, uhlelo oluzenzakalelayo lokubalwa kwemali ludala ngokuzenzakalela irisidi lokukhokha, njengoba ngaphambili lalibale izindleko zokuvakasha ngokuya ngohlu lwamanani, kucatshangelwa izimo zomuntu ngamunye iklayenti, kanye nokudluliswa uqobo kokuqoqwa kwezinto eziphilayo, ezibalula wonke amagama ezinsizakalo iklayenti elidinga ukulithola.
Landa inguqulo yedemo
Lapho uqala uhlelo, ungakhetha ulimi.
Ungalanda inguqulo yedemo mahhala. Futhi usebenze ohlelweni amasonto amabili. Olunye ulwazi seluvele lufakiwe lapho ukuze lucaciselwe.
Ubani umhumushi?
Kokubili kwerisidi lokukhokha kanye nokudluliswa, uhlelo lokubalwa kwemali lubeka ibhakhodi, okuyikhadi lebhizinisi lekhasimende lapho kusetshenzelwa leli oda. Le bhakhodi ineziqukathi ezinezinto zokwakha, ifomu elinemiphumela eyenziwe ngomumo, lokukhipha ikhodi ngokuya ngenkomba ye-oda. Ngokushesha nje lapho imiphumela isilungile, uhlelo lokubalwa kwezimali luthumela umyalezo othomathikhi kwikhasimende mayelana nokulungela - lisebenzisa ukuxhumana nge-elektroniki ngefomethi ye-SMS neye-imeyili, nayo esetshenziswa uhlelo lokubala ekuhleleni ukuthumela okuzenzakalelayo kumakhasimende ukuheha baye ezinsizakalweni zaselebhu. Uhlelo lokubalwa kwemali luboshwe ngezifanekiso ezinhlobonhlobo zombhalo. Uhlelo lokubala oluzenzakalelayo lusebenzisa amafomu kagesi ahlanganisiwe ukusheshisa ukufakwa kwedatha nokwenza lula ukusesha. Imininingwane edalwe uhlelo lokubalwa kwezimali inesakhiwo esifanayo - uhlu olulodwa lwabahlanganyeli babo. Ngezansi kunephaneli lamathebhu elinemininingwane yalowo obambe iqhaza okhethwe ohlwini.
Konke ukuhlaziywa kwedatha kunesigaba sangaphakathi. Izincwadi zabo zinamathiselwe. Lokhu kuzosheshisa ukufunwa kwababambiqhaza abafanele futhi kulungiselele umsebenzi neqembu elihlosiwe. Kububanzi bamagama, izinto zempahla zihlukaniswe ngezigaba. Lokhu kusheshisa ukwakhiwa kwama-invoyisi futhi kuthuthukisa ukuseshwa kwento oyifunayo ukufaka esikhundleni saleyo edingekayo nengekho. Lapho kwenziwa i-invoyisi, inikezwa isimo nombala kuyo ngokuya ngohlobo lokudluliswa kwempahla, ebuye ihlukanise ngokubonakalayo i-database ekhula unomphela yemibhalo yamabhuku eyinhloko. Amaklayenti ahlukaniswe ngezigaba. Lokhu kukuvumela ukuthi uhlele umsebenzi nezithameli ezihlosiwe, okwandisa ukusebenza kahle kokuxhumana ngenxa yokuthintwa koxhumana naye oyedwa. Kwakhiwa i-database ye-oda, lapho umqulu ngamunye uthola isimo nombala, okukhombisa isigaba sokutadisha nokulungela. Uhlelo lusebenzisa ukubalwa kwezinqolobane zokugcina impahla, lubhala ngokuzenzakalela ama-reagents asendaweni yokugcina impahla. Lawa ma-reagents abamba iqhaza ocwaningweni isiguli esisanda kusikhokhela. Ukubalwa kwezibalo, okuhlelwe ngokuvumelana nazo zonke izinkomba zokusebenza, kwenza kube lula ukuhlela kahle imisebenzi yelabhorethri ekunikezelweni kwama-reagents, kucatshangelwa inzuzo yawo.
Oda ukubalwa kwezimali kokuhlaziywa kwezokwelapha
Ukuthenga uhlelo, vele usishayele noma usibhalele. Ochwepheshe bethu bazovumelana nawe ekucushweni kwesofthiwe efanele, balungise inkontileka kanye ne-invoyisi ukuze ukhokhe.
Ungaluthenga kanjani uhlelo?
Thumela imininingwane yenkontileka
Senza isivumelwano neklayenti ngalinye. Inkontileka iyisiqinisekiso sakho sokuthi uzothola lokho kanye okudingayo. Ngakho-ke, okokuqala udinga ukusithumelela imininingwane yebhizinisi elisemthethweni noma umuntu. Lokhu ngokuvamile akuthathi imizuzu engaphezu kwemi-5
Yenza inkokhelo kusengaphambili
Ngemva kokukuthumelela amakhophi askeniwe enkontileka kanye ne-invoyisi ukuze ukhokhe, kudingeka ukukhokha kusengaphambili. Sicela uqaphele ukuthi ngaphambi kokufaka uhlelo lwe-CRM, kwanele ukukhokha inani eliphelele, kodwa ingxenye kuphela. Izindlela zokukhokha ezahlukahlukene ziyasekelwa. Cishe imizuzu engu-15
Uhlelo luzofakwa
Ngemva kwalokhu, usuku oluthile lokufakwa kanye nesikhathi kuzovunyelwana ngakho nawe. Lokhu kuvame ukwenzeka ngosuku olufanayo noma ngakusasa ngemva kokuqedwa kwamaphepha. Ngokushesha ngemva kokufaka uhlelo lwe-CRM, ungacela ukuqeqeshwa komsebenzi wakho. Uma uhlelo luthengelwa umsebenzisi ongu-1, ngeke kuthathe isikhathi esingaphezu kwehora elingu-1
Jabulela umphumela
Jabulela umphumela ngokungapheli :) Okujabulisa kakhulu akuyona nje ikhwalithi isofthiwe eye yathuthukiswa ngayo ukuze isebenze ngokuzenzakalelayo umsebenzi wansuku zonke, kodwa futhi nokuntuleka kokuncika ngendlela yemali yokubhalisa yanyanga zonke. Phela, uzokhokha kanye kuphela ngohlelo.
Thenga uhlelo eselenziwe ngomumo
Futhi unga-oda ukuthuthukiswa kwesoftware yangokwezifiso
Uma unezidingo ezikhethekile zesofthiwe, oda ukuthuthukiswa ngokwezifiso. Khona-ke ngeke kudingeke uvumelane nohlelo, kodwa uhlelo luzolungiselelwa izinqubo zebhizinisi lakho!
Ukubalwa kwezimali kokuhlaziywa kwezokwelapha
Uhlelo lunikela ekukhuleni kwekhwalithi yezokuphathwa kwezimali ngokuhlaziywa kwazo zonke izinhlobo zemisebenzi kanye nabahlanganyeli bayo. Imiphumela yayo inikezwa ekupheleni kwesikhathi. Ukubika kwe-Analytical kunendlela yokuhlaziya amaspredishithi, amagrafu, nemidwebo. Babona ngeso lengqondo ukubaluleka kwenkomba ngayinye ekukhiqizeni inzuzo noma enanini lezindleko. Isitatimende sokuhamba kwemali sikuvumela ukuthi ubone izindleko ezingakhiqizi futhi uhlole ukuthi kungenzeka yini izinto zezindleko ngazinye ukucacisa ukuphambuka kweqiniso ohlelweni. Umbiko wokuhamba kwezinto zempahla ukhombisa ukufunwa kwento ngayinye futhi ikuvumela ukuthi unakekele ukulethwa kokuningi kokudliwayo kugcinwa kusengaphambili.
Umbiko wasendaweni yokugcina izimpahla ukuvumela ukuthi ukhombe imikhiqizo engathandwa, ama-reagents angekho ezingeni futhi unikeze imininingwane ngamabhalansi akhona manje esigcinweni esingaphansi kombiko esifanele uma kwenziwa. Uhlelo lokuhlaziya lukwazisa ngokushesha ngamabhalansi wemali etafuleni ngalinye lemali nakuma-akhawunti asebhange, likhiqize amarejista wokuthengiselana okwenziwe kuzo, futhi libala okuguqukayo kubo futhi kukonke.