
How to set up a chart of accounts for your non-profit organisation
If you're managing finances for a non-profit organisation, you'll need a chart of accounts Read on to learn how to set it up.
CRM stands for Customer Relationship Management. It's a way of tracking and managing interaction with prospects, leads and customers as they move through every stage of a company's sales cycle.
If ERP lets you focus on running your business, CRM tools help you focus on customers. CRM software helps businesses improve customer relationships by organising and automating communications and activities across all customer-facing departments including sales, marketing and customer service.
Using CRM software, your marketing team can identify the sources of leads, opportunities and closed sales. They can also find customer information for upcoming campaigns and send targeted email marketing campaigns.
When customers place orders for your products or services after these marketing campaigns, you can track these orders using your ERP or business management solution.
You can simplify the sales process, shorten sales cycles and make the most of every sales opportunity. CRM software automates sales tasks such as creating quotes and orders, forecasting sales, progressing leads and converting them to opportunities using sales workflows.
CRM platforms store your customer data in a central, secure location. This information includes email and communication histories, sales quotes, orders received, opportunities, and open and resolved support cases.
As this information is in one place, you can feel confident you’re acting on up-to-date information.
More targeted campaigns ensure a higher return on your investment, faster. Our solution enables you to plan marketing campaigns and run campaign reports within minutes.
With CRM you can generate reports for key areas of your business including sales, customer service, lead reports, marketing and so on. You can even create tailored reports that measure how the business is performing against KPIs.
These types of reports help managers evaluate where the business stands and make more informed decisions.
CRM is built to manage your information about contacts. For each contact, you can store information like phone numbers, email and postal addresses. For example, a travelling salesperson can access this contact information using their mobile device before they meet or call a client.
Simon Adcock
Managing Director, ATEC SECURITY
If you're managing finances for a non-profit organisation, you'll need a chart of accounts Read on to learn how to set it up.
A tech entrepreneur has an idea. Drops out of university to pursue it. Works night and day. And it doesn’t work. So how did he pick himself up, and create a multi-million idea called SoPost, instead?
Discover how distributors can remain as valued partners to brands and manufacturers that are embracing the direct-to-consumer model.
For your small business to succeed, it's crucial to understand how to successfully manage your cash flow. Discover how you can do that today.
A couple of weeks ago I joined a group of friends playing The Crystal Maze, a lovingly created replica of the 1990s TV show. As we dashed our way through a series of immersive challenges, I was reminded of how scarcity plays a part in the game in a way that it doesn’t in our […]
The war for talent has got a whole lot fiercer, thanks to the Great Resignation. Find out how to get ahead of the competition.
Here’s some expert guidance to help you create and implement a strong financial management policy, no matter the size of your NPO.
Discover how ex-footballers James Wren and Jack Dyer created their business, Freetrain, with the skills they learnt on the pitch and £60.
Give Feedback