IR35 changes: What HR and People leaders need to know and 6 ways to take action now
HR and People leaders need to take action now on the new IR35 rules (off-payroll working). Here's some key details on the legislation.
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
HR and People leaders need to take action now on the new IR35 rules (off-payroll working). Here's some key details on the legislation.
Discover how tech and global changes play a role when it comes to consolidated financial reporting and creating valuable business insights.
Learn when the coronavirus financial support schemes end so you can submit your applications in time and get the help your business needs.
HMRC will call you if you're eligible for the fourth and fifth SEISS grants. We explain what this involves – and what you need to do.
Discover how you can use Sage Accounting to utilise bank feeds and make time-consuming manual bank reconciliation a thing of the past.
Learn about a number of key changes, which came in either on 1 April or at the start of the new tax year, that will affect your business.
The CFO of Cytora talks about why it’s important to engage teams with the company's long-term vision and reveals what makes a great CFO.
The phrasing of the VAT Return has changed. What are these changes and how do they affect your business? We explain everything.
