
Payroll year end checklist: Here's what your business needs to do
Payroll year end is approaching but don't panic, there’s still time to get your requirements sorted. Here's what you need to do.
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 systems help 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 software 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.
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.
Simon Adcock
Managing Director, ATEC SECURITY
Payroll year end is approaching but don't panic, there’s still time to get your requirements sorted. Here's what you need to do.
In this season finale, Ash Jones, founder of Great Influence, shares expert insights on building a powerful personal brand and using it to drive business growth. Learn how to amplify your online presence and create content that converts.
Alex Nicolaou, co-founder of NINI Organics, shares his secrets to growing a beauty brand with confidence, empowerment, and authentic engagement. Learn how his joyful marketing and personal touch have helped his business thrive.
Discover how Ground Control use Sage Intacct for multi-entity financial consolidation and recurring revenue management
Heather Murray is here to demystify AI for all you non-techies and empower you to harness its potential in your businesses and daily life.
Short-term financing can have long-term business benefits. It pays to know the difference between business credit lines and credit cards.
Learn how customer advocacy is your secret to unlocking growth for your business with this article outlining a real example.
Founder of Matchable, Foong Ng, explores how you can build a positive company culture by offering your employees impactful volunteering opportunities.
Give Feedback