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RULES OF FINANCIAL MANAGEMENT FOR A GROWING ORGANIZATION

The main task facing a company is to organise and systematise its finances. At the first stage of work, it is important to organise financial management.

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1. CUT FINANCIAL COSTS

What costs can a company reduce by implementing CRM: For a company, financial management is driven by one goal - to reduce costs, and in this CRM is also a great help.

Communication costs

Due to in-built IP telephony and internal CRM communications;

Expenses for maintenance of the company's website

Using CRM with the site management module;

Expenses for advertising of the company

CRMs allow for self-service advertising mailings.

2. Make the financial part visible

Creating a clear picture of income and expenses, current financial flows will help to automate work with the help of CRM.
The company's management will be able to see the volume of income and expenses, which will make it possible to assess the situation in time and adjust the financial policy. This simplifies the management of corporate finances, allows you not to miss important points when working with documents.

The system of financial management with CRM is in demand by companies, gives the opportunity to analyse sales with the help of sales funnel, visual graphs and charts.

Offers a wide range of functionality to automate sales, marketing, customer service and analytics. CRM allows you to maintain databases of customers, products, orders, as well as control transactions with suppliers.

What else can CRM do for your company?

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More accurate forecasting and data analysis.

CRM allows you to collect and analyze data about customers, their behavior and preferences. This helps the organization to more accurately forecast demand, identify the most promising customer segments, and identify trends and patterns in the data, enabling more informed decisions and optimized sales and marketing strategies.
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Enhanced customer relationship management.


CRM enables an organization to effectively manage customer contact, tracking customer preferences, interaction history and needs. This helps build deeper and more productive relationships with customers, which can lead to increased loyalty, repeat purchases and revenue growth.
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Increased productivity and efficiency.

CRM automates many processes related to customer management, such as collecting and analyzing data, maintaining contacts, scheduling appointments, and handling inquiries. This helps the organization's employees focus on more important tasks, improve communication within the team and with clients, and increase overall productivity.

3. WORKING WITH FINANCIAL DOCUMENTS

Offers a variety of functions for automating sales, marketing, customer service and inventory management. For a new company, it is especially important to immediately organise a clear scheme of work with financial documents, so a good CRM can help: with the right automation software, the financial management system is no longer a headache for the manager.
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Two important rules

  1. FINANCIAL REPORTING

    CRM makes it possible to prepare basic accounting and tax reporting in the programme. Such automation programmes also have a calendar with reminders so that the company's management does not forget to send reports electronically to the relevant authorities.

  2. CONFIDENTIALITY OF DOCUMENTS

    Document confidentiality in CRM is a very important aspect, especially if the system stores sensitive information about customers, business or transactions. Keeping an activity log allows you to track who accessed or modified documents and when. This helps to identify any unauthorised actions and prevent the leakage of sensitive information.

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