Simple customer accounting

Simple customer accounting

Simple customer accounting should be carried out in accordance with certain requirements, improving the quality indicators of the work of any organization. Accounting and analytics on customers are necessary for all companies, even with small turnovers. In the application, it is possible to perform not only management over consumer demand and sales, but also to perform warehouse and accounting, analytics and much more. Modern systems are equipped with state-of-the-art capabilities, replacing not only dozens of specialists, but also applications. Modern developments help in managing relationships with consumers, monitoring all stages of sales, coordinating employees and analyzing total turnover with the balances of inventory. With the help of the latest technologies, there is a unique opportunity to quickly and effectively establish work in all areas of business, while bringing it to a new level, taking into account expansion beyond the territories of one state. Finding worthwhile software from the entire range presented is a difficult task that requires time and attention, analyzing all the nuances that can positively or negatively affect the work of the organization. Applications vary in capabilities, which are selected in a personal form. To select a program, market monitoring is required.

Simple customer accounting program

A simple customer accounting program promotes high-quality customer base management with analysis of requests and purchases, work with a scanner when generating and printing documentation and reporting, and plans a sales funnel. One of the best developments on the market, the "Universal Accounting System", has a pleasant, multitasking interface with a wide range of features, while having a fairly affordable price and a free subscription fee that is pleasant to the heart and wallet. The utility is purchased quickly and easily, even beginners will not have any difficulties, quickly setting up flexible configuration parameters. The application has advanced functionality with a selection of modules and tools. When installing the application, the manager will have unlimited capabilities, entering under the "Main" role. Other participants will use personal accounts provided for daily use when registering in the system. Each employee will be constantly monitored for work activities, which, when analyzed and summed up, will be reflected in wages. Graphs will also be generated automatically, reading the operations performed with recording academic performance and reflecting on the skill level.

Internal customer accounting

Internal accounting of clients, as a rule, is conducted in special books, spreadsheets, CRM systems. When using CRM systems, it is envisaged to work with unlimited volumes of information data, in an ordered form saving for a long period of time, structuring and customizing the reflection in the interface. The application interface is colorful, multifunctional, each user will be able to choose themes to their liking, given the diverse design. In the application for improving work processes when interacting with clients, it is envisaged to customize the language panel. In a single information system, an ordered system of requests, consultations, transactions and other operations on securities will be automatically created. Work with document flow is simplified, providing for the presence of templates. The formation of documentation is performed with automatic filling, optimizing the loss of time and the occurrence of erroneous input. When working with reporting, it is envisaged to assign a number and date to each, reflecting the information in the register for quick access to information. Access to information data will be delegated, providing protection taking into account confidentiality.

Customer Accounting - Simple Software

Customer accounting - simple software has a standard package of features, but with the automated assistant USU, you will be provided with unlimited potential. The utility can work with any operating system Windows, IOS, Android, used on any working device. The software can work with various services, platforms, social networks, marketplaces, online stores, to provide information on services and products, spending a minimum of time and budget on advertising. Counterparties will independently familiarize themselves with offers, seeing advertising, and also place orders for the purchase of services and goods. The application will automatically reproduce business analytics to assess the effectiveness of advertising influencing the development of the future. Data for users will be generated and provided in a convenient reading format, using tables, diagrams and graphs. Connection of applications in the online form received through various services is carried out through the CRM system. Information data is provided to users in the automatic output mode, when entering a request, reflected in the electronic window of the contextual search engine. Delegation of opportunities by job level is provided for all registered employees.

Daily accounting by number of clients

Daily accounting by the number of clients with analytical control and management will help the business develop faster and more successfully. The daily work will be recorded in the reports, rationally comparing the indicators for different periods of time. It is possible to use the existing information base on clients or, using the "Grabber" function, count the contacts of potential counterparties for the new CRM base. The program formats various files in a convenient form, supporting Word and Excel formats. In a single CRM base, complete information on each counterparty will be recorded with regular additions of contacts, history of relationships and requests for consultations, records and orders of goods, mutual settlements, etc.

All documentation will be attached in scanned materials, with convenient viewing and printing, transmission via the network or by mail. Multichannel connection of all employees is envisaged, in a convenient format interacting via the internal network for the transfer of information in messages. Thus, the process of searching and providing information to specialists is simplified. The manager will be able to remotely analyze and supervise work processes, reflecting actual performance indicators on the main computer screen, as well as with real-time video surveillance. Cameras will be installed in each branch to read general information about the activities of employees and visitors, promptly identifying violations during maintenance or storage of inventory. Analytical reporting will be generated for all departments at once, allowing you to compare income, increase consumer interest in services and products.

Lead generation

Potential clients are accounted for by classifying each one in a separate CRM database. By classifying contractors by categories, it is possible to simplify further work when servicing, providing notification news messages. For example, classification is made by age, gender, region and areas of residence, solvency, preferences, etc. Information messages will be sent both selectively and in bulk, using existing contact phone numbers and email addresses. It is envisaged to cover most of the audience around the world, using PBX telephony, answering machine, interaction with social networks, online stores and websites. When working with telephone communication, at the time of an incoming call, specialists will be able to quickly prepare for the upcoming conversation with the information displayed on the monitor screen of the working device, answering and addressing by name, saving time. Managers, when opening personal access, will be able to analyze customer data, compare orders and cancellations, returns. A separate log will be created for problematic counterparties, which will be regularly used to read data on orders and sales, returns, making appointments with prepayment specialists. When visiting stores or branches, it is also possible to read the external parameters of visitors, recording the time and date in the database, or even limiting access to avoid various kinds of trouble.

Accounting of enterprise clients

The enterprise's customer accounting is performed with the sales funnel analysis. The application provides for quick registration for appointments, taking into account the availability of electronic schedules, with a quick search and selection of visitors from the CRM database, specialists from a separate journal, services from the price list, automatically calculating the cost of payment. All calculations are made using a calculator, using the price list and available discounts for regular customers. The application will record detailed information on all calculations, reflecting discounts for a certain category of consumers, comparing the total income and expenses of the company. The multifunctional application is equipped with many additional features that contribute to accurate warehouse accounting, using high-tech devices for reading codes and reflecting actual indicators of quantitative data. All data on goods will be reflected in the price list, including the name, description, code, cost, production date, shelf life, restrictions and warnings, images that help with implementation, etc.

Electronic customer accounting

Electronic customer accounting allows not only to establish communication, but also to simplify business processes in general. The application has accounting, provided for when integrating the utility with the 1C system, once making calculations, data entry, generating documents and reports, issuing invoices, settlements, etc. Due to the uniqueness and automation, a convenient format for conducting a contactless payment system is provided, interacting with payment post terminals, banks, mobile services, reading QR codes. For non-cash transfers, various currencies can be used with conversion at the rate at the time of the transaction. A simple and convenient business can be concluded in a single information system, which you can test right now by visiting our official website and downloading the demo version. The demo version is completely free, but that's not all. On the site you can read reviews of happy users, watch a video review, select modules and tools in a preliminary form. Bonus two hours of technical support are provided by purchasing a licensed program. Additionally, you can consult with our specialists, who are ready to help with various issues at any time.