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Iqembu lezinhlelo: Ukuzenzakalelayo kwebhizinisi
Ukubalwa kwezimali ku-ejensi yokukhangisa
- I-copyright ivikela izindlela ezihlukile zokuzenzakalela kwebhizinisi ezisetshenziswa ezinhlelweni zethu.
I-copyright - Singabashicileli besofthiwe abaqinisekisiwe. Lokhu kuboniswa ohlelweni lokusebenza uma usebenzisa izinhlelo zethu nezinguqulo zedemo.
Umshicileli oqinisekisiwe - Sisebenza nezinhlangano emhlabeni wonke kusukela kwamabhizinisi amancane kuya kwamakhulu. Inkampani yethu ifakiwe kurejista yamazwe ngamazwe yezinkampani futhi inophawu lwe-electronic trust.
Uphawu lokuthembela
Ushintsho olusheshayo.
Yini ofuna ukuyenza manje?
Uma ufuna ukujwayelana nohlelo, indlela eshesha kakhulu ukuqala ukubuka ividiyo egcwele, bese ulanda inguqulo yedemo yamahhala bese usebenza nayo ngokwakho. Uma kunesidingo, cela isethulo kwabesekela lobuchwepheshe noma ufunde imiyalelo.
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Phakathi namahora ebhizinisi ngokuvamile siphendula phakathi kweminithi elingu-1
Ungaluthenga kanjani uhlelo?
Buka isithombe-skrini sohlelo
Buka ividiyo mayelana nohlelo
Landa inguqulo yedemo
Qhathanisa ukucushwa kohlelo
Bala izindleko zesofthiwe
Bala izindleko zefu uma udinga iseva yefu
Ubani umthuthukisi?
Isithombe-skrini sohlelo
Isithombe-skrini isithombe sesofthiwe esebenzayo. Kusuka kuyo ungakwazi ukuqonda ngokushesha ukuthi uhlelo lwe-CRM lubukeka kanjani. Senze isixhumi esibonakalayo sewindi esisekelwa idizayini ye-UX/UI. Lokhu kusho ukuthi ukusebenzelana komsebenzisi kusekelwe eminyakeni yolwazi lomsebenzisi. Isenzo ngasinye sitholakala lapho kulunge khona kakhulu ukusenza. Ngenxa yale ndlela enekhono, ukukhiqiza kwakho kuzoba okuphezulu. Chofoza esithombeni esincane ukuze uvule isithombe-skrini ngosayizi ogcwele.
Uma uthenga isistimu ye-USU CRM ngokucushwa okungenani kokuthi "Okujwayelekile", uzoba nokukhetha kwemiklamo evela kuzifanekiso ezingaphezu kwamashumi amahlanu. Umsebenzisi ngamunye wesoftware uzoba nethuba lokukhetha ukwakheka kohlelo ukuze kuhambisane nokuthanda kwabo. Zonke izinsuku zomsebenzi kufanele zilethe injabulo!
Inkomba enkulu yenkampani ephumelelayo yi-accounting ku-ejensi yokukhangisa, kucatshangelwa izici ezahlukahlukene zemisebenzi. Ukubalwa kwezimali kwi-ejensi yokukhangisa, ngohlelo oluzenzakalelayo lwe-USU Software, kwenza kube nokwenzeka ukugcina ukubalwa kwezimali, imibhalo ehambisanayo, ukulawula, nokuphatha, ngohlelo olulodwa. Uma kunesidingo, ungaphrinta amadokhumenti owadingayo, kunoma iyiphi iphrinta, ngaphandle kokuchitha isikhathi nokukhathazeka nge-accounting. Kungani kahle uhlelo lwethu lwendawo yonke, ubuza ukuthi ngabe kukhona ukukhethwa okukhulu kwesoftware ehlukile emakethe? Konke kulula kakhulu. Isoftware yethu ithuthukiswa kucatshangelwa ubuchwepheshe besimanje kanye nokufunwa kwayo, kucatshangelwa wonke amaphutha kanye nokuzenzekelayo okuphelele kokuphathwa, ukubalwa kwezimali kanye nokulawulwa kwe-ejensi yokukhangisa iyonke.
Futhi, ukuhlinzeka amakhasimende ngobubanzi obugcwele bokusebenza, okwethusa amakhasimende abo, nokwandisa isimo se-ejensi yokukhangisa. I-akhawunti ye-ejensi yokukhangisa kumele ingabi nokunemba nokuthembeka kuphela, kepha kufanele futhi izivumelanise nanoma iyiphi ifomethi futhi ibe ngeyendawo yonke. Ngakho-ke, ukugcina amarekhodi edijithali kwenza lula umsebenzi hhayi wabaphathi kuphela kepha nabangaphansi. Iqoqo lokufakwa kwedatha lenziwe laba lula, ngoba, ngokugcwalisa okuzenzakalelayo, lifaka imininingwane kumadokhumenti, lisebenze, futhi libike ngokushesha nangempumelelo, ngaphandle kokwenza amaphutha, ngokungafani nokufakwa kwemininingwane ngesandla ngabasebenzi bakho. Ngasikhathi sinye, abasebenzi bakho bonga isikhathi futhi benza izinto ezibaluleke kakhulu. Kungenzeka futhi ukusebenzisa ukungeniswa kolwazi oluvela kumadokhumenti namafayela ahlukahlukene, ngoba, njengoba kushiwo ngaphambili, lolu hlelo lusekela amafomethi ahlukahlukene, njengezinye izinhlelo ezijwayelekile zokubalwa kwezimali ezithunyelwa ngohlelo olusebenza kakhulu.
Ukulondolozwa okuphephile kwemibhalo yakho kunikeza izipele ezingadingi ukuba khona komuntu siqu, okunquma ukuzenzakalela kohlelo lokusebenza. Umsebenzi wokuhlela wenza ukuthi ungacabangi futhi ungagudluli ikhanda lakho ngolwazi olungadingekile, njengesikhathi sokwenza okuthile, njengokuthola amadokhumende okubika abalulekile, ukwenza isipele kwempahla, njll. Lokhu kusebenza, umsebenzi wokuhlela uzokwenza ngokuzimela , esikhathini esifanele esibekwe nguwe, futhi sikukhumbuza ngamacala ahleliwe, izingcingo, nemihlangano.
I-interface ekhanyayo nenhle, inokusebenza okuningi, okuhlangabezana nazo zonke izidingo zomsebenzisi odinga kakhulu. Kubalulekile futhi ukuqaphela ukuthi lolu hlelo kulula kakhulu ukulusebenzisa ukuthi ngisho nesiqalo esazi kahle isoftware singakuthola. Ukukhethwa kolimi akugcini nje ngokwenza lula ukuqala nokujwayela uhlelo lokusebenza kepha futhi kukuvumela ukuthi uphethe izivumelwano ezizuzisayo namakhasimende akwamanye amazwe, ngaleyo ndlela kwandise isisekelo samakhasimende futhi simboze kakhulu zonke izifunda zomhlaba.
Ubani umthuthukisi?
Akulov Nikolay
Uchwepheshe kanye nomklami omkhulu obambe iqhaza ekwakhiweni nasekuthuthukisweni kwale software.
2026-01-12
Ividiyo yokubalwa kwemali kwi-ejensi yokukhangisa
Le vidiyo ingesiRashiya. Asikakwazi ukwenza amavidiyo ngezinye izilimi.
Ukuvinjelwa okuzenzakalelayo kwesikrini kuvikela imininingwane yakho kubantu ongabazi nakubantu abangadingeki. Kuzilungiselelo, kungenzeka ukumba bese ubeka isilondolozi-skrini sakho osithandayo kwideskithophu yakho noma uthuthukise owakho umklamo ngamunye. Ngokungafani nendlela endala yokubala esekwe ephepheni, ukubalwa kwezimali kwedijithali kukuvumela ukuthi usheshe uthole imininingwane edingekile ngosesho olusheshayo lwezingqikithi. Ukubalwa kwezimali okujwayelekile kwayo yonke iminyango nezinqolobane kwenza kube lula ukulawula, futhi kuzoba lula kubasebenzi bakho ukushintshana ngolwazi nemiyalezo ngenethiwekhi yendawo. Isisebenzi ngasinye se-ejensi yokukhangisa sinikezwa i-akhawunti yomuntu siqu nephasiwedi yokusebenza ohlelweni lokubalwa kwezimali, sinelungelo lokubuka nokusebenza kuphela naleyo datha efakwe ohlwini lwamandla abo asemthethweni.
Lolu hlelo luhlinzeka ngokugcinwa kwesisekelo samakhasimende esijwayelekile, ngokuxhumana okugcwele nemininingwane yomuntu siqu, yekhasimende ngalinye le-ejensi yokukhangisa. Usebenzisa imininingwane yokuxhumana, kungenzeka ukuthi uthumele i-SMS ngobuningi noma yomuntu siqu, noma ngemiyalezo ye-imeyili. Kungenzeka ukusetha insizakalo yokulawulwa kwekhwalithi bese uthumela imiyalezo kumakhasimende ukuze uthole imininingwane evela esandleni sokuqala mayelana nekhwalithi yesevisi etholwe, yi-ejensi yokukhangisa yemenenja. Ngakho-ke, kungenzeka ukuthi ubheke konke ukushiyeka futhi uthuthukise ikhwalithi yezinsizakalo zokukhangisa, okuholela ekunyuseni kwenzuzo.
Ispredishithi sabasebenzi sikuvumela ukuthi ufake idatha kubasebenzi, ucabangela amaklayenti anamathiselwe, ukuthengiselana okuphelile, amanani alethwe isikhathi esithile, kanye nedatha erekhodiwe, ngokwesikhathi esisetshenzisiwe, okuyisisekelo senkokhelo bayakhokhelwa. Abasebenzi bangakhombisa ngokuzimela izinqubo zabo zomsebenzi ku-database, izigaba zokucubungula izicelo, kusuka kumakhasimende athile kwi-ejensi yokukhangisa.
Ukusebenza kwemibiko ekhiqizwayo kuvumela ukuphathwa kwe-ejensi yokukhangisa ukuhlaziya isimo semakethe, kanye nemali engenayo kanye nezindleko, ukukhomba ukuthandwa kwezimpahla nezinsizakalo ezahlukahlukene, ngaleyo ndlela kuthathwe izinqumo ekwehlukaniseni uhla. Futhi, isoftware icebile ngemisebenzi eyahlukahlukene, omunye wayo ukuxhumana namakhasimende. Ngenxa yomsebenzi wezokuxhumana ngocingo, kungenzeka ukwethusa, ukujabulisa, nokuhlonipha amakhasimende, ngoba lapho uthola ucingo, ubona imininingwane egcwele kwikhasimende elishayelayo, libhekisela kuye ngegama. Izinkokhelo zenziwa ngezindlela ezahlukahlukene, ngokheshi nangokheshi, ngamatheminali wokukhokha nangemva kokukhokha, kusuka ku-akhawunti yomuntu siqu, isikhwama se-elekthronikhi, kusuka kumakhadi okukhokha namabhonasi, njll.
Landa inguqulo yedemo
Lapho uqala uhlelo, ungakhetha ulimi.
Ungalanda inguqulo yedemo mahhala. Futhi usebenze ohlelweni amasonto amabili. Olunye ulwazi seluvele lufakiwe lapho ukuze lucaciselwe.
Ubani umhumushi?
Amakhamera afakiwe avumela ukuqapha ubusuku nemini. Yonke idatha kuhlelo. Kubuyekezwa nsuku zonke, kunikezwa kuphela idatha elungile. Sekwenzekile ukulawula ukubalwa kwezimali, ukuhlolwa kwe-ejensi yokukhangisa, nokunye okuningi ngenxa yohlelo lokusebenza lweselula olusebenza kwinethiwekhi yendawo noma nge-Intanethi. Kungenzeka futhi ukuhlola ububanzi obugcwele bokusebenza, ubuqotho besoftware, i-automation, nokwenza kahle isikhathi sokusebenza njengamanje ngokuya kuwebhusayithi yethu futhi ufake inguqulo yedemo ye-USU Software, enikezwa mahhala ngokuphelele. Uma kunesidingo, ochwepheshe bethu bangakusiza ukuthola ukufakwa, kanye nokweluleka ngamamojula angeziwe afanele kuphela i-ejensi yakho yokukhangisa. Uhlelo oluhle, olulula nolusebenzayo olunezilungiselelo eziguquguqukayo zokuphatha i-ejensi yokukhangisa lunikeza ithuba lokuqala ngokushesha ukwenza imisebenzi yakho yomsebenzi. Ngokuqondene nezinto zokukhangisa, kunesici esisiza ngokulula ukuwahlukanisa kuma-spreadsheet ukuze siqhubeke sibalwa imali, sikwazi ukufaka isithombe, noma ifayela levidiyo.
Isisebenzi ngasinye se-ejensi yokukhangisa sinikezwa iphasiwedi ye-akhawunti yomuntu siqu ukuze sisebenze ohlelweni lokubala imali. Ukugcwaliswa okuzenzakalelayo nokwenziwa kwemibhalo, ukubika, ukwenza lula umsebenzi, ukusebenzisa isikhathi sokusebenza, nokwethula idatha engenamaphutha. Lawula ngokusebenzisa amakhamera wokuqapha afakiwe, akuvumela ukuthi ulawule imisebenzi yabangaphansi kanye nekhwalithi ye-accounting yezinsizakalo ezinikezwa yi-ejensi yokukhangisa. Isoftware ye-accounting ye-ejensi yezokukhangisa kulula ukuyisebenzisa ukuthi ngisho oqalayo angakwazi ukusetha yonke into yedwa futhi asebenze kuyo, ngaphandle kokulungiselela kokuqala.
Uhlelo lokubalwa kwabasebenzisi abaningi lunikeza ukufinyelela kwenombolo engenamkhawulo yabasebenzisi ngasikhathi sinye. Kungenzeka ugcine yonke idatha, uyihlukanise kahle kumathebula wokubala we-software, ngokusho kwakho okulula nokubona kwakho. Isisekelo samakhasimende jikelele sivumela ibhizinisi lokukhangisa ukuthi lenze imininingwane ephathelene namakhasimende futhi lifake imininingwane eyengeziwe ekubalweni kwemali, ekusebenzeni okuhlukahlukene kwamanje nokwedlule, kumphathi onamathiselwe, ezindaweni zokuhlala, ezikweletini, njll. Isisebenzi ngasinye sinelungelo lokusebenza kuphela nalabo idatha nemibhalo yezimpahla zokukhangisa kanye ne-ejensi, izinto, noma amaklayenti afakiwe ohlwini lwamandla akhe. Ukusesha kokuqukethwe kokuqukethwe kunikeza ithuba lokuthola imininingwane edingekayo kumasekhondi ambalwa, ngenkathi ungaze uhlwithe futhi uvuke esihlalweni sakho.
Dlulisela imininingwane kutafula le-accounting, empeleni, ngokungenisa, kusuka kunoma iyiphi idokhumenti ekhona kumafomethi wedokhumenti edijithali ahlukahlukene. Umbiko wokuthengisa ukuvumela ukuthi ubone izinsizakalo ezidumile nezingafunwanga. Ngakho-ke, ukuthatha isinqumo sokwengeza noma ukunciphisa ingxenye yamanani nokuhlukanisa ububanzi.
Oda ukubalwa kwezimali ku-ejensi yokukhangisa
Ukuthenga uhlelo, vele usishayele noma usibhalele. Ochwepheshe bethu bazovumelana nawe ekucushweni kwesofthiwe efanele, balungise inkontileka kanye ne-invoyisi ukuze ukhokhe.
Ungaluthenga kanjani uhlelo?
Thumela imininingwane yenkontileka
Senza isivumelwano neklayenti ngalinye. Inkontileka iyisiqinisekiso sakho sokuthi uzothola lokho kanye okudingayo. Ngakho-ke, okokuqala udinga ukusithumelela imininingwane yebhizinisi elisemthethweni noma umuntu. Lokhu ngokuvamile akuthathi imizuzu engaphezu kwemi-5
Yenza inkokhelo kusengaphambili
Ngemva kokukuthumelela amakhophi askeniwe enkontileka kanye ne-invoyisi ukuze ukhokhe, kudingeka ukukhokha kusengaphambili. Sicela uqaphele ukuthi ngaphambi kokufaka uhlelo lwe-CRM, kwanele ukukhokha inani eliphelele, kodwa ingxenye kuphela. Izindlela zokukhokha ezahlukahlukene ziyasekelwa. Cishe imizuzu engu-15
Uhlelo luzofakwa
Ngemva kwalokhu, usuku oluthile lokufakwa kanye nesikhathi kuzovunyelwana ngakho nawe. Lokhu kuvame ukwenzeka ngosuku olufanayo noma ngakusasa ngemva kokuqedwa kwamaphepha. Ngokushesha ngemva kokufaka uhlelo lwe-CRM, ungacela ukuqeqeshwa komsebenzi wakho. Uma uhlelo luthengelwa umsebenzisi ongu-1, ngeke kuthathe isikhathi esingaphezu kwehora elingu-1
Jabulela umphumela
Jabulela umphumela ngokungapheli :) Okujabulisa kakhulu akuyona nje ikhwalithi isofthiwe eye yathuthukiswa ngayo ukuze isebenze ngokuzenzakalelayo umsebenzi wansuku zonke, kodwa futhi nokuntuleka kokuncika ngendlela yemali yokubhalisa yanyanga zonke. Phela, uzokhokha kanye kuphela ngohlelo.
Thenga uhlelo eselenziwe ngomumo
Futhi unga-oda ukuthuthukiswa kwesoftware yangokwezifiso
Uma unezidingo ezikhethekile zesofthiwe, oda ukuthuthukiswa ngokwezifiso. Khona-ke ngeke kudingeke uvumelane nohlelo, kodwa uhlelo luzolungiselelwa izinqubo zebhizinisi lakho!
Ukubalwa kwezimali ku-ejensi yokukhangisa
Ukuthunyelwa kwemilayezo ngobuningi noma komuntu uqobo kwenzelwa ukuhlinzeka ngemininingwane yolwazi kumakhasimende.
Idatha yokuhamba kwezezimali ivuselelwa nsuku zonke. Ungaqhathanisa imininingwane oyitholile nokufundwa kwangaphambilini, unqume ukuthi ibhizinisi lisebenza kanjani. Isoftware ikhiqiza imibiko ehlukahlukene, izibalo, namagrafu asiza umphathi ukwenza izinqumo ezibalulekile. Uhlobo lwedemo lamahhala lunikeza ithuba lokuhlola ukulawula, ukusebenza, kanye nokusebenza kahle kohlelo oluhlinzekwe kwendawo yonke, ngokuhlangenwe nakho komuntu siqu. Ngokusebenzisa izilimi eziningana ngasikhathi sinye akuvumeli nje ukuthi uqale kalula imisebenzi yokusebenza kepha futhi nokwenza izivumelwano ezizuzisayo namakhasimende angaphandle, ngaleyo ndlela kwandise ivolumu yesisekelo sekhasimende, esingabandakanyi izifunda zethu kuphela kepha nezangaphandle.
Izindawo zokuhlala zombili zenziwa ngezindlela zokukhokha eziningana, ngamakhadi okukhokha, ama-terminals wokukhokha, noma kwi-akhawunti yakho yasebhange, kusuka kuma-wallet kagesi, njll. Isoftware yethu yehlukile kunesoftware efanayo, hhayi nje kalula, ezisebenzelayo, nokwenza kahle kepha futhi ngentengo efinyelelekayo intengo, ngaphandle kwanoma yiluphi uhlobo lwemali ekhokhwa njalo ngenyanga yokubhalisa. Umsebenzi wokuhlela uvumela abasebenzi ukuthi bangakhohlwa ngemisebenzi ehleliwe kanye nama-aphoyintimenti, futhi benze imisebenzi abayinikezwe ngesikhathi esifanele. Lolu hlelo lulawula futhi lusebenze kalula nangempumelelo yonke iminyango kanye nezinqolobane zezikhungo zokukhangisa ngasikhathi sinye. Ukwenza isipele okuhlelekile, okuqinisekisiwe ukugcina yonke imibhalo yokukhiqiza ingashintshiwe, isikhathi eside. Umbiko wesikweletu ngeke ukuvumele ukhohlwe ngabakweletayo. Yenza ukulawula nokubalwa kwezimali, mhlawumbe ukude, lapho uxhumeke kwi-Intanethi. Ngokwethula intuthuko yesimanje yezobuchwepheshe futhi ucabangela ukusebenza kwesicelo okuningi, uphakamisa isimo senhlangano. Ukhulisa isisekelo samakhasimende akho, ngakho-ke inzuzo. Uhlobo lwedemo lamahhala lwebhizinisi lokukhangisa, olutholakalela ukulanda, mahhala ngokuphelele. Ngemininingwane eyengeziwe, udinga ukuxhumana nababonisi bethu abazokusiza ukuthola ukuthi ungalufaka kanjani lolu hlelo, futhi bakwazise ngamamojula afakwe ngokungeziwe.