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Iqembu lezinhlelo: Ukuzenzakalelayo kwebhizinisi
Ukusetha nokubalwa kwezimali zokukhangisa
- 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!
Ukuzenzekelayo kokumaketha njengethuluzi eliyinhloko lokukhuthaza izimpahla nezinsizakalo sekuba umkhuba ophuthumayo, ukusetha nokwenza ukukhangisa nge-accounting ngokusebenzisa ama-software algorithms kuba yisixazululo esihle, kunikezwe izitayela zamanje ebudlelwaneni bemakethe nasekuncintisaneni okuphezulu. Ukukhula okuzinzile, okusheshayo kobuchwepheshe bokukhangisa, ukusetshenziswa okusebenzayo kwamapulatifomu e-Intanethi kwenza ama-ejensi wokumaketha ashintshe indlela yawo yokubala imali, ukusetha, kanye nokugcina izinqubo zangaphakathi. Ukwanda kwevolumu yeziteshi zokukhangisa kusho inani elikhulu lemininingwane okumele licutshungulwe futhi lifakwe kumafomu amadokhumenti. Kepha ukuze ongoti basebenzise amandla abo ekwakheni amasu, basebenzisane namakhasimende, hhayi ekusebenzeni okujwayelekile, kunengqondo kakhulu ukusizakala ngempumelelo yezobuchwepheshe bekhompyutha nokudlulisela ukusethwa kwezindlela zokubala accounting kuzingxenyekazi ezikhethekile. Ukushintshela ku-automation kuba ithuluzi elibalulekile kunzuzo yokuncintisana. Ukubambezeleka kwalolu daba kuqhathaniswa nokubuyela emuva ekuthuthukiseni ibhizinisi. Ama-ejensi wokukhangisa nezinsizakalo zokumaketha ezinkampanini zibhekene nobunzima nokwanda kwengxenye yokusebenza kwemikhankaso yokukhuthaza imikhiqizo nezinsizakalo, njengoba amakhasimende adinga ukubandakanyeka kochwepheshe abaningi nokusetshenziswa kobuchwepheshe obuhlukile. Ngokuzenzekelayo inqubo yokubalwa kwezimali yokusebenza, kungenzeka ukuthi kutholakale ukusebenza kahle kokuqaliswa kwephrojekthi nokwenza kahle izinsiza ezithintekayo. Ukusetshenziswa kwezinhlelo ezikhethekile zokubalwa kwezimali nakho kusiza ekunciphiseni ubungozi bokunganembi, amaphutha atholakala kumuntu, lokhu kuthakazelelwa kakhulu ngabaphathi bezimali.
Ama-ejensi wokukhangisa kumele asebenzise emsebenzini wabo izinhlobonhlobo zokusabalalisa imininingwane yolwazi, kufaka phakathi izinhlobo ezahlukahlukene zezindaba, izinjini zokusesha, kanye nezingosi zokuxhumana nabantu kanye nokusungula okuvelayo. Imvamisa ukukhokha kufanele kwenziwe ngumsebenzi oyedwa, osevele ephathiswe eminye imisebenzi. Ngasikhathi sinye, kubalulekile ukucabangela ukubalwa kwezimali okuhlukile okuhlinzeka ngamafomethi wedatha, ukusebenzisa izindlela ezahlukahlukene zokubalwa kwezimali ekuhlaziyweni, kumakhono we-accounting technology. Abasebenzi baphoqeleka ukuhlanganisa imininingwane etholakalayo ngesandla, bakhiqize amatafula, bachithe isikhathi esiningi ekubaleni nasekuhlaziyweni kwezinkomba. Inkampani yethu iyayiqonda yonke imisindo nobunzima ekuphathweni kwesimanje kwamaphrojekthi wokukhangisa ngakho-ke izamile ukwakha uhlelo olungakwazi ukuzivumelanisa nokucaciswa kwanoma yiliphi ibhizinisi. Uhlelo lwe-USU Software lusiza ukuhlanganisa amashaneli akhona endaweni eyodwa yolwazi futhi kusetshenzwe ngezinqubo eziningi ezisebenza kanzima. Ukuqaliswa kwesicelo kunciphisa isikhathi sokwenza imisebenzi yansuku zonke kaningana, okuvuma ongoti bezokukhangisa ukuthi bagxile ezinhlosweni ezizwakalayo. Isoftware inokusebenza okudingekayo kokuhlela ukukhushulwa, imikhankaso, ukubala okunengqondo nokusabalalisa isabelomali phakathi kwezindawo, kuya ngokusebenza kwazo. Abasebenzi abakwazi ukuqapha njalo izindleko zangempela ngezinkomba ezihleliwe, uma kwenzeka kukhona okuphambene okukhulu, bazilungise ngesikhathi, ngokwethula izindlela ezintsha.
Uma ngaphambili kungenzeka ukulandelela inqubekela phambili yokubalwa kwezimali komsebenzi kuphela embikweni wesifinyezo womkhankaso, oqoqwe futhi wahlaziywa ngesandla, ngenxa yezilungiselelo zohlelo lwe-USU Software, lezi zigaba zizongena kumodi ezenzakalelayo. Iqiniso lokuthi phambilini lezi zinqubo zenziwa kungekho ngaphezu kwezikhathi eziningana ngenyanga ngenxa yokuqina kwabasebenzi okuholele ezinkingeni zokuhlonza ngesikhathi esifanele ubunzima, ukucushwa kwe-software accounting akubeki umkhawulo womsebenzi, inani lemibiko. Umsebenzisi udinga imizuzu embalwa ukwenza ukukhetha kwemingcele futhi athole idokhumende eyenziwe ngomumo equkethe imininingwane efanelekile ngangokunokwenzeka. Umhleli womuntu siqu uba ithuluzi elingeziwe lesisebenzi elilula, ngeke likuvumele ukuthi ukhohlwe ngezinto ezibalulekile, imihlangano ezayo namaphrojekthi. Ukuhlaziya ukusebenza komnyango wonke kanye nemenenja, abaphathi bangakhombisa izibalo ngokuqhathanisa izinkomba zohlelo lokuthengisa. Izinga lemikhawulo etholakalayo yesabelomali liyakhonjiswa lapha. Uhlelo lumiselwe ukuphendula ukuphambuka ezinhlelweni, okuzokuvumela ukuthi wenze ngokuya ngesimo esikhona manje. Umbiko ofingqiwe ulungiswa wuhlelo ngokuzenzekelayo, kusetshenziswa zonke iziteshi zokukhangisa. Ngokwengeziwe, ungasebenzisa imininingwane yokuqoqwa kwezinketho kuziteshi ezahlukahlukene, wenze amasethingi afanele. Ngenxa yokubona kwemingcele yokusebenzisa umkhankaso wokukhangisa, kulula ukulandelela ukusebenza okuphelele, ikakhulukazi njengoba uhlelo lukwazi ukwazisa ngesikhathi ngezinkinga.
Ubani umthuthukisi?
Akulov Nikolay
Uchwepheshe kanye nomklami omkhulu obambe iqhaza ekwakhiweni nasekuthuthukisweni kwale software.
2026-01-12
Ividiyo yokusetha nokubalwa kwezimali zokukhangisa
Le vidiyo ingesiRashiya. Asikakwazi ukwenza amavidiyo ngezinye izilimi.
Ukuthuthukiswa kwethu kwezezimali okuyingqayizivele akusizi nje kuphela ekumiseni nasekulondolozeni ukubalwa kwezimali kokukhangisa kodwa futhi nasekubaleni izibalo, ngaphandle kwamathuba okwenza amaphutha.
Ngokuxhuma kwe-balancer yesabelomali, le misebenzi yathathwa uhlelo lwe-automation. Kusukela ngaleso sikhathi kuqhubeke, izindleko zansuku zonke zaba zanda kakhulu, futhi amathuba ezibalo zokweqisa ngokweqile kwehlela ku-1%. Isidingo sokulawula ukusetshenziswa kwezimali ngaphakathi kwesiza ngasinye sesinyamalele: uhlelo lusekela zonke iziteshi ezinkulu - kungaba ngumongo, ukuxhumana nomphakathi, noma ukukhangisa ngevidiyo.
Ngemuva kokuqala ukusebenza nohlelo lwethu, ukuguquguquka kokusebenzisa kahle kukhule kakhulu. Uhlelo lususelwa emithethweni esobala edingwa ngumsebenzisi ngokusetha isu lakhe. Ukubheja kusethwe ngemvamisa edingekayo futhi kulungiswa njalo uhhafu wehora, kulandela i-algorithm yokwenza kahle. Ungayisetha noma iyiphi i-KPI yayo: kusuka kuzindleko ngokuchofoza ngakunye kuye kunani lamakhasimende.
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?
Ngemuva kokuqaliswa kohlelo lokuzenzakalela, i-ejensi yaqala ukunikela isikhathi esithe xaxa ekwenzeni imikhankaso yamakhasimende: hhayi izabelomali kuphela nezindleko ngokuchofoza ngakunye kepha nokuguqulwa kanye ne-CPA. Umsebenzi wabachwepheshe ubaluleke kakhulu ukuthi ungasetshenziswa lapho uhlelo lwe-automation lungaphatha khona. Kepha ngokubasindisa kuzinhlelo zokusebenza ezingadingekile, kulula ukuthola insiza ebalulekile yokwenza izinzuzo ezintsha zokuncintisana. I-Automation ixazulule umsebenzi wethu oyinhloko: ukuqondisa kabusha izinsiza nobuchwepheshe ukuthuthukisa ibhizinisi, insizakalo yamakhasimende nokwandisa ukusebenza kwemikhankaso yokukhangisa. Okusinikeze ukuncintisana. Lokhu kusebenza kuvumela ukuzenzakalela ngokuphelele izinqubo zobuchwepheshe ezenzeka emsebenzini we-ejensi yokukhangisa, ziletha inani lamaphutha ezibalweni ezahlukahlukene kube nguziro, kusheshiswe futhi kusethelwe ukucutshungulwa kolwazi, futhi kususwe eminye yemithwalo yemfanelo emahlombe abasebenzi, okwenza kube lula ukusebenza kahle. Ukubalwa okuzenzakalelayo kwe-inthanethi kwenzuzo yokuthengisa kususelwa kumarisidi nezindleko ezihlobene nokuthengisa. Izibalo ezizenzakalelayo zezinkomba zokhiye ezilungiselelwe ngaphambilini zokwenziwe okwenziwe, umsebenzi owenziwe, ukuthengiselana kwezezimali, nokunye. Umsebenzi olula onohlu lwemikhiqizo nezinsizakalo zokubekwa kokunamathiselwe kumadokhumenti. Ikhono lokukhiqiza nokuqedela ngokuzenzakalela amafomu aphrintiwe amadokhumenti ngokuya ngezifanekiso ezithile. Ukusetha okuzenzakalelayo kwemisebenzi yokwakheka kwezilinganiso nokuqapha ukusebenza komsebenzi. Irejista ebumbene yemisebenzi yokukhiqiza, umlando wezinguquko ezigabeni zokukhiqiza, kanye nezibalo zesigaba. Imininingwane efingqiwe kuyo yonke imisebenzi: inani lamarisidi nezindleko, zombili ngokujwayelekile nemininingwane yokuthengisa okukhethiwe, amaklayenti, abaphathi, osonkontileka.
Umkhiqizo wesoftware uhlinzeka ngokulawulwa komsebenzi wabo bonke abasebenzi be-ejensi yokukhangisa kanye nazo zonke izigaba zenqubo yokukhiqiza, kucatshangelwa izici zayo. Ipulatifomu ingahlanganiswa kalula kwimvelo ye-ejensi yokukhangisa futhi inikeze ukuphepha kwedatha okuphezulu.
Isethi yedatha ngayinye ingatholakala kwi-database ngokusampula nokufometha ngendlela yombiko.
Oda ukusethwa kanye nokubalwa kwezikhangiso
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!
Ukusetha nokubalwa kwezimali zokukhangisa
Imininingwane ekhonjiswe embikweni ingakhethwa ezigabeni ezahlukahlukene, okunikeza ukufinyelela okulula kakhulu kwedatha edingekayo.
Kukhona futhi imodyuli yokuhlela, ukusetha, ukuthola, ukusetshenziswa kwemali yezinkampani zokukhangisa, ukusetha uhlu olujwayelekile lwamakhasimende ezimali, ukugcwalisa amaphrofayli abo, ukurekhoda noma yimaphi amaqiniso wokuxhumana nawo, ukudala amathuba okuthengisa, ukuwahlukanisa ngokuya kumibandela ehlukahlukene, ukuthola imininingwane efanele ngesikhathi esifanele mayelana nezinga elilindelekile lenzuzo nge-oda ngalinye, ukwamukelwa ngokushesha ngamakhasimende kwemininingwane ephezulu ngalo lonke uhla lwezinsizakalo, kanye nesikhathi esiqondile sokwenza i-oda ngayinye yezinsizakalo ezinikezwayo.