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Iqembu lezinhlelo: Ukuzenzakalelayo kwebhizinisi
Uhlelo lwezezimali namakhredithi
- 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!
Uhlelo lwezezimali namakhredithi ukucushwa kohlelo lwe-USU-Soft automation lokuphathwa kwezikhungo zezezimali ngokukhethekile ekunikezeni izikweletu. Uhlelo lwamakhredithi ezezimali lusemhlabeni wonke futhi lungasetshenziswa yizinhlangano ezinanoma yiliphi izinga lezezimali nezimo zezikweletu. Uhlelo lungalungiswa ukuthi lufanele kunoma iyiphi inhlangano. Kwanele ukufaka imininingwane yayo kumasu we-tuning block - izimpahla, izinsizakusebenza, uhlelo lomsebenzi netafula labasebenzi, kukhombisa ubukhona benethiwekhi yegatsha nezinkundla zokukhangisa zokwazisa ngezinsizakalo. Lolu lwazi luyadingeka ukuhlela ukulawulwa kwemisebenzi yangaphakathi kanye nezinqubo zokubalwa kwezimali, okuya ngokuthi kuzoba nokwabiwa okuzenzakalelayo kwemali evela kubaboleki inikezwa ngendlela yezikweletu. Ukulawulwa okuzenzakalelayo kwezezimali kuzokhulula isikhathi esiningi somsebenzi kubasebenzi, abangasisebenzisa ekusebenzeni namakhasimende nokubadonsela ezinsizakalweni zenhlangano.
Uhlelo lwamakhredithi ezezimali lune-interface elula nokuzula okulula, okwenza ukuthi wonke umuntu asebenze kulo, kufaka phakathi lawo angenawo amakhono wekhompyutha kanye nesipiliyoni - uhlelo lwezikweletu lwezezimali lwenziwa ngokushesha ngemuva kwekilasi eliyinhloko, elinikezwa ngonjiniyela mahhala ukukhokhisa abasebenzisi be-novice ukukhombisa umsebenzi wemisebenzi nezinsizakalo ezakha ukusebenza kwayo. Ukufakwa kohlelo lwamakhredithi ezezimali nakho kuyikhono lonjiniyela, njengokusetha, ngenkathi wonke umsebenzi, kufaka phakathi isigaba esiphakeme, wenziwa ukude ngoxhumano lwe-Intanethi. Uhlelo lwamakhredithi ezezimali ludinga isistimu yokusebenza yeWindows njengoba sikhuluma ngenguqulo yekhompyutha. Izicelo zeselula ziyatholakala futhi zisebenza kuzingxenyekazi ze-Android ne-iOS, futhi ngezinguqulo ezimbili - zabasebenzi namakhasimende. Kufanele kungezwe ukuthi uhlelo lwamakhredithi wezezimali lungahlanganiswa kalula newebhusayithi yenkampani yenhlangano, eyinikeza ithuba lokwenza izibuyekezo ezisheshayo kuhla lwezinsizakalo nama-akhawunti omuntu siqu, lapho amaklayenti aqapha khona uhlelo lokukhokha kanye nokukhokhwa kwemali ekhokhwayo. Ukuze uthole umsebenzi olula ngolwazi lwezezimali, imininingwane eminingi yakhiwa. Okubaluleke kakhulu kuzo imininingwane yamakhasimende, lapho kuqoqwa khona amaphepha, kanye nedathabheyisi yokubhaliswa kwezicelo zezikweletu.
Ubani umthuthukisi?
Akulov Nikolay
Uchwepheshe kanye nomklami omkhulu obambe iqhaza ekwakhiweni nasekuthuthukisweni kwale software.
2026-01-12
Ividiyo yohlelo lwezezimali namakhredithi
Le vidiyo ingesiNgisi. Kodwa ungazama ukuvula imibhalo engezansi ngolimi lwakho lwendabuko.
Ukuze usebenze ohlelweni lwamakhredithi ezezimali, umsebenzisi ngamunye uthola ukungena ngemvume komuntu ngamunye ne-password evikela idatha futhi enikeze ukufinyelela kulwazi oludingekayo ukwenza imisebenzi. Lokhu kuholela eqinisweni lokuthi idokhumenti efanayo ingalethwa ngezindlela ezehlukene kubasebenzi abahlukene - ngaphakathi kohlaka lwamakhono abo. Yonke imininingwane yolwazi ohlelweni lwamakhredithi ezezimali inefomethi efanayo - lolu uhlu lwababambiqhaza kanye nebha yethebhu yokuchaza imininingwane yalowo obambe iqhaza okhethwe ohlwini. Lawa mathebhu, aqukethe imininingwane ngezezimali, kungenzeka angatholakali ngokugcwele kubasebenzi abahlukene - kuphela labo abanentshisekelo kubo. Umphathi wemali angafinyelela kuthebhu ngesheduli yokukhokha, kepha angazi lutho ngemigomo yesivumelwano, imininingwane yayo yethulwe kuthebhu elandelayo. Uhlelo lwamakhredithi ezezimali luhlukanisa amalungelo okufinyelela ukuze kuvikelwe imfihlo yolwazi lwezohwebo nolusemthethweni, olwenza kube lula ukukhipha iqiniso lemibhalo ebhaliwe, ukuvela kwedatha enganembile, nokuvikela izimali ekubhaleni okungagunyaziwe.
Imenenja ibhala isicelo seklayenti elisha ngendlela ekhethekile - iwindi lemalimboleko, okukhombisa kulo ubuncane bemininingwane, kufaka phakathi inani lemalimboleko nemibandela - ithemu, isilinganiso, inzalo yenyanga noma yansuku zonke. Iklayenti alifakwanga kuhlelo lokusebenza - likhethwa kudathabheyisi yekhasimende, lapho kunikezwa khona isixhumanisi esivela kuseli Le yifomethi yokufaka imininingwane kuhlelo, esheshisa inqubo futhi ekuvumela ukuthi uqalise ukuxhumana kwangaphakathi phakathi kwamanani ahlukile. Ziyisiqinisekiso sokungabikho kolwazi olungamanga. Ngemuva kokugcwalisa iwindi, umphathi uthola iphakethe eligcwele lemibhalo eqinisekisa ukuthengiselana - isivumelwano esigcwalisiwe, i-oda lezindleko, uhlelo lokukhokha. Ilungiselelwe wuhlelo uqobo lwalo - lesi yisibopho salo esizenzakalelayo, esibandakanya yonke imibhalo esebenza kwinhlangano. Abasebenzi bakhululwe ngokuphelele ekulungisweni kwamaphepha, okwamanje nokubika, kanye naku-accounting.
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?
Enkambeni yokugcwalisa imininingwane, umphathi uthumela ophethe imali umsebenzi wokulungiselela inani lemalimboleko elizokhishwa futhi, lapho ethola impendulo mayelana nokulungela, uthumela iklayenti nge-oda elilungele izindleko othatha imali. Iklayenti alikwazi ngisho nokubona lokhu kuxhumana - uhlelo lusebenza kahle. Ukubhaliswa kuthatha imizuzwana embalwa, ngoba konke kucatshangwa wuhlelo ngemininingwane emincane kakhulu. Omunye wemisebenzi yawo ukonga isikhathi sokusebenza, futhi kusetshenziswa amathuluzi ahlukahlukene ukusixazulula, kufaka phakathi ukuhlanganiswa kwamafomu e-elekthronikhi (isibonelo kwakuyifomethi yedatha ehlanganisiwe) nezinkomba zombala ezikuvumela ukuthi ubuke ngokubonakalayo ukuqhubeka kwenqubo yomsebenzi kuze kube yinkinga izindawo zivela lapha ngombala obomvu ukuheha ukunakwa. Ukubuyiselwa kwemali mboleko sekwedlule isikhathi nakho kuyinkinga. Ikhasimende elinjalo lizomakwa ngokubomvu kuwo wonke amadokhumende lapho lishiwo khona - lize likhokhe isikweletu kanye nenzalo enqwabelene.
Lolu hlelo lunikela ngezinketho zokuklanywa kwesikhombimsebenzisi zombala ezingaphezu kwezingu-50, ezenza kube nokwenzeka ukwenza ngezifiso indawo yokusebenza ngokukhetha okudingekayo usebenzisa isondo lokuhambisa. Ekupheleni kwesikhathi ngasinye, ukubikwa kwangaphakathi kulungiswa ngokuhlaziywa kwazo zonke izinhlobo zomsebenzi, kanye nokuhlolwa komsebenzi wababolekayo, ukusebenza kahle kwabasebenzi, kanye nesidingo sezinsizakalo zezezimali. Umbiko wezezimali ukuvumela ukuthi uhlolisise izinga lokukhula kwenzuzo ngokuhamba kwesikhathi - unikeza umdwebo wenguquko yawo kuzo zonke izinkathi ezedlule nezedlule. Yonke imibiko inikezwa ngendlela evumelana nocwaningo - imidwebo, amagrafu namatafula anombono wemiphumela etholakele kanye nomthelela wayo ekwakhiweni kwenzuzo. Umbiko wezezimali ukuvumela ukuthi ubone izindleko ezingakhiqizi futhi uzikhiphe esikhathini esisha, ngaleyo ndlela wonge izindleko, ezithinta ukukhula kwemiphumela yezezimali. Umbiko wezezimali ukuvumela ukuthi uthole ukuphambuka kwezinkomba zangempela zokusetshenziswa kusuka kuhlelo, unqume umthombo wenkinga, uhlole ukuthi kungenzeka yini izindleko zomuntu ngamunye, futhi uzinciphise.
Oda uhlelo lwezezimali namakhredithi
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!
Uhlelo lwezezimali namakhredithi
Uhlelo lune-interface yomsebenzisi ehlukahlukene esusa ukungqubuzana lapho abasebenzi bekwazi ukufinyelela amadokhumenti isikhathi esisodwa ukonga ushintsho olwenziwe. Uma inhlangano inenethiwekhi yamagatsha, umsebenzi wabo ufakiwe kwi-accounting ejwayelekile ngenxa yokusebenza kwesikhala semininingwane esisodwa kusetshenziswa i-Intanethi. Uhlelo oluzenzakalelayo luphendula ngokushesha esicelweni samanje semali esilinganisweni kwirejista ngayinye yemali, kwi-akhawunti yasebhange, ihlanganisa irejista lokufakiwe kokubalwa kwemali, futhi ibala inzuzo. Isistimu yenza ngokuzenzakalela noma iziphi izibalo, kufaka phakathi ukubalwa kwemali ekhokhwayo, ukubalwa kwezindleko zezinsizakalo kanye nemalimboleko, kanye nenzuzo evela kuleso naleso. Ukuxhumana nababoleki, i-database yamakhasimende iyakhiwa. Inefomethi ye-CRM. Igcina umlando wobudlelwano, idatha yomuntu siqu noxhumana nabo, izithombe zamakhasimende, nesivumelwano. Ohlelweni lweCRM, amakhasimende ahlukaniswe ngezigaba ngokuya ngemibandela efanayo, inhlangano ekhetha ukuyakha amaqembu ahlosiwe ukuze kwandiswe ukusebenza kahle nokunemba koxhumana nabo.
Uhlelo lolu lunikeza abasebenzi ukuthi bahlele imisebenzi okwesikhashana, evumelana nabaphathi, ngoba bangalawula ukuqashwa, isikhathi kanye nekhwalithi yokusebenza. Kunombiko ngomehluko phakathi komthamo wangempela womsebenzi ekupheleni kwesikhathi nalowo omenyezelwe ohlelweni. Ingasetshenziselwa ukuhlola ngokungenhloso nokunquma ukusebenza kwesisebenzi ngasinye. Uhlelo lusebenza ngemalimboleko yemono-currency neye-multicurrency. Lapho imalimboleko ikhonjwe esilinganisweni sokushintshaniswa ngokukhokhwa kwamayunithi emali yendawo, ukubalwa okuzenzakalelayo kuyenzeka.