Customer Record Accounting

Customer Record Accounting

Accounting of clients is performed not only manually, but also in electronic journals, taking into account automated information management, with the ability to make adjustments by date and time, selected services. Programs today are diverse, provide automated actions of all specialists, simplifying the work of the business as a whole. By means of the application, it is possible to achieve the desired results, save time and money, providing for budget planning for further marketing attraction of potential buyers with the expansion of the business beyond one territory. Given the limitless functionality, as well as the expanded choice of developments on the market, it is difficult to make an adequate decision. We would like to participate and help with the selection of specialized software suitable for your organization, given the unlimited potential with a variety of modules and tools. Affordable cost is not the only advantage that distinguishes it from similar developments, an additional bonus is a free subscription fee. The application is suitable for any field of activity, individually configured by each employee in a personal format, taking into account the use of a personal account, provided for personal use daily. The software is purchased for each working device, in a convenient form for mobility, using not only stationary computers, but also phones and tablets.

Name of the program for recording clients

The name of the program for recording clients is "Universal Accounting System". The software has flexible configuration parameters, a variety of functionality options that are available to users to choose from when setting up. For high-quality document management, various templates are provided in electronic form. For high-quality interaction with counterparties, a language panel will be configured using several languages simultaneously, in addition to the native language. Thus, it is possible to service foreign-language counterparties, as well as using the utility around the world. Users can select and install a screensaver for the working panel that suits their mood and taste for comfortable working conditions.

Login is performed from a shortcut on the desktop for each user personally, using an account and specifying a login and password to protect confidential information. In the application, user rights are delimited, taking into account work activity, depending on the position held, providing or restricting access to confidential information. For the efficiency of actions involving quick customer service, it is proposed to use an electronic search engine, which, with a minimum of time spent, just a couple of minutes, is able to display the necessary information in full. Information in the proper form, original format with support for Word and Excel formats will be saved in a single cloud, in an unlimited volume.

Accounting for customer requests

Accounting of customer requests is extremely necessary in any organization, in the service and trade sector, providing for the analysis of wishes and preferences, analyzing data on service maintenance, reflecting in the database information that can subsequently play a key role in business development. Recording data on customer requests is available autonomously, providing for reading information, registering calls and messages. Thus, for each buyer, a specialist has access to the output of detailed information with analytical reports. Information on the activities of the organization's employees will be recorded in the system, providing for the reflection of not only job responsibilities, the level of rights to access information flows, but also daily analysis with detailing by the volume of tasks completed, and the time worked. Based on the actual results of daily actions, the amount of time worked, the tasks completed, interaction with contractors, employees will be paid a monthly salary. Also, to analyze the quality of service, it is envisaged to receive evaluative reviews. It is extremely important for a company manager to conduct a comparative analysis between specialists, rewarding the best ones on a monthly basis, increasing team spirit and disciplining the entire workforce.

Customer Record Accounting - Application

Customer Record Accounting - the application allows you to autonomously exercise management control over internal processes, developing your business at a rapid pace with an expanding customer base and increasing interest, influencing the increase in revenue. Management control in all departments is carried out automatically when installing video surveillance cameras, recording audio files in real time with subsequent playback and analysis of actions. The application will record all processes, including recording conversations during incoming calls from subscribers. For convenience, the application has a PBX telephony function for receiving incoming calls from counterparties, displaying full information on the subscriber on the monitor screen, taking into account requests and orders, registration for appointments, settlements, reviews, cancellations of orders and visits, etc. When answering a call, specialists will be able to quickly consult the counterparty on issues of interest, make entries in the database. Also, to improve the quality of business, it is envisaged to use an answering machine, recording answers to current questions. It is also proposed to read general information on counterparties and employees of organizations, identifying the identity of each at the entrance and entering detailed information into the database.

Client Program - Appointment Application

The client program - the application for recording provides a comprehensive approach with individual solutions. Automated software assumes the possibility of using a mobile application in daily processes, giving the opportunity not only to employees of the organization to log in, but also to counterparties, personally registering in a personal account. Thus, by registering in a personal account, subscribers will be able to follow the news feed, control the status of orders, pay online with funds by replenishing an electronic wallet, and also link a payment and discount card, indicating the percentage of the discount and bonus accrual of points. Also, through a mobile application, as well as using various services, counterparties will be able to seek advice from specialists, submit applications for receptions, place orders for the purchase of goods, etc. Universal software has endless functionality, quickly drawing up the necessary documents, reports, certificates, applications based on existing templates, which are filled in according to samples due to the information available in the system. If there is no information on contractors, goods and services, it can be easily entered using forms and questionnaires.

CRM for customer registration

Universal CRM utility for recording clients provides for the presence of an existing database or with addition, formation of a new one, by using contact information from third-party services. The software allows, due to the built-in "Graber" function, to read information about potential, solvent counterparties with the formation or addition of existing CRM databases. All information on counterparties will be classified by groups, solvency, age, gender, preferences, regional location, etc. Based on the classification of counterparties, it is possible to subsequently increase interest in offers for services and products by sending information messages. The CRM database will also display contact information, date of birth, completed orders and appointments, cancellations and returns, settlement transactions, discounts and bonuses with the accrual of points. It also provides for the attachment of scans of documentation, as well as the attachment of photographs for subsequent reading of personal data. Based on the available information with the date of birth, it is possible to congratulate counterparties, which increases trust and loyalty several times. To provide up-to-date information on special offers, bonus points accrual, information on records, deliveries, information messages will be sent in bulk or selective form to mobile operators or e-mail.

Accounting for customer reception

Accounting for customer reception is carried out several times faster due to the availability of existing information on counterparties, formed work schedules of specialists, also an available calendar reflecting the date and time of records, as well as the availability of a price list with services and additionally provided goods. It is quite easy to make appointments, both through managers, administrators, and independently on the website, in the mobile application by counterparties. In the application, when choosing services and goods, indicating the total amount, the calculation of payments will be automatically made by an electronic calculator with pre-entered algorithms. Also, during settlement operations, data on the size of the discount, applied bonus points during the accrual for previous orders will be used. Considering the use of electronic journals, tables, it is possible to change certain cells in different colors in order to visually distinguish one or another information. When making appointments, it is possible to make adjustments, transfer or cancel records, with additions to individual journals. If the counterparty repeatedly cancels the appointment, in order to avoid downtime in work activities, it is envisaged to accept prepayment for a 100% visit. Also, for the correct management of the specialist's work activities, it is envisaged to send notification messages with a reminder and confirmation of the appointment.

Customer Recording Program

The customer record keeping program allows to detail the available data, for example, when providing promotional offers, including trial classes in various sports centers. For convenience and optimization of working hours, when marking visits to services and classes, it is envisaged to use electronic bracelets, QR codes, personal identification, cards. Thus, the system will automatically display the correct information with the time, date and details of visitors. Pre-registration for appointments also allows for the rational use of premises resources, redirecting visitors to other departments when they are busy. In addition, to unload the workforce, it is envisaged to distribute them by tasks with the formation of schedules. To improve the quality of work of all departments, it is envisaged to impoverish their single network. Thus, the business manager will be able to study in detail the actual processes with financial turnover for any period of time, through comparative analysis in graphs and diagrams to plan further activities. Inside, local users will also be able to work together, transmitting information by messages over the network.

Customer visit tracking

Electronic customer attendance records improve the quality of service, optimizing working hours. When managing a large complex, a constant flow of visitors, it is difficult to control the attendance of each visitor. The software, due to its multifunctionality and interaction with additional devices, allows you to simplify and speed up daily tasks. In addition to the personal identifier, the application also provides for interaction with reading devices, turnstiles, automatically reading attendance in different rooms, displaying information in a separate journal. The application will automatically enter information on subscriptions by reading, analyzing the remaining number of classes, promptly reminding contractors of the need to make payment for subsequent classes. To improve the quality of work, as well as increase the volume of income, it is envisaged to provide favorable offers on subscriptions. When sharing information about the company with relatives, friends, each visitor will receive additional bonuses and discounts. Through the program, it is possible to analyze data on the most popular types of subscriptions, directions, sections, etc.

Customer Attendance Tracking Software

Programs for tracking customer attendance allow you to constructively make informed decisions, rationally evaluating advantageous offers. All information on the areas of the sports club (dance, swimming, yoga, martial arts) will be recorded taking into account the indication of the names and training staff, the cost of subscriptions, etc. When analyzing popular areas, it is possible to expand or reduce the list in the price list. It is also possible to freeze classes, upon providing documents certifying a valid reason, in order to subsequently make up for missed classes. It is also possible to carry out online training. Analytical data will be entered and provided automatically by the application to the management.

Taking into account the client's wishes

The customer's wishes will be taken into account automatically, taking into account the received feedback with ratings, as well as comments in social networks, in a mobile application. The application allows you to perform various tasks, which include inventory. Manual inventory is performed during long preparations, distributing tasks between specialists, calculating budget funds. By means of software, qualitative and quantitative analysis, inventory is performed faster and more accurately, when interacting with high-tech equipment. The software will monitor all inventory items under the organization's records, also monitoring expiration dates and storage quality. The application provides for an analysis of demand for certain items, regularly replenishing stocks. Information on products will be recorded in separate journals, nomenclature, names, bar codes, total balances, cost price and VAT, with a description, with images attached. By means of the program, it is possible to improve the work, we sell both liquid and non-liquid items. Using the program, it is possible to analyze data on the most profitable marketing moves.

What does taking into account customer feedback help with?

What does customer feedback contribute to? Interaction with contractors has a productive effect on general work, directly affecting the company's income. The buyer is always right, which means that wishes must be taken into account. The automated program allows you to improve work moments, providing, among other things, interaction with banks, post-payment terminals, acceptance of money transfers in any world units converted at the rate of the national currency. All information will be automatically entered into the accounting reports, providing management with the necessary documentation for analysis in a timely manner. The application assumes the ability to carry out accounting, without the need to perform repetitive routine tasks. For example, when integrating with the 1C system, there is no need to switch from one system to another, perform calculations, input and output of data, generate documentation, in the application these processes are performed once. The utility does not provide for the need for manual input, if the information is already in the system, then it is enough to import materials into the necessary files, improving quality indicators.

Customer Feedback Software

The customer feedback program will help to promptly identify shortcomings in the course of work of certain departments, establishing relationships. The software provides the ability to contactless acceptance of payments, applications, promptly serving customers with an increase in the customer base. To independently evaluate the limitless possibilities presented to the developers of the USU company, just follow the link to the site below, install a free demo version. You can also ask your questions to the company's specialists, who are available for contact at the phone numbers listed on the site or by sending a request by e-mail. It is worth recalling the additional benefit when purchasing a licensed program, in the form of two hours of technical support.