Your financial ERP is GST ready, is your CRM?

Your financial ERP is GST ready, is your CRM?

The financial backend of your business is getting remodeled by GST implementation and the revamp has begun. From Small businesses to MNCs, all the indirect taxation structures are changing and so is the technical backend supporting this structure. With all ERPs releasing their GST-ready version, it is time to question what should you look for in the new ERP and another important question: ‘Is your CRM too ready for GST?’ What changes are required on…

Five Compelling Reasons to buy a Quotation Management Software?

Five Compelling Reasons to buy a Quotation Management Software?

Smart quotation management CRM software is a gateway towards fulfilled invoices. The ability to provide an amicable and agreeable quotation incrementally raises your chances of obtaining prospective businesses. At the same time, every business carrying incomplete quotation stands the risk of incomplete client payments. With raising instant quotations, you could completely manage and possibly automate initial phase of prospect interactions. This enables you to cover and attend a larger volume of prospects, allowing you to convert…

Freelance Work Management: CRM Invoicing to Resolve Payment Delays and Mitigate Confusions

Freelance Work Management: CRM Invoicing to Resolve Payment Delays and Mitigate Confusions

As a freelancer in any field, when you’re dealing with your employees, handling the payments can become a confusing and arduous task. Transactions may involve a long breakdown of the different payment elements, which must be effectively monitored to make sure that the payments are being made fully and on time. Generally, the main reasons for payment delays can be due to miscommunication between the relevant parties, disorganization of data, or sometimes even because of…

CRM software for financial services – Regular financial updates for business improvements

CRM software for financial services – Regular financial updates for business improvements

Changing world, with its changing dynamics and need to improvise better and faster, is engaging companies in customer relationship management strategies. When the customer doesn’t reach out, marketers must be there at every step. With the help of CRM marketing and management solutions, your sales team can plan, execute, and measure campaigns across channels, from start to finish, to bring your marketing vision to life. Every member of the sales team can access, set up,…

15 Right Billing Practices To Avoid Delayed Payments from Regular Clients

15 Right Billing Practices To Avoid Delayed Payments from Regular Clients

For a running organization, there is only one bigger problem than signing-up new clients – collecting payments. Even while simultaneously handling multiple clients, these fifteen right billing practices could make the difference between getting paid on-time and delayed payments that finally never make it to your bank account. 1. Issue Invoices at regular dates When handling regular clients, issuing invoices at regular dates for each specific client is important. It helps you build a regular…

How to Create a Seamless Billing Process through CRM Implementation

How to Create a Seamless Billing Process through CRM Implementation

After pitching and closing, comes the billing process. The successful companies have developed nuanced process of completing the billing process and consequently getting paid by the customer. A CRM billing software can make great improvements to the way you initiate the customer payments process and the completion of your payments. Let’s examine what makes a billing software so critical. For most businesses, the billing process is a frequently raised source of friction within most business-client relationships.A…

Expense Management Software – Feel Free

Expense Management Software – Feel Free

Expense Management with Kapture: Track inflow and outflow of capital per project With the Fiscal Year kicking in, this is just the perfect time to start re-thinking about the strategy for this year, because in the end, we, realtors, dream of an exponential progress in our business. This is the time to ensure that we put our best cards on the table. Real estate is an extremely competitive business and it is of paramount importance…

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