Zoho CRM 101 Glossary
Zoho CRM 101 Glossary |Cofinia Consulting Thinking of implementing a CRM? But what does it eat in winter and how does it work? The implementation of a
5 May 2021
Zoho CRM 101 Glossary |Cofinia Consulting Thinking of implementing a CRM? But what does it eat in winter and how does it work? The implementation of a
What is Zoho Expense for? Take the receipts out of your wallet, fill in the Excel file… already I feel like I’ve lost you. The expense
Project Management, Key Features of Zoho Projects Managing a project, whether simple or complex, requires unparalleled organization. A project manager must ensure that all the conditions
Top 10 Business Performance Indicators (SMEs) As an entrepreneur, it is essential to measure and control your key indicators to analyze your performance, anticipate your
One of the fundamental aspects of any business is to maintain its relationship with its consumers and potential customers. Although this relationship can be natural and
A major and constantly growing trend in all business circles, business intelligence has proven its worth over the past 15 years. Data collection, organization of information,
What is Zoho Inventory? | cofinia All growing companies know the importance of perfect customer relationship management. CRM (Customer Relationship Management) software brings together the various tools used to identify,
Since the creation of Cofinia in 2016, I have had the chance to work with a few companies that have developed applications that they marketed
Programs to help Quebec businesses financially In our article of June 17, we announced the end of the PACME Business component and Collective Promoters
Financial risk management in business Financial and economic risks are part of the daily reality of businesses, regardless of the industry. Regardless of the size
Zoho CRM 101 Glossary |Cofinia Consulting Thinking of implementing a CRM? But what does it eat in winter and how does it work? The implementation of a crm allows better management of the customer relationship (Customer Relationship Management). It helps to better identify, understand, manage and meet the needs of potential and existing customers. The objective of having a CRM is to centralize all data and activities related to prospects and customers. But how is a CRM composed? In this article, we introduce you to the different modules of Zoho CRM to help you better navigate the application. Basic terms Modules In
What is Zoho Expense for? Take the receipts out of your wallet, fill in the Excel file… already I feel like I’ve lost you. The expense account process is a tedious headache for managers of many companies. What if I told you that I have THE solution for you? The one that will bring you peace of mind and increased efficiency, the one that will allow you to settle your expense account in a few clicks… This solution is called: Zoho Expense . No need to use the Zoho suite to benefit from all the advantages of this application. Zoho Expense integrates with
Project Management, Key Features of Zoho Projects Managing a project, whether simple or complex, requires unparalleled organization. A project manager must ensure that all the conditions for success are met to achieve the established strategic objectives. To reduce margins of error and meet deadlines, several companies are investing in project management software to facilitate the daily work of their teams. In this article, we’ll introduce you to Zoho Projects , a must-have online project management tool for SMBs. What is Zoho Projects? Zoho Projects is an online project management software designed to help teams of all sizes plan, track, and complete their projects.
Top 10 Business Performance Indicators (SMEs) As an entrepreneur, it is essential to measure and control your key indicators to analyze your performance, anticipate your needs and monitor your development with precision. Business performance indicators, also called KPIs (Key Performance Indicators) are both tools for measuring the health of the business and a means that promotes strategic decision-making. Types of business performance indicators There are several types of process performance indicators. Knowing which ones to measure the performance of your business may require professional assistance . The indicators fall into three broad categories: ● Financial performance indicators These financial indicators make it
One of the fundamental aspects of any business is to maintain its relationship with its consumers and potential customers. Although this relationship can be natural and intuitive, it can quickly become more complex to manage, especially if you consider that the number of customers is only increasing over the years. Without the help of a management tool (marketing campaign management, comprehensive sales management, contract management, email management, or lead management), businesses face common irritants such as losing track of tasks and calls, lack of visibility into the activities of sales representatives, loss of information regarding exchanges with the
A major and constantly growing trend in all business circles, business intelligence has proven its worth over the past 15 years. Data collection, organization of information, exploitation and analysis; business intelligence is now considered a specialization in itself in order to equip business leaders to make informed decisions. Historically, many companies had analysts who spent 80% of their time collecting data and 20% of their time analyzing it. Today, thanks to technology, business intelligence aims to reverse these figures; 20% collection for 80% analysis to simplify the management process and accelerate decision-making. But who says business intelligence also says digital shift,
What is Zoho Inventory? | cofinia All growing companies know the importance of perfect customer relationship management. CRM (Customer Relationship Management) software brings together the various tools used to identify, process and analyze the needs of customers and prospects in order to offer the best service . Zoho’s added value lies in its internal and external integrations . For example, if you integrate Zoho Inventory with Zoho CRM, you have access to various modules (project, marketing, etc.) and you can add Zoho integrations as needed (Zoho Commerce, Zoho Books, Zoho Analytics, etc.). With Zoho Inventory, you can achieve seamless integration of all sales, inventory management and order tracking activities, in
Since the creation of Cofinia in 2016, I have had the chance to work with a few companies that have developed applications that they marketed in SAAS ( Software as a solution ) mode. The financial dynamic of these companies is different from a traditional company on several points that I will address in this text. Let’s first talk about the model of a SAAS. Last fall, I took a course offered by Le Camp on the MVP or “ Minimum Viable Product ”. At the start of a good idea, it is important to quickly determine what the value of the product/service is. The cost
Programs to help Quebec businesses financially In our article of June 17, we announced the end of the PACME Business component and Collective Promoters component for companies that applied after May 27 (Companies component) and after June 15 (Collective Promoters component). Cofinia, as part of its mission to help companies with their financial projects and projections, has carried out some searches for programs that could meet your needs for obtaining financing or subsidies. Here is the result of our research: Quebec Research and Innovation Strategy (SQRI) Reference: SQRI The objective of this government program is to support
Financial risk management in business Financial and economic risks are part of the daily reality of businesses, regardless of the industry. Regardless of the size of the organization, business leaders must devote time to planning the financial strategy, putting in place an optimal financial structure and analyzing the market, the competition and future trends in order to ensure sustainable growth. What is financial risk? Financial risk refers to the possibility of losing money or the uncertainty of the performance of an investment. Financial or insolvency risks are generally due to instability in financial and credit markets or the inability to
Zoho CRM 101 Glossary | Cofinia Consulting Thinking of implementing a CRM? But what does it eat in winter and how does…
The debenture is a long-term financing instrument used mainly by companies that have a regular source of income. In recent years,…
