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Must have - Digital accounting tool

Every company is obliged to record its business transactions completely and verifiably. If this is done on paper and by hand, it can be very time-consuming. A digital accounting tool promises to remedy this situation and offers numerous advantages. What are the advantages of a digital accounting tool, why is it now a standard extension of CRM systems and what should you look out for when ...

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Project management tool - plan and implement successfully

In medium-sized companies, project scopes are often rather manageable. Nevertheless, a project management tool can be useful, as its functions can decisively help a team with the planning and successful implementation of the project. In this article, we want to take a closer look at this. What actually is a project management tool? A project management tool (PM tool) is a software application developed to help with ...

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Finally a clear view thanks to DMS

Piles of paper on desks, letters, invoices, receipts and other documents filling filing cabinets and entire archive rooms - this image is increasingly losing its relevance as digitization progresses. The electronic document is displacing physical written media in many areas and has already streamlined document management. At the same time, however, digitization has also brought new challenges: How can digital documents ...

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ERP and SME - doesn't fit? Yes, it does!

The myth persists that ERP systems are only for large companies with complex business processes. But this is a fallacy, because the introduction of an ERP system can also make sense for medium-sized companies. What advantages the introduction of an ERP system can have and for which types of companies it could be particularly interesting, we would like to explain in this article ...

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How a CRM simplifies the onboarding process

The onboarding process can be a complicated and time-consuming task for any company. However, with the help of a CRM system, this process can be streamlined and greatly simplified. In this article, you will learn how a CRM system can make the onboarding process smoother, faster and more effective. Streamlined Data Entry One of the biggest benefits of using a CRM system during the onboarding process is ...

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Analytical, operational or collaborative? Which CRM approach is the best choice for small and medium-sized enterprises?

It feels like there are CRM solutions a dime a dozen, but that doesn't mean they can all do the same thing. There are different CRM approaches, which are reflected in the functional focus of a system. It is important to know these approaches and your own requirements so that the introduction of a CRM in the company really pays off. In this article ...

Analytical, operational or collaborative? Which CRM approach is the best choice for small and medium-sized enterprises? Read more "

CRM implementation in small and medium-sized enterprises. A small guide

Customer relationship management (CRM) systems have become mainstream in companies of all sizes, and for good reason. They help companies manage customer interactions and data throughout the customer lifecycle. However, implementing a CRM system in small and medium-sized enterprises (SMEs) can be challenging, and a successful outcome depends on several factors. In ...

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Microsoft PowerBI in the CRM system: In-depth analysis of business processes

Customer relationship management (CRM) systems are essential for companies to manage their interactions with customers, analyze data, and make informed decisions. Integrating Microsoft PowerBI, a data visualization and business intelligence tool, with a CRM system can give companies even deeper insights into their operations. PowerBI enables companies to transform complex data into interactive and visually appealing ...

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