Bee a CRM Documentation ppt.ppt
•Download as PPT, PDF•
0 likes•11 views
This document provides an overview of Customer Relationship Management (CRM) and its three main parts: operational CRM, analytical CRM, and collaborative CRM. Operational CRM supports front-office processes like sales, marketing, and customer service. Analytical CRM analyzes operational data to segment customers and identify cross-selling opportunities. Collaborative CRM facilitates interactions with customers through multiple channels and coordinates employee teams. The document then discusses how Bee CRM can help businesses by managing leads, sales, marketing campaigns, customer support, inventory, and providing reports, dashboards, and other tools.
Report
Share
Report
Share
Recommended
vdocument.in_crm-project-report-558453c17a8ae.pdf
This document discusses customer relationship management (CRM) and sales force automation. It begins by defining CRM and its goals of understanding customer needs to increase loyalty. It then discusses the key components of CRM including operational CRM for marketing, sales, and customer service; analytical CRM for data analysis; and collaborative CRM for customer interactions. The document also outlines the benefits of CRM and sales force automation for improving customer service, sales performance, and understanding customer needs.
CUSTOMER RELATIONSHIP MANAGEMENT
A CRM is a collection of people, processes, software, and internet capabilities that helps an
enterprise manage customer relationship effectively and systematically. The goal of CRM is to
understand and anticipate the needs of current and potential customer to increase customer
retention and loyalty while optimizing the way product and services are sold.
Crm Final
Customer relationship management (CRM) refers to the processes and technologies used to manage relationships with customers. It involves tracking customer interactions across sales, marketing, customer service, and other functions. The key components of CRM include contact and account management, sales, marketing and fulfillment, customer service and support, and retention and loyalty programs. CRM systems allow companies to better understand customer needs and provide personalized customer experiences.
CRM Assessment eBook
CRM Assessment eBook
CRM is a mixture of people, processes and technology, and if these three areas are not in alignment the CRM tool may not be as effective as it could be, and may not be leveraged by the individuals who could find vast benefits of such a tool. This tool can be used to help you understand who, what, where, when and how improvements to CRM processes, people and technology could be leveraged to improve any business.
Crm Assessment E Book V F
CRM is a mixture of people, processes and technology, and if these three areas are not in alignment the CRM tool may not be as effective as it could be, and may not be leveraged by the individuals who could find vast benefits of such a tool. This tool can be used to help you understand who, what, where, when and how improvements to CRM processes, people and technology could be leveraged to improve any business.
Sales Force Automation
Automate, Simplify and Manage all the information your sales organization needs with one comprehensive CRM tool: Impel CRM
Customer relationship management.pptm
Customer relationship management is one of many different approaches that allow a company to manage and analyze its own interactions with its past, current, and potential customers.
How To Be A Great Manager
CRM enables companies to maximize marketing efficiencies and develop long-term customer relationships through analyzing, planning, executing, and measuring all marketing activities. It supports critical marketing processes like technology-enabled selling, marketing resource management, segment and list management, call center management, campaign management, and lead management. CRM provides benefits like a single view of the customer, integrated multi-channel customer service, and measurable returns through more effective customer-focused communication and personalized marketing.
Recommended
vdocument.in_crm-project-report-558453c17a8ae.pdf
This document discusses customer relationship management (CRM) and sales force automation. It begins by defining CRM and its goals of understanding customer needs to increase loyalty. It then discusses the key components of CRM including operational CRM for marketing, sales, and customer service; analytical CRM for data analysis; and collaborative CRM for customer interactions. The document also outlines the benefits of CRM and sales force automation for improving customer service, sales performance, and understanding customer needs.
CUSTOMER RELATIONSHIP MANAGEMENT
A CRM is a collection of people, processes, software, and internet capabilities that helps an
enterprise manage customer relationship effectively and systematically. The goal of CRM is to
understand and anticipate the needs of current and potential customer to increase customer
retention and loyalty while optimizing the way product and services are sold.
Crm Final
Customer relationship management (CRM) refers to the processes and technologies used to manage relationships with customers. It involves tracking customer interactions across sales, marketing, customer service, and other functions. The key components of CRM include contact and account management, sales, marketing and fulfillment, customer service and support, and retention and loyalty programs. CRM systems allow companies to better understand customer needs and provide personalized customer experiences.
CRM Assessment eBook
CRM Assessment eBook
CRM is a mixture of people, processes and technology, and if these three areas are not in alignment the CRM tool may not be as effective as it could be, and may not be leveraged by the individuals who could find vast benefits of such a tool. This tool can be used to help you understand who, what, where, when and how improvements to CRM processes, people and technology could be leveraged to improve any business.
Crm Assessment E Book V F
CRM is a mixture of people, processes and technology, and if these three areas are not in alignment the CRM tool may not be as effective as it could be, and may not be leveraged by the individuals who could find vast benefits of such a tool. This tool can be used to help you understand who, what, where, when and how improvements to CRM processes, people and technology could be leveraged to improve any business.
Sales Force Automation
Automate, Simplify and Manage all the information your sales organization needs with one comprehensive CRM tool: Impel CRM
Customer relationship management.pptm
Customer relationship management is one of many different approaches that allow a company to manage and analyze its own interactions with its past, current, and potential customers.
How To Be A Great Manager
CRM enables companies to maximize marketing efficiencies and develop long-term customer relationships through analyzing, planning, executing, and measuring all marketing activities. It supports critical marketing processes like technology-enabled selling, marketing resource management, segment and list management, call center management, campaign management, and lead management. CRM provides benefits like a single view of the customer, integrated multi-channel customer service, and measurable returns through more effective customer-focused communication and personalized marketing.
crmfinal-090720123312-phpapp01.pdf
Mmmmm
13 Teams
__
Average talent teams that get along well with each other are more productive than gifted teams that don’t get along. It doesn’t matter how well a team with low emotional intelligence is in control of the numbers. They can’t even decide what to try to do.
14 Stress
___
Difficulties at work and in our relationships put us under stress. Stress makes it difficult for us to find solutions to problems. When we can’t find solutions to problems, we get more stressed. To get rid of this dead end, we need to know how to manage our stressful situations.
15 Marriage
____
The secret of long and happy marriages is sincerity in your feelings. If your marriage was not built on this basis of intimacy from the very beginning, it will begin to crack over the years. Even small problems become unsolvable. You have to be emotionally open at the beginning of the road.
16 Leadership
______
Leadership does not mean dominance. Leading your colleagues to a common goal and making them believe in the reality of this purpose. Successful leaders are those who can keep their team’s motivation alive for many years. You have to make them desire the work to be done.
17. Emotions Are All Normal
___
Anger, hatred, love, happiness… You can understand when and under what circumstances these feelings will emerge by following yourself. You may have these feelings depending on how you interpret the events you encounter. The important thing is to be able to react independently of your feelings. You may find yourself making promises that you cannot keep because you are happy, or you may resort to violence when you are angry.
18/ Being able to Express Your Emotions
____
Not everyone’s level of empathy can be very good. You may be in a difficult situation immediately. You may feel bad, but people may not understand it. In these situations, you may need to express your feelings a little more directly.
19/You Are Not Your Emotions
______
Keep doing what you need to do, no matter how you feel. Success is achieved by people who cannot give up no matter what their feelings and thoughts are. Don’t let your feelings affect your actions.
20/ Timing
__
As soon as you feel a different emotion, try to think before you act. Because emotional intelligence moves faster than rational intelligence, it can make you act irrationally and make you say any unnecessary words.
Thanks for reading
~ 𝗧𝗼𝗻𝗴𝘀𝗮 𝗚𝘂𝘆
Book:- https://amzn.to/3XsVTz2.
13 Teams
__
Average talent teams that get along well with each other are more productive than gifted teams that don’t get along. It doesn’t matter how well a team with low emotional intelligence is in control of the numbers. They can’t even decide what to try to do.
14 Stress
___
Difficulties at work and in our relationships put us under stress. Stress makes it difficult for us to find solutions to problems. When we can’t find solutions to problems, we get more stressed. To get rid of this dead end, we need to know how to manage our stress
About CRM Software.pptx
This PowerPoint presentation provides an in-depth overview of Customer Relationship Management (CRM) software. Explore its features, benefits, and implementation strategies for effective customer management and improved business performance.
Crm business intelligence
The document provides an overview of chapters 9.1 and 9.2 from the textbook "Business Driven Information Systems 2e".
Chapter 9.1 discusses customer relationship management (CRM), including operational CRM which supports front-office customer interactions, and analytical CRM which supports back-office analysis. It describes how different departments can use CRM technologies and metrics.
Chapter 9.2 discusses business intelligence (BI) which analyzes data to support decision making. It describes the challenges of managing large data volumes and how BI can provide reliable, consistent insights through operational, tactical and strategic analysis. Data mining tools are used to find patterns in large datasets.
Customer Relationship Management (Crm) By Ravinder Tulsiani
CRM is a strategy for managing relationships with customers that involves integrating sales, marketing, customer service and other functions. It aims to understand customers' needs and provide personalized experiences across channels to acquire, retain and grow customers profitably. Key aspects of CRM include active CRM which stores centralized customer data, operational CRM which automates customer processes, collaborative CRM which enables direct customer communication, and analytical CRM which analyzes customer data. Successful CRM implementation requires aligning the strategy with business goals, implementing in stages, customizing to business needs, and gaining user adoption through training.
Sap Crm
The document discusses customer relationship management (CRM). It defines CRM and explains why companies need it. It describes the main goals of CRM as gaining insights into customer behavior and values to improve customer service, marketing/sales processes, and increase customer revenue. It also outlines different types of CRM, such as operational, analytical, consumer, and collaborative CRM. Finally, it covers CRM implementation options, benefits, costs, and provides definitions of CRM from industry experts.
Customer+Relationship+Management.pptx
Customer Relationship Management (CRM) aims to establish long-term relationships with customers through understanding their individual needs and providing customized experiences. Traditional marketing focuses on mass marketing to expand market share, while CRM takes a more customer-oriented approach. CRM software allows companies to coordinate their customer approach across channels and departments by building a database of customer information and relationships to better target customers and improve sales and service. The benefits of CRM include increased customer loyalty and retention, lower customer acquisition costs, and better financial performance for companies that can create satisfied, repeat customers.
CRM - Customer Relationship Management
This PPT is useful or students who is looking for Technology use in organization to improve customer relation.
What is CRM? What are the different types of CRM?
Salesforce CRM is today’s popular cloud-based CRM which is preferably improving the business standards worldwide. Salesforce training has been increasing the chances of various business owners to move their companies to peak grades in the market. However, having a knowledge on CRM and its types helps one to understand and efficiently use any kind of it for the appropriate purpose.
Lecture Slides 11 05 08
The document discusses customer relationship management (CRM) and its benefits. It defines CRM as using information technology to create an integrated enterprise system that automates customer-facing processes. CRM provides a single customer view across departments and integrates front and back office functions. CRM allows companies to retain customers, customize products based on customer data, and provide consistent service across contact points. The document also discusses operational CRM, which supports transactions, and analytical CRM, which supports strategic analysis without direct customer contact.
Customer relationship management
Customer Relationship Management (CRM) is a strategy for managing a company's interactions and relationships with customers using technology to organize customer data. CRM aims to acquire new customers, enhance existing customer relationships through personalized service, and retain customers. It involves identifying the best customers, generating sales leads, and implementing targeted marketing campaigns. CRM software and tools help companies learn customer needs, build relationships, and provide customer service. The goal is to increase efficiency, minimize costs, and attract and retain customers.
Immigration Consultant CRM
This document describes the features and modules of an immigration consultant management system software. The software allows users to manage client enquiries, contacts, leads, opportunities, applications, documents, tasks, appointments, invoices, teams, and automate repetitive tasks. It includes modules for enquiry management, contacts, leads, opportunities, customers, quotations, sales pipeline, application management, document management, task management, appointment management, bulk emails, invoice creation, team management, and approval flows.
Why Should SMEs Use CRM & Workflow Management Systems_.pptx
Small and medium-sized enterprises (SMEs) can greatly benefit from implementing Customer Relationship Management (CRM) and Workflow Management Systems (WMS). CRM helps SMEs organize and manage their interactions with customers and clients, providing a centralized view of customer data and interactions. This allows for better customer service and increased sales opportunities. Workflow System streamlines and automates repetitive tasks, freeing up time and resources for more strategic activities. Both CRM and workflow management system also provide valuable insights into business operations, enabling SMEs to make informed decisions and improve their overall performance. In short, CRM and workflow automation software can help SMEs improve customer relationships, increase efficiency, and drive business growth.
CRM-Cybrosys Technologies
CybroCRM software solutions will empower your company to optimize business operations and gain a long-term competitive advantage in the market. It’s been tailored to the SMEs as well MNCs and enables them to manage their customer related processes by acquire and retaining customers, improving customer loyalty and gain customer insight. We implement various customer-focused strategies with our Custom CRM solutions to manage processes like sales, leads management and channel management. It can scale up to your requirements and manage different aspects of your business like sales tracking, lead capturing and allocation, data warehousing, reports generation, and asset management.
We offer CybroCRM with user-friendly interface that give you real time access to customer information, order information, inventory tracking and account history. Software support both B2B and B2C support functions that reduce your clients as well as customer handling costs.
Core Modules:
Account and contact management
Customer service
Marketing Analysis
Sales
What is CRM ( Customer Relationship Management )
Customer Relationship Management [CRM] is a business strategic tool which helps in developing great relations with your customer. The prime factor here is customer satisfaction. CRM is a process where a company with the aid of technology, sales team, marketing and various other methods interact with their customer. This interaction is vital to have feedbacks, to earn leads and to develop that relationship which can be nurtured over several years, also to have strong product base.
Crm report writing
CRM or Customer Relationship Management software allows businesses to organize customer data, track interactions, and analyze customer needs and preferences. It automates many customer-facing processes to save time and resolve issues quickly. Businesses can use the customer information and insights from CRM systems to improve customer satisfaction, convert leads, and increase sales. When combined with tools like CTI that integrate phone systems with CRM, businesses can provide personalized customer experiences by having relevant customer information displayed when agents receive calls. This level of customization and convenience increases customer loyalty and encourages repeat business that is important for growth.
Capture and Maintain a 360 Degree View of Customers Through CRM Technology
Customer Relationship Management (CRM) aims to manage interactions with customers through the use of technology and systems to organize, automate, and synchronize business processes. CRM involves four key processes: contact/account management, marketing, sales, and customer service. These processes together provide a 360 degree view of customers by capturing customer interactions and allowing companies to track things like marketing campaign effectiveness, sales pipelines, customer complaints. For CRM to be effective, accurate data must be input by staff.
Crm database
The document discusses CRM databases and their importance for managing customer relationships. It defines a CRM database as a system for storing customer data from interactions and transactions to provide accurate information for efficient customer service and communications. It also notes that CRM database management is key to successful CRM efforts and informed business decisions. The document outlines some of the main functions and benefits of CRM systems, including keeping customer details updated, tracking interactions, and facilitating information sharing across an organization.
How to Implement a Real Estate CRM Software
To implement a CRM for real estate, set clear goals, choose a CRM with key real estate features, and customize it to your needs. Migrate your data, train your team, and use automation to save time. Monitor performance, ensure data security, and use the CRM to enhance marketing. Regularly check its effectiveness to improve your business.
Crm
The document discusses the evolution and purpose of customer relationship management (CRM). It began as a way for companies to individually contact all customers in the 1980s but became unwieldy. Newer software in the 1990s made CRM more effective by allowing companies to better track customer data and give incentives to loyal customers. The purpose of CRM is to integrate customer-facing processes and automate them to improve customer service, gather customer insights, and strengthen relationships. However, some are concerned about potential privacy issues from companies collecting extensive customer data.
What is a CRM?
CRM or Customer/Client Relations Management is key for growing businesses. This Slide is a brief summary of CRM and outlines 8 benefits of deploying a CRM in your organisation.
Maybank-Digital-Investor-Day-20231114.pdf
ADVICE TO ALL EMPLOYEES
1. Build a home earlier. Be it rural home or urban home. Building a house at 50 is not an achievement. Don't get used to government houses. This comfort is so dangerous. Let all your family have good time in your house.
2. Go home. Don't stick at work all the year. You are not the pillar of your department. If you drop dead today, you will be replaced immediately and operations will continue. Make your family a priority.
3. Don't chase promotions. Master your skills and be excellent at what you do. If they want to promote you, that's fine if they don't, stay positive to your personal.
development.
4. Avoid office or work gossip. Avoid things that tarnish your name or reputation. Don't join the bandwagon that backbites your bosses and colleagues. Stay away from negative gatherings that have only people as their agenda.
5. Don't ever compete with your bosses. You will burn your fingers. Don't compete with your colleagues, you will fry your brain.
6. Ensure you have a side business. Your salary will not sustain your needs in the long run.
7. Save some money. Let it be deducted automatically from your payslip.
8. Borrow a loan to invest in a business or to change a situation not to buy luxury. Buy luxury from your profit.
9. Keep your life,marriage and family private. Let them stay away from your work. This is very important.
10. Be loyal to yourself and believe in your work. Hanging around your boss will alienate you from your colleagues and your boss may finally dump you when he leaves.
11. Retire early. The best way to plan for your exit was when you received the employment letter. The other best time is today. By 40 to 50 be out.
12. Join work welfare and be an active member always. It will help you a lot when any eventuality occurs.
13.Take leave days utilize them by developing yr future home or projects..usually what you do during yr leave days is a reflection of how you'll live after retirement..If it means you spend it all holding a remote control watching series on Zee world, expect nothing different after retirement.
14. Start a project whilst still serving or working. Let your project run whilst at work and if it doesn't do well, start another one till it's running viably. When your project is viably running then retire to manage your business. Most people or pensioners fail in life because they retire to start a project instead of retiring to run a project.
15. Pension money is not for starting a project or buy a stand or build a house but it's money for your upkeep or to maintain yourself in good health. Pension money is not for paying school fees or marrying a young wife but to look after yourself.
16. Always remember, when you retire never be a case study for living a miserable life after retirement but be a role model for colleagues to think of retiring too.
17. Don't retire just because you are finished or you are now a burden to the company and just wait for your day t
Entrepreneurship Short Note.pptx for Business Students
Success demands these 6 things..
(The Secret Formula)
1. Hard Work
Don't believe in luck, believe in hard work.
Stop trying to rush the process or searching for a shortcut.
There is none.
2. Patience
If you are losing the patience, you are losing the battle.
First nothing happens, then it happens slowly and suddenly all at once.
Most people give up at stage one.
3. Sacrifice
If you don't sacrifice for what you want, then what you want becomes the sacrifice.
Everything has its price. The question is: Are you ready to pay it for the life you desire?
4. Consistency
Consistency is what transforms average into excellence.
Without consistency, you will never achieve greater success.
5. Discipline
Motivation gets you going, but discipline keeps you growing.
There will be days when you don't “feel” like doing it.
You have to push through those days regardless of how you feel.
6. Self Confidence
Confidence is, I'll be fine if they don't like me.
GOD BLESS YOU🙏❤️
EYA Oliver Uchenna®️
Success demands these 6 things..
(The Secret Formula)
1. Hard Work
Don't believe in luck, believe in hard work.
Stop trying to rush the process or searching for a shortcut.
There is none.
2. Patience
If you are losing the patience, you are losing the battle.
First nothing happens, then it happens slowly and suddenly all at once.
Most people give up at stage one.
3. Sacrifice
If you don't sacrifice for what you want, then what you want becomes the sacrifice.
Everything has its price. The question is: Are you ready to pay it for the life you desire?
4. Consistency
Consistency is what transforms average into excellence.
Without consistency, you will never achieve greater success.
5. Discipline
Motivation gets you going, but discipline keeps you growing.
There will be days when you don't “feel” like doing it.
You have to push through those days regardless of how you feel.
6. Self Confidence
Confidence is, I'll be fine if they don't like me.
GOD BLESS YOU🙏❤️
EYA Oliver Uchenna®️
Success demands these 6 things..
(The Secret Formula)
1. Hard Work
Don't believe in luck, believe in hard work.
Stop trying to rush the process or searching for a shortcut.
There is none.
2. Patience
If you are losing the patience, you are losing the battle.
First nothing happens, then it happens slowly and suddenly all at once.
Most people give up at stage one.
3. Sacrifice
If you don't sacrifice for what you want, then what you want becomes the sacrifice.
Everything has its price. The question is: Are you ready to pay it for the life you desire?
4. Consistency
Consistency is what transforms average into excellence.
Without consistency, you will never achieve greater success.
5. Discipline
Motivation gets you going, but discipline keeps you growing.
There will be days when you don't “feel” like doing it.
You have to push through those days regardless of how you feel.
More Related Content
Similar to Bee a CRM Documentation ppt.ppt
crmfinal-090720123312-phpapp01.pdf
Mmmmm
13 Teams
__
Average talent teams that get along well with each other are more productive than gifted teams that don’t get along. It doesn’t matter how well a team with low emotional intelligence is in control of the numbers. They can’t even decide what to try to do.
14 Stress
___
Difficulties at work and in our relationships put us under stress. Stress makes it difficult for us to find solutions to problems. When we can’t find solutions to problems, we get more stressed. To get rid of this dead end, we need to know how to manage our stressful situations.
15 Marriage
____
The secret of long and happy marriages is sincerity in your feelings. If your marriage was not built on this basis of intimacy from the very beginning, it will begin to crack over the years. Even small problems become unsolvable. You have to be emotionally open at the beginning of the road.
16 Leadership
______
Leadership does not mean dominance. Leading your colleagues to a common goal and making them believe in the reality of this purpose. Successful leaders are those who can keep their team’s motivation alive for many years. You have to make them desire the work to be done.
17. Emotions Are All Normal
___
Anger, hatred, love, happiness… You can understand when and under what circumstances these feelings will emerge by following yourself. You may have these feelings depending on how you interpret the events you encounter. The important thing is to be able to react independently of your feelings. You may find yourself making promises that you cannot keep because you are happy, or you may resort to violence when you are angry.
18/ Being able to Express Your Emotions
____
Not everyone’s level of empathy can be very good. You may be in a difficult situation immediately. You may feel bad, but people may not understand it. In these situations, you may need to express your feelings a little more directly.
19/You Are Not Your Emotions
______
Keep doing what you need to do, no matter how you feel. Success is achieved by people who cannot give up no matter what their feelings and thoughts are. Don’t let your feelings affect your actions.
20/ Timing
__
As soon as you feel a different emotion, try to think before you act. Because emotional intelligence moves faster than rational intelligence, it can make you act irrationally and make you say any unnecessary words.
Thanks for reading
~ 𝗧𝗼𝗻𝗴𝘀𝗮 𝗚𝘂𝘆
Book:- https://amzn.to/3XsVTz2.
13 Teams
__
Average talent teams that get along well with each other are more productive than gifted teams that don’t get along. It doesn’t matter how well a team with low emotional intelligence is in control of the numbers. They can’t even decide what to try to do.
14 Stress
___
Difficulties at work and in our relationships put us under stress. Stress makes it difficult for us to find solutions to problems. When we can’t find solutions to problems, we get more stressed. To get rid of this dead end, we need to know how to manage our stress
About CRM Software.pptx
This PowerPoint presentation provides an in-depth overview of Customer Relationship Management (CRM) software. Explore its features, benefits, and implementation strategies for effective customer management and improved business performance.
Crm business intelligence
The document provides an overview of chapters 9.1 and 9.2 from the textbook "Business Driven Information Systems 2e".
Chapter 9.1 discusses customer relationship management (CRM), including operational CRM which supports front-office customer interactions, and analytical CRM which supports back-office analysis. It describes how different departments can use CRM technologies and metrics.
Chapter 9.2 discusses business intelligence (BI) which analyzes data to support decision making. It describes the challenges of managing large data volumes and how BI can provide reliable, consistent insights through operational, tactical and strategic analysis. Data mining tools are used to find patterns in large datasets.
Customer Relationship Management (Crm) By Ravinder Tulsiani
CRM is a strategy for managing relationships with customers that involves integrating sales, marketing, customer service and other functions. It aims to understand customers' needs and provide personalized experiences across channels to acquire, retain and grow customers profitably. Key aspects of CRM include active CRM which stores centralized customer data, operational CRM which automates customer processes, collaborative CRM which enables direct customer communication, and analytical CRM which analyzes customer data. Successful CRM implementation requires aligning the strategy with business goals, implementing in stages, customizing to business needs, and gaining user adoption through training.
Sap Crm
The document discusses customer relationship management (CRM). It defines CRM and explains why companies need it. It describes the main goals of CRM as gaining insights into customer behavior and values to improve customer service, marketing/sales processes, and increase customer revenue. It also outlines different types of CRM, such as operational, analytical, consumer, and collaborative CRM. Finally, it covers CRM implementation options, benefits, costs, and provides definitions of CRM from industry experts.
Customer+Relationship+Management.pptx
Customer Relationship Management (CRM) aims to establish long-term relationships with customers through understanding their individual needs and providing customized experiences. Traditional marketing focuses on mass marketing to expand market share, while CRM takes a more customer-oriented approach. CRM software allows companies to coordinate their customer approach across channels and departments by building a database of customer information and relationships to better target customers and improve sales and service. The benefits of CRM include increased customer loyalty and retention, lower customer acquisition costs, and better financial performance for companies that can create satisfied, repeat customers.
CRM - Customer Relationship Management
This PPT is useful or students who is looking for Technology use in organization to improve customer relation.
What is CRM? What are the different types of CRM?
Salesforce CRM is today’s popular cloud-based CRM which is preferably improving the business standards worldwide. Salesforce training has been increasing the chances of various business owners to move their companies to peak grades in the market. However, having a knowledge on CRM and its types helps one to understand and efficiently use any kind of it for the appropriate purpose.
Lecture Slides 11 05 08
The document discusses customer relationship management (CRM) and its benefits. It defines CRM as using information technology to create an integrated enterprise system that automates customer-facing processes. CRM provides a single customer view across departments and integrates front and back office functions. CRM allows companies to retain customers, customize products based on customer data, and provide consistent service across contact points. The document also discusses operational CRM, which supports transactions, and analytical CRM, which supports strategic analysis without direct customer contact.
Customer relationship management
Customer Relationship Management (CRM) is a strategy for managing a company's interactions and relationships with customers using technology to organize customer data. CRM aims to acquire new customers, enhance existing customer relationships through personalized service, and retain customers. It involves identifying the best customers, generating sales leads, and implementing targeted marketing campaigns. CRM software and tools help companies learn customer needs, build relationships, and provide customer service. The goal is to increase efficiency, minimize costs, and attract and retain customers.
Immigration Consultant CRM
This document describes the features and modules of an immigration consultant management system software. The software allows users to manage client enquiries, contacts, leads, opportunities, applications, documents, tasks, appointments, invoices, teams, and automate repetitive tasks. It includes modules for enquiry management, contacts, leads, opportunities, customers, quotations, sales pipeline, application management, document management, task management, appointment management, bulk emails, invoice creation, team management, and approval flows.
Why Should SMEs Use CRM & Workflow Management Systems_.pptx
Small and medium-sized enterprises (SMEs) can greatly benefit from implementing Customer Relationship Management (CRM) and Workflow Management Systems (WMS). CRM helps SMEs organize and manage their interactions with customers and clients, providing a centralized view of customer data and interactions. This allows for better customer service and increased sales opportunities. Workflow System streamlines and automates repetitive tasks, freeing up time and resources for more strategic activities. Both CRM and workflow management system also provide valuable insights into business operations, enabling SMEs to make informed decisions and improve their overall performance. In short, CRM and workflow automation software can help SMEs improve customer relationships, increase efficiency, and drive business growth.
CRM-Cybrosys Technologies
CybroCRM software solutions will empower your company to optimize business operations and gain a long-term competitive advantage in the market. It’s been tailored to the SMEs as well MNCs and enables them to manage their customer related processes by acquire and retaining customers, improving customer loyalty and gain customer insight. We implement various customer-focused strategies with our Custom CRM solutions to manage processes like sales, leads management and channel management. It can scale up to your requirements and manage different aspects of your business like sales tracking, lead capturing and allocation, data warehousing, reports generation, and asset management.
We offer CybroCRM with user-friendly interface that give you real time access to customer information, order information, inventory tracking and account history. Software support both B2B and B2C support functions that reduce your clients as well as customer handling costs.
Core Modules:
Account and contact management
Customer service
Marketing Analysis
Sales
What is CRM ( Customer Relationship Management )
Customer Relationship Management [CRM] is a business strategic tool which helps in developing great relations with your customer. The prime factor here is customer satisfaction. CRM is a process where a company with the aid of technology, sales team, marketing and various other methods interact with their customer. This interaction is vital to have feedbacks, to earn leads and to develop that relationship which can be nurtured over several years, also to have strong product base.
Crm report writing
CRM or Customer Relationship Management software allows businesses to organize customer data, track interactions, and analyze customer needs and preferences. It automates many customer-facing processes to save time and resolve issues quickly. Businesses can use the customer information and insights from CRM systems to improve customer satisfaction, convert leads, and increase sales. When combined with tools like CTI that integrate phone systems with CRM, businesses can provide personalized customer experiences by having relevant customer information displayed when agents receive calls. This level of customization and convenience increases customer loyalty and encourages repeat business that is important for growth.
Capture and Maintain a 360 Degree View of Customers Through CRM Technology
Customer Relationship Management (CRM) aims to manage interactions with customers through the use of technology and systems to organize, automate, and synchronize business processes. CRM involves four key processes: contact/account management, marketing, sales, and customer service. These processes together provide a 360 degree view of customers by capturing customer interactions and allowing companies to track things like marketing campaign effectiveness, sales pipelines, customer complaints. For CRM to be effective, accurate data must be input by staff.
Crm database
The document discusses CRM databases and their importance for managing customer relationships. It defines a CRM database as a system for storing customer data from interactions and transactions to provide accurate information for efficient customer service and communications. It also notes that CRM database management is key to successful CRM efforts and informed business decisions. The document outlines some of the main functions and benefits of CRM systems, including keeping customer details updated, tracking interactions, and facilitating information sharing across an organization.
How to Implement a Real Estate CRM Software
To implement a CRM for real estate, set clear goals, choose a CRM with key real estate features, and customize it to your needs. Migrate your data, train your team, and use automation to save time. Monitor performance, ensure data security, and use the CRM to enhance marketing. Regularly check its effectiveness to improve your business.
Crm
The document discusses the evolution and purpose of customer relationship management (CRM). It began as a way for companies to individually contact all customers in the 1980s but became unwieldy. Newer software in the 1990s made CRM more effective by allowing companies to better track customer data and give incentives to loyal customers. The purpose of CRM is to integrate customer-facing processes and automate them to improve customer service, gather customer insights, and strengthen relationships. However, some are concerned about potential privacy issues from companies collecting extensive customer data.
What is a CRM?
CRM or Customer/Client Relations Management is key for growing businesses. This Slide is a brief summary of CRM and outlines 8 benefits of deploying a CRM in your organisation.
Similar to Bee a CRM Documentation ppt.ppt (20)
Customer Relationship Management (Crm) By Ravinder Tulsiani
Customer Relationship Management (Crm) By Ravinder Tulsiani
Why Should SMEs Use CRM & Workflow Management Systems_.pptx
Why Should SMEs Use CRM & Workflow Management Systems_.pptx
Capture and Maintain a 360 Degree View of Customers Through CRM Technology
Capture and Maintain a 360 Degree View of Customers Through CRM Technology
More from etebarkhmichale
Maybank-Digital-Investor-Day-20231114.pdf
ADVICE TO ALL EMPLOYEES
1. Build a home earlier. Be it rural home or urban home. Building a house at 50 is not an achievement. Don't get used to government houses. This comfort is so dangerous. Let all your family have good time in your house.
2. Go home. Don't stick at work all the year. You are not the pillar of your department. If you drop dead today, you will be replaced immediately and operations will continue. Make your family a priority.
3. Don't chase promotions. Master your skills and be excellent at what you do. If they want to promote you, that's fine if they don't, stay positive to your personal.
development.
4. Avoid office or work gossip. Avoid things that tarnish your name or reputation. Don't join the bandwagon that backbites your bosses and colleagues. Stay away from negative gatherings that have only people as their agenda.
5. Don't ever compete with your bosses. You will burn your fingers. Don't compete with your colleagues, you will fry your brain.
6. Ensure you have a side business. Your salary will not sustain your needs in the long run.
7. Save some money. Let it be deducted automatically from your payslip.
8. Borrow a loan to invest in a business or to change a situation not to buy luxury. Buy luxury from your profit.
9. Keep your life,marriage and family private. Let them stay away from your work. This is very important.
10. Be loyal to yourself and believe in your work. Hanging around your boss will alienate you from your colleagues and your boss may finally dump you when he leaves.
11. Retire early. The best way to plan for your exit was when you received the employment letter. The other best time is today. By 40 to 50 be out.
12. Join work welfare and be an active member always. It will help you a lot when any eventuality occurs.
13.Take leave days utilize them by developing yr future home or projects..usually what you do during yr leave days is a reflection of how you'll live after retirement..If it means you spend it all holding a remote control watching series on Zee world, expect nothing different after retirement.
14. Start a project whilst still serving or working. Let your project run whilst at work and if it doesn't do well, start another one till it's running viably. When your project is viably running then retire to manage your business. Most people or pensioners fail in life because they retire to start a project instead of retiring to run a project.
15. Pension money is not for starting a project or buy a stand or build a house but it's money for your upkeep or to maintain yourself in good health. Pension money is not for paying school fees or marrying a young wife but to look after yourself.
16. Always remember, when you retire never be a case study for living a miserable life after retirement but be a role model for colleagues to think of retiring too.
17. Don't retire just because you are finished or you are now a burden to the company and just wait for your day t
Entrepreneurship Short Note.pptx for Business Students
Success demands these 6 things..
(The Secret Formula)
1. Hard Work
Don't believe in luck, believe in hard work.
Stop trying to rush the process or searching for a shortcut.
There is none.
2. Patience
If you are losing the patience, you are losing the battle.
First nothing happens, then it happens slowly and suddenly all at once.
Most people give up at stage one.
3. Sacrifice
If you don't sacrifice for what you want, then what you want becomes the sacrifice.
Everything has its price. The question is: Are you ready to pay it for the life you desire?
4. Consistency
Consistency is what transforms average into excellence.
Without consistency, you will never achieve greater success.
5. Discipline
Motivation gets you going, but discipline keeps you growing.
There will be days when you don't “feel” like doing it.
You have to push through those days regardless of how you feel.
6. Self Confidence
Confidence is, I'll be fine if they don't like me.
GOD BLESS YOU🙏❤️
EYA Oliver Uchenna®️
Success demands these 6 things..
(The Secret Formula)
1. Hard Work
Don't believe in luck, believe in hard work.
Stop trying to rush the process or searching for a shortcut.
There is none.
2. Patience
If you are losing the patience, you are losing the battle.
First nothing happens, then it happens slowly and suddenly all at once.
Most people give up at stage one.
3. Sacrifice
If you don't sacrifice for what you want, then what you want becomes the sacrifice.
Everything has its price. The question is: Are you ready to pay it for the life you desire?
4. Consistency
Consistency is what transforms average into excellence.
Without consistency, you will never achieve greater success.
5. Discipline
Motivation gets you going, but discipline keeps you growing.
There will be days when you don't “feel” like doing it.
You have to push through those days regardless of how you feel.
6. Self Confidence
Confidence is, I'll be fine if they don't like me.
GOD BLESS YOU🙏❤️
EYA Oliver Uchenna®️
Success demands these 6 things..
(The Secret Formula)
1. Hard Work
Don't believe in luck, believe in hard work.
Stop trying to rush the process or searching for a shortcut.
There is none.
2. Patience
If you are losing the patience, you are losing the battle.
First nothing happens, then it happens slowly and suddenly all at once.
Most people give up at stage one.
3. Sacrifice
If you don't sacrifice for what you want, then what you want becomes the sacrifice.
Everything has its price. The question is: Are you ready to pay it for the life you desire?
4. Consistency
Consistency is what transforms average into excellence.
Without consistency, you will never achieve greater success.
5. Discipline
Motivation gets you going, but discipline keeps you growing.
There will be days when you don't “feel” like doing it.
You have to push through those days regardless of how you feel.
PPE_presentation Management AMMW2018_09.2018.pptx
Register
Navigation
Jobs
Latest Jobs
Login
Register
Courses
Advice
Employers
Copyright 2023. All Rights Reserved.
Get In Touch
Snap Plaza 8th floor, Bole Next to The Millennium hall. Addis Ababa, Ethiopia
info@ethiojobs.net
+251-116-67-33-24
+251-924-91-08-47
Get Social
Facebook
Twitter
LinkedIn
YouTube
Telegram
Links
About Us
Contact Us
FAQs
Copyright 2023. All Rights Reserved.
Digital Lendings Relationship Officer
Expired 5 months ago!
Related Jobs
Banking and Insurance Jobs Senior Level Jobs Dashen Bank S.C Jobs
Job Description:
Digital Lendings Relationship Officer
Place of work- Addis Ababa
DB/ Vacancy-0077/23
Job Summary
Digital Lendingss Relationship Officer is Responsible for assisting Digital Lenging Relationship Manager in the process of relationship and partnership creation and management, and product & digital lending business development and enhancement to deliver best quality service to customers with the expectation of increasing profitability and/or reducing operational expense and risks of different nature, ensure health-check of the different digital value propositions, compliance to regulatory directions, take proactive measures to identify early warning signals to keep management informed.
Job Requirements:
Academic & Professional Qualification
Economics, and/or related fields is an added advantage.
Bachelor Degree in Accounting, Economics, Business Administration, Management, Marketing Managerment, and/or related fields.
Master’s in Accounting, Economics, Business Administration, Management, Marketing Management, and/or related fields is an added advantage.
Experience
Minimum of 4 (four) years relevant work experience on similar roles.
Behavioral & Leadership Competency
Leadership and people management including performance management, coaching & mentoring.
Demonstrated business acumen - able to create strategy and actions that impact business success.
High-level interpersonal and cross-cultural skills, including ability to build consensus, alliances and collaborative relationships with sensitivity to diversity/inclusion.
Creativity and innovation skills, with ability to use technology and other modern tools to drive decision making and implementation.
Strategic thinking and decision making- ability to consider emerging trends/developments and long-term opportunities for Dashen Bank.
Professionalism and integrity in line with Dashen Bank values.
High-level oral and written communication skills.
Critical and analytical thinking and problem solving skills
Personal motivation and drive exhibited through commitment to hard work, continuous improvement and achievement of goals.
Good customer relationship management skills (internal and external customers)
Risk awareness and focus- demonstrates understanding of risk management practices, standards and regulatory requirements
Effective stakeholder management.
Required Technical Competency
Experience working cross-functionally to develop new ideas and
CostAccumulationPresentation-Nov2012.ppt
Register
Navigation
Jobs
Latest Jobs
Login
Register
Courses
Advice
Employers
Copyright 2023. All Rights Reserved.
Get In Touch
Snap Plaza 8th floor, Bole Next to The Millennium hall. Addis Ababa, Ethiopia
info@ethiojobs.net
+251-116-67-33-24
+251-924-91-08-47
Get Social
Facebook
Twitter
LinkedIn
YouTube
Telegram
Links
About Us
Contact Us
FAQs
Copyright 2023. All Rights Reserved.
Digital Lendings Relationship Officer
Expired 5 months ago!
Related Jobs
Banking and Insurance Jobs Senior Level Jobs Dashen Bank S.C Jobs
Job Description:
Digital Lendings Relationship Officer
Place of work- Addis Ababa
DB/ Vacancy-0077/23
Job Summary
Digital Lendingss Relationship Officer is Responsible for assisting Digital Lenging Relationship Manager in the process of relationship and partnership creation and management, and product & digital lending business development and enhancement to deliver best quality service to customers with the expectation of increasing profitability and/or reducing operational expense and risks of different nature, ensure health-check of the different digital value propositions, compliance to regulatory directions, take proactive measures to identify early warning signals to keep management informed.
Job Requirements:
Academic & Professional Qualification
Economics, and/or related fields is an added advantage.
Bachelor Degree in Accounting, Economics, Business Administration, Management, Marketing Managerment, and/or related fields.
Master’s in Accounting, Economics, Business Administration, Management, Marketing Management, and/or related fields is an added advantage.
Experience
Minimum of 4 (four) years relevant work experience on similar roles.
Behavioral & Leadership Competency
Leadership and people management including performance management, coaching & mentoring.
Demonstrated business acumen - able to create strategy and actions that impact business success.
High-level interpersonal and cross-cultural skills, including ability to build consensus, alliances and collaborative relationships with sensitivity to diversity/inclusion.
Creativity and innovation skills, with ability to use technology and other modern tools to drive decision making and implementation.
Strategic thinking and decision making- ability to consider emerging trends/developments and long-term opportunities for Dashen Bank.
Professionalism and integrity in line with Dashen Bank values.
High-level oral and written communication skills.
Critical and analytical thinking and problem solving skills
Personal motivation and drive exhibited through commitment to hard work, continuous improvement and achievement of goals.
Good customer relationship management skills (internal and external customers)
Risk awareness and focus- demonstrates understanding of risk management practices, standards and regulatory requirements
Effective stakeholder management.
Required Technical Competency
Experience working cross-functionally to develop new ideas and
Financial management for Business CoursesPPT.ppt
The Commercial Bank of Ethiopia has been becoming a leader, pioneer, and role model for the country's financial industry, especially the banking industry. Currently, it aspires “to become a world-class commercial bank, financially driving Ethiopia’s future'', and it is working to provide banking services tailored to the needs of its esteemed customers. The bank has carried out a comprehensive assessment and strategy design work and drawn a business reform road map. Based on the assessment, reforms and organizational restructurings have been done. Accordingly, the bank has introduced a new customer-centric business model and undertaken amendments to its organizational structure in order to render effective service based on customer segments. Following this, new divisions and departments were established; the Micro Business Banking under the Wholesale Banking Division was established to address the banking needs of all individual and non-individual businesses.
The main objective of the department was to provide financing access to microbusiness customers. Since the number of microbusiness customers is very high, using digital channels has been considered an essential alternative. Due to this, the department has been assigned to provide digital micro saving and lending, which is the most efficient and effective form.
The strategic initiatives planned to achieve the department’s objectives have been successfully implemented, and the DMSL service is under a pilot test. However, there have been some problems that could be fixed only by restructuring the department, and the current structure is not conducive to providing successful digital loans. The digital lending being in a pilot test is also not going according to plan, and its performance status is not satisfactory. Due to those situations, I have been initiated to come up with this concept note, and I hope you will enrich and work on it to provide a successful solution.
2. Background
Technological advancements have significantly transformed the way services are delivered, leading to a shift in customer expectations and demands. Financial services are now focusing on providing seamless digital banking transactions and personalized engagements. Digital lending platforms are making lending easier, more accessible, and more efficient. Commercial Bank of Ethiopia (CBE) is leading in achieving national financial inclusion by establishing dedicated departments and implementing initiatives to improve the customer experience. This concept note proposes a structural adjustment for the recently established department called micro business banking department established under the wholesale banking division. The detail background leads me to this initiative is detailed as follow.
2.1. Micro Business Banking
CBE has established a department called Micro Business dedicated to microenterprise customers. According to the customer segmentation procedure of the bank, “Micro Business Banking” means a banking s
English Email Writing byme- at work place ppt pptx
Understanding the Structure of a Successful Digital Credit Provider in Kenya.
Kenya's financial services sector is embracing FinTech, with digital credit providers like Tala, Zenka Digital, and Ksmart leveraging AI, machine learning, robotic process automation, data analytics, and blockchain. A fintech in the lending space may cater to various kinds of product offerings, which can be broadly categorized as follows:
1. Consumer loans
2. Personal loans
3. Business or MSME (Micro, Small, and Medium Enterprise) loans
1. What are the critical back-end tech solutions/integrations needed?
1. Customer acquisition
2. Application, website, and/or app
3. Verification APIs
4. Credit underwriting/ Scorecards/Fraud detection
5. Credit Bureau Integration
6. Automatic analysis of qualitative factors
7. Disbursement/Repayment
8. Collection/Recovery
9. Loan Management System (LMS)/Accounting
10. Legal
Let's delve deeper into each of the above for a deeper understanding.
1.1. Customer acquisition
Drawing in customers is a top priority for any fintech. There are various methods or sources through which a DCP acquires its customers. The customer acquisition process may differ for each lending institution depending on their product, the area in which they operate, the customer profile, etc. To attract potential borrowers, leverage digital marketing strategies, social media, and partnerships with relevant platforms. Focus on providing a seamless user experience to make your platform stand out from existing or traditional lenders.
1.2. Application, website, app or USSD
Develop a user-friendly and intuitive digital platform for borrowers to apply for loans easily. Mobile apps have become increasingly popular in Fintech, allowing users to access services conveniently. Consider application login through Gmail, social media, and so on to enable the user to seamlessly log in to the mobile application for the website without creating any new login credentials. At the same time, this also provides the Fintech with the profile of the loan applicant. Do you need customers to upload documents for KYC/AML verification? Ensure your platform allows uploading these documents and has back-end integration to verify the documents' authenticity. Consider using the different available Optical Recognition Technologies (OCR), which should be able to read the data from the documents provided and create the text. For verification and authentication of the information in the documents, the Fintech can develop its software and subscribe to various services or do an API integration with a service provider who can provide such services. The main goal is to give users a comfortable journey, so they must manually type minimum information.
1.3. Verifying APIs
Integrated person’s registry system (IPRS) is Kenya'sKenya's reputed organization providing APIs for KYC, Identity, etc., suitable for all lending businesses. The IPRS system aims to consolidate population information into a
Macro Economics short lecture note ppt.pptx
Introduction
In life, there are universal laws that govern everything we do. These laws are so perfect that if you were to align yourself with them, you could have so much prosperity that it would be coming out of your ears. This is because God created the universe in the image and likeness of him. It is failure to follow the universal laws that causes one to fail. The laws that were created consisted of the following: ·
Law of Gratitude: The Law of Gratitude states that you must show gratitude for what you have. By having gratitude, you speed your growth and success faster than you normally would. This is because if you appreciate the things you have, even if they are small things, you are open to receiving more.
Law of Attraction: The Law of Attraction states that if you focus your attention on something long enough you will get it. It all starts in the mind. You think of something and when you think of it, you manifest that in your life. This could be a mental picture of a check or actual cash, but you think about it with an image.
Law of Karma: the Law of Karma states that if you go out and do something bad, it will come back to you with something bad. If you do well for others, good things happen to you. The principle here is to know you can create good or bad through your actions. There will always be an effect no matter what.
Law of Love: the Law of Love states that love is more than emotion or feeling; it is energy. It has substance and can be felt. Love is also considered acceptance of oneself or others. This means that no matter what you do in life if you do not approach or leave the situation out of love, it won't work.
Law of Allowing: The Law of Allowing states that for us to get what we want, we must be receptive to it. We can't merely say to the Universe that we want something if we don't allow ourselves to receive it. This will defeat our purpose for wanting it in the first place.
Law of Vibration: the Law of Vibration states that if you wish on something and use your thoughts to visualize it, you are halfway there to get it. To complete the cycle you must use the Law of Vibration to feel part of what you want. Do this and you'll have anything you want in life.
For everything to function properly there has to be structure. Without structure, our world, or universe, would be in utter chaos. Successful people understand universal laws and apply them daily. They may not acknowledge that to you, but they do follow the laws. There is a higher power and this higher power controls the universe and what we get out of it. People who know this, but wish to direct their own lives, follow the reasons. Successful people don't sit around and say "I'll try," they say yes and act on it.
Chapter - 1
The Law of Attraction
The law of attraction is the most powerful force in the universe. If you work against it, it can only bring you pain and misery. Successful people know this but have kept it hidden from the lower class for centuries because th
Customer Relationship Management(CRM).ppt
Power of Personal Appearance
Image management is the ongoing process of evaluating and controlling the impact of your appearance and the resulting response on you and others.
The concept of image management applies to anyone who has ever needed to improve self-image, self-esteem, self-confidence, capability and credibility. It applies to anyone who has ever wanted to get an idea across to someone else, to influence opinion or action is it in the home, school, church, community or business setting. It is creating an authentic, appropriate, attractive, and affordable image. Intelligence, knowledge, ability, initiative, and effort are vital to success of any kind, but regardless of whom you are, how old, and what your role or goal, ongoing image management can give you the personal/professional presence you need.
As an individual living and working in a highly complex and competitive society, you must recognize and understand the impact of your appearance as it communicates first to you and then to others. What you wear and the way you look affects:
1. The Way You Think
You can’t afford to think negatively about yourself due to some aspect of your appearance. When you appear authentic, attractive, and appropriate, you think more positively about yourself, your situation, and others.
2. The Way You Feel
You can’t afford to feel depressed, unproductive, uncomfortable, antagonistic, argumentative, self-conscious, inferior, or full of self-doubt. A positive personal appearance is a fast, effective way to boost self-confidence and overcome anxiety regarding ability or acceptance. When you appear attractively dressed and groomed, personally authentic, and appropriate for the occasion, you feel more comfortable, confident, capable, cooperative and productive.
3. The Way You Act or Behave
You can’t afford to act awkward, insecure, submissive, out-of-place, or out-of-order. Nor can you afford to act defensive, arrogant, aggressive, affected, superior, or conceited. A positive personal appearance is one of the most effective ways to improve behavior and enhance performance level or productivity. When you appear attractively dressed and groomed, personally authentic, and appropriate for the occasion, you act more secure, at ease, mannerly, competent, and naturally able to do your best.
4. The Way Others React and Respond to You
Your appearance is the one personal characteristic that is immediately obvious and accessible to others. You can’t hide it. Your appearance makes a strong statement about your personality, values, attitudes, interests, knowledge, abilities, roles, and goals. You can’t afford to be seen as disrespectful, antagonistic, affected, scatterbrained, irresponsible, ineffective, or unproductive. You can’t afford to create a negative impression or to build barriers between you and others because of unattractive, inappropriate, distracting, or offensive appearance.
When you appear attractively dressed and groomed, personally authentic, and ap
Email Writting Guideline Follow step by step PPT.pptx
Digital credit process and the steps to obtain an instant loan
𝙰𝚕𝚎𝚖𝚊𝚢𝚎𝚑𝚞 𝚂𝚒𝚖𝚎𝚗𝚎𝚑
𝙰𝚕𝚎𝚖𝚊𝚢𝚎𝚑𝚞 𝚂𝚒𝚖𝚎𝚗𝚎𝚑
𝙰𝚕𝚎𝚖𝚊𝚢𝚎𝚑𝚞 𝚂𝚒𝚖𝚎𝚗𝚎𝚑
Digital Marketing Manager @ Bank of Abyssinia | Marketing Management MA
Published Jul 9, 2023
+ Follow
Digital Lending has made it possible for many people to access the funds they need quickly and securely, without having to worry about paperwork or trips to physical banks and collateral. With competitive rates, flexible repayment plans, and fast disbursement of funds – digital lending is changing the way we view financing.
Digital lending is the process of obtaining a loan online through digital channels such as mobile apps and websites. And, this process has been gaining popularity in recent years in our country due to its convenience and ease of use. There are noteworthy examples of this. One is Michu, a platform by the Cooperative Bank of Oromia that offers credit based on a borrower's score. It specifically provided for micro, small, and medium enterprises (MSMEs). Another is Telebirr's different types of microloan services offered in collaboration with Dashen Bank. This service allows users to obtain small loans without needing collateral, using their credit score as a basis. Additionally, the Bank of Abyssinia's different Apollo instant digital loans, which is set to launch this month.
The digital credit process typically consists of the following major activities. And, the borrower will need to research and compare the existing digital lending platforms to find one that suits his needs. He should consider factors such as service charges, interest rates, loan terms, eligibility criteria, and customer reviews.
Create an account: Once the borrower has selected a provider, he will need to create an account on their platform. This typically involves providing basic personal information (name, address, phone number, email) and setting up a username and password.
Loan Application: Once he has chosen a lender, the borrower will need to fill out an online application form. This typically involves providing personal information (like name and address), financial information (such as income, employment status, and outstanding debts), and the purpose of the loan.
Document Submission: After filling out the application, the borrower will usually need to submit supporting documents. These might include proof of identity, proof of income (like pay stubs or tax returns), and bank statements. Thanks to digital technology, these documents can often be uploaded directly to the platform.
Consent to a credit check: Most digital credit providers will perform a credit check as part of the application process. By agreeing to a credit check, the borrower needs to give the provider permission to access his credit history and score, which will be used to assess his creditworthiness.
Review the loan terms: If the application is approved, the provider will present the borrower with a loan offer,
The FinTech Organisation Sstructure.pptx
Digital Lending Platform: The only guide you’ll ever need(https://moba.finance/what-is-digital-lending-platform/)
New changes in rates, regulations, competitions, and new technologies all the more increase this pressure of digital lending. Banks need a new lending technology to rapidly adapt to market shifts and stay ahead of competitors.
Fortunately, a Digital Lending Platform can help banks address all those challenges.
What is Digital Lending Platform
A Digital Lending Platform automates the journey from application to disbursement for any lending product—be it mortgages, consumer loans, or deposit accounts.
With Digital Lending Platforms, banks can acquire and assess customers faster while enhancing back-office processes and reducing costs. It helps banks solve these challenges by delivering an all-in-one place to manage individual customers’ lending journey—from application, underwriting, to disbursement and collection.
In today’s everything-digital world, customers are so used to the seamless and intuitive shopping experience from Momo, Shopee, and Grab. They expect the same thing from lending. Customers demand the ability to apply for loans and are disbursed online via digital platforms, without having to visit the physical branch.
Below are some of the capabilities of a Digital Lending Platform:
Seamless customer experiences from application to collection
With the Digital Lending Platform, your potential lenders can use any device—be it the mobile phone, tablet, or desktop—to apply for loans and complete the follow-up tasks to receive the disbursement. The platform supports everything involved in the lending workflow, which involves connecting to their bank account, uploading documents, completing the eKYC process, providing e-signature, … All that is customizable to meet banks’ unique requirements.
Role-based tools for loan officers
A Digital Lending Platform provides each officer with a digital workspace to support lenders. The workspace typically includes interfaces for managing applications, communicating with customers online to complete follow-ups, providing settlement and closing services, and engaging with referral partners.
Automated verification and accuracy checks
By directly connecting to financial data sources, the digital lending platform helps banks eliminate the use of paper. It makes approvals faster and reduces fraud risk by integrating a wide range of eKYC solutions to verify customers’ identity, assets, employment, and income.
Data-driven workflows and automated decisioning
The Digital Lending Platform applies workflows that loan officers can customize themselves without having to write codes. The result is that manual, paper-based processes are reduced significantly. Also, it can automate requests for information, which provides underwriters with accurate and up-to-date loan files to finalize credit decisioning. In addition, the platform can automatically apply bank’s credit policies to unlock more efficiency
Supply Chain Financing to MSMEs businesses PPT.ppt
Bank
Management
In Africa, women entrepreneurs play a growing role in diversifying production and services. However, they are facing the problem of financial shortage; a recent report by the African Development Bank showed that there is an estimated $42 billion financing gap for female entrepreneurs in Africa. The study demonstrated that women are facing more difficult conditions than men entrepreneurs such as limited access to key resources (including land and credit), the legal and regulatory framework, and the socio-cultural environment. The economy's full potential cannot be realized if half of its population cannot fully contribute, and women have faced many hurdles in the entrepreneurship journey, prompting responsible bodies to devise affirmative solutions.
Ethiopia's female population is 49.8%, but small businesses owned by women only make up 16.5% of the total number of entrepreneurs. Limited access to finance, business networks, development services, and business management skills hinders women entrepreneurs. The government is promoting women entrepreneurs through initiatives like training and financial support. The Commercial Bank of Ethiopia (CBE) is introducing a customer-centric business model to cater to its customers' needs and values. The bank aims to increase the outreach of financial products and services to a larger population, particularly women who own business enterprises. The bank has established a micro business department to adjust itself with the micro business loan demanding customers. These factors can be considered as business drivers and factors enforcing CBE to come up with a gender-specific solution.
The micro business banking department conducted a feasibility study on financing women-owned Micro, Small and Medium Enterprises (MSMEs), and has proposed a collateral-free loan product to bridge the financial gap. In the feasibility study it has been also demonstrated that financing women owned MSMEs could promote financial inclusion and economic empowerment, boosting growth and forming the backbone of vibrant economies.
Therefore, this proposal aims to provide a method how CBE should finance for selected formal women-owned MSMEs in Ethiopia to alleviate their financing gap. It is being proposed that, the CBE shall start the product by making a pilot test for women-owned microbusinesses from Addis Ababa City Administration, with local stakeholders providing data, support, and training for three years. The bank could be benefited from implementing this proposal to attract and retain micro customers, penetrate the micro credit-market, and to adjust itself with the micro customers’ demand.
2. Objectives of the proposal
2.1. General Objectives
This proposal aims to provide customized microloans for women MSMEs to ensure equitable resource allocation and profitability for the bank.
2.2. Specific Objectives
• To play a major role in supporting and promoting women-owned MSMEs through availing useful and affordable loan
Introduction to Financial Management ppt.ppt
1.1. Nature and Definition of Auditing
Different scholars have defined auditing in different ways. For example, Auditing is a process of collection and evaluation of evidence for the purpose of reporting on economic transaction. The other definition of auditing given by the Institute of Chartered Accountants of India, in its publication titled, General Guidelines on Internal Auditing has defined auditing as ‘ a systematic and independent evaluation of data, statements, records, operations and performances ( financial or otherwise) of an enterprise for stated purpose. In any auditing situation, the auditor perceives and recognizes the propositions before him for examination, collects evidence, evaluates the same and on this basis formulates his/her judgment which is communicated through audit report.
As it is cited in Kanal Gupta and Arora A.(1996,p6), Arens and Loebbecke defined auditing as the process by which a complete, independent person accumulates and evaluates evidence about quantifiable information related to specific economic entity for the purpose of determining and reporting on the degree of correspondence between the quantifiable information and established criteria. To sum up, Auditing is the process of verifying the assertions produced by accounting, as to whether they present a true and fair view of the entity's financial position in accordance with accounting standards and GAAP. In other words, auditing seeks to verify whether or not financial records have been properly prepared.
Study Note
The term audit is derived from the Latin term ‘audire,’ which means to hear. In early days an auditor used to listen to the accounts read over by an accountant in order to check them Auditing is as old as accounting.
It was in use in all ancient countries such as Mesopotamia, Greece, Egypt. Rome, U.K. and India. The Vedas contain reference to accounts and auditing.
The original objective of auditing was to detect and prevent errors and frauds and most recently objective of audit shifted to ascertain whether the accounts were true and fair rather than detection of errors and frauds.
Auditing evolved and grew rapidly after the industrial revolution in the 18th century with the growth of the joint stock companies the ownership and management became separate.
The shareholders who were the owners needed a report from an independent expert on the accounts of the company managed by the board of directors who were the employees.
1.2. Historical Development of Auditing
The development of auditing is closely linked to the development of accounting. In the early stage of civilization, the number of transaction was usually so small that able to record the transactions himself. However, with the growth of civilization and consequential growth in volume and complexity of transactions, it becomes necessary to entrust the job of recording the transactions to other persons. The trend started with maintenance of accounts to empires by public officials
A Strategic Planning Presentation PPT.pptx
Today’s complex global challenges require partnerships across sectors and societies to achieve equitable and sustainable results for stakeholders and realize strategic objectives stipulated. The United Nations General Assembly defines partnerships as voluntary and collaborative relationship between various parties, both public and non-public, in which all participants agree to work together to achieve a common purpose or undertake a specific task and, as mutually agreed, to share risks, responsibilities, resources and benefits.
Alexander et al. (2001) also defines partnership as strategically formed relationship between organizations that involve varying degrees of resource sharing, joint decision making, and collaborative work to address common interests, and achieve shared goals. While there are many theoretically recognized benefits and advantages to partnerships, the answer to why one seeks to establish partnership is relatively simple. The presumption is that, there is added value in working with other organizations .
Strategically, the Commercial Bank of Ethiopia (CBE) has adopted partnering with developmental organs (Regional Organs) and collaboration institutions strategic response in crafting both local and foreign currency resource mobilization strategies.
A strategic partnering for CBE is nothing but it is a form of an agreement with government/public organs/Institutions under the theme of mutual growth and success. In other words, it is forming a strong relationship with organizations like governmental organs that have shared interest, vision, goal & objectives (development) in order to reach a new market and excel competitors/rivals by providing excellent banking services.
On the other hand, collaboration for CBE shall mean work with another organ in order to achieve or do something that sounds disarmingly simple and coordinating the efforts of employees and resource deployed in providing services and selling of products. Since then, it is struggling to implement these strategic responses accordingly at all level of the bank in the course of resource mobilization tasks.
According to the revised Deposit Mobilization Strategy for 2015/16-2019/20 outlines various strategic responses for deposit mobilization. Strengthening Collaboration with Development Partners is one of them. The document begins by stating the invaluable importance of strategic partners in the success of CBE over the past strategic periods and without the active support of partners, CBE’s deposit mobilization effort would have been very difficult, if not impossible.
But the strategy document stresses that it is not sufficient to sustain their support for long unless the CBE understands their interest or demand and support their area of concern as much as possible.
In 2017, CBE undertook an assessment on the possible areas of engagement with Developmental Partners (DPs) . In this assessment, it is observed that there has been limited understanding about the concep
Concept of Customer Relationship Management (CRM) fINAL PPT.ppt
• Type and location of collateral;
• Evidence of collateral (title deed No., booklet No, etc);
• The security/collateral coverage (the security-to-loan ratio) is as per the Bank’s requirement;
• The comment of the Bank engineers’ on the property estimation format;
• The completeness of the collateral documentation;
• The strength of the collateral depends on the stability of its realizable value and convertibility to cash as and when desired; and
• Other collateral risks, if any.
5. Management/Owner of the business:
• The number and breakdown of the employees of the business and their educational qualification;
• Comment on the experience and skills of the owner/management of the business;
• Assess the character, competence and capacity of the owner/management of the business;
• The integrity of the borrower;
• The borrower’s past track record;
• The borrower’s response to the Bank’s information requirements;
• The willingness of the borrower to allow the Bank’s authorized personnel to have access to the books of records as well as to the business and the collateral; and
• Management/ownership risk, if any.
6. Key Customers and Suppliers of the Business:
Identify the main customers and suppliers of the business and comment on the terms of the trade for sales and purchases.
7. Credit Exposure
All existing lending exposure, types, terms, repayments and status of the loans within the Bank and other banks clearly indicated.
8. Borrower’s Loan Account Performance
This assessment shall be conducted when the borrower is or was a customer of the CBE. The Lending Officer should clearly indicate the utilization of the credit facilities and/or loan repayments of the applicant. (Attach the range of account/Overdraft utilization worksheet).
9. Condition of Fixed Assets
Analyze the age and condition of the fixed assets (buildings, machinery, equipment, etc.) owned by the business;
Identify any plans for asset replacement, or expansion in the next years.
10. Financial Statement Analysis
The Lending Officers must assess the repayment capacity of a business to meet its loan and identify the source of repayment. The Lending Officer must also have done a ratio analysis in order to assess the customer ability to repay his/her/its debt.
The Lending Officer must analyze and interpret the cash-flow and the financial ratios from the historical financial accounts of the business. If the Lending Officer has a computer, he/she must have prepare the CBE Financial Analysis Spreadsheet and attached therewith.
Ratios are the main tools of financial analysis. There are an endless number of ratios that could be established between the figures in a set of financial statements. Nonetheless, the Lending Officer must calculate at least the following ratios that will give useful information to the Bank. The Lending Officer must also compare each ratio from the previous periods. The reason for any major changes from one period to another must be ascertained t
Auditing Short Note.pdf for accounting and finance
አምስት የውጭ አገር ባንኮች በኢትዮጵያ ፈቃድ ሊሰጣቸው ነው ተብሏል።
አምስት የውጭ አገር ባንኮች ኢትዮጵያ ውስጥ ገብተው አገልግሎት ለመስጠት የሚያስችላቸው ፈቃድ እንደሚሰጣቸው የኢትዮጵያ ብሔራዊ ባንክ አስታወቀ።
አገር በቀል ባንኮች ከወዲሁ ከፍተኛ ዝግጅት ማድረግ እና ቀድሞ የነበራቸውን ስትራቴጂ መከለስ እንዳለባቸውም አሳስቧል።
የኢትዮጵያ ብሄራዊ ባንክ የገንዘብ ተቋማት ዘርፍ ምክትል ገዥ አቶ ሠለሞን ደስታ ከኢፕድ ጋር ባደረጉት ቆይታ፤ የአገር ውስጥ የፋይናንስ ተቋማትን ከማጠናከር ጎን ለጎንም የውጭ ባንኮችን ወደ አገር ውስጥ ለማስገባት እየተሰራ ነው።
‹‹ሥራውን አሁን እያጠናቀቅን ነው። አዋጁን የመከለስ ሥራውንም እያጠናቀቅን ነው:: ከለጋሾች አንዳንድ ግብዓቶችን እየጠየቅን ነው። በወራት ዕድሜ ለህዝብ እንደራሴዎች ይቀርባል:: ስለዚህ ስራው እየተፋጠነ ነው” ብለዋል አቶ ሠለሞን።
በሚቀጥሉት አምስት ዓመታት ከሦስት እስከ አምስት ለሚደርሱ የውጭ ባንኮች ፈቃድ ለመስጠት እቅድ ተይዞ እየተሰራ መሆኑንም አቶ ሠለሞን ገልጸዋል።
እንደ ምክትል ገዥው ገለጻ፤ የውጭ ባንኮች የአገር ውስጥ ባንኮችን ከገበያ እንዳያስወጧቸው የአገር ውስጥ የፋይናንስ ተቋማት አቅም ግንባታ ላይ ሊሰሩ ይገባል፤ለዚህም የተቀመጠ አሰራር መኖሩን አመልክተዋል።
ተቋማቱ ከመደበኛ በጀታቸው ሁለት ከመቶ የሚሆነውን ለአቅም ግንባታ እንዲያውሉትና ይህም ለባንኮች ከረጅም ዓመታት በፊት የተላለፈ መሆኑን፣ አሁንም ድረስ በዚሁ አግባብ ክትትል እንደሚደረግ አቶ ሠለሞን አስረድተዋል።
አሁን ቀድሞ እንደተለመደው መሄድ አይቻልም ያሉት አቶ ሠለሞን፣ ሪፎርም ከተደረገ ወዲህ ብዙ አዳዲስ ነገሮች አሉ፤ በጀት ተመድቦም በሰፊው መስራት አስፈላጊ ነው ብለዋል።
“በተለይም ማን ከማን ጋር መሥራት አለበት፤ ማን ከማን ጋር ቢዋሃድ ያዋጣል የሚለውን ከአሁኑ ማሰብ ይገባል:: ከውጭ ከሚመጡ ተቋማትም ጋር እንዴት በቅንጅት መስራት እንዳለባቸው ከወዲሁ ማሰብ ይጠበቅባቸዋል፤ ካፒታል፣ እውቀት እና ቴክኖሎጂ እንዴት መጋራት እንደሚቻልም ባንኮቹ ከወዲሁ ሊያጤኑት ይገባል:: በተጨማሪም ሌሎች ባንኮችን ሄደው መጎብኘት አለባቸው” ሲሉም አስተያየታቸውን ሰጥተዋል።
በተለይም የቦርዱ አመራርና አሰራር፣ ማኔጅመንቱ የሚያስተዳድርበትን መንገድና ሥርዓት፣ የህግ ማዕቀፎች፣ የቴክኖሎጂ አጠቃቀምና የሰው ኃይል አስተዳደር ጭምር ማወቅ ተገቢ መሆኑን አሳስበዋል ሲል ኢፕድ አስነብቧል።።
ወደዚህ ሥራ ለመግባትም የፋይናንስ ተቋማት ካፒታላቸውን ማሳደግ እንዳለባቸው የገለፁት ምክትል ገዥው፤ ቀደም ሲል የነደፉትን ስትራቴጂ ብቻ መጠቀም ሳይሆን መልሰው ማየትና መከለስ አለባቸው፤ ከሚመጣው ሁኔታ አኳያ እነዚህንና ሌሎች ሁኔታዎችን ታሳቢ የሚያደርጉ ጉዳዮችን በሙሉ ጥንቃቄ በተሞላው መንገድ መሥራት ይገባል ሲሉም ጠቅሰዋል።
በአጠቃላይ ባንኮች መጪውን ጊዜ እና ቴክኖሎጂ ማዕከል ያደረገ ሥራ እና አቅም መገንባት ብሎም በሴክተሩ ላይ የተሻለ ልምድና እውቀት አካብተው መገኘት እንዳለባቸው አቶ ሠለሞን አሳስበዋል።
አምስት የውጭ አገር ባንኮች በኢትዮጵያ ፈቃድ ሊሰጣቸው ነው ተብሏል።
አምስት የውጭ አገር ባንኮች ኢትዮጵያ ውስጥ ገብተው አገልግሎት ለመስጠት የሚያስችላቸው ፈቃድ እንደሚሰጣቸው የኢትዮጵያ ብሔራዊ ባንክ አስታወቀ።
አገር በቀል ባንኮች ከወዲሁ ከፍተኛ ዝግጅት ማድረግ እና ቀድሞ የነበራቸውን ስትራቴጂ መከለስ እንዳለባቸውም አሳስቧል።
የኢትዮጵያ ብሄራዊ ባንክ የገንዘብ ተቋማት ዘርፍ ምክትል ገዥ አቶ ሠለሞን ደስታ ከኢፕድ ጋር ባደረጉት ቆይታ፤ የአገር ውስጥ የፋይናንስ ተቋማትን ከማጠናከር ጎን ለጎንም የውጭ ባንኮችን ወደ አገር ውስጥ ለማስገባት እየተሰራ ነው።
‹‹ሥራውን አሁን እያጠናቀቅን ነው። አዋጁን የመከለስ ሥራውንም እያጠናቀቅን ነው:: ከለጋሾች አንዳንድ ግብዓቶችን እየጠየቅን ነው። በወራት ዕድሜ ለህዝብ እንደራሴዎች ይቀርባል:: ስለዚህ ስራው እየተፋጠነ ነው” ብለዋል አቶ ሠለሞን።
በሚቀጥሉት አምስት ዓመታት ከሦስት እስከ አምስት ለሚደርሱ የውጭ ባንኮች ፈቃድ ለመስጠት እቅድ ተይዞ እየተሰራ መሆኑንም አቶ ሠለሞን ገልጸዋል።
እንደ ምክትል ገዥው ገለጻ፤ የውጭ ባንኮች የአገር ውስጥ ባንኮችን ከገበያ እንዳያስወጧቸው የአገር ውስጥ የፋይናንስ ተቋማት አቅም ግንባታ ላይ ሊሰሩ ይገባል፤ለዚህም የተቀመጠ አሰራር መኖሩን አመልክተዋል።
ተቋማቱ ከመደበኛ በጀታቸው ሁለት ከመቶ የሚሆነውን ለአቅም ግንባታ እንዲያውሉትና ይህም ለባንኮች ከረጅም ዓመታት በፊት የተላለፈ መሆኑን፣ አሁንም ድረስ በዚሁ አግባብ ክትትል እንደሚደረግ አቶ ሠለሞን አስረድተዋል።
አሁን ቀድሞ እንደተለመደው መሄድ አይቻልም ያሉት አቶ ሠለሞን፣ ሪፎርም ከተደረገ ወዲህ ብዙ አዳዲስ ነገሮች አሉ፤ በጀት ተመድቦም በሰፊው መስራት አስፈላጊ ነው ብለዋል።
“በተለይም ማን ከማን ጋር መሥራት አለበት፤ ማን ከማን ጋር ቢዋሃድ ያዋጣል የሚለውን ከአሁኑ ማሰብ ይገባል:: ከውጭ ከሚመጡ ተቋማትም ጋር እንዴት በቅንጅት መስራት እንዳለባቸው ከወዲሁ ማሰብ ይጠበቅባቸዋል፤ ካፒታል፣ እውቀት እና ቴክኖሎጂ እንዴት መጋራት እንደሚቻልም ባንኮቹ ከወዲሁ ሊያጤኑት ይገባል:: በተጨማሪም ሌሎች ባንኮችን ሄደው መጎብኘት አለባቸው” ሲሉም አስተያየታቸውን ሰጥተዋል።
በተለይም የቦርዱ አመራርና አሰራር፣ ማኔጅመንቱ የሚያስተዳድርበትን መንገድና ሥርዓት፣ የህግ ማዕቀፎች፣ የቴክኖሎጂ አጠቃቀምና የሰው ኃይል አስተዳደር ጭ
Starting A Foundation Guidance for Advisors.ppt
Money Market and Capital Market: Difference
Both the money market and the capital market are the two different types of the financial markets where in the money market is used for the purpose of short term borrowing and lending whereas the capital market is used for the long term assets i.e., the assets which have the maturity of more than one year.
Money markets are unorganized markets where banks, financial institutions, money dealers and brokers trade in financial instruments for a short period of time. They trade in short-term debt instruments like trade credit, commercial paper, certificate of deposit, T bills, etc. which are highly liquid and can be redeemed in the period less than 1 year . It helps the business and industries with working capital requirements.
The capital market is a type of financial market where financial products like stocks, bonds, debentures are traded for a long duration of time. They serve the purpose of long-term financing and long-term capital requirement. The Capital mark
Money Market and Capital Market: Difference
Both the money market and the capital market are the two different types of the financial markets where in the money market is used for the purpose of short term borrowing and lending whereas the capital market is used for the long term assets i.e., the assets which have the maturity of more than one year.
Money markets are unorganized markets where banks, financial institutions, money dealers and brokers trade in financial instruments for a short period of time. They trade in short-term debt instruments like trade credit, commercial paper, certificate of deposit, T bills, etc. which are highly liquid and can be redeemed in the period less than 1 year . It helps the business and industries with working capital requirements.
The capital market is a type of financial market where financial products like stocks, bonds, debentures are traded for a long duration of time. They serve the purpose of long-term financing and long-term capital requirement. The Capital mark
Money Market and Capital Market: Difference
Both the money market and the capital market are the two different types of the financial markets where in the money market is used for the purpose of short term borrowing and lending whereas the capital market is used for the long term assets i.e., the assets which have the maturity of more than one year.
Money markets are unorganized markets where banks, financial institutions, money dealers and brokers trade in financial instruments for a short period of time. They trade in short-term debt instruments like trade credit, commercial paper, certificate of deposit, T bills, etc. which are highly liquid and can be redeemed in the period less than 1 year . It helps the business and industries with working capital requirements.
The capital market is a type of financial market where financial products like stocks, bonds, debentures are traded for a long duration of time. They serve the purpose
Lending Principles In Commercial Banking.ppt
General Principles of Lending:
When a request for a loan is received, it is important to ensure that the borrower has the legal capacity to borrow. The other matters upon which the information should be obtained are: the purpose of advance, the amount involved, the duration of the advance, the sources of repayment, the profitability of transaction, and, where applicable, the security offered. The most fundamental principle of all is that the bank should have confidence in the integrity, competence and continuing credit worthiness of the borrower.
• Know Your Customer:
While entertaining a proposal for advance, the branch has to first ensure compliance with the KYC norms.
• Pre- Sanction Stage:
Obtain/compile the following:
• Bio-data/declaration of assets owned by the borrower and guarantor along with latest income tax/wealth tax assessment copies and compilation of opinion reports.
• Particulars of immediate family members/legal heirs along with their father’s name and age.
• Audited balance sheets for the previous 3 years, estimated balance sheet for the current year and projected balance sheet for the next year.
• Particulars of existing borrowing arrangements and credit reports/no objection letters from existing banks if any.
• It should be followed by independent verification by the branch incumbent.
• Details of associate/group concerns, their borrowing arrangements and their latest balance sheets.
• No objection letter from term loan lender(s) if already financed by them and their permission/willingness to cede pari passu/ second charge on their security.
• The position of term working capital liabilities with various banks/FIs and details thereof viz., Limit, DP, Out standings, Irregularities (if any).
• Conduct a search/obtain a search report from Registrar of Companies to ascertain position of charges created already.
•
• Due Diligence:
• Branch Manager should do adequate Due Diligence before bringing an asset to the Bank’s books. This will avoid NPA.
• Thorough inquiry about the prospective borrower (with other banks, Financial Institutions, etc.) market intelligence, his past track record of performance and repayment of obligations, credit worthiness (Net Worth) must be done.
• Personal visit to his office/place of business will give an idea of his business.
• Processing of Applications:
While processing the applications, the following should be looked into and commented upon in the proposal:
• Due diligence on promoters’ background, their track record of repayment by checking with their existing bankers (NPA status) (any rephasements, any compromise entered into), credit worthiness, market reputation etc.
• Latest RBI defaulters’ list and willful defaulters' list —Company and their Directors.
• Bank’s loan policy.
• Contractual capacity of the borrower regarding borrowing powers/any restrictions on borrowings and names of persons authorized to borrow by verifications of:
• Partnership deed
A Short History of Banking SYSTEM PPT.ppt
Power of Personal Appearance
Image management is the ongoing process of evaluating and controlling the impact of your appearance and the resulting response on you and others.
The concept of image management applies to anyone who has ever needed to improve self-image, self-esteem, self-confidence, capability and credibility. It applies to anyone who has ever wanted to get an idea across to someone else, to influence opinion or action is it in the home, school, church, community or business setting. It is creating an authentic, appropriate, attractive, and affordable image. Intelligence, knowledge, ability, initiative, and effort are vital to success of any kind, but regardless of whom you are, how old, and what your role or goal, ongoing image management can give you the personal/professional presence you need.
As an individual living and working in a highly complex and competitive society, you must recognize and understand the impact of your appearance as it communicates first to you and then to others. What you wear and the way you look affects:
1. The Way You Think
You can’t afford to think negatively about yourself due to some aspect of your appearance. When you appear authentic, attractive, and appropriate, you think more positively about yourself, your situation, and others.
2. The Way You Feel
You can’t afford to feel depressed, unproductive, uncomfortable, antagonistic, argumentative, self-conscious, inferior, or full of self-doubt. A positive personal appearance is a fast, effective way to boost self-confidence and overcome anxiety regarding ability or acceptance. When you appear attractively dressed and groomed, personally authentic, and appropriate for the occasion, you feel more comfortable, confident, capable, cooperative and productive.
3. The Way You Act or Behave
You can’t afford to act awkward, insecure, submissive, out-of-place, or out-of-order. Nor can you afford to act defensive, arrogant, aggressive, affected, superior, or conceited. A positive personal appearance is one of the most effective ways to improve behavior and enhance performance level or productivity. When you appear attractively dressed and groomed, personally authentic, and appropriate for the occasion, you act more secure, at ease, mannerly, competent, and naturally able to do your best.
4. The Way Others React and Respond to You
Your appearance is the one personal characteristic that is immediately obvious and accessible to others. You can’t hide it. Your appearance makes a strong statement about your personality, values, attitudes, interests, knowledge, abilities, roles, and goals. You can’t afford to be seen as disrespectful, antagonistic, affected, scatterbrained, irresponsible, ineffective, or unproductive. You can’t afford to create a negative impression or to build barriers between you and others because of unattractive, inappropriate, distracting, or offensive appearance.
When you appear attractively dressed and groomed, personally authentic, and ap
Economy of money, banking, and finance EuroMAC_Ch11.pptx
The 5 C's of leadership are:
1. Communication: Effective leaders are skilled communicators who can convey their ideas clearly, listen actively, and foster open dialogue among team members.
2. Confidence: Strong leaders have confidence in themselves, their abilities, and their decisions. They inspire trust and instill confidence in others through their demeanor and actions.
3. Commitment: Leaders demonstrate commitment to their goals, vision, and values. They are dedicated to the success of their team or organization and are willing to put in the necessary effort and resources to achieve it.
4. Creativity: Successful leaders are innovative and adaptable, able to think outside the box and find creative solutions to challenges. They encourage creativity and embrace new ideas and perspectives.
5. Character: Leaders with strong character possess integrity, honesty, and ethical behavior. They lead by example, earning respect and trust from their followers through their actions and moral principles.The 5 C's of leadership are:
1. Communication: Effective leaders are skilled communicators who can convey their ideas clearly, listen actively, and foster open dialogue among team members.
2. Confidence: Strong leaders have confidence in themselves, their abilities, and their decisions. They inspire trust and instill confidence in others through their demeanor and actions.
3. Commitment: Leaders demonstrate commitment to their goals, vision, and values. They are dedicated to the success of their team or organization and are willing to put in the necessary effort and resources to achieve it.
4. Creativity: Successful leaders are innovative and adaptable, able to think outside the box and find creative solutions to challenges. They encourage creativity and embrace new ideas and perspectives.
5. Character: Leaders with strong character possess integrity, honesty, and ethical behavior. They lead by example, earning respect and trust from their followers through their actions and moral principles.
Chapter 6.pptx Data Analysis and processing
CRM 101: What is CRM?
This is a simple definition of CRM.
Customer relationship management (CRM) is a technology for managing all your company’s relationships and interactions with customers and potential customers. The goal is simple: Improve business relationships to grow your business. A CRM system helps companies stay connected to customers, streamline processes, and improve profitability.
When people talk about CRM, they are usually referring to a CRM system, a tool that helps with contact management, sales management, agent productivity, and more. CRM tools can now be used to manage customer relationships across the entire customer lifecycle, spanning marketing, sales, digital commerce, and customer service interactions.
A CRM solution helps you focus on your organization’s relationships with individual people — including customers, service users, colleagues, or suppliers — throughout your lifecycle with them, including finding new customers, winning their business, and providing support and additional services throughout the relationship.
Who is CRM for?
A CRM system gives everyone — from sales, customer service, business development, recruiting, marketing, or any other line of business — a better way to manage the external interactions and relationships that drive success. A CRM tool lets you store customer and prospect contact information, identify sales opportunities, record service issues, and manage marketing campaigns, all in one central location — and make information about every customer interaction available to anyone at your company who might need it.
With visibility and easy access to data, it's easier to collaborate and increase productivity. Everyone in your company can see how customers have been communicated with, what they’ve bought, when they last purchased, what they paid, and so much more. CRM can help companies of all sizes drive business growth, and it can be especially beneficial to a small business, where teams often need to find ways to do more with less.
Here’s why CRM matters to your business.
CRM is the largest and fastest-growing enterprise application software category, and worldwide spending on CRM is expected to reach USD $114.4 billion by the year 2027. If your business is going to last, you need a strategy for the future that’s centered around your customers, and enabled by the right technology. You have targets for sales, business objectives, and profitability. But getting up-to-date, reliable information on your progress can be tricky. How do you translate the many streams of data coming in from sales, customer service, marketing, and social media monitoring into useful business information?
A CRM system can give you a clear overview of your customers. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more. You can even choose to include information
More from etebarkhmichale (20)
Entrepreneurship Short Note.pptx for Business Students
Entrepreneurship Short Note.pptx for Business Students
English Email Writing byme- at work place ppt pptx
English Email Writing byme- at work place ppt pptx
Email Writting Guideline Follow step by step PPT.pptx
Email Writting Guideline Follow step by step PPT.pptx
Supply Chain Financing to MSMEs businesses PPT.ppt
Supply Chain Financing to MSMEs businesses PPT.ppt
Concept of Customer Relationship Management (CRM) fINAL PPT.ppt
Concept of Customer Relationship Management (CRM) fINAL PPT.ppt
Auditing Short Note.pdf for accounting and finance
Auditing Short Note.pdf for accounting and finance
Economy of money, banking, and finance EuroMAC_Ch11.pptx
Economy of money, banking, and finance EuroMAC_Ch11.pptx
Recently uploaded
Mindfulness Techniques Cultivating Calm in a Chaotic World.pptx
In today’s fast-paced world, stress and anxiety have become common companions for many. With constant connectivity and an unending stream of information, finding moments of peace can seem like an insurmountable challenge. However, mindfulness techniques offer a beacon of calm amidst the chaos, helping individuals to center themselves and find balance. These practices, rooted in ancient traditions and supported by modern science, are accessible to everyone and can profoundly impact mental and emotional well-being.
Assignment 2 Task 1: Digital Marketing Course
How Consumers Use Technology And Its Impact On Their Lives
PickUp_conversational AI_Capex, Inc._20240610
PickUp, Improve conversions with scenario-based conversational AI.
Mastering The Best Restaurant Advertising Campaigns Detailed Guide
A guide for making the Best Restaurant Advertising Campaigns with demographics, data analytics, and digital advertising for measurable results.
Digital Marketing Trends - Experts Insights on How to Gain a Competitive Edge...
Digital Marketing Trends - Experts Insights on How to Gain a Competitive Edge...DigiMarCon - Digital Marketing, Media and Advertising Conferences & Exhibitions
The digital marketing industry is changing faster than ever and those who don’t adapt with the times are losing market share. Where should marketers be focusing their efforts? What strategies are the experts seeing get the best results? Get up-to-speed with the latest industry insights, trends and predictions for the future in this panel discussion with some leading digital marketing experts.Get admission in various courses and boost your employment opportunities.
Learn various courses and get employment opportunities.
From Hope to Despair The Top 10 Reasons Businesses Ditch SEO Tactics.pptx
From Hope to Despair: The Top 10 Reasons Businesses Ditch SEO Tactics
Are you tired of seeing your business's online visibility plummet from hope to despair? When it comes to SEO tactics, many businesses find themselves grappling with challenges that lead them to abandon their strategies altogether. In a digital landscape that's constantly evolving, staying on top of SEO best practices is crucial to maintaining a competitive edge.
In this blog, we delve deep into the top 10 reasons why businesses ditch SEO tactics, uncovering the pain points that may resonate with you:
1. Algorithm Changes: The ever-changing algorithms can leave businesses feeling like they're chasing a moving target. Search engines like Google frequently update their algorithms to improve user experience and provide more relevant search results. However, these updates can significantly impact your website's visibility and ranking if you're not prepared.
2. Lack of Results: Investing time and resources without seeing tangible results can be disheartening. The absence of immediate results often leads businesses to lose faith in their SEO strategies. It's important to remember that SEO is a long-term game that requires patience and consistent effort.
3. Technical Challenges: From site speed issues to complex metadata implementation, technical hurdles can be daunting. Overcoming these challenges is crucial for SEO success, as technical issues can hinder your website's performance and user experience.
4. Keyword Competition: Fierce competition for top keywords can make it hard to rank effectively. Businesses often struggle to find the right balance between targeting high-traffic keywords and finding less competitive, niche keywords that can still drive significant traffic.
5. Lack of Understanding of SEO Basics: Many businesses dive into the complex world of SEO without fully grasping the fundamental principles. This lack of understanding can lead to several issues:
Keyword Awareness: Failing to recognize the importance of keyword research and targeting the right keywords in content.
On-Page Optimization: Ignorance regarding crucial on-page elements such as meta tags, headers, and content structure.
Technical SEO Best Practices: Overlooking essential aspects like site speed, mobile responsiveness, and crawlability.
Backlinks: Not understanding the value of high-quality backlinks from reputable sources.
Analytics: Failing to track and analyze data prevents businesses from optimizing their SEO efforts effectively.
6. Unrealistic Expectations and Timeframe: Entrepreneurs often fall prey to the allure of quick fixes and overnight success. Unrealistic expectations can overshadow the reality of the time and effort needed to see tangible results in the highly competitive digital landscape. SEO is a long-term strategy, and setting realistic goals is crucial for success.
#SEO #DigitalMarketing #BusinessGrowth #OnlineVisibility #SEOChallenges #BostonSEO
Data-Driven Personalization - Build a Competitive Advantage by Knowing Your C...
Data-Driven Personalization - Build a Competitive Advantage by Knowing Your C...DigiMarCon - Digital Marketing, Media and Advertising Conferences & Exhibitions
Data-Driven Personalization: Build a Competitive Advantage by Knowing Your Customers Better Than Your CompetitionMastering SEO for Google in the AI Era - Dennis Yu
Mastering SEO for Google in the AI Era - Dennis YuDigiMarCon - Digital Marketing, Media and Advertising Conferences & Exhibitions
Mastering Local SEO for Service Businesses in the AI Era"" is tailored specifically for local service providers like plumbers, dentists, and others seeking to dominate their local search landscape. This session delves into leveraging AI advancements to enhance your online visibility and search rankings through the Content Factory model, designed for creating high-impact, SEO-driven content. Discover the Dollar-a-Day advertising strategy, a cost-effective approach to boost your local SEO efforts and attract more customers with minimal investment. Gain practical insights on optimizing your online presence to meet the specific needs of local service seekers, ensuring your business not only appears but stands out in local searches. This concise, action-oriented workshop is your roadmap to navigating the complexities of digital marketing in the AI age, driving more leads, conversions, and ultimately, success for your local service business.
Key Takeaways:
Embrace AI for Local SEO: Learn to harness the power of AI technologies to optimize your website and content for local search. Understand the pivotal role AI plays in analyzing search trends and consumer behavior, enabling you to tailor your SEO strategies to meet the specific demands of your target local audience. Leverage the Content Factory Model: Discover the step-by-step process of creating SEO-optimized content at scale. This approach ensures a steady stream of high-quality content that engages local customers and boosts your search rankings. Get an action guide on implementing this model, complete with templates and scheduling strategies to maintain a consistent online presence. Maximize ROI with Dollar-a-Day Advertising: Dive into the cost-effective Dollar-a-Day advertising strategy that amplifies your visibility in local searches without breaking the bank. Learn how to strategically allocate your budget across platforms to target potential local customers effectively. The session includes an action guide on setting up, monitoring, and optimizing your ad campaigns to ensure maximum impact with minimal investment.What Software is Used in Marketing in 2024.
This paper explores the diverse landscape of marketing software, examining its pivotal role in modern marketing strategies. It provides a comprehensive overview of various types of marketing software tools and platforms essential for enhancing efficiency, optimizing campaigns, and achieving business objectives. Key categories discussed include email marketing software, social media management tools, content management systems (CMS), customer relationship management (CRM) software, search engine optimization (SEO) tools, and marketing automation platforms.
The paper delves into the functionalities, benefits, and examples of each type of software, highlighting their unique contributions to effective marketing practices. It explores the importance of integration and automation in maximizing the impact of these tools, addressing challenges and strategies for seamless implementation across different marketing channels.
Furthermore, the paper examines emerging trends in marketing software, such as AI and machine learning applications, personalization strategies, predictive analytics, and the ethical considerations surrounding data privacy and consumer rights. Case studies illustrate real-world applications and success stories of businesses leveraging marketing software to achieve significant outcomes in their marketing campaigns.
In conclusion, this paper provides valuable insights into the evolving landscape of marketing technology, emphasizing the transformative potential of software solutions in driving innovation, efficiency, and competitive advantage in today's dynamic marketplace.
This description outlines the scope, structure, and focus of the paper, giving readers a clear understanding of what to expect and why the topic of marketing software is important and relevant in contemporary marketing practices.
Efficient Website Management for Digital Marketing Pros
Learn how to optimize website projects, leverage SEO tactics effectively, and implement product-led marketing approaches for enhanced digital presence and ROI.
This session is your key to unlocking the secrets of successful digital marketing campaigns and maximizing your business's online potential.
Actionable tactics you can apply after this session:
- Streamlined Website Management: Discover techniques to streamline website development, manage day-to-day operations efficiently, and ensure smooth project execution.
- Effective SEO Practices: Gain valuable insights into optimizing your website for search engines, improving visibility, and driving organic traffic to your digital assets.
- Leverage Product-Led Marketing: Explore strategies for incorporating product-led marketing principles into your digital marketing efforts, enhancing user engagement and driving conversions.
Don't miss out on this opportunity to elevate your digital marketing game and achieve tangible results!
Luxury Hanloom Saree Brand ,Capstone Project_Kiran Bansal.pdf
Capstone Project: Luxury Handloom Saree Brand
As part of my college project, I applied my learning in brand strategy to create a comprehensive project for a luxury handloom saree brand. Key aspects of this project included:
- *Competitor Analysis:* Conducted in-depth competitor analysis to identify market position and differentiation opportunities.
- *Target Audience:* Defined and segmented the target audience to tailor brand messages effectively.
- *Brand Strategy:* Developed a detailed brand strategy to enhance market presence and appeal.
- *Brand Perception:* Analyzed and shaped the brand perception to align with luxury and heritage values.
- *Brand Ladder:* Created a brand ladder to outline the brand's core values, benefits, and attributes.
- *Brand Architecture:* Established a cohesive brand architecture to ensure consistency across all brand touchpoints.
This project helped me gain practical experience in brand strategy, from research and analysis to strategic planning and implementation.
Embark on style journeys Indian clothing store denver guide.pptx
Finding the perfect "Indian Clothing Store Denver" is essential for those seeking vibrant, authentic, and culturally rich attire in the heart of Colorado. Denver, a city known for its diverse culture and eclectic fashion scene, offers a variety of options for those in search of traditional and contemporary Indian clothing. Whether you're preparing for a wedding, festival, or cultural event, or simply wish to incorporate the elegance and beauty of Indian fashion into your wardrobe, discovering the right store can make all the difference.
Amazing and On Point - Ramon Ray, USA TODAY
Amazing and On Point - Ramon Ray, USA TODAYDigiMarCon - Digital Marketing, Media and Advertising Conferences & Exhibitions
Crafting Seamless B2B Customer Journeys - Strategies for Exceptional Experien...
Crafting Seamless B2B Customer Journeys - Strategies for Exceptional Experien...DigiMarCon - Digital Marketing, Media and Advertising Conferences & Exhibitions
Customer Experience is not only for B2C and big box brands. Embark on a transformative journey into the realm of B2B customer experience with our masterclass. In this dynamic session, we'll delve into the intricacies of designing and implementing seamless customer journeys that leave a lasting impression. Explore proven strategies and best practices tailored specifically for the B2B landscape, learning how to navigate complex decision-making processes and cultivate meaningful relationships with clients. From initial engagement to post-sale support, discover how to optimize every touchpoint to deliver exceptional experiences that drive loyalty and revenue growth. Join us and unlock the keys to unparalleled success in the B2B arena.
Key Takeaways:
1. Identify your customer journey and growth areas
2. Build a three-step customer experience strategy
3. Put your CX data to use and drive action in your organizationStory Telling Master Class - Jennifer Morilla
Story Telling Master Class - Jennifer MorillaDigiMarCon - Digital Marketing, Media and Advertising Conferences & Exhibitions
The Strategic Impact of Storytelling in the Age of AI
In the grand tapestry of marketing, where algorithms analyze data and artificial intelligence predicts trends, one essential thread remains constant — the timeless art of storytelling. As we stand on the precipice of a new era driven by AI, join me in unraveling the narrative alchemy that transforms brands from mere entities into captivating tales that resonate across the digital landscape. In this exploration, we will discover how, in the face of advancing technology, the human touch of a well-crafted story becomes not just a marketing tool but the very essence that breathes life into brands and forges lasting connections with our audience.WTS-Berlin-2024-Veronika-Höller-Innovate-NextGEN-SEO-Merging-AI-Multimedia-an...
Dive deep into the cutting-edge strategies we're employing to revolutionize our web presence in the age of AI-driven search. As Gen Z reshapes the digital realm, discover how we can bridge the generational divide. Unlock the synergistic power of PPC, social media, and SEO, driving unparalleled revenues for our projects.
Unleash the Power of Storytelling - Win Hearts, Change Minds, Get Results - R...
Unleash the Power of Storytelling - Win Hearts, Change Minds, Get Results - R...DigiMarCon - Digital Marketing, Media and Advertising Conferences & Exhibitions
Recently uploaded (20)
Mindfulness Techniques Cultivating Calm in a Chaotic World.pptx
Mindfulness Techniques Cultivating Calm in a Chaotic World.pptx
Mastering The Best Restaurant Advertising Campaigns Detailed Guide
Mastering The Best Restaurant Advertising Campaigns Detailed Guide
Digital Marketing Trends - Experts Insights on How to Gain a Competitive Edge...
Digital Marketing Trends - Experts Insights on How to Gain a Competitive Edge...
Get admission in various courses and boost your employment opportunities.
Get admission in various courses and boost your employment opportunities.
From Hope to Despair The Top 10 Reasons Businesses Ditch SEO Tactics.pptx
From Hope to Despair The Top 10 Reasons Businesses Ditch SEO Tactics.pptx
Data-Driven Personalization - Build a Competitive Advantage by Knowing Your C...
Data-Driven Personalization - Build a Competitive Advantage by Knowing Your C...
Learn more about affiliate marketing as a beginner
Learn more about affiliate marketing as a beginner
Mastering SEO for Google in the AI Era - Dennis Yu
Mastering SEO for Google in the AI Era - Dennis Yu
Efficient Website Management for Digital Marketing Pros
Efficient Website Management for Digital Marketing Pros
Practical Progress from a Theory by Steven Kingpdf
Practical Progress from a Theory by Steven Kingpdf
Luxury Hanloom Saree Brand ,Capstone Project_Kiran Bansal.pdf
Luxury Hanloom Saree Brand ,Capstone Project_Kiran Bansal.pdf
Embark on style journeys Indian clothing store denver guide.pptx
Embark on style journeys Indian clothing store denver guide.pptx
Crafting Seamless B2B Customer Journeys - Strategies for Exceptional Experien...
Crafting Seamless B2B Customer Journeys - Strategies for Exceptional Experien...
WTS-Berlin-2024-Veronika-Höller-Innovate-NextGEN-SEO-Merging-AI-Multimedia-an...
WTS-Berlin-2024-Veronika-Höller-Innovate-NextGEN-SEO-Merging-AI-Multimedia-an...
Unleash the Power of Storytelling - Win Hearts, Change Minds, Get Results - R...
Unleash the Power of Storytelling - Win Hearts, Change Minds, Get Results - R...
Bee a CRM Documentation ppt.ppt
- 1. Customer Relationship Management (CRM) is an information industry term for methodologies, software, and usually Internet capabilities that help an enterprise manage customer relationships in an organized and efficient manner. In many cases, an enterprise builds a database about its customers. This database describes relationships in sufficient detail so that management, salespeople, and customer service reps can access information; match customer needs with product plans and offerings; remind customers of service requirements; know what other products a customer had purchased; etc.
- 2. There are three parts of application architecture of CRM. 1. Operational CRM Operational CRM means supporting the so-called "front office" business processes, which include customer contact (sales, marketing and service). Tasks resulting from these processes are forwarded to employees responsible for them, as well as the information necessary for carrying out the tasks and interfaces to back-end applications are being provided and activities with customers are being documented for further reference.
- 3. 2. Analytical CRM In analytical CRM, data gathered within operational CRM are analyzed to segment customers or to identify cross- and up-selling potential. Data collection and analysis is viewed as a continuing and iterative process. Ideally, business decisions are refined over time, based on feedback from earlier analysis and decisions. Business Intelligence offers some more functionality as separate application software. 3. Collaborative CRM Collaborative CRM facilitates interactions with customers through all channels (personal, letter, fax, phone, web, e- mail) and supports co-ordination of employee teams and channels. It is a solution that brings people, processes and data together so companies can better serve and retain their customers. The data/activities can be structured, unstructured, conversational, and/or transactional in nature.
- 4. Bee CRM Benefits How can Bee CRM help your business?
- 5. Why use Bee CRM? Bee CRM can help your business streamline interactions with your customers, to maximize sales and improve customer service.
- 6. Lead Management Maximize business from your leads Assign ownership, drive results Convert to prospects and manage sales pipeline.
- 7. Drive Sales Productivity • Manage accounts, contacts, and opportunities • Help sales team organize activities and follow up • Get full picture and improve performance • Streamline your sales engine, increase business
- 8. Marketing Campaigns Manage marketing campaigns Run personalized mass email campaigns on subsets of your contacts database Track campaign effectiveness
- 9. Inventory, Quotes, Invoices Track inventory and targeted price books Generate and track quotes and sales orders Generate and manage invoices Streamline order processing and fulfillment
- 10. And other tools Role hierarchy to ensure proper level of access for various users in the organization Drill-down dashboards and reports to get an instant picture of your business And much more ...
- 11. Summary Use Bee CRM to manage : leads, accounts, and contacts sales opportunities marketing campaigns customer support and service inventory, quotes and invoices security, reports, dashboards, and more
- 12. Bee CRM User Guide :
- 13. You can also use ‘standarduser’ with a password ‘standarduser’
- 14. Home Page contains : Main Menu . Home Page Dashboard which provides a general overview about all entities in Bee CRM. Top 5 Accounts , Opportunities and Invoices.
- 16. Bee CRM Modules Marketing Automation : Campaign Management
- 20. Sales Force Automation Account Management
- 23. Lead Management
- 24. Manage leads end-to-end (from creating leads to converting them into opportunities) Convert leads into sales opportunities, accounts, and contacts with a single-click Lead conversion mapping for all the custom fields Create fully customizable lead reports Qualify leads to next stage based on information captured in lead details
- 25. Reports & Dashboards Pre-build reports for sales force automation Sales pipeline analysis by stage Monthly Sales pipeline analysis Sales opportunities by lead source Drill-down the dashboards by time and opportunity stage
- 28. Dashboards
- 30. Security and User Management Two built in users have access to Bee CRM but with different security settings , ’admin’ user has access to every part of Bee CRM, and allowed to create new users and change their security settings through the settings option in the main menu the following figure shows how a wizard helps the admin user to create new users , and check how many users are in Bee CRM.
- 32. The END. Introduced By : Osama Y. Zaroor Mohamad I. Malalha Supervised By : Dr. Anas To’mi. An-Najah National University.