In part 1 – We went thru the Steps to setup the Company EFT Information. In part 2 – We went thru the Steps to setup the Employee as a Vendor and the Steps to setup the Employee EFT Information. In this Section we will go thru the Steps to Generate an EFT PreNote File and the Steps to Enter the Employee Expenses.
Here are three pertinent reasons your business needs and can benefit from having a CRM.
1. YOU NEED METRICS
How many successful projects have you had in the past week, month or even year? What is your conversion ratio and what are the best methods to make sure you are reaching your customers? Knowing your business metrics is critical to your business growth and success. A CRM will give you instant metrics of dozens of aspects of your business plus it allows you to create custom reports to better track metrics to your specific needs. Once you have those reports at your fingertips, you will never look back. Just think. No more time wasted on excel spreadsheets!
If you are involved in the Microsoft Dynamics world, in any capacity, chances are you have heard the latest buzzword “web client” quite a bit as of late. However, there are three key factors everyone should know about the web client before you call your VAR and tell them you are ready.