There was a loud bang in the sky, and the blue cat appeared!
Hello everyone, I am a business cat, a cat who understands management and finance!
For a company with normal circulation, there must be execution if there is a signing. Let's imagine what would happen if your company signed an order, but no one followed up and no one followed up on the execution. The results are obvious, first of all, it will inevitably cause the workflow to be stuck, and then lead to the failure to deliver in time, and finally lead to low customer satisfaction and customer churn.
This is not alarmist, and those who have experience in management should know the importance of circulation efficiency. Some of the finance and taxation companies I have contacted before have happened many times like this, and the sales of the business signed in, due to various reasons, no one has to do the execution and delivery, and finally caused serious losses to the company. The boss of the company has put a lot of effort into this problem, although there has been a certain degree of improvement, but in the end it is still a symptom but not a cure, and it is impossible to cure the stubborn disease.
In fact, this pain point is not difficult to solve, and it is nothing more than a problem of enterprise management methods and work flow models. Karma Cat CRM teaches you how to quickly solve the situation that no one executes or misses orders.
Task management is one of the core functions of Karma Cat CRM, where we can set up a variety of automatic task configurations, and automatically assign the person in charge of the task when carrying out certain designated or standardized businesses, so as to ensure that each business signed by the company can have follow-up execution, and fundamentally eliminate the occurrence of long-term unattended orders.
We have cooperated with many customers in the finance and taxation industry, and it can be said that automatic task assignment is a rigid need of all finance and taxation companies, because the business involved in finance and taxation companies is quite rich and the types are different, and they need to automate task allocation to improve the efficiency of business and financial circulation.
For example, if you have permission, you can select the bookkeeping product in the business and wealth cat CRM, and then set an employee as the default person in charge to complete the automatic assignment of tasks. In the subsequent signing, the billing product will be automatically assigned to the default person in charge, and there is no need to manually assign it.