{"id":6356,"date":"2022-12-19T12:36:33","date_gmt":"2022-12-19T18:36:33","guid":{"rendered":"https:\/\/m22.mx\/crm\/?p=6356"},"modified":"2023-05-22T15:18:45","modified_gmt":"2023-05-22T20:18:45","slug":"como-agilizar-el-cierre-de-fin-de-ano-de-mi-empresa-con-un-crm-o-erp","status":"publish","type":"post","link":"https:\/\/m22.tech\/crm\/2022\/12\/19\/como-agilizar-el-cierre-de-fin-de-ano-de-mi-empresa-con-un-crm-o-erp\/","title":{"rendered":"\u00bfC\u00f3mo agilizar el cierre de fin de a\u00f1o de mi empresa con un CRM o ERP?"},"content":{"rendered":"\t\t
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El fin de a\u00f1o es sin duda una de las celebraciones m\u00e1s esperadas por muchos; no obstante, a nivel empresarial, principalmente para el departamento de finanzas y contadur\u00eda, esto no siempre es divertido por la carga de trabajo que representa el <\/span>cierre anual. <\/b>\u00bfQu\u00e9 pensar\u00edas si te decimos que puedes agilizar e incluso automatizar estas tareas en tu empresa? Nos alegra decirte que esto es posible gracias a un CRM y un ERP, a continuaci\u00f3n te decimos c\u00f3mo.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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\u00bfPor qu\u00e9 mi departamento de contabilidad necesita un CRM o un ERP?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Un Customer Relationship Management (CRM) es una herramienta cuyo objetivo principal es <\/span>optimizar y gestionar<\/b> tareas comerciales, de atenci\u00f3n al cliente y marketing. Es una <\/span>herramienta 360<\/b> que ayudar\u00e1 a tu empresa a prescindir de procesos obsoletos, de tareas repetitivas y de esfuerzos manuales para que tu negocio pueda avanzar.\u00a0<\/span><\/p>\n

Por su parte, un Enterprise Resource Planning (ERP) es una herramienta cuyo prop\u00f3sito es dar una <\/span>planificaci\u00f3n de los procesos de la empresa<\/b> como ventas, inventarios, compras, contabilidad, etc.\u00a0
<\/span>Gracias a las funcionalidades de un CRM y un ERP, como Odoo o Sales Cloud, podr\u00e1s atender las necesidades de tus clientes y de tus diferentes departamentos como el de contabilidad. <\/span><\/p>\n

En tu departamento de contabilidad y finanzas, el CRM y ERP <\/span>organizar\u00e1n las cuentas y contactos <\/b>de forma accesible, en tiempo real, acelerando y simplificando diferentes procesos de tu negocio. Asimismo, estas herramientas en contabilidad pueden llegar a ser muy \u00fatiles para las personas encargadas del control de los ingresos y gastos de la empresa, ya que con el CRM y el ERP tendr\u00e1n un control m\u00e1s exhaustivo de las tareas, adem\u00e1s podr\u00e1n automatizarlas mediante el CRM o el ERP. <\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Funcionalidades del CRM y ERP que te ayudar\u00e1n a agilizar la contabilidad <\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Recuerda que el CRM o ERP que decidas implementar debe tener en cuenta las necesidades de tu negocio y debe hacerse con ayuda de expertos para que juntos decidan qu\u00e9 funcionalidades valen, o no, la pena implementar. Recibe una asesor\u00eda gratuita con\u00a0 la divisi\u00f3n de Third Party de la firma M22 a trav\u00e9s de un<\/span> e-mail<\/span><\/a> o escr\u00edbenos v\u00eda<\/span> WhatsApp<\/span><\/a>.<\/span><\/p>\n

Ya sea que te decidas por un CRM o un ERP, como Sales Cloud u Odoo, estos deber\u00e1n brindarte funcionalidades como las siguientes para agilizar el cierre de fin de a\u00f1o o hacer que el mes a mes sean m\u00e1s f\u00e1ciles, transparentes y eficientes. <\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Facturaci\u00f3n<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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A partir de un ERP como Odoo, podr\u00e1s administrar los detalles de pago y datos importantes; por ejemplo: n\u00fameros de registro de empresas, identificaciones fiscales, direcciones bancarias y cuentas bancarias. Con Odoo te mantendr\u00e1s al d\u00eda con la informaci\u00f3n de los clientes, as\u00ed como con las estimaciones.\u00a0<\/span><\/p>\n

Si tu empresa emite facturas, ya sea de manera semanal o mensual, con un ERP se enviar\u00e1n autom\u00e1ticamente de acuerdo con la recurrencia que hayas elegido.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Gesti\u00f3n de gastos, recibos y almacenamiento<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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A partir de esta funcionalidad tu equipo de contabilidad podr\u00e1 gestionar los gastos, los recibos emitidos y el almacenamiento que se han realizado en la empresa, todos los equipos tendr\u00e1n visibilidad de lo que sucede a nivel interno. Gracias a esto, no se perder\u00e1 detalle de nada y el \u00e1rea de contabilidad podr\u00e1 tomar la informaci\u00f3n que necesite. <\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Optimizaci\u00f3n del flujo de trabajo<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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La optimizaci\u00f3n es la base de la agilizaci\u00f3n de tareas, al implementar esta funcionalidad a los flujos de trabajo, aumentas la eficiencia de tus colaboradores y se reducen gastos.\u00a0<\/span><\/p>\n

Herramientas de administraci\u00f3n de tareas o las del gesti\u00f3n del tiempo permitir\u00e1n que tu equipo de contabilidad pueda agilizar cualquier tr\u00e1mite, accediendo de forma m\u00e1s directa a la informaci\u00f3n que necesiten y ahorrando tiempo en sus tareas.\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Informes y embudos de ventas<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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El embudo de ventas es una herramienta muy utilizada en marketing, ya que permite conocer qui\u00e9nes ser\u00e1n los potenciales clientes de una empresa. Este sistema va desde las estrategias para atraer nuevos clientes, hasta la etapa de la fidelizaci\u00f3n. Para el departamento de contabilidad, esta herramienta servir\u00e1 para optimizar aquellos procesos que generan mucho gasto y llevar un control de estos egresos monetarios.\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Sistema de recordatorios y notificaciones<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Evita que a tu equipo se les olvide enviar o recibir informaci\u00f3n importante para las cuentas. El sistema de recordatorios y notificaciones ser\u00e1 \u00fatil para llevar un control de la contabilidad, con ello nada se dejar\u00e1 de lado y todo cuadrar\u00e1 perfectamente.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Nunca es tarde para implementar un CRM, un ERP o ambos, anticipate a situaciones y no esperes\u00a0 a que tu empresa empiece a perder el control. En la divisi\u00f3n de Third Party de la firma M22 estamos para ser tu aliado estrat\u00e9gico, cont\u00e1ctanos a trav\u00e9s de un<\/span> e-mail<\/span><\/a> o escr\u00edbenos v\u00eda<\/span> WhatsApp<\/span><\/a> para que juntos empecemos la transformaci\u00f3n digital. <\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

El fin de a\u00f1o es sin duda una de las celebraciones m\u00e1s esperadas por muchos; no obstante, a nivel empresarial, principalmente para el departamento de finanzas y contadur\u00eda, esto no siempre es divertido por la carga de trabajo que representa el cierre anual. \u00bfQu\u00e9 pensar\u00edas si te decimos que puedes agilizar e incluso automatizar estas […]<\/p>\n","protected":false},"author":1,"featured_media":6362,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[53,45],"tags":[],"class_list":["post-6356","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","category-crms"],"yoast_head":"\n\u00bfC\u00f3mo agilizar el cierre de fin de a\u00f1o de mi empresa con un CRM o ERP? 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