Boost#4 CRM systems & cloud based accounting software

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Welcome! @boostbristol www.boostbristol.wordpress.c om

Transcript of Boost#4 CRM systems & cloud based accounting software

Page 1: Boost#4 CRM systems & cloud based accounting software

Welcome!@boostbristol

www.boostbristol.wordpress.com

Page 2: Boost#4 CRM systems & cloud based accounting software

Puzzle this…

Page 3: Boost#4 CRM systems & cloud based accounting software

Puzzle this…

Draw 4 straight lines & connect all the points All the lines have to be connected. You cannot take your pen off the page Solution at the end. Good luck!

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Cloud based software

Pros and cons include:– Accessibility;– Collaboration / communication;– Maintenance;– Security;– Cost;– Other.

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James White

@boostbristol

www.boostbristol.wordpress.com

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James White – Founder InTouch CRM

https://twitter.com/jijwhitehttps://twitter.com/intouchcrmhttps://www.facebook.com/intouchcrmhttp://www.intouchcrm.com/bloghttps://www.youtube.com/intouchcrm

www.intouchcrm.com

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Accounting systems

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Financial Records

Manual System

Spreadsheets

Accounting Software

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Accounting Software - Advantages

Automation

Accuracy

Data Access

Scalable

Access to upto date information

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Desktop Software

Desktop – one off costLimited Accessibility Annual support feeUpgrade feesData requires backup

Limited choice for Mac users

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Online Software

Online – Monthly fee

Always latest versionAccessible from anywhereAccess from PC, Mac, Tablet, PhoneData automatically backed upAutomatic bank feeds

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Software Providers

Sage – Desktop or Online

Quickbooks – Desktop or Online

Xero – Online

Kashflow – Online

Wave - Online

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Solution to puzzle

?

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Solution to puzzle

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