I-Conga Document Automation Generation Software
I-EBOOK
Umhlahlandlela womthengi wokukhetha isixazululo sokuzenzakalela kwedokhumenti kumasevisi ezezimali
INTRO
Uma uyingxenye yemboni, kungenzeka ukuthi udabula izikhukhula zamadokhumenti. Noma ngabe iphepha eliphathekayo, wonke ama-electronic, noma inhlanganisela yakho kokubili, ubungozi bokulahleka ekusakazweni buhlala bukhona. Ngokuphusha kokusebenza okungenamaphepha emsebenzini, izinkampani eziningi zithembele kubuchwepheshe ukuze kwehlise umthwalo futhi zinciphise imisebenzi eyisicefe, ephindaphindayo. Ngokwenza ngokuzenzakalelayo amadokhumenti akho ayinhloko ebhizinisi, ungakwazi ukunciphisa umsebenzi wezandla, uthuthukise ikhwalithi yedatha, futhi uqinise umkhiqizo wakho. I-Document automation ibilokhu ithrenda isikhathi eside emkhakheni wezinsizakalo zezezimali, kodwa uqala kuphi? Sihlanganise lo mhlahlandlela osheshayo nolula ogcwele ulwazi oludingayo ukuze uqalise.
Kuyini ukukhiqizwa kwedokhumenti
Ukwakhiwa kwamadokhumenti kuyinqubo yokudala imibhalo ebalulekile edingekayo ukuze uqhube ibhizinisi lakho. Okwesiboneloample, izinkontileka, iziphakamiso, izinhlelo zokusebenza zezezimali, amafomu okugunyaza isikweletu, amafomu okugcina imali, nezifinyezo ze-akhawunti ukubala ezimbalwa. Uma ungeza okuzenzakalelayo kunqubo, ungakwazi ukuzuza umjikelezo wempilo owenziwe ngendlela efanele owakhelwe ukuthuthukisa amadokhumenti akho abalulekile ebhizinisini.
Izinzuzo zokuzenzakalela kwedokhumenti
Uma kukhulunywa ngamafemu okuphathwa kwempahla, imibhalo ithuthukisa isigaba ngasinyetage yenqubo eya phambili, ethonya lonke iqembu nokusebenzelana kwamakhasimende. Izixazululo zokuzenzakalela kwedokhumenti zinganikeza izaziso zesikhathi sangempela, ukulandelela, nokuhlaziya ngesivinini nokunemba. Ezinye izinzuzo ze-automation zifaka:
- Ukuqeda ukufakwa kwedatha okwenziwa ngesandla edla isikhathi nokunephutha
- Khulisaasing team efficiency and improving performance without requiring additional resources or expenses
- Ukuletha ulwazi olukhethekile lwekhasimende ngamadokhumenti aqondakala kalula, izingxoxo ezisheshayo, kanye nendlela esheshayo yokutholwa
I-automation ingashintsha inhlangano yakho ibe injini ethambile, ekhiqizayo, nenenzuzo.
Amacala okusetshenziswa kokukhiqiza amadokhumenti ezinsizeni zezezimali
Ezimbonini ezifana nezinsizakalo zezezimali, isofthiwe yokukhiqiza imibhalo ingasetshenziselwa:
- Izinsizakalo ze-Fiduciary
- Isiphakamiso semali yentengo
- Iziphakamiso nezinkontileka
- Ukuhlanganiswa nokutholwa
- Izethulo ze-IPO
- Ama-invoyisi
- Ukukhokhisa
- Izinhlelo zokusebenza zezezimali
- Amafomu okugunyaza isikweletu
- Amafomu okugcina
- Izifinyezo ze-akhawunti
Izici eziyinhloko zesofthiwe yokukhiqiza amadokhumenti
Ukukhetha ithuluzi elifanele lenhlangano yakho kuzothatha isikhathi nokucatshangelwa ngokucophelela. Cabangela ububanzi bezidingo zakho zeqembu ngalinye elihililekile futhi unqume ukuthi isici ngasinye sithuthukisa kanjani ukusebenza ngaphakathi kwenhlangano yakho—namuhla nasesikhathini esizayo. Ukuze ukhulise ukusebenza kahle, bheka isixazululo sokukhiqiza amadokhumenti esihlanganisa izici ezilandelayo:
Dala
Khiqiza imibhalo yokubhekana namacala amaningi okusetshenziswa ku-Microsoft Word, Microsoft Excel, Microsoft PowerPoint, PDF files, noma ama-imeyili e-HTML.
Hlanganisa
Hlanganisa idatha kusuka ezintweni ezijwayelekile noma ezenziwe ngokwezifiso ze-Salesforce noma i-CRM yenkampani yakho.
Isizukulwane esinemibandela
Bonisa ngokunemibandela izingxenye zedokhumenti, qoqa idatha ndawonye, futhi ubale amafomula ngokuya ngemithetho yebhizinisi.
Ibhrendi
Faka okuqukethwe okuphrofeshinali, okuyinkimbinkimbi njengamathebula, izithombe, umbhalo onothile, amashadi, amadeshibhodi, amafonti angokwezifiso, ama-watermark, nezinhlobo zemali zomhlaba.
Ukulethwa
Sebenzisa izinketho zokulethwa eziguquguqukayo ngokukhiphayo files ezingalandwa endaweni, zigcinwe ku file abahlinzeki besitoreji (i-Salesforce, i-Box, i-Google Drayivu, i-Amazon S3, njll.), esatshalaliswa nge-imeyili, kanye/noma ihlanganiswe ne-eSignature.
Izaziso, ukulandelela, nomlando
Thola izaziso zesikhathi sangempela zokuzibandakanya uma idokhumenti isikhona viewed, kuhlanganise nobani onayo viewuyihlele futhi isikhathi esingakanani.
Ukuhamba komsebenzi
Ngena ngokuzenzakalelayo imisebenzi, dala imisebenzi yokulandelela, futhi ubuyekeze izinkambu.
Yenza ngokuzenzakalelayo
Qalisa izixazululo ezihlanganisiwe ngaphakathi komphathi wakho wobudlelwano bekhasimende (CRM) ukuze wenze amadokhumenti ngokuzenzakalelayo usebenzisa imithetho yokuhamba komsebenzi.
Nge-Conga, izidingo zakho zebhizinisi ziza kuqala
Njengohlelo lokusebenza oludume kakhulu lokwenza amadokhumenti ku-Salesforce AppExchange, i-Conga Composer ikuvumela ukuthi ukhiqize ngokuzenzakalelayo amadokhumenti angenaphutha, akubhrendi. Ngesixazululo sethu sokukhiqiza amadokhumenti, ungathumela ukuxhumana okunembile, okungaguquguquki okugcwele ngokuqondile idatha yakho ukuze ukhuphule umkhiqizo wakho futhi ujabulise amakhasimende akho. Izinkampani zezinsizakalo zezezimali zithembele ku-Conga Composer ukuthi zilawule amadokhumenti azo okubhanga, ukutshala imali, nawomshwalense. Umqambi ukhiqiza ngokushesha amadokhumenti anolwazi olubalulekile lwekhasimende futhi ugcina umkhondo wokuhlola ohlanzekile kuyo yonke inqubo.
Amafomethi wedokhumenti angenamkhawulo amacala okusetshenziswa angenamkhawulo
I-Conga Composer ikuvumela ukuthi udale imibhalo edingwa yinkampani yakho ngaphakathi nangaphandle. Ngemodeli yethu yelayisensi ngayinye, abalawuli bangakha izifanekiso eziningi njengoba kudingeka futhi abasebenzisi bangakhiqiza amadokhumenti amaningi njengoba kudingeka ngaphandle kwenkokhiso eyengeziwe ngedokhumenti ngayinye. Umqambi uphatha izimo zokusetshenziswa eziyinkimbinkimbi kakhulu uma kuziwa kuzifanekiso, ukufometha, nokuqoqwa kwedatha. Ungasebenzisa amathebula, izithombe, umbhalo onothile, amashadi, amadeshibhodi, amafonti angokwezifiso, ama-watermark, amafomula aguqukayo, nezinhlobo zemali zomhlaba jikelele.Khiqiza amadokhumenti ukuze ubhekane nanoma yisiphi isimo sokusetshenziswa ngamafomethi ezifanekiso eziningi, okuhlanganisa .docx, .xlsx, .pptx, kanye . pdf files, kanye nama-imeyili e-HTML. Umqambi futhi usebenzisa ukukhetha kwesifanekiso esiguqukayo ukuze akhethe ngokuzenzakalelayo idokhumenti elungile ngolimi olulungile.
Okugqanyisiwe Kwekhasimende:
Umqambi we-Conga wonga abeluleki be-HFM Investment isikhathi eside ngenkathi ethuthukisa ubudlelwano bamakhasimende futhi enciphisa amaphutha.
Hlanganisa idatha evela kumasistimu wokufaka amaningi
Nge-Conga Composer, ungakwazi ukuhlanganisa idatha kusuka ezintweni ezijwayelekile noma ezenziwe ngokwezifiso ze-Salesforce kanye nedatha kusuka kuzigcinilwazi zangaphandle uye kuzifanekiso zakho Zomqambi. Thatha i-advantage yokubuyiswa kwedatha ethuthukisiwe ngemibuzo esesidlekeni kanye nemibuzo yokujoyina kancane futhi isekela imibuzo eyinkimbinkimbi ye-SOQL ukuze kwenziwe amadokhumenti anamandla futhi aphumelelayo.
Amandla e-automation ukwenza lula izinqubo
Setha i-automation kanye nenqwaba yemibhalo ukuthumela ngokuchofoza okumbalwa nje. NgoMqambi we-Conga, ungathumela amakhulu emibhalo ngesikhathi esisodwa ngaphandle kokuxhumana komuntu. Khulula isikhathi sokuba amaqembu agxile kwezinye izinto ezibalulekile, akhuphule ukusebenza kahle kanye nokuziphatha okuhle.
Okugqanyisiwe Kwekhasimende:
I-Mount Yale Capital Group inayo yonke idatha elawuleka kalula endaweni eyodwa sibonga i-Conga. Umqambi we-Conga uvumela i-Mount Yale ukuthi ilethe amasethi amaningi edatha ukuze idale amadokhumenti amaningi ngaphakathi kwe-akhawunti eyodwa.
Ukuphepha Kwesistimu
I-Conga iyaziqhenya ngokuba yingxenye ye-Cloud Security Alliance. Isikhulu sethu Esiyinhloko Sezokuphepha Kolwazi (i-CISO) kanye nethimba lezokuphepha bazinikele ezenzweni ezingcono kakhulu zokuvikela, ubumfihlo, nokuhambisana. Lezi zimiso zokuphepha zivumela amakhasimende e-Conga ukuthi ahlangabezane nenqwaba yokuthobela, ukuvikelwa kwedatha, nezibopho zokulawula ezivela emhlabeni wonke.
Qala uhambo lwakho lokuzenzakalela kwedokhumenti namuhla
Ukwenza idokhumenti okuzenzakalelayo kwenkampani yakho kungashintsha indlela owenza ngayo ibhizinisi, ngakho-ke kubalulekile ukuthola ithuluzi elifaneleka kangcono izidingo zakho zebhizinisi. Ngesilinganiso sezinkanyezi ezi-5 ku-Salesforce AppExchange, i-Conga isebenza ukugcina izinga lethu eliphezulu lokwaneliseka nokusekelwa kwamakhasimende. E-Conga, sinikeza amakhono angcono kakhulu ekilasini angaphezu kokwenza amadokhumenti. Ungasebenzisa i-Composer eceleni kwezixazululo ze-Conga Suite, okuhlanganisa i-eSignature, i-CLM, i-CPQ, ukugeleza komsebenzi okugunyaza, izinqubo ezizenzakalelayo, ukukhokha, ama-invoyisi, nokuningi. Ukuze ubone ukuthi Umqambi we-Conga angakusiza kanjani ekugcineni. Qala isivivinyo sakho samahhala namuhla:
Mayelana neConga
I-Conga, i-Revenue Company, iphayona futhi ihola imakethe ku-Revenue Lifecycle Management. Inkundla yayo ikhethwa ukukhula komhlaba champions ukuze kusheshiswe umjikelezo wempilo yemali engenayo yokuphela-kuya-ekupheleni kanye nokuzuza I-Advan Yemali Engenayotage. I-Conga iletha i-Configure, Price, Quote, Contract Lifecycle Management, kanye nekhono leDocument Automation ndawonye endaweni eyodwa evulekile esebenza nanoma iyiphi i-ERP, noma iyiphi i-CRM, nanoma yiliphi ifu. I-Conga izalelwe umugqa ophezulu—ixhaswe imodeli yedatha yemali engenayo ehlanganisiwe, ubuhlakani obuphelele bemali engenayo, kanye ne-AI eyakhelwe izinjongo—ukusiza izinkampani zikhule, zivikele, futhi zandise imali yazo. I-Conga iletha i-Advan yeNgenisotage kumakhasimende angaphezu kuka-10,000 kanye nabasebenzisi abayizigidi ezingu-6.4 emhlabeni jikelele. Izinkontileka ezingaphezu kwezigidi ezingu-7 kanye nezilinganiso eziyizigidi ezingu-46 zenziwa ngonyaka nge-Conga. Yasungulwa ngo-2006, inkampani ikomkhulu e-Broomfield, CO futhi inamahhovisi kulo lonke elase-United States, India, nase-Ireland. Vakashela conga.com ukuze uthole ulwazi olwengeziwe.
Ukuze uthole olunye ulwazi
I-imeyili info@conga.com noma vakashela conga.com
- I-copyright yango-2024
- 0037_0424
Amadokhumenti / Izinsiza
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