Question 1:
Your manager has requested a report explaining how implementation of a CRM system can value add to a business. It must address the following:
• What is CRM?
• How can CRM add value to an organisation?
• Identify any organisational risk that a business may encounter as part of a CRM implementation.
Your report, including executive summary, should be a maximum length of 1,500 words. APA referencing must be used, where relevant, with citations and a list of references for any sources used in this assessment.
Question 2: Cloud Based Accounting System
You are working as an accountant in a regional accounting firm. You have been approached by the owner of a start-up business. They have chosen Saasu as their accounting system and have employed you to set up their company in Saasu and enter the first month’s transactions. You will use Saasu to enter a range of transactions and print some reports to assist with the business start-up. All information has been supplied by the business owner for you to input.
The set up and transactional data will be provided in Resources.
Assessment requirements:
Print and submit the following reports for March (either print to screen or print and scan as an electronic file). Marks will be awarded for the correctness of information as well as the standard of presentation of your assessment.
1) Profit & Loss – Summary
2) Balance Sheet
3) GL Report
4) Accounts Payable
5) Accounts Receivable
6) Inventory Item History
Using the information compiled above, prepare a short 500-600 word business report that covers the following:
1) Advice to the business owner on how their business has performed for the month of March
2) Recommendations to improve the profitability of the business.
Attachment:- Saasu set up details.pdf
Attachment:- Saasu Transactions.pdf