13 April 2023

Which Zoho app should be used for the best project management system?

Zoho CRM 101 Glossary

Zoho CRM 101 Glossary |Cofinia Consulting Thinking of implementing a CRM? But what does it eat in winter and how does it work? The implementation of a

Financial risk management in business

Financial risk management in business   Financial and economic risks are part of the daily reality of businesses, regardless of the industry. Regardless of the size

Zoho CRM 101 Glossary

Zoho CRM 101 Glossary | Cofinia Consulting Thinking of implementing a CRM? But what does it eat in winter and how does it work? The implementation of a

What is a debenture?

The debenture is a long-term financing instrument used mainly by companies that have a regular source of income. In recent years, we have regularly seen this

Which Zoho app should be used for the best project management system?

Utilize mobile apps, unlimited users, and unlimited projects to manage project teams and plans effectively. Zoho’s Business plan caters to larger teams and offers a comprehensive online project management software solution. With task dependencies, file sharing, to-do lists, and remote team support, Zoho’s project management software tools are tailored to handle client and individual projects. Popular among companies, Zoho covers the entire project lifecycle, from task assignment to month-per-user pricing for single users. Experience calendar and timeline views, shareable and unlimited dashboards, team collaboration, email integration, and third-party integrations with Zoho Increasingly, enterprises are adopting Zoho One

Growth stages of a business and type of financing

For each stage of its development, a company needs a means of financing adapted to its growth. Whether it’s equity to launch a project, credit to support its business development or propel new products to market, entrepreneurs must establish a financing strategy to ensure the sustainability and expansion of their long-term businesses.    What are the stages of business growth?  Identifying business life cycles allows managers and investors alike to:  Prepare adequate measures to face different  challenges and risks  Take advantage of potential economic opportunities  Choose appropriate funding sources   . . Business life cycle   ( Source )   1. Getting Started  After validating

Zoho CRM 101 Glossary

Zoho CRM 101 Glossary |Cofinia Consulting Thinking of implementing a CRM? But what does it eat in winter and how does it work? The implementation of a crm allows better management of the customer relationship (Customer Relationship Management). It helps to better identify, understand, manage and meet the needs of potential and existing customers. The objective of having a CRM is to centralize all data and activities related to prospects and customers. But how is a CRM composed? In this article, we introduce you to the different modules of Zoho CRM to help you better navigate the application. Basic terms Modules In

Financial risk management in business

Financial risk management in business   Financial and economic risks are part of the daily reality of businesses, regardless of the industry. Regardless of the size of the organization, business leaders must devote time to planning the financial strategy, putting in place an optimal financial structure and analyzing the market, the competition and future trends in order to ensure sustainable growth. What is financial risk? Financial risk refers   to the possibility of losing money or the uncertainty of the performance of an investment. Financial or insolvency risks are generally due to instability in financial and credit markets or the inability to

Accounting: How to migrate to the cloud?

Accounting: How to migrate to the cloud?   ?There are so many advantages to using a cloud accounting system that for me, the question of migrating from a locally installed system, such as Sage50 , Avantage or Acomba , no longer arises . Nevertheless, data migration is a hindrance for many given the lack of knowledge or accounting expertise. I propose here 4 ways to migrate your accounting data to the cloud, starting from the simplest to the most complex. It is important to leave with reliable, up-to-date accounting data and to decide on the date on which you want to migrate. Ideally, I recommend choosing

Slice of life – A financial analyst at accountants

It was in August 2018, after obtaining my BAA in finance, that I began my professional career at Cofinia. My mandate was to participate in the development of financial models, to prepare financial projections to support SMEs in their request for financing, necessary for the realization of their projects. By carrying out these reports on a daily basis, I realized that the entrepreneurs who used them also needed advice for their analysis, as they were key tools in making management decisions. Indeed, entrepreneurs may be the greatest connoisseurs of their product or sales in the company, but it

Zoho CRM 101 Glossary

Zoho CRM 101 Glossary | Cofinia Consulting Thinking of implementing a CRM? But what does it eat in winter and how does it work? The implementation of a crm allows better management of the customer relationship (Customer Relationship Management). It helps to better identify, understand, manage and meet the needs of potential and existing customers. The objective of having a CRM is to centralize all data and activities related to prospects and customers. But how is a CRM composed? In this article, we introduce you to the different modules of Zoho CRM to help you better navigate the application. Basic terms Modules In

What is a debenture?

The debenture is a long-term financing instrument used mainly by companies that have a regular source of income. In recent years, we have regularly seen this type of financing for start-ups, which need to provide funds to accelerate their growth. Companies and governments frequently issue debentures to increase their capital and develop new projects. Over the past decade, the Canadian convertible debenture market has experienced strong growth. However, the risks associated with this type of financing remain little known. What is a debenture? A debenture is an unsecured debt obligation, issued by a civil or governmental company and guaranteed only by the

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Zoho CRM 101 Glossary

Zoho CRM 101 Glossary |Cofinia Consulting Thinking of implementing a CRM? But what does it eat in winter and how does…

What is Zoho Inventory?

What is Zoho Inventory? | cofinia All growing companies know the importance of perfect customer relationship management. CRM (Customer Relationship Management) software brings together the…