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home page > Industry trends > 2022 Financial and tax enterprise delivery system

2022 Financial and tax enterprise delivery system

Source: Deliverables Author: DuiBao Time: 2023-03-25 14:24 Views: 1881

In 2021, there will be 150 million market players in China , compared with the beginning of the year, nearly 40 million merchants were added, according to“ According to the People's Daily Online, "In 2021, the number of market players in China will reach 150 million, and the activity of enterprises will remain at about 70%, so as to reserve valuable resources for economic stability and long-term development." Zhang Gong, director of the State Administration of Market Supervision and Administration, said that in 2022, we will focus on the key links of "six stability" and "six guarantees" to support the development of market players with greater strength.


More than 70% of newly established market economy entities in China This means that the growth of financial and tax services for small and micro enterprises is necessary. With the gradual development and growth of small and micro enterprises, the social demand analysis of financial and tax services has been learned not only at the national level of bookkeeping and tax declaration. For the general finance and tax corporate culture, with the Chinese New Year, it is time to improve the service renewal of customers. It is difficult to obtain customers, lock customers and compete at low prices The current application status of the industry has made many financial and tax enterprises widely criticized through their bosses,


The customer's requirements are increasing year by year, and the requirements beyond the scope of various network protocols are also raised from time to time. However, the internal operation efficiency of the enterprise and some employees who master the resources are prone to slow progress and lose customers, fly orders, and become new competitors with the resources that are hard to obtain. The internal management of the finance and taxation company and the key breakthrough link of the future development of customer operating costs.


However, the need to establish a more formal financial framework and a more professional financial and tax service company is the need of SMEs. With the increasingly fierce competition in the financial and tax service market, all financial and tax service enterprises will also expand their business scale and promote the rapid development of the market.

At this point, Finance and tax enterprises The owner should first consider several questions:

1. Do customers' expectations exceed their service scope or capability?

2. In the past year, has your service contacted your customers in many ways to make you feel better?

3. Whether it can continue to provide customers with services that are proactive, satisfactory and have substantial development help?

4. What problems did you help your customers solve, and how much value did you create for your customers?

5. Whether there are difficulties in internal operation connection, obtaining new customers and retaining

6. Whether there is a flyer of sales with customer resources that is not followed up in a timely manner (customer demand is unclear).


Finance and tax intelligent marketing CRM integration precision marketing tool Including improving the marketing conversion rate through online multi-channel customer acquisition, providing integrated integration solutions for multi-user online maintenance, presenting real and complete data to match the demand for intelligent push customer leads, integrating multiple online and offline marketing channels, automatically obtaining sales leads, and building a private domain flow pool for enterprises. Comprehensive data reporting and monitoring, improved data analysis reports, and multi-dimensional quality inspection and analysis help to clearly understand customer service dynamics and customer business data, improve decision-making efficiency, and prevent employees from taking away customer resources.


It is a newly developed digital financial and tax industry ERP system, which aims to help all kinds of financial companies in the country better carry out corporate operations, from front end customer acquisition - middle operation - back end transformation to assist financial and tax companies to make profits in an all-round way, save company operating costs, improve company operating efficiency, achieve standardization of internal work, enterprise diversification, and achieve intelligent management and marketing, Help customers to operate intelligently, burst out value and advance and retreat together to achieve win-win and mutual benefit.

Burst value and advance and retreat together to achieve win-win and mutual benefit.

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