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Cloud-Based Business Management: Finance, HR, CRM, etc.

Name: Cloud-Based Business Management: Finance, HR, CRM, etc.
Rating: 5.0 (2 reviews)

Complete Business Management Course Showing How to Manage Finances, Projects, HR, CRM, & Have Them Saved in The Cloud

Created byGlory Omoye

Last updated 4/2024

English

What you'll learn

Business Accounting and Finance Management
Human Resources Management
Projects and Tasks Management
Customers Management
Support Tickets Management
Income & Expenses Management
Estimates and Invoices Management
Complete Business Management and cloud documents keeping

Course content

7 sections • 35 lectures • 5h 27m total length

1.) Introduction12:52
Explore cloud-based Bosu for managing finances, CRM, HR, and projects from a single dashboard, with documents saved in the cloud and activities stored online forever.
2.) Creating Account On Busuh4:27
Create your pursue account by entering your company name and a custom subdomain login URL, activate with the activation link, and log in to a paperless office.

3.) Setting Up Payment Gateway Part 116:56
Set up a cloud-based business platform to accept worldwide payments by configuring payment gateways (PayPal, Stripe, Paystack), branding, and invoice templates, with sandbox testing and live credentials via webhooks.
4.) Setting Up Payment Gateway Part 28:46
5.) Setting Up Payment Gateway Part 35:40
Set up your stock-based payment gateway with Paystack, configure test keys, webhook and callback URLs, test payments in test mode, then switch to live and enable offline invoice payments.
6.) Setting Up Payment Gateway Part 44:11

7.) How To Create and Manage Leads/Prospects15:00
8.) How To Create and Manage Designations2:25
9.) How To Create and Manage Departments2:07
10.) How To Create and Manage Employees13:28
11.) How To Create and Manage Clients17:24
12.) How To Create and Manage Holidays8:17
13.) How To Create and Manage Leaves7:40
Learn to create and manage leaves, assign to employees, set leave types such as travel or sick, specify durations, approve or pending statuses, and use color coding and leave reasons.

18.) How To Create and Manage Estimates16:35
Learn to create and manage estimates, add items, send to clients, configure currency and language, and convert to invoices with payments in a cloud-based dashboard.
19.) How To Create and Manage Invoices11:53
Create and manage invoices and estimates in the cloud-based business management dashboard, setting project details, payment options, and client payment links.
20.) How To Create and Manage Recurring Invoices7:34
21.) How To Create and Manage Payments5:57
22.) How To Create and Manage Expenses5:54
23.) How To Create and Manage Recurring Expenses7:27
Create and manage recurring expenses for software subscriptions, set monthly or yearly billing cycles, assign costs to admins or employees, and store invoices securely in the cloud.
24.) How To Create and Manage Products and Services5:46
Create and manage products or services in a cloud-based system by naming items, assigning category and subcategory, describing them, and setting price and tax, with invoices to finalize sales.

25.) How To Create and Manage Support Tickets13:31
Create and manage support tickets in a cloud-based business management system, assign tickets to agents or groups, set types and priorities, and embed ticket forms on your website.
26.) How To Create and Manage Events7:50
27.) How To Create and Manage Announcements4:22
28.) How To View Different Reports3:15
29.) How To Create and Manage Assets7:40
30.) How To Create and Manage Payrolls16:45
Learn to create and manage payrolls by configuring payroll settings, adding payment components, defining salary groups, and generating payroll with deductions, bonuses, and various payment methods.
31.) How To Organize Zoom Meetings on your Busuh Dashboard14:30
32.) How To Use The Embed Forms5:20

Requirements

No previous knowledge is required
Readiness to learn proper cloud business management and record keeping
Computer and internet connection

Description

The Course is a Complete Cloud-Based Business Management using Busuh; an All-In-One Cloud-Based (Online) Business Manager. You will learn how to manage every aspect of your business directly from the cloud, and at same time have all files and documents saved and safe in the cloud forever.

In this course, you will learn how to manage your finances, projects, employees, customers, tickets and many more.

This cuts across management of your

Invoices

Estimates

Projects

Contracts

Tasks

Leaves

Holidays

Employees

Customers

Leads and Prospects

Incomes

Expenses

Payroll

Products and Services

Tickets

Attendance

Announcements

Zoom Meetings

Events

Roles and Designations

Departments

And Many More..

Managing business from the cloud is the best and modern way to manage business, while staying organized. Not only can you access your management dashboard from any device and from anywhere, you're also having your business files and documents saved and safe in the cloud for life.

You can't afford to run your business the old way in this modern time.

Bill Gates once said, very soon, if your business is not on the internet (the cloud), then your business will be out of business.

If you have adopted any form of digital strategy for your business, you have tried. And even most important is your need to have your business managed from the cloud (online), so that your files can be safe for life, accessible from anywhere and you can always refer to them for future decision making.

So, waste no further time, click on the link below/above and you'll be on your way to the best business management strategy ever.

Who this course is for:

Business owners
Business Managers
Chief Executive Officers

Cloud-Based Business Management: Finance, HR, CRM, etc.

What you'll learn

Explore related topics

Course content

Introduction2 lectures • 17min

Setting Up Payment Gateways4 lectures • 36min

Human Resources, Leads and Clients Management7 lectures • 1hr 6min

Work Management4 lectures • 36min

Finance and Products Management7 lectures • 1hr 1min

Other Organizational Managements8 lectures • 1hr 13min

Overview3 lectures • 38min

Requirements

Description

Who this course is for: