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在日常的财务工作中,大多数企业均能做到及时、准确地核算客户的应收账款,定期地与客户对账,月末给销售部门提供该时点的账龄分析。但对销售人员来说,他们希望获得更直接、更有效的财务分析内容。因为,销售人员对哪些客户应列为重点客户、哪些客户占压了公司大量资金却并没有给公司带来丰厚效益,哪些客户可能存在风险,并不是十分清楚。因此,作为企业需要对客户进行管理与分析评价。
In the daily financial work, most companies can do a timely and accurate accounting of accounts receivable customers, regular reconciliation with the customer, the sales department at the end of the month to provide an aging analysis. But for sales people, they want more direct and effective financial analysis. Because, sales staff should be classified as a key customer for customers, which accounts for the company’s large amount of money but the company did not bring huge benefits, which customers may be at risk, it is not clear. Therefore, as a business need to manage and analyze the customer evaluation.