Customer Service

7 Reasons to Use a QuickBooks CRM for Better Customer Management

If you’re a devoted QuickBooks user, you may wonder why people make such a fuss about CRM software. After all, QuickBooks is your hub for customer transactions, and the Notes feature allows you to jot down other pertinent details. What more do you need for keeping track of your buyers? The answer depends on whether …

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How to Upgrade Your Lead Management Process with a QuickBooks CRM

From Pro to Premier to Enterprise, QuickBooks products offer powerful accounting solutions for busy small business owners. When it comes to any transaction that involves money changing hands, QuickBooks has you covered. But where does that leave you when you’re dealing with non-financial processes? A disorganized lead management process Sales lead management is a core …

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6 Gmail Integrations to Improve Your Sales Capabilities

We know you love using Gmail in your sales efforts, from entering new leads to staying in touch with clients. But what else can a small business sales representative do with Gmail? Beyond the existing capabilities of this powerful email platform, there are also numerous Gmail integrations and add-ons available. Some add-ons let you turn …

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Increase Customer Convenience With a QuickBooks Customer Portal

Raise your hand if you’ve ever called a company and been confronted with endless automated menus and awful hold music. Keep your hand raised if the task in question was painfully simple, like updating your address or paying a bill. Sadly, we’ve all been there. In situations like these, the appeal of a self-service customer …

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6 Signs You’ve Outgrown QuickBooks and Need a CRM

For most entrepreneurs, accounting is rarely the exciting part about running a business. That said, strong accounting is critical for the success of every small business. Knowing that, it’s no surprise that 80% of small business owners balance their books and manage customer data within accounting software like QuickBooks. And while a business can’t function …

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