Category: Sales

QuickBooks Desktop Enterprise: 2 Signs Your Sales Team Is Missing Out On Revenue

You’ve found the perfect solution for managing your finances and tracking inventory with QuickBooks Enterprise. Great. This blog isn’t about whether you are efficiently managing your manufacturing or distribution processes correctly. And despite what the title says, it’s not about...

/ February 21, 2017

Your Business Needs Customer Relationship Management, Here’s Why

The Storm Before The Calm. Sticky notes, multiple Excel spreadsheets, and broken, ‘duct-tape’ systems are the norm for many SMBs when it comes to managing their customers. Does this sound familiar? If your business is plagued by missed follow-ups, de-centralized customer...

/ January 10, 2017

Small Business Tips – Sales & Marketing Edition

Hey everyone, I’m back with another Resource Roundup! For this post, I’ve focused in on Sales and Marketing tips. Sales and Marketing are essential to growing your small business, and the resources below give great tips and insight on how...

/ July 8, 2016

How 3 Small Businesses Close More Deals on the Road

I bet when you think of your mobile sales team, ‘QuickBooks’ isn’t the first thing to come to mind. But guess what – by adopting a QuickBooks-friendly CRM, these three small business owners have streamlined the sales processes for their...

/ March 26, 2015

3 Ways to Generate New Business from Existing Customers

Existing customers are, in some regards, an even better source of potential revenue than a new customer might be. Why? Well, all the heavy lifting is already done – you’ve established a relationship, shown them how great your product or...

/ March 10, 2015

5 Creative Ways to Generate Leads for Your Small Business

To keep your small business growing, your sales funnel needs to be continuously topped up by generating new Leads. Do a search online and you’ll find a lots of ways to generate leads, but your unique small business may require...

/ March 2, 2015

5 Ways to Generate Leads Online for Your Small Business

You’ve got your kick-ass product ready and a team of all-star employees prepped to win over prospective customers, but your sales funnel is looking a little emaciated. To fill your funnel to the brim with leads (and qualified ones, at...

/ January 21, 2015

A QuickBooks Customer Manager Creates the Best Kind of Marketing

Wondering where to put your efforts (and your wallet) to grow your small business in 2015? Well, I’m here to tell you that investing in happy customers is where your dollar will be best invested. The ROI of Happy Customers with...

/ December 30, 2014
Stop Managing Your Leads in Excel

Stop Managing Your Leads in Excel – Your Bottom Line Will Thank You

You’ve paid for a local mailer to go out with your latest promotion, and overnight leads are flooding in. Of all the problems small businesses face, this is my favorite one! You now have an influx of potential business emailing...

/ September 30, 2014