Small Business

Small Business Lead Generation Made Easy: 3 Ways to Get Leads Into Your Pipeline

Small Business / By

Imagine having a steady influx of customers all day, every day, without having to lift a finger to find them. That would be pretty cool, wouldn’t it? Unfortunately, that isn’t the case for most small businesses — and that’s where lead generation comes in. Lead generation is the process of finding individuals or companies in …

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5 Reasons Why Offering an Online Customer Portal Reduces Admin Work

Small Business / By

Originally published Mar 12, 2018; updated Jan 18, 2019. When you run a small business, you want to ensure processes are streamlined so each person can work as effectively as possible. And when it comes to spending less time on admin work, there’s a strong case for putting some of the onus on the customer. …

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6 Signs You’ve Outgrown QuickBooks and Need a CRM

Customer Service, QuickBooks, Small Business / By

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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Improve Subcontractor Reporting in QuickBooks

QuickBooks, Small Business / By

Whether you subcontract production processes in manufacturing, or oversee a team of subcontractors in field services, it is essential to have access to flexible reports that help you manage your sales.  This blog post gives a quick breakdown of subcontract reporting functions in QuickBooks and offers an alternative, custom solution that applies both your QuickBooks data …

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5 Sales CRM Facts For Every Small Business

CRM, Sales, Small Business / By

CRM software doesn’t always receive the credit it deserves. For some, it’s an archaic system that’s used to collect and store contact information. For others, it’s an expensive, time-consuming software that’s a headache for your sales reps to navigate. But with the proper approach, the right CRM will become the biggest asset to your entire team. More …

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Your Business Needs Customer Relationship Management — Here’s Why

CRM, Small Business / By

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 information and general chaos, a CRM (Customer Relationship Management) solution might be exactly what you need. Accounting software is often …

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