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Lead Tracking Best Practices for Small Businesses Using QuickBooks

Lead Tracking Best Practices for Small Businesses Using QuickBooks

by Alanna Smith | Apr 11, 2018 | Sales, Small Business

As your small business generates more leads, the purpose of lead tracking becomes pretty clear. In order to nurture those leads and ultimately win their business, you need to keep tabs on them as they move through the sales pipeline. Unfortunately, this can be...
Small Business Lead Generation Made Easy: 3 Ways to Get Leads Into Your Pipeline

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

by Alanna Smith | Mar 29, 2018 | Small Business

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...
5 Reasons Why Offering an Online Customer Portal Reduces Admin Work

5 Reasons Why Offering an Online Customer Portal Reduces Admin Work

by Rodrigo Fernandez | Mar 12, 2018 | Small Business

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...
5 Signs You’ve Outgrown QuickBooks Customer Manager

5 Signs You’ve Outgrown QuickBooks Customer Manager

by Rodrigo Fernandez | Jul 19, 2017 | QuickBooks, Sales, Small Business

In business and in life, it’s hard to walk away from what we already know. It’s easy to stay on the same path. It’s comfortable. It’s familiar. But is it the best way to go? When it comes to new customer management software, it can be especially difficult to cut ties...
5 Ways to Get Your Sales Team Excited About CRM Adoption

5 Ways to Get Your Sales Team Excited About CRM Adoption

by Rodrigo Fernandez | Jun 15, 2017 | Sales, Small Business

For a CRM to really work in helping a business grow their sales, the whole team has to be on board. Here are some best practices for on boarding your sales reps to ensure an effective adoption of a CRM. 1. Focus on what your sales reps will gain from using a CRM...
6 Signs You’ve Outgrown QuickBooks and Need a CRM

6 Signs You’ve Outgrown QuickBooks and Need a CRM

by Rodrigo Fernandez | Jun 13, 2017 | Customer Service, QuickBooks, Small Business

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...
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