Small Business

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

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

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

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

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 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

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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