Calling all small business owners: let’s talk about accepting payments from customers. Specifically, let’s talk about why online payment gateways make accepting payments so much easier. Do any of these scenarios sound familiar to you? You often ask customers to repeat their credit card numbers over the phone. You often ask customers to resend cheques …
Online Payment Gateways for Small Businesses Using QuickBooks Read More »
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 challenging for small businesses using QuickBooks. Since you cannot create an …
Lead Tracking Best Practices for Small Businesses Using QuickBooks Read More »
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 …
Small Business Lead Generation Made Easy: 3 Ways to Get Leads Into Your Pipeline Read More »
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. …
5 Reasons Why Offering an Online Customer Portal Reduces Admin Work Read More »
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 Changing up …
5 Ways to Get Your Sales Team Excited About CRM Adoption Read More »
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 …
6 Signs You’ve Outgrown QuickBooks and Need a CRM Read More »
Does your business use QuickBooks? Discover how Method:CRM can help your team easily manage customers and sales reporting. Manage a small business or team? Then you already know how important it is to make the make the absolute most of every minute of the day. A wasted minute is a lost opportunity, and as …
5 Ways Small Businesses Can Simplify Sales CRM Adoption Read More »
Think back to being in school. There was always that one kid who would borrow your homework or copy your tests. Remember how lousy that felt? They ripped off your thoughts, ideas and work, and passed it off as their own, earning the fruits of your labor. Sure, they didn’t learn the same lesson or …
3 Ways Small Businesses Can Combat Counterfeiters Read More »
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 …
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 …
