3 ways to better manage sales reps in QuickBooks

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You already have a killer product or service, and a business plan in place to back it up. But to really bring your vision to life, you need a team that lives and breathes your business. Those people are your sales reps and they are the heart of your business.

So how can you help your team be the most efficient with their time, driving sales while building quality, lasting relationships with clients?

Some businesses use QuickBooks Enterprise to manage leads and assign follow-up tasks, but using QuickBooks rather than a dedicated CRM can limit your sales team’s abilities. 

Luckily, we can help with that. Here are three ways to better manage sales reps in QuickBooks CRM software.

1. Set and track customized sales targets

First things first: set your goals.

Every business has its own unique strategy and customer base, with unique targets to base your goals on.

Whether your sales reps focus on monthly revenue, converting leads to customers, or setting a number of cold calls to be made, complete transparency with your sales team is key to reaching your goals.

Once you’ve established your targets, set it up for tracking. You might be wondering why you can’t get this done in QuickBooks on your Company Snapshot. Currently, neither sales targets nor detailed opportunity reporting is available within QuickBooks.

Not to worry though, as you have an alternative solution. With Method:CRM’s built-in Opportunities app, your team can :

  • View potential revenue at every sales pipeline stage
  • See your sales conversion ratio
  • Compare revenue in the pipeline by sales rep. 

You can also customize your data even further with personalized reports tailored to your sales workflows.

2. Guide and support with e-mail automation 

Now that your goals have been laid out, set up your CRM to establish best practices for contacting clients, and create alerts for when to reach out to leads.

Method:CRM – Set up reminder notifications for your sales team

With Method:CRM, you can set up email notifications once a new opportunity has been assigned and send automated reminders to follow-up on new leads. 

Once you have those alerts in place, your team will never need to worry about missing out on new opportunities if they’re out of office or on the road.

Learn more about Method’s e-mail notification feature here.

3) Stop sending sales transactions in QuickBooks

If you or your sales reps are constantly logging back into QuickBooks to send out estimates and invoices, it’s time to find a better solution.

QuickBooks serves a great purpose, primarily for balancing your company’s books. But with Method:CRM, your reps can send invoices directly to clients, without requiring special access as they would with QuickBooks.

Best of all, any sales transactions created and sent in Method:CRM will sync automatically into QuickBooks and vice versa.

Learn more about Method’s QuickBooks CRM integration.

At the end of the day

There’s no doubt that QuickBooks is a powerful tool that can serve your business well. But using customer relationship management software like Method:CRM allows your sales reps to better follow-up with customers and in turn, help grow your bottom line.

Better manage your sales reps in QuickBooks with a free trial of Method:CRM.

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