< Back to blog

Simplify Your Small Business Workflows for a Faster (and Happier) Team [Part I]

Every member of a small business team needs to perform their role as efficiently as possible for the whole system to move forward. But with everyone sludging through manual processes, and with customer data scattered throughout various spreadsheets and email accounts, how can you expect swift business workflows? (Tweet this)

In our small business workflow series, I’ll shine a spotlight on the inefficient practices and frustrations of many small business staff, and illustrate how a streamlined workflow improves individual performance and provides overall business organization.

In the coming weeks you’ll meet Frank, Debbie, Gus, and Arnold. But to start things off, allow me to introduce you to someone who plays a key role in the overall operations of your business: Olivia.


“It takes me forever to put together our billing, because everyone is managing customer and order information in spreadsheets and email accounts. It stresses me out to think how easily order details could get lost.”


I bet you never considered how QuickBooks could help streamline your team’s workflow and increase productivity!  But the real process improvements occur when a small business adopts a Customer Relationship Management (CRM) application made specifically for QuickBooks users. (tweet this)

Now, let me clarify: creating a quicker team with QuickBooks does not require everyone to have an accounting background, or even access to your QuickBooks file for that matter.

But by equipping your team with a CRM for QuickBooks, which provides safeguarded access to customer accounting info, your team can operate more efficiently. Redundant and manual steps are eliminated within your business’ customer-centric workflows, more can be accomplished by each team member in a day, and the frustrations felt by your staff are put to rest.

QuickBooks ProAdvisor Fran Reed points out in this blog post “the lack of  internal ‘flow’ also creates disharmony amongst team members with everyone getting in the way of the other.” A CRM solution goes a long way to harmonizing that disharmony!

Small Business Workflow before CRM for QuickBooks

How Olivia becomes quicker with a CRM for QuickBooks:

Olivia no longer has a stack of quotes to send out for the sales team. As the CRM administrator, she set the permissions in Method to allow the sales team to create and send out quotes themselves. And then, when the lead accepts the quote, the team converts the quote into a sales order, which again syncs with the company’s QuickBooks file.

Everyone is working from a centralized database they’re able to access from anywhere, so Olivia’s time is no longer spent hounding team members for info when it’s time to do the billing. It also means vital customer data is no longer being saved in email accounts or on laptops, which does wonders for Olivia’s sanity.

Stay tuned for Part 2 of this small business workflow series
where I’ll review the roadblocks faced by Frustrated Frank (your sales rep) and how to supercharge this revenue-generating team member.

Ready to start streamlining your operations?

Sign up for a free trial of Method:CRM, the #1 rated CRM by QuickBooks users on apps.com. 

Free Trial Button

Or, read the Education CRM story of sword fighting school, Guard Up! 

Streamline your business with Method

Start your free trial — no credit card, no contract.