customer service

6 Ways CRM Software Helps Education Companies Handle the Back-to-School Rush

The end of summer is approaching, and that means it’s time for school administrators, tutors, and education technology companies to prepare for the return of their students. For those in the education industry, the start of a new school year can be an overwhelming time. With parents visiting schools, students making payments, and teaching staff …

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Features to Look for in a CRM for Creative Agencies

Owning a creative design, web design, or marketing agency requires you to work closely with clients and offer unique services. However, day-to-day tasks such as finding new leads, scheduling project meetings, and providing superior customer service can put a strain on your productivity. You need a way to streamline your processes without getting overwhelmed by …

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Why Going Paperless is the Key to Business Success

In today’s digital age, it’s no surprise that many businesses are transitioning from paper-based to paperless processes. Not only is going paperless beneficial for the environment, but it also helps companies streamline their operations and provide better customer service. For small businesses aiming to create loyal customers and drive repeat business, those should be pretty …

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Increase Customer Convenience With a QuickBooks Customer Portal

Raise your hand if you’ve ever called a company and been confronted with endless automated menus and awful hold music. Keep your hand raised if the task in question was painfully simple, like updating your address or paying a bill. Sadly, we’ve all been there. In situations like these, the appeal of a self-service customer …

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Online Payment Gateways for Small Businesses Using QuickBooks

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 …

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Simplify Your Small Business Workflow for a Faster (and Happier) Team [Part 3]

Welcome back to our ongoing series detailing how you (yes, you!) can simplify and streamline your small business workflow. If this is your first time here, why not check out part one and part two? Last time, we visited Grumpy Gus, the sales rep who unified his workflow courtesy of a CRM for QuickBooks solution. …

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How a Small Business Can Provide World-Class Customer Service [Part 2]

Last week in Part I of Small Business Customer Service, I offered a few suggestions for improving your company’s customer service. Today, I’ll continue on with more ways your small business can ramp up customer service with more world-class examples and some simple take-aways for your team. Anticipate Customer Needs When I think back to …

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