Method vs. Zoho CRM for small manufacturing companies
Choosing a CRM for your small business is no easy feat, so comparing your options is essential. Here's how Method CRM and Zoho measure up.
Latest QuickBooks CRM posts
Must-Read Tips for a Better Accounts Receivable Process
For many small business owners, accounting isn’t the most exciting part of running your business. However, having a good grasp of the fundamentals is essential to keeping your business afloat. In this post, we’re tackling the accounts receivable process — why it matters and how to improve it. What is the accounts receivable process and […]
4 Tips to Revamp Your Vendor Relationship Management
Customer relationship management is all the rage, but it takes more than happy customers to keep a business alive. In fact, maintaining positive customer relationships really begins with effective vendor relationship management. If you’re constantly jumping from one vendor to another in search of a lower price, it will impact your ability to fulfill orders […]
4 Ways to Increase Customer Engagement Through Email Marketing
Effective email marketing leads to increased customer engagement and repeat business. Learn how to use your QuickBooks CRM to create better email campaigns that drive results.
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 […]
The secret to delegating tasks as a small business owner
In the early stages of running a small business, many business owners handle everything by themselves. While this jack-of-all-trades approach can help get a new business off the ground, it may ultimately lead to burnout. The business owner may also find they’re so busy with day-to-day tasks that they don’t have time to plan for […]
How to set up a QuickBooks customer portal
Great customer service keeps customers coming back. Extend the power of QuickBooks and elevate the customer experience by offering an online portal.
Best QuickBooks payment gateway for small businesses
Online payment gateways make it easier to accept payments from your customers. Here’s a crash course on using an online payment gateway with your QuickBooks CRM.
Effective Upselling and Cross-Selling With a QuickBooks CRM
Upselling and cross-selling are great ways to generate new business from existing customers. Learn how a QuickBooks CRM can help you sell more strategically and increase revenue.
The Best Email Campaigns to Keep Customers Coming Back
Email marketing to existing customers builds loyalty and drives repeat business. Here are three email campaigns that all small business owners should be sending.