Tag: CRM
Get Online or Get Left Behind
Yeah. I said it. I know it might sting a little bit, but sometimes the truth hurts. What do I mean by this? I mean that I recently had a conversation with someone in her mid-20s (I am, at the time of writing this, only 38), and she and I agreed: We totally judge a [...]
How To Outline Your Operational Roadmap To Success – Zoho.com
When it comes to outlining your operational roadmap to success we are really talking about managing your business contacts, from the moment you meet them at a networking event to the ongoing relationship you have with them long after they become a customer. Keeping good accounting records and seeing what you’ve sold them and how [...]
The Value of Integrated CRM
Integrated CRM (Customer Relations Management) is the way the profession is moving—offering a convenient information hub for centralizing operations across an organization.
SmartVault for QuickBooks Document Management, and Beyond
Document management can be a critical process for your business. At the simplest level, it is an easy way for you to store and retrieve documents easily. You can expand the process to include things like records compliance, document security, reducing the amount of paper you are storing (a “paperless office”), improving communications between employees, [...]
Expanding Your Business with QuickBooks Integrated Applications
It seems like with all the features that QuickBooks includes, there are still gaps in functionality for some industries and specific businesses. As a QuickBooks Consultant, how do we address these issues? Sometimes it is by using a work around in QuickBooks alone, but what about when that is not enough? That is when an [...]
Salesforce for QuickBooks
Salesforce is one of the most widely used CRM products available. QuickBooks is the leader in small business accounting. Leaders in their respective areas, but they didn’t work with each other. Frustrating? Sure, but now Intuit has the answer for you, Salesforce for QuickBooks! But, is it the right product for you? There may be [...]
QuickBooks 2012 Lead Center
Lead Center is a new feature in Quickbooks 2012 that allows users to manage their prospects/leads in QuickBooks before they become customers. This is another feature that Intuit is adding to add CRM-like capabilities. Is it useful? Let’s take a look.
QuickBooks 2012 Overview
QuickBooks 2012 is Coming! Set for release later in September, QuickBooks 2012 contains a significant number of new features, as well as improvements to existing ones. Some additions have me very excited and are very welcome. FIFO inventory, Serial/Lot Tracking, Lead management, free local attached documents, and much much more! This article will list the [...]
Integrating QuickBooks with ACT! and QBSalesData
Sage ACT! is a widely used CRM system, and there are several products available that can connect QuickBooks with your ACT! system. Today I’m reviewing QBSalesData from Effective Solutions. This is an interesting program, with many great features but a few rough edges. You might want to compare this with Xact Accounting Link for ACT! [...]
Integrating QuickBooks with ACT! and Xact
Sage ACT! is a widely used CRM system, and there are a number of different products available that can connect QuickBooks with your ACT! system. One very interesting integration product is the Xact Accounting Link for ACT! and QuickBooks.
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