Uncategorized – Page 11

4 Ways Your Business Bleeds Money (and How to Stop Them)

June 18, 2025April 8, 2015 by Daniel Barnett

Businesses can bleed money in so many ways. Fortunately, you can stop the bleed from turning into a full on cash hemorrhage. QuickBooks queen Stacy Kildal tells us how.

Best of Breed or CRM Ecosystem? The Best Choice to Grow Your Business

June 18, 2025March 30, 2015 by Daniel Barnett

Child with selection of toys on a table.

Best of breed apps are great at what they do, but their single-function nature can make them cost-prohibitive for small businesses who want to build their own CRM ecosystem. That’s where an integrated CRM system comes in — by handling a large chunk of the CRM ecosystem, it enables small businesses to use the time and resources they save on more pressing matters.

Stamp Your Own Brand on Your WORKetc CRM Customer Portal

June 18, 2025March 19, 2015 by Daniel Barnett

What would a customer want to see everyday: a cookie-cutter login screen without any character or a good-looking custom screen that lets them know you mean business? Hint: the answer is the latter. Read on for a few awesome resources that you can use to stamp your own personal brand on your WORKetc customer portal login screen.

Managing Your Business like a Democracy? Here’s Why You’ll Fail

June 18, 2025January 23, 2015 by Daniel Barnett

When it comes to business, not all opinions have equal weight and not everyone should be asked for their opinion. It’s a business, not a democracy, so you better own it.

How This Backpacker Turned Freelance Work into a 20-Person Branding Agency

June 18, 2025November 19, 2014 by Daniel Barnett

Serendipity had a hand in the birth of China-based branding agency Thread Design. Its co-founder, Ben Weldon, didn’t even imagine he’d end up staying in China and heading a design agency almost a decade after he first set foot in the country as a curious backpacker. When it came time to choose a CRM, however, Weldon left nothing to chance. After exhaustive research, he found WORKetc.

Big Time Screw Up? Follow the Three A’s to Make Things Right

June 18, 2025August 20, 2014 by Daniel Barnett

Everybody makes mistakes, but when it comes to working with clients that mistake can hit your future cash flow hard. Follow QuickBooks queen Stacy Kildal’s three A’s to turn the situation around.

How This Company Put an End to Email Ping-Pong

June 18, 2025August 14, 2014 by Daniel Barnett

English Garden Group started out as a family-run nursery but, over time, has expanded – first into landscape construction and then into landscape architecture and garden design. When their old CRM became less and less able to handle complex interaction between the different parts of the business, they turned to WORKetc to consolidate them all under a single cloud-based system.

22 Things You Didn’t Know You Needed in a CRM (Until It Was Too Late!)

June 18, 2025June 23, 2014 by Daniel Barnett

Foot about to step on banana peel with superhero stopping it.

Bringing a checklist when you shop around for a CRM is a good idea, but not when the checklist is too short and vague. The devil, as they say, is in the detail. To help out, we’ve compiled a list of important features that you should look for in a CRM system.

Getting it Right: Quick Tips On Getting A Small Business Off To A Good Start

June 18, 2025May 19, 2014 by Daniel Barnett

Stacy Kildal is an internationally-recognized QuickBooks Online expert and has been named as one of the Most Powerful Women in Accounting. She tells us about some of the more common ways that small businesses can get off to a rough start, and how to avoid them so you don’t fall into the same trap.

Become a Delegation Pro – Four Practical Steps

June 18, 2025November 14, 2013 by Daniel Barnett

Are you finding that there just aren’t enough hours in the day? Do you get the feeling you’re treading water rather than building your business and doing the work that excites you? There are warning signs that it’s time to delegate and some simple steps to get you started.