Quickbooks is one of the most popular accounting software systems for small businesses. Integrating your small business CRM with Quickbooks allows you to easily share your accounting and financial information with your sales team. This enables you to better track expenses and generate more detailed reporting to show you where you can improve on costs. Check out the video below to learn more.
Instead of managing your business between multiple poorly integrated web apps, WORK[etc] integrates all the tools you need to manage your business into one platform.
Centrally manage contacts, sales, projects, support cases, time tracking, and billing. Log expenses related to an activity, track time spent working on projects, and create billable milestones. Manage a list of products within a product catalog, along with quotes and estimates. Then, instantly turn any of these charges into an invoice and have the specific data sync with Quickbooks online.
Time tracking always gets a bad rap. "It's a waste of time." "It's too much micro-management." If you're not tracking it, however, then you risk wasting it and losing out on these three tangible benefits.
If first contact with a sales lead is like a first date, then sending out a sales quote would be the equivalent of getting down on one knee and proposing. Here are three tips on how you can use WORKetc to win that "yes" in the end.
Knowing which club to use in specific situations is key to winning in golf—just like how identifying your customers' needs and segmenting data is crucial in small business marketing.
No leader wants to bring their team aboard a sinking ship. Here's how you can ensure your new CRM implementation efforts don't go to waste.
If you only have 10 people on your team and one of those is, at best, average then that means a full 10% of your workforce is holding your business back. No small business can afford that anymore. Here's why.
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