5 Sales CRM Facts For Every Small Business
Choosing smart sales software that integrates financial data makes customer management easier. Here are 5 CRM facts relevant for your business.
Latest Small Business posts
Your Business Needs Customer Relationship Management — Here’s Why
Accounting software is great for accounting, but there is more to customers than their financial profile. Learn how a CRM can improve customer satisfaction.
Small Business Tips – Nonprofit Edition
There are many moving parts to running or starting a nonprofit. The following resources give great tips and insight on how to optimize your efforts!
What does Your Work, Your Way mean for your business?
Running a small business can be a labor of love, or just a lot of labor, depending on your choice of business software. Did you know that only 22% of the small businesses we recently surveyed have ever invested in a personalized software solution? That means four out of five small business owners are using programs that aren’t […]
Simplify Your Small Business Workflow for a Faster (and Happier) Team [Part 4]
Welcome back to our ongoing series on simplifying your small business workflow. If you’re just joining us, it’s not too late to catch up! So far, we’ve caught up with Olivia the Ops Manager, Grumpy Gus the Sales Rep, and Debbie the Customer Service Manager. In each case we’ve illustrated how a CRM for QuickBooks […]
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. […]
Simplify your small business workflows for a faster (and happier) team [Part 2]
Welcome back to our small business workflow series. Last time, I started the series off by highlighting a few key reasons your small business is operating with an inefficient internal workflow. If you missed it, check it out to get acquainted with how the series will unfold over the next few weeks. I first introduced […]
2 Simple Tactics to Successful Small Business Email Marketing
Is your small business new to the email marketing game? Have no fear — here are two simple tactics to help you create successful campaigns.
Simplify Your Small Business Workflows for a Faster (and Happier) Team [Part I]
Every member of a small business team needs to perform their role as efficiently as possible for the whole system to move forward. But with everyone sludging through manual processes, and with customer data scattered throughout various spreadsheets and email accounts, how can you expect swift business workflows? (Tweet this) In our small business workflow […]
How a Small Business Can Provide World-Class Customer Service [Part 2]
Customer service is vital for customer retention. In this 2-part series, we'll cover more ways your small business can ramp up customer service.