Tag Archives: CRM

Save Time with These Mobile Products

With today’s technology, we’re able to do so much more by web and smart devices.  You can save time (and not worry about forgetting), if you can jot down notes or handle details quickly.  And for many, QuickBooks is still … Continue reading

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I Need a Product That Does…

Perhaps you’ve been complaining about a problem and don’t realize that a solution exists.  Sometimes it’s helpful to know what’s out there. I put add-on products in 2 categories – Industry-specific and Task-specific Typically you’ll find predominantly industry-specific products at … Continue reading

Posted in Cash Flow, Payroll, Productivity Tips, Remote Access | Tagged , , , , , , , , , , | Leave a comment

Save Time with These Mobile Products

With today’s technology, we’re able to do so much more by web and smart devices. You can save time (and not worry about forgetting), if you can jot down notes or handle details quickly. And for many, QuickBooks is still in the office. So here are some task-specific products that work with QuickBooks you can use away from the office saving you time and sanity! Continue reading

Posted in Business Finance, Credit Card Processing, Productivity Tips, QuickBooks, Remote Access | Tagged , , , , , | Leave a comment

I Need a Product That Does…

Perhaps you’ve been complaining about a problem and don’t realize that a solution exists. Sometimes it’s helpful to know what’s out there. I put add-on products in 2 categories – Industry-specific and Task-specific Typically you’ll find predominantly industry-specific products at … Continue reading

Posted in Cash Flow, Payroll, Productivity Tips, Remote Access | Tagged , , , , , , , , , | Leave a comment

Where’s Your Weakest Business Link?

You’ve already built a solid business that you have great pride in. Yet, if you’re like most entrepreneurs, you’re on a constant search for how to make your business better. One way to focus your search is to look for the weakest link in your business. Continue reading

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What’s new in 2012 for QuickBooks Pro and above

I have to start with this first feature because it’s been on my wish list for several years. If you do payroll in-house and have crews at job/customer sites, then this one feature alone should pay for the upgrade and save you money! Continue reading

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Extending the Capabilities of QuickBooks – Part 3

In my first blog of the Method I mentioned that there are limitations to what you can do in QuickBooks and that frequently a third-party software package can be the answer. The beauty of Method Integration, if you bump up to their full-blown package, is you can address several different areas of shortcomings in QuickBooks with just one solution and customize to suit your unique business. With the first level , you basically have remote access to QuickBooks which many businesses are looking for. The next level up is Method CRM which gives you sales and case management capabilities. Today I want to begin discussing the full-blown level of Method Integration, which not only gives you remote access and Method CRM, but some industry specific applications; I will focus on two applications that come at this level. Continue reading

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Extending the Capabilities of QuickBooks – Part 2

Last time I talked about a web based program called Method Integration. What I liked about it was its real-time sync with QuickBooks and the power and the customization that comes along with it. I focused mostly on using Method for remote data entry and all the features that come along with that. Today I like to talk about going to level with Method. Continue reading

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