Paying your vendors is an important part of keeping your business running smoothly. QuickBooks Online makes it easy to pay your vendors and keep track of payments. Here are the steps to follow to pay a vendor in Quickbooks Online: 1. Go to the Vendors tab and select the vendor you want to pay. 2. […]

Pardot is a great marketing automation tool, but can it be used without Salesforce? The answer is yes! While Pardot was designed to work seamlessly with Salesforce, there are a few steps you can take to set up Pardot without Salesforce. 1) Register for a Pardot account You can sign up for a free trial […]

Hubspot is a cloud-based CRM software that helps businesses track and manage their customer relationships. It is a powerful tool that can help businesses grow and scale their operations. However, it is important to note that Hubspot is not a traditional CRM solution, but rather a marketing automation platform that offers CRM capabilities. If you’re […]

If you’re in the restaurant business, then you know how important it is to have a good accounting software system in place. But with so many different accounting software programs on the market, it can be hard to decide which one is right for your business. In this blog post, we’ll take a look at […]

If you’re looking for a CRM that can handle your data, you may be wondering if Pipedrive can import an Excel spreadsheet. The answer is yes! You can quickly and easily import your data into Pipedrive using the Import Data feature. Simply select the file you want to upload, map the fields, and choose whether […]

When it comes to bookkeeping, there are many software options available. However, not all of them are created equal. Some have more features than others. Some are more user-friendly than others. And some are more expensive than others. So, what about Freshbooks? Is this software option safe? Here’s what you need to know about Freshbooks […]

Are you looking to consolidate your QuickBooks customer list? Maybe you have duplicate customers or want to combine two companies into one. Whatever the reason, there are a few different ways to merge customers in QuickBooks. Let’s take a look at how to do this. From the Quickbooks Home screen, click on Customers in the […]

Salesforce Lightning is a powerful CRM tool that can help businesses streamline their sales process. One of the key features of Salesforce Lightning is the ability to schedule reports. This can be a valuable tool for businesses who want to keep track of their sales progress and performance over time. Scheduling reports in Salesforce Lightning […]

Zoho CRM is a cloud-based customer relationship management software used by businesses of all sizes. The software is designed to help businesses manage their customer relationships in a more efficient and effective way. Zoho CRM includes features such as contact management, lead management, opportunity management, sales forecasting, and marketing automation. In business, customer relationship management […]