Salesforce is a popular CRM software that helps businesses keep track of their customers and sales. One of the main features of Salesforce is its reporting tool, which allows businesses to generate reports on their data. However, some businesses may want to use Excel to further analyze their Salesforce data. Luckily, there are a few […]

Bundles in QuickBooks Online are a grouping of products or services that you sell together. They can be used to create invoices, sales receipts, and estimates. Bundles can also be created from scratch or by converting an existing product or service into a bundle. A bundle in QuickBooks Online is a group of products or […]

Sales is often seen as a numbers game. The more calls you make, the more people you talk to, and the more meetings you attend, the better your chances of closing a deal. But what if there was a way to improve your sales process without putting in any extra effort? That’s where Pipedrive comes […]

If you’re looking for a budgeting method that will help you save money and get your finances in order, Ynab may be the right choice for you. Ynab, or You Need a Budget, is a popular budgeting system that operates on the principle of giving every dollar a job. This means that every time you […]

There are a lot of reasons you might want to integrate Quickbooks into your website. Maybe you want to offer customers the ability to pay invoices online, or perhaps you want to streamline your own accounting process by keeping everything in one place. Whatever the reason, Quickbooks integration is relatively easy to accomplish. How to […]

As the world’s largest tech company, it’s no surprise that Google uses some of the most cutting-edge accounting software available. What may be surprising, however, is which software they use. While you might expect them to develop their own in-house solution or use a popular program like QuickBooks, they actually use a lesser-known program called […]

QuickBooks offers discounts to military members. The QuickBooks Military Discount is available to active duty, reservists, National Guard, and veterans. The discount is available for all QuickBooks products, including QuickBooks Online, QuickBooks Desktop, and QuickBooks Self-Employed. As a business owner, you’re always looking for ways to save money. So, when it comes to accounting software, […]

Salesforce is a powerful customer relationship management (CRM) platform. One of its key features is the ability to track and manage customer accounts. But what if you need to add multiple accounts to a campaign? Can you do that in Salesforce? The answer is yes! You can easily add multiple accounts to a campaign in […]

Pipedrive is a CRM software that helps sales teams to track and manage their deals. It has a wide range of features that makes it a powerful tool for sales management. One of the most useful features for sales teams is the ability to track email opens. This allows users to see when an email […]