Parallel testing is the process of running the same payroll in two payroll systems to ensure that both have the same outputs. That means all the information regarding employee net pay, taxes (including year-to-date totals), and withheld benefit premiums reported in the new software aligns with what is reported in the old system. Parallel payroll…
How To
8 Steps to Creating a Sales Onboarding Plan (+ Free Checklist)
Sales onboarding helps equip new sales reps with the knowledge and tools needed to be productive and engaged with your organization. Effective onboarding plans cover various topics, from company-wide policies and proper employee orientation to sales department-specific information. We’ll walk you through the eight components of an onboarding plan, so your new sales team members…
Overcoming Objections in Sales: How to Address Common Concerns
A sales objection is any reason why a lead does not wish to move forward to the next stage of the sales process, and is an inevitable and natural part of selling. Sales reps who aren’t fully prepared may doubt themselves or give up too soon, but overcoming objections is the key to keeping your…
How to Write a Book Press Release in 4 Steps (+ Template & Examples)
To secure publicity when launching a new book, you must learn how to write a book press release. First, identify your target audience. Next, format your media release, craft a captivating headline and subheadline, write a few paragraphs about your new book, and add a boilerplate. Finally, get broad exposure by distributing it in different…
How To Import Bank Transactions Into QuickBooks Desktop
We’ll cover how to import bank transactions into QuickBooks Desktop through two methods, with the first one via setting up a direct connection, or bank feed, between your bank account and QuickBooks Desktop. The second is by WebConnect (.qbo files), which doesn’t require QuickBooks to access your online bank account. We’re glad you’re taking the…
How to Use Trello as a CRM in 7 Steps
Some businesses prefer using a project management tool over a traditional customer relationship management (CRM) software because of its simplicity and cost-friendly options—leading them to use Trello for lead and pipeline management. By creating a board, converting the sales pipeline stages into lists, and designing cards as sales data records, you can convert your Trello…
How to Use HR Features & Run Payroll With Rippling
Learn the basics of HR and payroll with Rippling’s all-in-one HR platform. We’ll cover the dashboard and hiring and offboarding flows before giving step-by-step instructions for running payroll.
Rippling is an all-in-one HR and payroll platform that streamlines and automates employee management processes. Its robust features allow you to hire, manage, pay, and train employees. In addition to HR tools, Rippling offers IT solutions for setting up and monitoring computer devices and app access. In this article, we go over some basic HR…
Airtable CRM: How to Use Airtable as a CRM in 5 Steps
Although Airtable is not a traditional customer relationship management (CRM) system, it has similar data organization capabilities, allowing it to be used as a CRM. By gathering sales information, determining your sales process, and formatting your database properly, Airtable can be a cost-effective alternative to CRM software. Learn how you can customize Airtable for use…