A referral is an act of recommending a business, product, or service to new prospects. Leads generated through referrals are more likely to convert because they are already qualified. Small businesses also benefit from referrals by cutting the time they spend on cold calling, thereby reducing their sales expenses and sales cycle. Maximize your ability…
How To
How To Void a Check in QuickBooks Desktop
In this tutorial, you’ll learn how to void a check in QuickBooks Desktop for bill payment checks and payroll checks already issued but not yet cashed or deposited. We’ll also cover the instances when you should void a check. This tutorial is more useful if you follow along in your QuickBooks Desktop account. If you…
How To Use Lead Scoring To Increase Conversions & Revenue
Lead scoring aims to prioritize your sales activities by focusing only on opportunities with the best chance of converting into customers. By establishing customer fit and interest criteria, setting a point system, and applying it to current deals in the pipeline, you gear effort toward those most interested and qualified to make purchasing decisions. In…
How To Print Checks in QuickBooks Desktop: A Guide
Today, we’ll show you a step-by-step tutorial on how to print checks in QuickBooks Desktop. We’ll go over two ways you can do that: writing and printing checks when bills are received and printing checks for bills already entered. You can follow along on your QuickBooks Desktop account as we walk you through each step….
How to Set Sales Quotas (+ 3 Free Templates & Calculator)
Implementing sales quotas helps sales managers and business owners hold their teams accountable for performance. Additionally, they allow organizations to forecast sales and break down goals into smaller objectives, such as monthly calls or revenue, that sales team members must complete. In this article, you’ll learn how to set sales quotas, explore best practices for…
How To Set Up & Pay Payroll Tax Payments in QuickBooks
Employers are liable for paying their own employment taxes (Social Security, Medicare, and unemployment) in addition to withholding and paying payroll taxes for their employees. All three QuickBooks Payroll plans (Core, Premium, and Elite) make it easy to calculate and pay these taxes. In this tutorial, we discuss how to set up payroll tax in…
How to Write Cold Calling Scripts (+ Free Templates)
Using cold calling scripts during direct outreach campaigns allows you to introduce offerings and address objections with more confidence. An effective cold calling script fosters personal connections with the call recipient, grasps their attention through an intriguing sales pitch, and provides a clear call to action after the conversation. In this article, we explore how…
CRM & Customer Retention: 3 Strategies to Earn Loyalty
Customer relationship management (CRM) software and customer retention go hand in hand. This is because CRM systems have the ability to produce actionable data to help businesses understand their customers’ behavior better—allowing them to provide more personalized services. It also enables them to gather customer feedback through service features that allow them to constantly identify…