CRM adoption involves gaining buy-in and support from your team members on using a customer relationship management (CRM) platform to manage sales activities across the organization. Involving your team in different stages of the process, including finding out features they want the CRM to use and providing ongoing CRM training, can all help to increase…
How To
How To Pay Commission on Sales in 6 Steps
Sales commission is pay an employee receives for selling a product or service your company offers. To pay sales commission, you’ll need to create your sales commission plan, determine which employees are eligible, calculate their commissions, and determine how you’ll pay them, all while ensuring compliance with employment laws. Using payroll software like Gusto can…
How To Use QuickBooks Time
Whether you’re new to using QuickBooks Time (formerly TSheets) or thinking of getting the software to track your employees’ time and attendance, this tutorial can help you navigate through the steps of setting up your company account. In addition to providing a guide on how to use QuickBooks Time, this article will cover most of…
How To Run Payroll With OnPay: A Guide for Small Businesses
Learn about the basics of how to run payroll with OnPay. Follow along with our step-by-step instructions to help you along the way.
OnPay is a full-service payroll solution that lets you manage payroll including tax filings for wage-earning employees and contractors. It has a clear interface with large, colorful tabs, making it an easy-to-use solution for processing payroll. It also has some HR features and costs $40 monthly plus $6 per employee per month. In this article,…
How to Plan & Run a Successful Client Meeting in 7 Steps
Client meetings give you an opportunity to build or re-establish credibility and trust with leads, prospects, and current customers. Through understanding the meeting’s purpose, proper logistical planning, in-depth research, preparedness, and planning, you ensure your customer meeting is run effectively and successfully. In this article, we explore how to plan and run a client meeting…
How to Set Up an HR Department in 5 Steps
Human resources (HR) is a necessary component of any successful small business. When you’re just starting your business, all the HR responsibilities fall on you. At a certain point, you’ll be able to shed those obligations and set up your own HR department. By following the steps outlined below—which cover everything from staffing, budgeting, and…
How to Use Squarespace Scheduling in 6 Easy Steps
Squarespace Scheduling, a standalone app for small businesses that tops our best appointment scheduling software guide, can be added to any website. It includes integrated payment processing for pre- or post-service payments, card-on-file billing, video conferencing integration, intake forms, and automated booking confirmations, reminders, and follow-ups. You get notified of each scheduled appointment and can…
How to Run QuickBooks Payroll Reports
QuickBooks Online Payroll offers 17 payroll reports that cover everything from employee details and payroll costs to workers’ compensation and tax liabilities. Below, we’ll cover the steps for running payroll reports in QuickBooks Payroll Online, review each report, and cover how to pull additional details and void a payroll check through reports. You will need…