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 Sell on YouTube: 3 Steps for Growing Sales With Video
YouTube is a great place to get the word out about your new or well-established retail business. To get started, you simply need to create your account and determine your strategy (including what you might feature on your channel—product demos, customer reviews, livestreams, etc.). Then, you should optimize your content via website links, playlists, and…
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 Enter Credit Card Transactions in QuickBooks Online
This tutorial will guide you through how to enter credit card transactions in QuickBooks Online, something you have to do if you can’t connect your credit card account to your QuickBooks Online account or need up-to-date financial information. We’ll also cover how to review your credit card transactions in the credit card register and how…
7 Steps on How to Use RingCentral Snap Recordings for Professional Voice Messages
RingCentral Snap Recordings turns your script into a professionally recorded message for studio-sound quality voicemail greetings, interactive voice response (IVR) menus, and on-hold recordings. To start creating your own, head to the RingCentral Snap Recordings page and register for a free account. Choose a voice talent, write the script, and choose background music. Once finalized…
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 Add, Reconcile & Delete Your Bank Accounts in Xero
This guide in our series of free Xero courses is going to cover how to connect your bank account and reconcile your account both with and without a bank feed. It’ll also show you how to view your bank reconciliation summary report and delete a bank feed that’s no longer needed. Our tutorials for Xero,…
How To Track and Pay Bills in Xero
In this tutorial, the third of our free Xero courses, we’re going to cover how to add vendors to your account. We’ll also look at how to pay bills in Xero as well as how to view, record, and manage them. We created our courses to help you understand how to use Xero better, one…