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Datisfy: Be Satisfied With Your QuickBooks Data

Posted by Wes Schaeffer | Nov 4, 2017 9:54:35 AM

Intelligent Prospecting for Modern Sales & Marketing Teams

Stream below or right click here to download the episode. 

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What You'll Learn In This Episode of The CRM Sushi Podcast...

  • Angela Meharg
  • QuickBooks Desktop
  • QuickBooks Online is coming on strong
    • Earlier this year added "Job / Project" feature under one customer
  • Worked with custom reporting for about 20 years
  • Her CFO friend came to her (the Crystal Reports Goddess)
  • She had worked with SAP and Oracle...
  • But QuickBooks is hard to "get under the hood"
  • Tough to find their data in a meaningful way
  • Someone had built QQube business intelligence
    • Try QQube for 15 days
    • Plugin for Excel
    • Excel is a useful tool for playing with data
    • Excel is not great for data security, etc
    • Pivot tables give you filters
  • Certified Solutions Partner with QQube
  • Uses Crystal Reports to make a custom report and template for you
  • "6 Reasons Why Dashboards Don't Work and What To Do About It"
  • Not a QuickBooks expert so find an Advanced Certified Pro advisor

Catch Up on Previous Episodes of The CRM Sushi Podcast

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Links Mentioned In The CRM Sushi Podcast

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Topics: Marketing Automation, CRM Sushi Podcast, QuickBooks, Entrepreneur

Written by Wes Schaeffer

Wes and his wife just celebrated their 25th wedding anniversary. They have seven kids, which means Wes is motivated to find what works and help you apply it to grow your sales so he can buy diapers, groceries, braces...and bourbon.

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