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Sales + Inbound Marketing + HubSpot

Datisfy: Be Satisfied With Your QuickBooks Data

Posted by Wes Schaeffer | November 04

Intelligent Prospecting for Modern Sales & Marketing Teams

Stream below or right click here to download the episode. 

[ LISTEN NOW ON ITUNES ]

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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The Navy SEALs and their families need your help. Please donate to my Tampa Bay Frogman swim here to benefit the Navy SEAL Foundation.

Links Mentioned In The CRM Sushi Podcast

What Did You Think About This Podcast?

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What did you think of this episode? Please let me know below.

Topics: Entrepreneur, Podcast, Social Entrepreneurship, Inbound Marketing, CRM Sushi Podcast, Angela Meharg, Datisfy, QuickBooks

Written by Wes Schaeffer

The Reassuringly Expensive, Ruthlessly Pragmatic pig-headed entrepreneur dedicated to discovering proven, transferable, effective tools for creating inbound sales so he can help you automate, integrate, and dominate your niche.

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Here's what you and I both know. With all the streaming and social media options you have at your fingertips, the only reason to browse a site like this is that you're either not making enough money or you're working too hard for the money you're making. That means you need to get better at sales, at marketing, and/or at choosing and using the right tools to scale your sales. So contact me and let's see if we can work together. ~Wes

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