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Sales Training + Inbound Marketing + HubSpot

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. 


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

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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