Tag: software

How to streamline your quoting process

“I want to streamline the quoting process and make it more effective but I just don’t know where to begin?”   What’s your current quoting system? What’s your process?  Do you have one?  Why should you have one?    It saves time. If you are using invoicing software, and not using the quotations within that, […]

How to choose the optimal CRM for my small business

When it comes to CRM systems for small business owners, how does one begin to choose and what’s your favourite? First, think about what you want your CRM system to do. For example, if you want your CRM system to talk to your invoicing system but there’s no link or integration between the two systems […]

How to choose the ideal financial software package for my small business

So many financial software packages. How do I choose and what’s your go-to recommendation? My go-to recommendation is, stick with what you know but learn to use it fully.  Get someone to train you, or set it up for you so you’re using it to its full potential. I’ve worked with many businesses that are […]