Intelligent Prospecting for Modern Sales & Marketing Teams
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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
- 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
Links Mentioned In The CRM Sushi Podcast
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