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The CRM Sushi Podcast, With Inbound Marketing Expert Wes Schaeffer The Sales Whisperer®

Unscripted, real, transparent information and interviews from Wes Schaeffer, The Sales Whisperer®, to help you master inbound marketing and generate more inbound sales that close faster, easier, at higher margin, with less stress and more fun. Wes is a CRM expert, Sales Trainer, Air Force Veteran, Copywriter, Successful Entrepreneur, Husband of 27 years, Father of 7, Author of two books, Keynote Speaker, Brown Belt in Brazilian Jiu-Jitsu. Join us at TheSalesWhisperer.com/podcasts for recaps of every interview, along with valuable resources for aspiring Entrepreneurs and Sales People. TheSalesWhisperer.com is where Professional Sales People come to grow.
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Now displaying: November, 2017
Nov 3, 2017

http://ReferWes.com

http://BestCRMForMe.com

  • 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
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