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Why You Should Integrate Accounting Tools Into Your CRM

Hubspot Sales

Your CRM should be a one-stop-shop for all the information you need to manage your business. However, for many entrepreneurs and sales reps, using their CRM is less than enjoyable. Speaking of revenue, how closely are you tracking the revenue sources for your business? Why Integrate Accounting Tools with Your CRM.

CRM 107
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The SMB Owner’s Guide to Navigating Sales During Economic Uncertainty

ACT

While times of economic uncertainty affect every company, small business entrepreneurs are often hit hard. In this article, we’ll dig deeper into the impact of economic uncertainties on small businesses and discuss strategies to deal with them. This makes it even tougher for small businesses to stay afloat.

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Build or Buy? How to customize CRM

Insightly

Should you build a custom CRM , customize a general app to act like a CRM, or buy a customizable CRM? Customer Relationship Management (CRM) software is an ideal tool for tracking, organizing, and analyzing customer data. However, it’s important to note that not all businesses are the same.

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Software for Consultants: What’s Your Tech Stack?

Nutshell

Read on to learn the essential software types for consultants to improve your business workflow. DOWNLOAD Is your business ready for a CRM? Customer relationship management (CRM) software Consulting firms often find themselves unbalanced in guiding their leads through the buyer’s journey. We recommend starting with a CRM.

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Thinking about starting your own business? Here’s what to know

ACT

Seven to ten percent of small business startups shut down every year and the figures climbed to 23 percent during the COVID-19 pandemic. You must also open a business bank account and likely apply for business credit. While you’re at it, make sure you get adequate business insurance coverage.

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6 Ways to Get Your Business "Investor Ready"

Hubspot Sales

Whether you're funding a side gig or the next big startup , you can find the right investors to help your business scale. Here, we'll discuss where to find investors and six strategies to get your business "investor ready.". Where to Find Investors for Startups and Small Businesses. Here are a few types of investors: 1.

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ACH API: What it is + How to Use it [+ Who Should Not]

Hubspot Sales

In action, it’s a way to allow your website, app, or finance software to make or accept ACH payments securely. You want to connect your payment data with your accounting tools, CRM, or other business software. This tends to make APIs very popular with sales and finance departments. Why use an ACH API? per transaction.