Why & What for CRM - Benefits, Reasons & Rationale for CRM

28 Dec

Pricing And Products – Part 2

Recurring/Repeating Invoices Repeating invoices were a popular feature of our desktop CRM, and in January’s release we’ll be sending live the web-based version, enhanced and simplified. Out of the box they’ll support both eWay and EziDebit, with more payment systems...
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30 Oct

The Walking Dead: Bookkeeper Zombie Apocalypse

All of the technologies to kill off the bookkeeper mostly exist and it’s only a matter of time before someone takes the industry out to the back paddock and shoots it. Let’s think about what they would need to do:...
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11 Jul

How to Handle Back Orders and Sales Orders in Xero

As we started to make our integration with Xero, we discovered a few interesting differences between Xero and other accounting systems. One of the biggest differences we saw – and perhaps the most surprising one – is that Xero doesn’t...
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17 Jul

CRM that works with Reckon Accounts Hosted

We’ve reversed this decision. We’re no longer supporting Reckon Accounts hosted. The effort to support the Reckon platforms is not worthwhile for us, and so we’ve decided to focus on our Xero, MYOB and EXO integrations. As a long time...
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19 Mar

Hitting the limits with MYOB and you don’t want to change accounting software

Hitting the limits with MYOB If you’re hitting the limits with MYOB but you don’t want to change accounting systems or you’ve just realized that its not a substitute for a CRM. For warehousing: It’s common that people use lots...
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27 Jun

Why your accounting software vendor is delusional !

I just saw a blog post over at Reckon talking about “Using your accounting software to gain customer insights” which describes a typical accounting software/accountants view of where they sit in a business. And it’s wrong. Completely, utterly wrong. I’ve...
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17 Apr

Why link CRM and Accounting Systems?

As I have mentioned before, one of my favourite “quick wins” for a business is connecting up their accounting system (be it MYOB, Xero or Quickbooks – now Reckon Accounts in Australia).There’s so much benefit in doing this, I thought...
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