February 26, 2019
We've taken the best of a traditional office work area and digitized the most familiar and used aspects. By combining dashboards and data entry into one Single Screen, users find a unique experience where everything they need is only one click away.
March 13, 2015
September 5, 2014
September 5, 2014
September 5, 2014
September 5, 2014
February 26, 2019
We've taken the best of a traditional office work area and digitized the most familiar and used aspects. By combining dashboards and data entry into one Single Screen, users find a unique experience where everything they need is only one click away.
March 13, 2015
The nature of a CRM system is to provide a central location to keep track of all communications activity with a customer, client or prospect, or anyone you do business with.
September 5, 2014
One of the ways successful firms are continuing to grow during the current economic downturn is by finding new and existing clients with targeted, personalized service. Large firms have used customer relationship management (CRM) and contact management systems for years to manage sales activities, track correspondence, and log contact with current and prospective customers, but…
September 5, 2014
Lou Fuoco, Fuoco Group, Certified Public Accountants and Business Advisors The Fuoco Group isn’t your average tax and accounting firm. On one hand, you have the quirky and out-of-the-accounting-box “shall we dance” marketing theme, and on the other you have a collective expertise that spans a broad accounting repertoire. But what really differentiates the firm...…
September 5, 2014
Marketing is all about making a name for your business, and making a name requires telling a great story. You may have the most progressive and unique firm in the world, but that won’t do you a bit of good if you don’t know how to convey that to prospects and clients.
September 5, 2014
Giving you practical, leading-edge technical guidance is one of the key reasons for this column’s existence. As you have noted from other columns and features in this issue, there are several topics that affect document and accounting access: Document Management products, SaaS Small Business Accounting products, Small Business Specialty products, and Workflow, which is one...…
September 5, 2014
Is this the year of the Tablet? Has the mobile Internet finally arrived? What business purposes are served by using mobile Internet devices, and how can they help us serve clients better? Whether you are working with products from Apple, Motorola, BlackBerry, HTC, Samsung or a myriad of other providers, access to the Internet, and…
September 5, 2014
Is the introduction of the Apple iPad and other tablet devices the dawning of a new revolution in information technology, or a more subtle evolution? They may not be as disruptive as all of the political revolutions going on around the world today, but tablets are poised to have a significant impact on the flow...…
September 5, 2014
Those of you who are “chronologically challenged,” as am I, will remember the bad old days of pink “While U Were Out” slips, Franklin Planners and multiple phone calls through secretary-controlled switchboards. Fortunately, we now have Outlook, smartphones and direct inward dial telephone systems … and that’s just the beginning! Today’s modern practitioner is making...…
September 5, 2014
“Here he goes again,” I’m sure you’re thinking. Here’s yet another column or article written for accounting consumption about how to use social media. I’m sensing you’re kind of tired of these pieces, right? The fact is, if you’re reading this column, it may mean you really are interested in how to improve your social...…
September 5, 2014
Column: Successful Small Business Consulting From the April/May 2011 issue One of the most important skills consultants must perfect is the way in which we communicate with others. When someone cannot communicate clearly or efficiently, that person loses the respect and trust of clients, coworkers, bosses, and really everyone around them. So since your success...…
September 10, 2013
xTuple, developers of open source enterprise resource planning software, announced the release of an updated version of its accounting, CRM and ERP software. xTuple 4.1 adds sales to the mobile web offering and includes new manufacturing and distribution features.