CRM-etc. Podcast with Kathy Hahn | CRM | Ecommerce | Online Tools

Welcome to the CRM-etc. Show with your host, Kathy Hahn, business coach, QuickBooks ProAdvisor, and consultant for CRM and Ecommerce Solutions. The CRM-etc. Podcast is designed to explore various CRM, Ecommerce, and online tools so that listeners will be more informed when choosing a product. The goal is to help businesses Systemize, Automate, and Be More Productive. For updates and additional information, visit http://crm-etc.com.

029: Agiliron Ecommerce Solution Point of Sale Online and Offline Feature

The Point of Sale Feature within the Agiliron Ecommerce Solution is coming soon for OFFLINE transactions, so if the internet connection is lost, sales can still be processed. The credit card information is stored

08-22
19:46

028: Infusionsoft Interview by Kathy Hahn with Joe Manna

In Part 2 of the Infusionsoft Interview by Kathy Hahn with Joe Manna, additional functionality are discussed such as the basic calendar and appointment features that are offered within Infusionsoft

08-15
17:18

027: Infusionsoft with QuickBooks Interview by Kathy Hahn

Joe Manna of Infusionsoft, Developer and Partner Programs Manager, shares about marketing automation and CRM, and how Infusionsoft connects with QuickBooks in an interview by Kathy Hahn. Infusionsoft has 3 main features; CRM, automation in email marketing and ecommerce capabilities.

08-08
24:28

026: WooCommerce with QuickBooks, an Ecommerce Solution, an interview by Kathy Hahn

Matt Cohen of Woothemes in an interview by Kathy Hahn shares about the popular Woocommerce product, he defines Woothemes as a Wordpress product company, they provide solutions for clients using Wordpress as a platform, and Woocommerce and QuickBooks can now integrate for a great Wordpress Ecommerce Solution.

08-01
28:04

025: Mavenlink Customization and List Integration with QuickBooks

In Part 2 of the interview by Kathy Hahn CTO Roger Neel describes Mavenlink customization and list integration with QuickBooks. He talks about the setup and mapping of names within the various lists

07-25
23:34

024: Mavenlink with QuickBooks for Project Management

In a recent interview by Kathy Hahn with CTO Roger Neel (Chief Technology Officer) and Co-Founder of Mavenlink, Roger describes how Mavenlink provides for project management for service orientated companies, and an integration for Mavenlink with QuickBooks use is available

07-19
18:41

023: Agiliron Ecommerce Solution with CRM now Integrates with QuickBooks Online

Great news, Agiliron, the Ecommerce solution with CRM now integrates with QuickBooks Online. Yes, as of July 8, 2014, Agiliron now integrates with the QuickBooks Online platform. The outcome for retailers is a very beneficial solution, now POS is an online platform and is automated to go mobile, with inventory integration, multiple channel proliferation, and CRM.

07-13
21:24

022: Avalara Sales Tax with Ian Clyde – Part 2

Ian Clyde of Avalara® Sales Tax solution says proposed federal legislation of the Market Place Fairness Act is being followed very closely. This legislation would potentially create a scenario where more companies would be required to collect and remit tax.

06-27
17:03

021: Avalara Sales Tax Solution with Ian Clyde – Part 1

Ian Clyde, a National Sales Director of Avalara® Sales Tax solution, in an interview with Kathy Hahn discusses the sales tax challenges of complying with today’s sales tax reporting issues.

06-24
16:49

020: TSheets Time Tracking for Payroll

TSheets Time Tracking for Payroll-Jessie BryantJessie Bryant of TSheets Time Tracking for Payroll in an interview by Kathy Hahn says she has a “fun” job in working with accounting professionals, in her position as Accountant Programs Director with TSheets, the payroll tracking system that integrates with QuickBooks.

06-13
24:41

019: Cloud Cart Connector for Ecommerce and QuickBooks with Joseph Anderson Part 2

The Cloud Cart Connector connects Ecommerce and QuickBooks Desktop, QuickBooks Online, and QuickBooks for Mac and has a 2 way compatibility with that works with Intuit sync manager, Joseph Anderson

06-06
22:36

018: Cloud Cart Connector for Ecommerce and QuickBooks with Joseph Anderson Part 1

Listen to the interview with Joseph Anderson of Cloud Cart Connector, a newer Ecommerce Solution, where Joe explains how the sync works with QuickBooks; ecommerce and QuickBooks are able to integrate when using the Cloud Cart Connector.

05-30
16:37

017: Thank You Veteran’s

In patronage of Memorial Day and in honor of our fallen hero's, this message is to share appreciation for all those who have given their lives in duty to serve our country, Thank You Veteran's. May their families be blessed in their loss,

05-25
03:07

016: What is QuickBooks with Kathy Hahn

What is QuickBooks? It is Awesome! QuickBooks® is a financial management system and much more. It is also a great productivity tool to help you get organized.

05-16
03:50

015: ShipStation Supplies, Tools, and Tips with Robert Gilbreath Part 2

ShipStation supplies necessary would be only the standard shipping supplies. They recommend to have a nice scale, some scales are rated, it’s best to get one that’s rated a bit above and below what you normally ship, to give more accuracy, and possibly one that can be connected via a USB to your computer. Also, possibly a scan gun to scan bar codes on products or labels that can help with processes, and they definitely recommend a good printer.

05-09
17:18

014: ShipStation with Robert Gilbreath Interview by Kathy Hahn Part 1

ShipStation is a web based service that online entrepreneurs’ use to make all their fulfillment and shipping pains go away says Robert Gilbreath Marketing Director of ShipStation in a recent interview by Kathy Hahn. They connect with all the major market places and shopping carts on one side of their business and you basically use ShipStation to ingest and import in all your order data every day and then use their tools to automate many of the shipping processes, print labels, packing slips, etc. They connect with all the major carriers such as Fedex, UPS, DHL, USPS, and

05-02
18:17

013: Constant Contact with Results®

Constant Contact® with Results®? Yes! Constant Contact® with Results® is now an integrated solution to help with communications and workflow.

04-25
20:49

012: Results® with Sam Saab-Interview by Kathy Hahn Part 2

Grow Your Business with Results®Results® is more than just a CRM, the software can be utilized for Project Management and more. You can utilize Results® for desktop CRM or online.

04-18
25:34

011: Results® with Sam Saab Interview by Kathy Hahn

Results® software product is a very mature product and has been on the market since 1986. Results® software is a great desktop CRM and it can also be utilized online via your mobile device. In a recent interview by Kathy Hahn, Sam Saab of Results® says

04-11
30:16

010: Method-CRM-with-Paul-Jackson-Interview-by-Kathy-Hahn-Part-2

Paul Jackson says in many ways what MethodCRM enables people to do is, get a custom solution as if they actually paid a programmer to create an application for them, their dream application, but they can actually do this themselves by just having a bit of imagination and some time, they can create whatever business process they like.

04-04
17:47

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