{"id":449,"date":"2015-04-09T15:50:06","date_gmt":"2015-04-09T19:50:06","guid":{"rendered":"https:\/\/blog.method.me\/?p=449"},"modified":"2025-12-06T05:14:45","modified_gmt":"2025-12-06T10:14:45","slug":"simplify-small-business-workflows-part-1","status":"publish","type":"post","link":"https:\/\/www.method.me\/blog\/simplify-small-business-workflows-part-1\/","title":{"rendered":"Simplify Your Small Business Workflows for a Faster (and Happier) Team [Part I]"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Every member of a small business team needs to perform their role as efficiently as possible for the whole system to move forward. But with everyone <strong>sludging through manual processes<\/strong>, and with <strong>customer data scattered<\/strong> throughout various spreadsheets and email accounts, how can you expect swift business workflows? <em>(<a rel=\"noreferrer noopener\" href=\"https:\/\/ctt.ec\/5bpdw\" target=\"_blank\">Tweet this<\/a>)<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><br>In our small business workflow series, <strong>I\u2019ll shine a spotlight on the inefficient practices<\/strong> and frustrations of many small business staff, and illustrate how a streamlined workflow improves individual performance and provides overall business organization.<br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In the coming weeks you\u2019ll meet Frank, Debbie, Gus, and Arnold. But to start things off, allow me to introduce you to someone who plays a key role in the overall operations of your business: Olivia.<br><\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter is-resized\"><img decoding=\"async\" data-src=\"\/wp-content\/uploads\/2015\/04\/olivia.png\" alt=\"Olivia\" class=\"wp-image-452 lazyload\" style=\"--smush-placeholder-width: 800px; --smush-placeholder-aspect-ratio: 800\/590;width:324px;height:238px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" \/><\/figure>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><em>\u201cIt takes me forever to put together our billing, because everyone is managing customer and order information in spreadsheets and email accounts. It stresses me out to think how easily order details could get lost.\u201d<\/em><\/p>\n<\/blockquote>\n\n\n\n<figure class=\"wp-block-image aligncenter\"><img decoding=\"async\" data-src=\"\/wp-content\/uploads\/2015\/04\/2.workflow_before_crm.png\" alt=\"2.Workflow_Before_CRM\" class=\"wp-image-453 lazyload\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 600px; --smush-placeholder-aspect-ratio: 600\/200;\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><br>&nbsp;<br>I bet you never considered how QuickBooks could help streamline your team\u2019s workflow and increase productivity! &nbsp;But the real process improvements occur when a small business adopts a Customer Relationship Management (CRM) application made specifically for QuickBooks users.&nbsp;<em>(<a rel=\"noreferrer noopener\" href=\"https:\/\/ctt.ec\/xym55\" target=\"_blank\">tweet this<\/a>)<\/em><br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Now, let me clarify: creating a quicker team with QuickBooks does <strong><em>not<\/em><\/strong> require everyone to have an accounting background, or even access to your QuickBooks file for that matter.<br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">But by equipping your team with a CRM for QuickBooks, which provides <strong>safeguarded<\/strong> access to customer accounting info, your team can operate more efficiently. Redundant and manual steps are eliminated within your business\u2019 customer-centric workflows, more can be accomplished by each team member in a day, and the frustrations felt by your staff are put to rest.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">QuickBooks ProAdvisor Fran Reed points out in <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.method.me\/blog\/create-workplace-harmony-with-quickbooks-integrated-workflows\/\" target=\"_blank\">this<\/a> blog post \u201c<em>the lack of &nbsp;internal \u2018flow\u2019 also creates disharmony amongst team members with everyone getting in the way of the other<\/em>.\u201d A CRM solution goes a long way to harmonizing that disharmony!<br><\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter\"><img decoding=\"async\" data-src=\"\/wp-content\/uploads\/2015\/04\/1.workflow_after_crm.png\" alt=\"Small Business Workflow before CRM for QuickBooks\" class=\"wp-image-454 lazyload\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 600px; --smush-placeholder-aspect-ratio: 600\/200;\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-olivia-becomes-quicker-with-a-crm-for-quickbooks\"><strong>How Olivia becomes quicker with a CRM for QuickBooks<\/strong>:<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Olivia no longer has a stack of quotes to send out for the sales team. As the CRM administrator, she set the permissions in <a href=\"https:\/\/www.method.me\/\">Method<\/a> to allow the sales team to create and send out quotes themselves. And then, when the lead accepts the quote, the team <a href=\"https:\/\/intercom.help\/MethodCRM\/sales-transactions-pack\/estimates\/convert-an-estimate-to-a-sales-order\">converts the quote into a sales order<\/a>, which again syncs with the company\u2019s QuickBooks file.<br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Everyone is working from a centralized database they\u2019re able to access from anywhere, so Olivia\u2019s time is no longer spent hounding team members for info when it\u2019s time to do the billing. It also means vital customer data is no longer being saved in email accounts or on laptops, which does wonders for Olivia\u2019s sanity.<br><strong><br>Stay tuned for Part 2 of this small business workflow series<\/strong> where I\u2019ll review the roadblocks faced by Frustrated Frank (your sales rep) and how to supercharge this revenue-generating team member.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Ready to start streamlining your operations?<\/strong> <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Sign up for a free trial of <a href=\"https:\/\/www.method.me\/\">Method<\/a> CRM, the #1 rated CRM by QuickBooks users on apps.com.\u00a0<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter\"><a href=\"https:\/\/www.method.me\/crm-quickbooks\/free-trial\/\"><img decoding=\"async\" data-src=\"\/wp-content\/uploads\/2017\/02\/Free-Trial.png\" alt=\"Free Trial Button \" class=\"wp-image-1920 lazyload\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 298px; --smush-placeholder-aspect-ratio: 298\/60;\" \/><\/a><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Or, <a href=\"https:\/\/www.method.me\/customer-success\/guard-up\/\">read the Education CRM story of sword fighting school, Guard Up!<\/a>&nbsp;<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Every member of a small business team needs to perform their role as efficiently as possible for the whole system to move forward. But with everyone sludging through manual processes, and with customer data scattered throughout various spreadsheets and email accounts, how can you expect swift business workflows? (Tweet this) In our small business workflow [&hellip;]<\/p>\n","protected":false},"author":24,"featured_media":5823,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[18],"tags":[77,65,51,50],"class_list":["post-449","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-small-business","tag-internal-processes","tag-productivity","tag-quickbooks-integration","tag-workflows"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to Simplify Your Small Business Workflows [Part 1] &#8212; Method<\/title>\n<meta name=\"description\" content=\"This four-part series focuses on simplifying your small business workflow. 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