{"id":4495,"date":"2017-04-18T07:00:40","date_gmt":"2017-04-18T11:00:40","guid":{"rendered":"https:\/\/www.method.me\/blog\/?p=2078"},"modified":"2024-10-03T05:50:47","modified_gmt":"2024-10-03T09:50:47","slug":"manage-sales-reps-quickbooks","status":"publish","type":"post","link":"https:\/\/www.method.me\/blog\/manage-sales-reps-quickbooks\/","title":{"rendered":"3 ways to better manage sales reps in QuickBooks"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">You already have:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A killer product or\u00a0service<\/li>\n\n\n\n<li>The right employees in place<\/li>\n\n\n\n<li>A strong accounting foundation with\u00a0<a href=\"https:\/\/www.method.me\/quickbooks-crm\/\">QuickBooks<\/a> Online\u00a0or Desktop<\/li>\n\n\n\n<li>The business plan to back it all up.<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-group m-section-thin m-bluebanner is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h3 class=\"wp-block-heading has-text-align-center simpletoc-hidden\" id=\"h-need-an-easier-way-to-keep-your-quickbooks-data-up-to-date\">Need an easier way to keep your QuickBooks data up-to-date?<\/h3>\n\n\n\n<div class=\"wp-block-buttons m-justified-center is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-3e41869c wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button m-button cta-content qb3\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.method.me\/quickbooks-crm\/?utm_campaign=2024ctas&amp;utm_term=cta-banner3\">Try Method&#8217;s two-way sync<\/a><\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">So what&#8217;s next?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"ent-6\">To bring your vision to life, you need to set your team of&nbsp;sales representatives (or&nbsp;sales reps) up for success. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"ent-6\">And as the employees at the heart of your company, this is crucial as your&nbsp;sales reps&nbsp;secure the revenue you need to make payroll.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"ent-7\">So how can you empower your&nbsp;sales reps&nbsp;to achieve more? Keep reading to learn how to make sure your&nbsp;QuickBooks sales reps:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Win more deals\u00a0<\/li>\n\n\n\n<li>Maximize productivity\u00a0<\/li>\n\n\n\n<li>Keep your\u00a0<a href=\"https:\/\/www.method.me\/blog\/accounting-data\/\">accounting data<\/a>\u00a0in order<\/li>\n\n\n\n<li>Build quality, lasting relationships with your customers<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-quickbooks-sales-reps-3-tips-to-drive-stronger-results\">QuickBooks sales reps: 3 tips to drive stronger results<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-1-set-and-track-customized-sales-targets\">1. Set and track customized sales targets<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">First things first:<strong> <\/strong>set your goals. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Every business has its own&nbsp;<a href=\"https:\/\/www.method.me\/blog\/sales-strategy\/\">sales strategy<\/a>&nbsp;but the next step here is to have specific sales targets that tee your&nbsp;company&nbsp;up for the growth you&#8217;re aiming for.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"ent-16\">Whether your QuickBooks&nbsp;sales reps&nbsp;focus on monthly revenue, cold calling, or lead to customer conversion, transparency with your&nbsp;team&nbsp;is the key to hitting your numbers.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You might be wondering if you can track your sales goals in&nbsp;QuickBooks Online&nbsp;or Desktop with your&nbsp;Company&nbsp;Snapshot.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The short and sweet of it is no as sales targets and detailed opportunity reporting isn&#8217;t currently available in QuickBooks. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Not to worry though, as you have a great alternative solution \u2014&nbsp;<a href=\"https:\/\/www.method.me\/\">Method CRM<\/a>.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-enter-method-crm\">Enter Method CRM<\/h4>\n\n\n\n<figure class=\"wp-block-image alignright is-resized wp-image-1913 size-full\"><img decoding=\"async\" width=\"500\" height=\"325\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2017\/05\/Opportunity-Charts-Method.png\" alt=\"\" class=\"wp-image-6304 lazyload\" style=\"--smush-placeholder-width: 500px; --smush-placeholder-aspect-ratio: 500\/325;width:274px;height:178px\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2017\/05\/Opportunity-Charts-Method.png 500w, https:\/\/www.method.me\/wp-content\/uploads\/2017\/05\/Opportunity-Charts-Method-300x195.png 300w\" data-sizes=\"(max-width: 500px) 100vw, 500px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">With Method CRM&#8217;s built-in&nbsp;<a href=\"https:\/\/help.method.me\/en\/articles\/2463473-about-the-opportunities-app\" target=\"_blank\" rel=\"noreferrer noopener\">Opportunities app<\/a>, your team can easily:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>See\u00a0sales conversion ratios<\/li>\n\n\n\n<li>View potential revenue at every <a href=\"https:\/\/www.method.me\/blog\/importance-of-sales-pipeline-stages\/\">sales pipeline stage<\/a><\/li>\n\n\n\n<li>Compare pipeline volume for each\u00a0QuickBooks sales rep<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">This makes it simple to see which employees are thriving as well as those who need some extra coaching.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-2-support-your-nbsp-quickbooks-sales-reps-with-workflow-automation\">2. Support your QuickBooks sales reps with workflow automation<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Now that your goals have been laid out, it&#8217;s time to see how&nbsp;<a href=\"https:\/\/www.method.me\/blog\/sales-workflow\/\">sales workflow<\/a>&nbsp;automation can help your team hit target.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">And while workflow automation may seem daunting, it&#8217;s something many CRMs like Method make simple.&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-here-s-how\">Here&#8217;s how<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">CRM software&nbsp;is all about your customers \u2014 both potential and new.&nbsp;This means that your CRM is designed to:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Improve your\u00a0<a href=\"https:\/\/grow.method.me\/sales-process\/\">sales process<\/a><\/li>\n\n\n\n<li>Increase your\u00a0<a href=\"https:\/\/www.method.me\/blog\/customer-retention-rate\/\">customer retention rate<\/a><\/li>\n\n\n\n<li>Elevate your customer&#8217;s experience\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Often, the way a CRM achieves this is by automating tedious tasks so that you can focus on what matters \u2014 your customers and leads.<\/p>\n\n\n\n<div class=\"wp-block-group m-section-thin m-bluebanner is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h3 class=\"wp-block-heading has-text-align-center simpletoc-hidden\" id=\"h-wish-you-could-get-more-from-quickbooks-method-makes-it-possible\">Wish you could get more from QuickBooks? Method makes it possible.<\/h3>\n\n\n\n<div class=\"wp-block-buttons m-justified-center is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-3e41869c wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button m-button cta-content crm-cta1\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/grow.method.me\/request-demo\/?utm_campaign=2024ctas&amp;utm_term=cta-banner-mofu1\">See for yourself<\/a><\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-enter-method-crm-0\">Enter Method CRM<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">One example of this is how <a href=\"https:\/\/www.method.me\/\">Method CRM<\/a> reminds your\u00a0QuickBooks sales reps to follow up with potential customers.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Another is the reminders it offers&nbsp;<a href=\"https:\/\/www.method.me\/blog\/manage-sales-reps\/\">sales reps<\/a>&nbsp;when it comes to collecting payment from existing customers.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Better yet, you can sign up for email notifications from Method CRM for when a new sales opportunity has been assigned. These alerts are great because they make sure your QuickBooks sales reps don&#8217;t miss out on new opportunities while in the&nbsp;field&nbsp;or out of the office.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Another plus is that as your lead moves down the funnel, Method CRM lets you create automated&nbsp;<a href=\"https:\/\/www.method.me\/features\/email-campaigns\/\">email campaigns<\/a>&nbsp;to nurture your sales prospects.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-3-stop-sending-sales-transactions-nbsp-in-quickbooks\">3) Stop sending sales transactions in QuickBooks<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">If you or your&nbsp;sales reps&nbsp;are constantly logging back into QuickBooks to send out&nbsp;<a href=\"https:\/\/www.method.me\/features\/estimates\/\">estimates<\/a>&nbsp;and invoices, it&#8217;s time to find a better way.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-enter-method-crm-1\">Enter Method CRM<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">With Method CRM, your reps can send invoices directly to your customers without QuickBooks access. This is handy for growing small businesses because:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Your leads and customers get faster\u00a0service\u00a0from your\u00a0sales team<\/li>\n\n\n\n<li>Your sales process is shorter and more efficient\u00a0<\/li>\n\n\n\n<li>You eliminate the risk of employees\u00a0getting into confidential QuickBooks data<\/li>\n\n\n\n<li>Your financials stay clean and organized with fewer cooks in the kitchen<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Best of all, any&nbsp;sales transactions created and sent in Method CRM automatically sync to your QuickBooks and vice versa. You can learn more about Method&#8217;s <a href=\"https:\/\/www.method.me\/blog\/quickbooks-crm-integration\/\">QuickBooks CRM integration<\/a> here.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-solution-for-nbsp-your-quickbooks-sales-reps\">The solution for your QuickBooks sales reps<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">There&#8217;s no doubt that QuickBooks is a powerful tool that serves your business well.&nbsp;As your organization grows, however, you need more in your tech stack to ensure your&nbsp;QuickBooks sales reps excel.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">By using&nbsp;<a href=\"https:\/\/www.method.me\/crm-quickbooks\/customer-management-software\/\">customer relationship management software,<\/a>&nbsp;like Method CRM, in addition to QuickBooks you:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Make it simple for your sales reps to follow up with leads and customers<\/li>\n\n\n\n<li>Can easily track sales opportunities, pipeline, and activities\u00a0<\/li>\n\n\n\n<li>Eliminate tedious tasks with workflow automation<\/li>\n\n\n\n<li>Gain a 360-degree view of your sales process and customer base<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">All of which,&nbsp; better your bottom line and help you grow your business faster!<\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\" style=\"font-size:18px\">Better manage your QuickBooks sales reps with a <a href=\"https:\/\/signup.method.me\/choose-version?offering=methodcrm\">free trial<\/a> of Method CRM.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Are you managing your sales reps efficiently in QuickBooks? Learn how to manage with ease by setting sales goals, automating follow-ups with your team and cutting down order processing time in QuickBooks.<\/p>\n","protected":false},"author":24,"featured_media":6387,"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":"default","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":"default","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":[39,49],"tags":[],"class_list":["post-4495","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-quickbooks-accounting","category-sales"],"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>QuickBooks sales reps: 3 tips to drive stronger results &#8212; Method<\/title>\n<meta name=\"description\" content=\"Learn how to manage your sales reps in QuickBooks by setting sales goals, automating follow-ups, and reducing order processing time.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.method.me\/blog\/manage-sales-reps-quickbooks\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"3 ways to better manage sales reps in QuickBooks &#8212; Method\" \/>\n<meta property=\"og:description\" content=\"Learn how to manage your sales reps in QuickBooks by setting sales goals, automating follow-ups, and reducing order processing time.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.method.me\/blog\/manage-sales-reps-quickbooks\/\" \/>\n<meta property=\"og:site_name\" content=\"Method\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/MethodHQ\" \/>\n<meta property=\"article:published_time\" content=\"2017-04-18T11:00:40+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-10-03T09:50:47+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.method.me\/wp-content\/uploads\/2017\/04\/olu-eletu-13086-1.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1920\" \/>\n\t<meta property=\"og:image:height\" content=\"1272\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Eilis McCann\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@methodcrm\" \/>\n<meta name=\"twitter:site\" content=\"@methodcrm\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Eilis McCann\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.method.me\\\/blog\\\/manage-sales-reps-quickbooks\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.method.me\\\/blog\\\/manage-sales-reps-quickbooks\\\/\"},\"author\":{\"name\":\"Eilis McCann\",\"@id\":\"https:\\\/\\\/www.method.me\\\/#\\\/schema\\\/person\\\/ddb2ec8647c70afff86dd731b806e33f\"},\"headline\":\"3 ways to better manage sales reps in QuickBooks\",\"datePublished\":\"2017-04-18T11:00:40+00:00\",\"dateModified\":\"2024-10-03T09:50:47+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.method.me\\\/blog\\\/manage-sales-reps-quickbooks\\\/\"},\"wordCount\":834,\"publisher\":{\"@id\":\"https:\\\/\\\/www.method.me\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/www.method.me\\\/blog\\\/manage-sales-reps-quickbooks\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.method.me\\\/wp-content\\\/uploads\\\/2017\\\/04\\\/olu-eletu-13086-1.jpg\",\"articleSection\":[\"QuickBooks\",\"Sales\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.method.me\\\/blog\\\/manage-sales-reps-quickbooks\\\/\",\"url\":\"https:\\\/\\\/www.method.me\\\/blog\\\/manage-sales-reps-quickbooks\\\/\",\"name\":\"QuickBooks sales reps: 3 tips to drive stronger results &#8212; 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