Simplify Sales Rep Tracking, Reporting, and Remote Access with Crik-IT for QuickBooks

Do you find yourself constantly working to provide reports, details, and snippets of other information to the sales reps for your business?

Have you considered moving toward more of a "self-serve" approach and letting your sales reps access this information themselves without you being stuck in the middle?

If so, consider the Crik-IT sales rep/CRM portal for QuickBooks.

Their solution will provide sales reps (and customers too!) with access to current sales reports, dashboards, inventory, order and invoice information. Reps can also enter orders themselves as well if you want them to!

THE CRIK-IT PORTAL/CRM FOR SALES REPS

CrikIt Logo
Here are some of the reports that your reps would have at their fingertips:

  • Year over year sales comparisons for a 3 year period
  • Monthly sales comparisons for the past 3 years
  • Reports by SKU, customer, rep or product line
  • And more...

The Crik-IT Portal/CRM can also help automate and streamline the administration of your sales reps in the following ways:

  • Complete remote access - no need for them to be inside QuickBooks itself
  • Lead and opportunity tracking
  • Order entry
  • Inventory availability

Here is a sample dashboard view from Crik-IT:

Dashboard Sample

And here are samples of a few of the reports available for instant access:

Report Sample

 

FREE TRIAL FOR QUICKBOOKS DESKTOP OR QUICKBOOKS ONLINE

Crik-IT is compatible with both the desktop versions of QuickBooks (Pro, Premier and Enterprise) in addition to QuickBooks Online. You can grab your 30 day free trial today.

Take it for a test drive so you can get a deeper look at how it can solve common headaches when working with a team of sales reps.


PRICING FOR CRIK-IT

Crik-IT is offered in several different packages, which include:

  • Customer Service Package
  • Order Desk Package
  • Sales Force Package
  • Full Circle Package

For example, the Customer Service Package starts at $29/month for 1 user, and then an additional $15/month for additional users.

Features and functionality scale up as you move across the various package offerings. Just follow the Pricing link on this page for more details.

WHAT'S YOUR APPROACH TO SALES REP MANAGEMENT?

I'm curious - do you currently use CRIK-IT? Have any thoughts to share on it?

Using something else for managing your reps?

Please let me know how you're handling this aspect of your business - others will be interested as well!

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Spreadsheet Type Calculations within QuickBooks?

Have you ever needed to make additional calculations within a QuickBooks form, but found it limiting?

For example, if you have tried to:

  • Total shipping weights on an invoice
  • Total or subtotal columns on a purchase order, sales order, or invoice
  • Add line numbers to a packing slip or invoice
  • Calculate a running total on a bill of lading

or any other type of calculation beyond quantity x rate, you've likely found QuickBooks to be rather frustrating!

ENTER FORMCALC SST

  FormCalc SST Logo

The FormCalc SST add-on for QuickBooks can help you extend the functionality of QuickBooks to handle the above scenarios (and many more too!).

The SST stands for Superior Spreadsheet Technology, and what it means for you is that you can literally add spreadsheet like calculations to the following QuickBooks forms:

  • Invoices
  • Sales Orders
  • Quotes/Estimates
  • Purchase Orders
  • Credit Memos
  • Sales Receipts

HOW FORMCALC SST WORKS

Setting up calculations involves taking a "snapshot" of the QuickBooks form (Invoice, etc.) you want to work with, then entering spreadsheet formulas in it. From there, you will save the FormCalcSST template.

When ready, you then simply use a series of "hot keys" that will then call up the template you have created and put to work on a form within QuickBooks.

FormCalc SST can also enhance your QuickBooks by offering:

  • Text handling and calculations
  • Column totals and subtotals
  • Date and time math
  • The use of custom field, headers and footers in calculations
  • Results and text formatting
  • "Mini-spreadsheet" features

WORKS WITH PRO, PREMIER OR ENTERPRISE VERSIONS

Regardless of which desktop version of QuickBooks you have (Pro, Premier or Enterprise), FormCalc SST can plug right in and get to work so you can get more done in less time every day.

A 30 day free trial of the software is available for you to try before you buy.

If you don't need as much horsepower as FormCalc SST offers, you can easily choose the core FormCalc product,

FormCalc Logo

This is the original application in the FormCalc series.

Are you already using FormCalc SST or FormCalc in your business? Would love to hear from you and learn more about what things it is handling for you!

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Why Is My Customer Showing Overdue? I Set Up the Right Terms in QuickBooks

Let's say that you recently negotiated a sale (congratulations!), and your customer snagged some extended payment terms with you as part of the deal.

So, instead of paying you in your normal net 30 day terms, they are going to pay you with net 45 day terms (hopefully your profit margin covers this extra financing term!)

You go to create the invoice in QuickBooks, and quickly see there is no "net 45" day term in the list. So, you click the Add New option, and create the new terms that look like this:

Net 45 Day Terms

and blast through the OK button to get this invoice out the door.

All seems to be good at this point, right?

THE AGING REPORT TELLS YOU SOMETHING DIFFERENT

Next week, you do a quick rundown of your accounts receivable aging report, and you see the invoice to this customer showing as overdue. Say what?

There is no way it is overdue at this point!

Well, QuickBooks thinks something different about it than you do.

HOW TO SET UP THE PAYMENT TERMS PROPERLY

QuickBooks would indeed show you the correct aging of this invoice - if you had done one additional thing when you set up the terms above.

And here is the thing:

Net 45 Days with Days

In the original box above, the "net due in" was not changed from 0 to 45 days. So, QuickBooks would see this invoice overdue on the very first day you sent it, even though the terms "net 45" appeared on the invoice.

In the updated box below, the "net due in" is correctly set up to match the applicable terms.

Once you get in and reset the definition of the payment terms (quick shortcut to access them - click Lists > Customer and Vendor Profile Lists > Terms List). QuickBooks will then properly age the invoice on your reports!

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New Webinar - Advanced Inventory Topics in QuickBooks

If you've been looking for the "straight scoop" on how QuickBooks does (or doesn't) handle activities such as:

  • Groups/kits
  • Assemblies/bills of material
  • Unit of measure conversions
  • The advanced inventory module features of QuickBooks Enterprise Platinum, including:
    • Multi-warehouse/location tracking
    • Lot or serial tracking
    • Barcoding

then my Advanced Inventory Topics in QuickBooks webinar is built just for you.

Register Button

Hope to see you there!

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What's New in QuickBooks Enterprise 2017 - Part 2

Join me in taking a closer look at more features within QuickBooks Enterprise 2017, as well as some you may have missed in earlier versions:

Here is the link in case you missed the "What's New in QuickBooks Enterprise 2017 - Part 1" video

INTERESTED IN UPGRADING TO QUICKBOOKS ENTERPRISE 2017?

Be sure to review details on my web site, including a 20% lifetime discount on your QuickBooks Enterprise subscription, as well as other benefits too!

Help yourself to many other free resources and insights relating to QuickBooks Enterprise 2017.

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POOF! There went $100,000....

It was mid-afternoon, and the controller did a quick check of his e-mail to see if anything came in.

An e-mail from the CEO had arrived, so he opened it.

The e-mail contained instructions to send a wire transfer of $100,000 to cover a deposit for a deal the CEO was working on.

Knowing that the CEO was regularly involved in various transactions, the controller picked up the phone and called their bank to get the wire transfer underway to avoid any delays with the deal in progress.

The process with the bank was pretty simple, as wire transfers were sent regularly.

A couple hours later, the controller got a call from the CEO about another matter, and the controller confirmed with the CEO that he had sent the wire transfer he requested.

"What wire transfer?" said the CEO

"The wire transfer you e-mailed me about earlier this afternoon", said the controller

"I didn't send you any e-mails asking for a wire transfer to be made", said the CEO.

Silence followed.

Hauntingly dead silence.

The controller just realized he had been scammed by a well crafted and well executed e-mail.

Even worse, the funds had already left the bank.

Never to be seen again.

To repeat - never. to. be. seen. again.

Poof. There went $100,000!

Does this sound like some fiction to you?

Sadly, it is true. Very, very true!

View some additional real-life social engineering losses here.

BUILDING THE CASE FOR CYBER INSURANCE

The scenario above falls into what is being called "social engineering losses" by those in the insurance world.

In fact...

“We have seen social engineering losses for a number of our clients ranging from small business to publicly traded companies.   This is becoming common and businesses need to be sure to validate each transaction carefully.   Insurance is now available for this situation, however it is not automatically included on most policies and must be added by endorsement. Check with your insurance advisor to see if you have this coverage”  Lou Antonelli, Vice President, Practice Leader Risk Consulting, Oswald Companies

Whatever it is being called, it could mean a substantial loss to your business, just as the $100,000 was to the business above. That money is long gone, and isn't coming back any time soon.

Social engineering losses are just one form of cyber insurance coverage, as are system damage, system business interruption, cyber crime, multimedia liability and a host of other potential issues.

As businesses get ever more interconnected, it's essential to talk with your insurance agent to determine if this type of coverage is a good idea for your business. I've had that conversation with my agent recently, and I hope you take the time to do so as well...

ADDITIONAL REFERENCES ON CYBER INSURANCE

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