7 posts categorized "Marketing for Small Businesses"

A Simple Way to Sell Products or Services on Your Existing Web Site with Shopify

Trying to find a new revenue stream for your business?

Looking to sell products or services from your web site?

Does the thought of "adding e-commerce functionality" to your web site give you a headache and keep you from moving forward?



Here's the good news...

Selling products or services on your existing web site doesn't require an IT specialist or an expensive web designer.

In fact, all you need is a Shopify Buy Button.


As easy as 1-2-3...

Step 1 - Decide which products or services you want to sell on your web site

Step 2 - Grab the "embed code" that Shopify automatically creates for you to present them exactly as you want. Customize the colors to match your existing site

Step 3 - Copy and paste the code into your web site

This adds a mobile friendly and secure shopping experience to your site. All the power of Shopify in a single button.


Adding the Buy button opens the door to a complete suite of tools that Shopify also offers their customers, including:

  • Integration with QuickBooks desktop (via Webgility) or directly into QuickBooks Online
  • Easy order tracking - notifications of orders received via e-mail or mobile
  • Shipping integration with all major carriers if desired
  • Analytics tools - assess sales and other metrics via the handy dashboard
  • Fully mobile - you can easily run the business from your phone or tablet


Adding the Shopify Buy Button to your existing web site runs just $9 per month. Other Shopify plans are also available to allow you to build your own online store and add even more features if desired - those start at $29 per month.

Shopify offers a free 14 day trial, with no credit card required so you can see for yourself how the Buy button and other features might work for you.



6 Time-Saving Benefits of Integrating CRM and QuickBooks

6 Time-Saving Benefits of Smart Integration:  
What Happens When Your CRM and QuickBooks Talk 

Join us for a 30-minute Educational Webinar 

Did you know that integrating a CRM system with your QuickBooks can not only save your business valuable time but can streamline workflow with automation and generate revenue through up-sell opportunities?  

Join us on Friday, May 1 at 11am Eastern as we discuss how your QuickBooks data can be used for more than just accounting purposes and uncover the top six integration benefits as we take a deep dive into the powerful integration between Results CRM and QuickBooks.


In this 30-minute webinar you will learn how to:

  • Eliminate double data entry. It shouldn't matter if information is updated in Outlook, QuickBooks or a CRM application; contact information, timesheets, sales orders and invoices should only need to be entered once.
  • Respond quickly to client questions or concerns regarding order status, purchase order history, payment information, invoice balances and more.
  • Work within the application of choice. Contact information, employee calendars, important emails, important documents, order history, payment history, and the sales pipeline will all be centralized in one database.
  • Quickly identify and assign up-sell opportunities with comprehensive reporting and access to the order history of each account.
  • Ensure accuracy by automating "pipeline to invoice" workflow. With a click of a button, quotes can be converted into sales orders and/or invoices, accelerating payments and ensuring no details are missed. 
  • Improve information accuracy by ensuring that contact information is always up-to-date. This way, invoices and purchase orders will always be sent to the correct address and the most current and accurate contact information is available in either system.

Your Hosts:

Scott Gregory, QuickBooks Expert and Intuit Premier Reseller
   Scott Gregory, QuickBooks Expert and owner of Bottom Line Accounting Solutions, is a certified QuickBooks ProAdvisor and QuickBooks Enterprise ProAdvisor.  He has worked with QuickBooks software for over 15 years and in business finance and accounting for over 30 years.  Scott serves as a QuickBooks instructor in venues such as: Ohio Society of CPAs, Ohio Small Business Development Center, Lakeland Community College, and Intuit Town Hall Meetings.  Prior to forming Bottom Line Accounting Solutions, Scott served as the chief financial officer (CFO) for a $15 million manufacturing firm.

Sam Saab, President & Founder of Results Software
Sam Saab is passionate about helping businesses succeed! Sam is a recognized pioneer in the CRM industry and office automation technologies. In 2002, Sam developed and launched Results CRM as an integrated business solution that helps businesses centralize their data, streamline their operations and improve their business relationships. Sam is a national speaker and published author on CRM topics including business growth strategies, office automation, virtual offices, boosting sales and gaining a competitive advantage. For more information about Sam, visit www.SamSaab.com.


Salesforce.com for QuickBooks Desktop Versions Being Discontinued

How quickly things are changing in the technology world!

Shortly after Intuit announced they would be dropping their mobile app for the desktop versions of QuickBooks, the following plopped into my inbox:

"Salesforce.com for QuickBooks desktop will no longer be offered"



"Salesforce.com for QuickBooks" is NOT the same as the longstanding Salesforce.com product. The Salesforce.com product is still going very strong and there are several companies that do offer links to connect the traditional Salesforce.com software to QuickBooks desktop.

The "Salesforce.com for QuickBooks" solution was something Intuit introduced four years ago with great fanfare. Apparently, the great din and commotion back then has been reduced to background noise and demand far below expectations for the program to be discontinued.

The "Salesforce.com for QuickBooks" web site is still active as of this writing. Note that all inquires once you get to the site are being directed to the traditional Salesforce.com folks.

There is also mention of Salesforce integration with QuickBooks Online, so it appears that program is still alive and well.

This move to drop the connection to the desktop version of QuickBooks isn't surprising, as Intuit continues their march toward getting their users into the cloud somehow (more on that in a future blog post).


Find all of the above to be migraine inducing and want a more stable, less hassle CRM solution for your business?

The Intuit Marketplace has a listing of CRM programs that work with the desktop versions of QuickBooks. The marketplace allows you to browse the solutions, check out use feedback, and much more.


If you were to ask me which CRM systems I like, my answer would be:


Care to share insights about the CRM package your business may be considering or using? Feel free to drop your comments in the box below!



Is Your Business Getting Enough New Customers?

Take advantage of the new Infusionsoft Small Business Sales and Marketing Scorecard today!

This scorecard gives you:

  • A free, detailed analysis of your sales and marketing activities
  • Ways to identify gaps in your current activities
  • Resources to draw on to close the gaps and get more new customers

Click the image below to get your score today...




Working Too Many Evenings and Weekends?

If you love owning or running a small business, but are growing weary of the insanity it can cause, you'll be interested in the concept of lifecycle marketing.

Infusionsoft has put together a great series that will show you how to own your time and have a thriving business as well.

This video series is completely on-demand - view it on your schedule!






The Easy Way to Make Your Web Site Mobile-Friendly

Feeling overwhelmed by the thought of making your web site look better (and more user-friendly) on mobile phones and tablets?

It doesn't have to be that way...

Enter -> the DudaMobile solution.


The DudaMobile solution comes with these capabilities baked in:

  • Works on all smartphones
  • Click-to-call
  • Click-to-text
  • Mobile maps
  • Mobile analytics
  • Works with social media
  • Integrates with WordPress


Realizing that a growing number of visitors to my web site were mobile, I implemented the DudaMobile solution for www.BetterBottomLine.com site. Feel free to pull it up on your phone or tablet to take a peek. As with any web site, it's a work in progress, but it is 500% better than trying to view and navigate my site as it existed before DudaMobile. And it was easy on my checkbook too!


Duda has a free plan (up to 10 pages) and a Premium plan at $9/month with a lot more features included, plus a discount if you buy an annual subscription.

They even have pros on staff that can help you transform your site if you like the idea but don't have the time to do it.




Get Your Customers to Take Action - But How?

So you have a web site out there...

Maybe you've tweeted or even Facebooked a bit.

Sadly, your traffic count is similar to that on a dark, backcountry highway at 3am.

How do you get customers (or potential customers) to take action?

Download this free guide from Infusionsoft on how to get your customers to take action.