CRM-etc. Podcast with Kathy Hahn | CRM | Ecommerce | Online Tools
By Kathy Hahn
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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||8/22/2014||Free||View in iTunes|
||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||8/15/2014||Free||View in iTunes|
||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,||8/8/2014||Free||View in iTunes|
||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,||7/31/2014||Free||View in iTunes|
||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||7/24/2014||Free||View in iTunes|
||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,||7/18/2014||Free||View in iTunes|
||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,||7/13/2014||Free||View in iTunes|
||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||6/26/2014||Free||View in iTunes|
||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.||6/23/2014||Free||View in iTunes|
||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 T||6/13/2014||Free||View in iTunes|
||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||6/5/2014||Free||View in iTunes|
||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.||5/29/2014||Free||View in iTunes|
||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,||5/24/2014||Free||View in iTunes|
||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.||5/15/2014||Free||View in iTunes|
||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,||5/9/2014||Free||View in iTunes|
||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.||5/1/2014||Free||View in iTunes|
||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.||4/25/2014||Free||View in iTunes|
||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.||4/18/2014||Free||View in iTunes|
||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® s||4/11/2014||Free||View in iTunes|
||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.||4/3/2014||Free||View in iTunes|
||009: “What is CRM?” with Paul Jackson of MethodCRM||What is CRM? Paul Jackson of MethodCRM explains CRM and shares his career experience and the history of MethodCRM in part 1 of an interview with Kathy Hahn.||3/28/2014||Free||View in iTunes|
||008: Manage Market Places||Kathy Hahn of CRM-etc. explores CRM, Ecommerce Solutions, and Online Tools to help Systemize, Automate, and Be More Productive. Here is an overview of a recent interview by Kathy Hahn in a conversation with Stan Roach where Manage Market Places with A.||3/20/2014||Free||View in iTunes|
||007: Omni-Channels Multiple-Sales-Channels Sell-in-Multiple-Places||Omni-Channels, Multiple-Sales-Channels, Sell-in-Multiple-Places||3/14/2014||Free||View in iTunes|
||006: Next Gen POS||Interview by Kathy Hahn where The Next Generation POS (Point of Sale) is explored in a conversation with Stan Roach of Agiliron||3/7/2014||Free||View in iTunes|
||005: Role of The QuickBooks ProAdvisor Part 2 and ShipStation Example||"The Role of the QuickBooks ProAdvisor is critical" says Stan Roach of Agiliron in a recent interview with Kathy Hahn.||2/26/2014||Free||View in iTunes|
||004: Role of The QuickBooks ProAdvisor Part 1- with Stan Roach of Agiliron||Many small business can’t stay up with technology, don’t typically have a CIO (Chief Information Officer) or CFO (Chief Financial Officer) due to financial constraints, and so they lean heavily on intermediaries like “rent a CFO” or "rent a CIO||2/24/2014||Free||View in iTunes|
||003: Stan Roach of Agiliron about CRM||Stan Roach of Agiliron about CRM, technology is here to serve the business objective. Agiliron focuses on every application or every function that has to do with transactions which includes front office and back office functions,||2/24/2014||Free||View in iTunes|
||002: Agiliron, helps customers sell in more places and manage in one…||Agiliron Ecommerce Solution is a complete Ecommerce Suite which includes CRM, front office, back office, integration with your website, inventory management, integration with various sales channels, and full integration with QuickBooks.||2/22/2014||Free||View in iTunes|
||001: Kathy Hahn Introducing CRM-etc.||Kathy Hahn introducing CRM-etc.com where we'll explore various CRM, Ecommerce Solution platforms, and online tools to help you Systemize, Automate, and Be More Productive.||2/21/2014||Free||View in iTunes|
Nuts and bolts of the day to day activities. You can’t start a business until you know what they are talking about here.
The Best Place to Learn About CRM- etc!
This is my first time listening to Kathy and clearly she is an expert in finding solutions. It made me feel so comfortable with the material because she has explored so many platforms I am familiar with.
How Do You Operate Your Business Without CRM?
In order to succeed in business today, you must have a system of keeping up with your clients, prospects, suspects, and referral sources, and CRM is THE only way to do it. To succeed you need CRM. To succeed with ease you need to know your CRM backwards and forwards. This is the podcast to learn what you need to know about CRM and QuickBooks as well.
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