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October 15, 2022
Top 5 Mistakes When Implementing Accounting on Salesforce

Many businesses and nonprofits are integrating their accounting systems with Salesforce to streamline workflows, simplify collaboration, and make it easier to access critical information from across the organization.  The benefits of accounting on Salesforce are clear, but organizations sometimes trip over the first hurdle: implementation. These are five common implementation mistakes to avoid when you […]

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September 15, 2022
Who Should Implement Accounting on Salesforce?

Once your business or nonprofit organization has made the decision to shift to accounting on Salesforce, an obvious question arises: Who should implement the accounting package? Should you handle it internally or hire an expert—and if it’s the latter, what kind of expert is best? Before we look at the options, let’s first take a […]

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August 18, 2022
Five Benefits of Using One Business Platform

Many businesses stumble into what’s known as a multi-platform approach. The sales team prefers one software platform that they’re trained in and accustomed to using. Meanwhile, the finance team prefers using another platform, and other teams across the business have their favorite software too. Sounds okay, doesn’t it? Everybody’s using what they like. But pretty […]

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August 12, 2022
How to Maximize Growth with Minimal Staff

In business, bigger isn’t always better. A company that tries to scale by rapidly adding headcount may soon find itself bogged down in bureaucracy and inefficiency, leading to lower profits and stalled growth—and that’s if the company can find the staff it wants to hire. Conversely, some businesses are able to stay lean and mean, […]

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August 8, 2022
How to Solve Accounting Dysfunction

No business sets out to create a dysfunctional accounting system. We all know the importance of business accounting and the high cost of doing it poorly. And yet, every year thousands of businesses find themselves in a spiral of accounting dysfunction that they didn’t see coming and don’t know how to escape.  Let’s take a […]

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August 1, 2022
The Best Way to Do Accounting on Salesforce

So you want to do your accounting in Salesforce? You are not alone. Many businesses are realizing that they can save time and reduce errors by integrating Salesforce, the industry-leading customer relationship management (CRM) tool, with a best-in-class accounting platform. The key question is which accounting solution should you use? As you’ll see, Sage Intacct […]

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July 19, 2022
The Best Software for Integrating Finance and Sales

The Best Software for Integrating Finance and Sales We’ve previously discussed the many reasons that businesses are choosing to transition to a single-platform software solution that fully integrates financial management with sales. In short, it’s a smart way to increase automation, reduce errors, and accelerate cash flow. Here’s the catch: There are a lot of […]

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June 20, 2022
The Right Software to Drive Growth

The Right Software to Drive Growth In an all-too-common scenario, a company—let’s say a dentist’s office—starts out small, with just one location and a handful of staff. The office uses an entry-level software solution like QuickBooks to manage accounting and other financial tasks, and likely for basic customer relationship management (CRM) too.  The software is […]

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June 15, 2022
Bring Sales and Finance Under One Roof

Businesses that run sales and finance on separate systems often run into problems when they try to grow. It’s like riding a bike up a steep hill in too low a gear—you start pedaling harder and harder, only to find you’re going nowhere fast.  When growing businesses have to manage multiple systems, errors sneak in […]

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May 10, 2022
Building a Solid Financial Foundation for Your Business

What does building skyscrapers in 19th century Chicago have to do with building your business in the 21st century? A lot, as it turns out. Chicago is famously built on a swamp, and in the 1800s those who tried to construct tall buildings on the jelly-like soil found that the structures sunk a little bit […]

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