If you are in business, you will know CRM is important, but you also know that those customer details can be in a lot of different places: emails, mailing lists, spreadsheets and of course Xero. Bringing it all together, helping you focus on your most important customers and advanced features like custom fields and tasks is what Batchbook is all about.
Who is it for?
If communicating with your customers is something you need to do in your business, and a megaphone is not the most effective way to do so, then Batchbook might be the solution. It is all about building better relationships with your customers, and everyone wants to do that.
One of the most frequently asked questions we hear from customers is how to switch (or convert) from their desktop accounting system to Xero. While we aim to make it as easy as possible, finding a great service provider to assist can make the transition smooth and pain free.
Katrina Aarsman, owner of Essential Office Solutions, wanted to try converting her clients by herself, to understand the process, and found it wasn’t as easy as she had hoped, leading to a search for conversion providers. She found Click2Convert and the rest, as they say, is history.
After completing a short form on their site, Katrina simply uploaded the file and received a confirmation email notifying her that the file was received. Within a couple days turnaround, Katrina received another email saying her file was now ready and the conversion complete.
Watch this video for Katrina’s experiences with conversions.
2012 is but a fading memory and 2013 beckons. Those of us down-under are enjoying the hot summer where we can, and those up-over may be fighting the tendency to hibernate. But reality is nudging and the planning cycle cannot be put off any longer…
Never fear, I have 7 simple tips to help get you rolling and set you up for success:
Informly combines data from your favorite cloud apps into one dashboard that you can view on a web browser, mobile website or iPhone app. If you are after a quick overview of how you are doing in Xero, Google Analytics, Mailchimp, Pingdom, Paypal and a whole bunch of others, then you can see it all in one place at Informly.
Who is it for?
If you are using more than one of the services Informly supports and you find yourself logging into each of these sites during the day, or perhaps getting distracted and doing the bank reconciliation in Xero (Obsessive Compulsive Reconciliation) when all you really needed was a quick update on how revenue is tracking, Informly might be a good option.
The Harvest team have taken the pain out of tracking time so you can concentrate on the important things. With Harvest, you can track your time from the web, from your smartphone or even from another app. Time tracking is just the tip of the Harvest iceberg though. It also has reports to help you keep projects on time and budget and invoicing that lets you invoice and receive payments online — along with expense tracking.
Who is it for?
Any business that needs to track time could find Harvest useful. It’s popular with creatives, freelancers and small business.
No doubt, you’ve heard endless mention of “the cloud” over the past couple years. The funny thing is, do you actually know what it means?
Take a minute right now and ask somebody what they think it is. Can they explain it? Is their explanation the same as yours?
Solve360 from Norada is more than just a traditional CRM – it works both as a contact management or CRM tool, and also as a project management application. It is organised around three key things:
1. Contacts – the people you work with such as leads, prospects, clients and suppliers
2. Project blogs – not blogs in the traditional sense, they are a place to organise important transactions, projects or anything else you might be working on that requires organizing.
3. The activities window pulls together milestones, tasks and events that are happening across contacts and projects – so everyone knows what is going on and what they need to do.
Who is it for?
If your business sells or provides services, then Solve360 may be worth checking out.
ServiceM8 is software that lets you manage your service business, ideal for jobs in the field. The ServiceM8 dispatch board is your mission control to keep jobs on track from booking to invoicing – locate staff in real-time, instantly dispatch urgent jobs and communicate with clients and staff without resorting to phone calls.
ServiceM8 looks after all aspects of handling jobs from standard features such as bookings, , quotes, invoicing & payment right through to SMS & email messaging, file attachments, photos and customer signatures.
Who is it for?
If your business has staff in the field such as electricians, cable installers, locksmiths, cleaners, plumbers, builders, computer technicians, HVAC technicians, driving instructors or anything else like that, ServiceM8 and Xero could make your life easier.
It’s always been possible to change the subscriber of your Xero Business account but now we’ve made it dead easy. Changing the subscriber can be required, for example, if someone is leaving an organization or if an accountant is assuming responsibility for the subscription from their client.
Previously, changing the subscriber involved contacting Xero customer support, but as part of our feature release this week we’ve made it a self-service option, which will save a lot of people a little bit of hassle each.
To initiate a change in the subscriber away from you, simply click on the organization’s Info in MyXero and select the Transfer subscription option as in these instructions, entering their name and email address.
Read more about Accountants
We are determined to make invoicing easier and more effective. In this morning’s huge release we have a bunch of hotly requested features to that end – email templates, payments terms and outstanding statements. This is all about improving communications with your customers and getting paid faster.
We’ve also rounded out this month’s new developments with individual remittance advice emailing and terminology changes to dashboards. Here’s the breakdown:
Email templates – you can now customize the messages you use when emailing documents to your clients from Xero. This is great news if you send out a lot of emails each month or for standardising the information you want to include.
You can build email templates for invoices, statements, remittance advices and credit notes. For each type of template you can create multiple versions, for example, you could create a standard email template to use when first sending out invoices, and another template, with a different “tone” perhaps, to use if you have to resend, or chase up unpaid invoices!