Change the sales rep experience, improve the customer experience

October 3, 2018

The first CRM launch truly changed the way sales were managed. We went from tracking customers on spreadsheets (and even in rolodexes) to tracking them and their attendant opportunities with software. It wasn’t long before reps started to feel the purpose of a CRM was more about preserving their contacts for their replacement than it was about making their lives easier. After all, back then it wasn’t much easier than updating a rolodex!

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Patriot Software, LLC

Patriot Software offers online accounting and payroll software to US business owners and their accountants. We have a passion for American business, hard work, and delivering simple, yet powerful, software you can afford. The best part is...we have fun doing it!

OTHER WHITEPAPERS
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THE STATE SMALL BUSINESS CREDIT INITIATIVE AND REBUILDING THE U.S. MANUFACTURING BASE

whitePaper | May 31, 2023

The American Rescue Plan, passed in 2021, reauthorized and expanded the State Small Business Credit Initiative (SSBCI) and will provide nearly $10 billion in funds to help small businesses access the capital they need to invest in job-creating opportunities as the country emerges from the pandemic.

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The Small Business Guide To Rapid Settlement

whitePaper | January 16, 2020

The Small Business Guide To Rapid Settlement Report documents the challenges facing small businesses due to delays in access to funds from sales. The report further seeks to educate, inform and provide a path for solutions to this sector. It is based on a survey of 480 firms in a broad range of industries with annual revenues up to $10 million.

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The founder’s guide to small business finance

whitePaper | May 22, 2021

In this ebook, we dive into everything you need to know to manage, monitor and maintain the financial health of your business. You’ll learn about reports like cash flow forecasts, and how to truly understand your numbers. Everything you need to run a well-oiled financial engine is inside.

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ERP software for SMEs demonstrates that size isn’t always everything

whitePaper | March 29, 2021

The idea behind enterprise resource planning (ERP) is to provide a business with a single product that provides software to support the main business functions in the company. For smaller businesses, choosing an ERP system is a double-edged sword.

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Post COVID Policy Options to Enhance Australia’s Innovation Capabilities

whitePaper | June 1, 2021

The IPA takes an active role in the promotion of policies to assist the small business and SME sectors, reflecting the fact that approximately three-quarters of our members work in these sectors or are trusted advisers to small business and SMEs. The IPA pursues fundamental reforms which will result in boosting productivity growth and in easing the disproportionate regulatory compliance burden placed on small business.

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How Intrinsic Security Protects Against Business Disruption

whitePaper | November 3, 2021

The challenges of today and tomorrow’s cybersecurity requirements can’t be met using yesterday’s thinking. A holistic, built-in approach that is intelligent and automated is required to quickly adapt to whatever unexpected changes come your way. Dell Technologies calls this approach “intrinsic security.” Discover how Intrinsic Security approach allows you to be proactive instead of reactive when managing your company’s cybersecurity needs.

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Spotlight

Patriot Software, LLC

Patriot Software offers online accounting and payroll software to US business owners and their accountants. We have a passion for American business, hard work, and delivering simple, yet powerful, software you can afford. The best part is...we have fun doing it!

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