Using Personalised Automation To Improve The Lead-to-cash Workflow | Ft. Paul Jackson

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Using personalised automation to improve the lead-to-cash workflow | ft. Paul Jackson | Ep.419

7d ago 45:02

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Are you struggling with managing your trade business as it grows?
Discover how to transform your trade business using automation! Learn how to streamline your operations with QuickBooks and Xero integration, eliminating bottlenecks and manual errors. Our guest shares insights on how to make your business more efficient and profitable. Whether you’re scaling your team or looking to improve workflows, these practical tips are a game-changer.
Don’t miss out on tips for improving your business processes, managing your leads, and handling customer payments more efficiently.
Watch the video version of this podcast at https://youtu.be/6URNgGvKD3s
Discussion Points:
00:00 Introduction
02:05 The Challenges of Scaling and the Role of Integrated Software Solutions
05:35 The Importance of Separating CRM and Accounting Systems
10:20 Customisation with No-Code Platforms
13:01 The Benefits of No-Code Platforms and the Shift Towards All-in-One Systems
15:35 Common Apps and Processes in Small Businesses
19:46 Ensuring Quality Control in the Customisation Process
22:05 Automating Processes: Estimating and Payment Collection
30:21 Streamlining Processes and Eliminating Bottlenecks
39:10 The Future of No-Code Solutions and AI Integration
43:03 Identifying Problems and Seeking Solutions
Resources:
Get Paul’s Work Checklist for FREE here: https://www.method.me/siteshed
Visit Method’s website: https://www.method.me
Connect with Paul via email at paul@method.me
Get social with Paul: @PaulAlexJackson

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