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Get tips, tools, and advice to help your small or medium business take off. Explore e-books, white papers, demos and more, and find out how other small businesses are using CRM to get smarter and grow bigger. A roundup of the best productivity tools for sales, their pros and cons, prices, best practices for choosing software, and how to get the most out of your sales tool stack. Sage 50cloud Accounting is a hybrid accounting application designed to be installed on a desktop or workstation computer, but it also offers remote access using Microsoft Office 365. FreshBooks is an intuitive application dressed in an easy-to-use interface. Even computer novices will feel comfortable navigating FreshBooks, and the product offers a ton of features usually found in more robust products.

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Wave’s no-cost price tag can be a huge benefit for small businesses and startups with a limited budget. The downside of the application is limited support availability, with support only offered by submitting a request. However, live email support is offered to those who purchase Wave Payments and Wave Payroll. QuickBooks Desktop includes solid accounting capability, with the option to connect your bank accounts, and good invoicing and inventory management capability included in the application.


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Reporting options are fairly limited in FreshBooks, though you do have access to necessary financial statements. The application also includes client project management, time tracking, and the ability to connect the application with any or all of your bank accounts.

AccountEdge Pro is a scalable, on-premise accounting program that offers all the features a growing business needs. While Xero offers accounting features comparable to other similar products, its strong suit is its ability to integrate with more than 500 apps.

For years, QuickBooks Desktop was the go-to application for small businesses. Still popular, QuickBooks Desktop is a great option for traditionalists who prefer an on-premise software application. There are a lot of advantages to using FreshBooks, including telephone support. It’s also extremely easy to set up and start using, which is great for business owners without an accounting background. You can create both job estimates and formal proposals in FreshBooks, and FreshBooks Payments lets you accept customer payments online.

On this SMB CRM resources page, you’ll find e-books, blogs, and infographics. You’ll find out how Salesforce small business solutions are helping small businesses find new customers and prospects faster, win more customers, keep customers happier, and be ready to grow.