Presented by: Bonnie Nagayama, CPA x 106 Bonnie@AccountingSoftwareSecrets.com. Using GoToWebinar (Basics)

Transcription

1 QuickBooks Accounting Software Training DemandForce Presented by: Bonnie Nagayama, CPA x 106 Bonnie@AccountingSoftwareSecrets.com Using GoToWebinar (Basics) To minimize (or expand) the control panel, click on the orange box with the white arrow. Choose Telephone (then the call in information will appear) or listen via your computer speakers Please submit questions via the Q&A box. Note all attendees are muted. (C) 2012 Bonnie J Nagayama, CPA 1

2 Using GoToWebinar (Full Screen) Click on the circle with the full screen icon (it switches to two windows if you want to switch it back) To switch to via the presentation via Full Screen: Expand the control panel, if necessary Click on View on the top menu Click on Full Screen Housekeeping CPE credit is available for this course. The requirements are Be on the call at least 50 minutes AND Answer ALL three of the polling questions Your CPE certification will be ed as a PDF in 2-3 weeks This session will be recorded and available via Following the webinar, there will be a brief survey. We appreciate your feedback! On the survey you can also indicate your interest for more info. (C) 2012 Bonnie J Nagayama, CPA 2

3 Agenda Introductions Learning Objectives DemandForce What it is? Who is it for? Product Demo And the Winners Are... Speaker Bio Bonnie Nagayama, CPA Founded McWilliams & Associates in 1992, exclusive Intuit focus since 1997 Clients are QB Professionals which we work with directly and via their clients Weekly Tips & Tricks Newsletter Monthly FREE Discussion Forum Premier Intuit Reseller Advanced Certified ProAdvisor Intuit s Trainer/Writer Network Member Intuit IPP Advisory Council Member Sleeter Group Consultant Network Member Sleeter Developer Advisory Panel Member (C) 2012 Bonnie J Nagayama, CPA 3

4 Speaker Bio Michael Jacobsen National Sales Manager at DemandForce, an Intuit Company Learning Objectives Learn how DemandForce integrates with QuickBooks Discover how to automate the process of bringing back lost customers Understand how to communicate with current customers via and text Effectively collect reviews and use them to build a strong online reputation (C) 2012 Bonnie J Nagayama, CPA 4

5 DemandForce What Is It? Automated marketing and communications Use , text social and search to grow your business and keep customers coming back Build, maintain, and leverage your most valuable asset a good online reputation Increase exposure to your local community and maximize results DemandForce Who Is It For? Small Business Team Computer Repair HVAC Plumbing Electrical Pest Control Auto Detailing Home Cleaning Landscaping Pool Services Florist Consultants Education Recreation Roofing Rug Cleaning Travel Agents Upholstery Services Party & Event (C) 2012 Bonnie J Nagayama, CPA 5

6 DemandForce Who Is It For? Lifestyle Team Salon Yoga Spa Fitness Nails Auto Team Body Shop Car Dealership Auto Repair Tire Shop Veterinary Team Pet Hospital Dog Walking Dog Groomer DemandForce Who Is It For? Pro Services Team Insurance Agents Attorneys Accountants Wealth Management Dental Team Dentistry Orthodontics Oral Surgery Medical Team Private Practice Optometrist Plastic Surgeon Dermatologist (C) 2012 Bonnie J Nagayama, CPA 6

7 DemandForce Demo Tips & Tricks - General When turning on the feature, turn on the welcome first, the 3-4 weeks later turn on the lost customer s. Otherwise, customers will receive two s together. For the reschedule , edit the text to request the customer responds that the new time will work. Timely picks the best time to deploy social media postings. There is no ability to schedule for a specific day. If hosted, Sync Manager does not run in the background, it must be triggered each time. (C) 2012 Bonnie J Nagayama, CPA 7

8 More Tips & Tricks By default inactive customers do not sync, this can be changed by DemandForce. For those you do not want to contact, remove the address, or manually adjust in DemandForce All contact and sales transaction detail by customer must be in QuickBooks to use DemandForce. To streamline the process, consider: QuickBooks import feature, Add/Modify QuickBooks feature, or Transaction Pro Importer integrated application And the Winners Are... $25 Amazon Gift Card $25 Amazon Gift Card $25 Amazon Gift Card $25 Amazon Gift Card For Everyone: Waive the $299 set up fee for more than 1,500 customers. Monthly subscription is $299/month Reminder: M&A Referral Program (C) 2012 Bonnie J Nagayama, CPA 8

9 Q & A To minimize (or expand) the control panel, click on the orange box with the white arrow. Choose Telephone (then the call in information will appear) or listen via your computer speakers Please submit questions via the Q&A box. Note all attendees are muted. Reminder CPE credit is available for this course. The requirements are Be on the call at least 50 minutes AND Answer ALL three of the polling questions Your CPE certification will be ed as a PDF in 2-3 weeks This session will be recorded and available at Following the webinar, there will be a brief survey. We appreciate your feedback! On the survey you can also indicate your interest for more info. (C) 2012 Bonnie J Nagayama, CPA 9

10 Wrap Up Thanks so much for attending! Bonnie Nagayama, CPA x 106 Bonnie@AccountingSoftwareSecrets.com (C) 2012 Bonnie J Nagayama, CPA 10