CRM-etc. Podcast with Kathy Hahn | CRM | Ecommerce | Online Tools

CRM-etc. Podcast with Kathy Hahn | CRM | Ecommerce | Online Tools

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Welcome to the CRM-etc. Show with your host, Kathy Hahn, business coach, QuickBooks ProAdvisor, and consultant for CRM and Ecommerce Solutions. The CRM-etc. Podcast is designed to explore various CRM, Ecommerce, and online tools so that listeners will be more informed when choosing a product. The…

Kathy Hahn


    • Aug 22, 2014 LATEST EPISODE
    • infrequent NEW EPISODES
    • 18m AVG DURATION
    • 29 EPISODES


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    Latest episodes from CRM-etc. Podcast with Kathy Hahn | CRM | Ecommerce | Online Tools

    029: Agiliron Ecommerce Solution Point of Sale Online and Offline Feature

    Play Episode Listen Later Aug 22, 2014 19:46


    The Point of Sale Feature within the Agiliron Ecommerce Solution is coming soon for OFFLINE transactions, so if the internet connection is lost, sales can still be processed. The credit card information is stored

    028: Infusionsoft Interview by Kathy Hahn with Joe Manna

    Play Episode Listen Later Aug 15, 2014 17:18


    In Part 2 of the Infusionsoft Interview by Kathy Hahn with Joe Manna, additional functionality are discussed such as the basic calendar and appointment features that are offered within Infusionsoft

    hahn infusionsoft joe manna
    027: Infusionsoft with QuickBooks Interview by Kathy Hahn

    Play Episode Listen Later Aug 8, 2014 24:28


    Joe Manna of Infusionsoft, Developer and Partner Programs Manager, shares about marketing automation and CRM, and how Infusionsoft connects with QuickBooks in an interview by Kathy Hahn. Infusionsoft has 3 main features; CRM, automation in email marketing and ecommerce capabilities.

    026: WooCommerce with QuickBooks, an Ecommerce Solution, an interview by Kathy Hahn

    Play Episode Listen Later Jul 31, 2014 28:04


    Matt Cohen of Woothemes in an interview by Kathy Hahn shares about the popular Woocommerce product, he defines Woothemes as a Wordpress product company, they provide solutions for clients using Wordpress as a platform, and Woocommerce and QuickBooks can now integrate for a great Wordpress Ecommerce Solution.

    025: Mavenlink Customization and List Integration with QuickBooks

    Play Episode Listen Later Jul 24, 2014 23:34


    In Part 2 of the interview by Kathy Hahn CTO Roger Neel describes Mavenlink customization and list integration with QuickBooks. He talks about the setup and mapping of names within the various lists

    024: Mavenlink with QuickBooks for Project Management

    Play Episode Listen Later Jul 19, 2014 18:41


    In a recent interview by Kathy Hahn with CTO Roger Neel (Chief Technology Officer) and Co-Founder of Mavenlink, Roger describes how Mavenlink provides for project management for service orientated companies, and an integration for Mavenlink with QuickBooks use is available

    023: Agiliron Ecommerce Solution with CRM now Integrates with QuickBooks Online

    Play Episode Listen Later Jul 13, 2014 21:24


    Great news, Agiliron, the Ecommerce solution with CRM now integrates with QuickBooks Online. Yes, as of July 8, 2014, Agiliron now integrates with the QuickBooks Online platform. The outcome for retailers is a very beneficial solution, now POS is an online platform and is automated to go mobile, with inventory integration, multiple channel proliferation, and CRM.

    022: Avalara Sales Tax with Ian Clyde – Part 2

    Play Episode Listen Later Jun 26, 2014 17:03


    Ian Clyde of Avalara® Sales Tax solution says proposed federal legislation of the Market Place Fairness Act is being followed very closely. This legislation would potentially create a scenario where more companies would be required to collect and remit tax.

    021: Avalara Sales Tax Solution with Ian Clyde – Part 1

    Play Episode Listen Later Jun 23, 2014 16:49


    Ian Clyde, a National Sales Director of Avalara® Sales Tax solution, in an interview with Kathy Hahn discusses the sales tax challenges of complying with today’s sales tax reporting issues.

    020: TSheets Time Tracking for Payroll

    Play Episode Listen Later Jun 13, 2014 24:41


    TSheets Time Tracking for Payroll-Jessie BryantJessie Bryant of TSheets Time Tracking for Payroll in an interview by Kathy Hahn says she has a “fun” job in working with accounting professionals, in her position as Accountant Programs Director with TSheets, the payroll tracking system that integrates with QuickBooks.

    019: Cloud Cart Connector for Ecommerce and QuickBooks with Joseph Anderson Part 2

    Play Episode Listen Later Jun 5, 2014 22:36


    The Cloud Cart Connector connects Ecommerce and QuickBooks Desktop, QuickBooks Online, and QuickBooks for Mac and has a 2 way compatibility with that works with Intuit sync manager, Joseph Anderson

    018: Cloud Cart Connector for Ecommerce and QuickBooks with Joseph Anderson Part 1

    Play Episode Listen Later May 29, 2014 16:37


    Listen to the interview with Joseph Anderson of Cloud Cart Connector, a newer Ecommerce Solution, where Joe explains how the sync works with QuickBooks; ecommerce and QuickBooks are able to integrate when using the Cloud Cart Connector.

    017: Thank You Veteran’s

    Play Episode Listen Later May 24, 2014 3:07


    In patronage of Memorial Day and in honor of our fallen hero's, this message is to share appreciation for all those who have given their lives in duty to serve our country, Thank You Veteran's. May their families be blessed in their loss,

    016: What is QuickBooks with Kathy Hahn

    Play Episode Listen Later May 16, 2014 3:50


    What is QuickBooks? It is Awesome! QuickBooks® is a financial management system and much more. It is also a great productivity tool to help you get organized.

    015: ShipStation Supplies, Tools, and Tips with Robert Gilbreath Part 2

    Play Episode Listen Later May 9, 2014 17:18


    ShipStation supplies necessary would be only the standard shipping supplies. They recommend to have a nice scale, some scales are rated, it’s best to get one that’s rated a bit above and below what you normally ship, to give more accuracy, and possibly one that can be connected via a USB to your computer. Also, possibly a scan gun to scan bar codes on products or labels that can help with processes, and they definitely recommend a good printer.

    014: ShipStation with Robert Gilbreath Interview by Kathy Hahn Part 1

    Play Episode Listen Later May 2, 2014 18:17


    ShipStation is a web based service that online entrepreneurs’ use to make all their fulfillment and shipping pains go away says Robert Gilbreath Marketing Director of ShipStation in a recent interview by Kathy Hahn. They connect with all the major market places and shopping carts on one side of their business and you basically use ShipStation to ingest and import in all your order data every day and then use their tools to automate many of the shipping processes, print labels, packing slips, etc. They connect with all the major carriers such as Fedex, UPS, DHL, USPS, and

    013: Constant Contact with Results®

    Play Episode Listen Later Apr 25, 2014 20:49


    Constant Contact® with Results®? Yes! Constant Contact® with Results® is now an integrated solution to help with communications and workflow.

    012: Results® with Sam Saab-Interview by Kathy Hahn Part 2

    Play Episode Listen Later Apr 18, 2014 25:34


    Grow Your Business with Results®Results® is more than just a CRM, the software can be utilized for Project Management and more. You can utilize Results® for desktop CRM or online.

    011: Results® with Sam Saab Interview by Kathy Hahn

    Play Episode Listen Later Apr 11, 2014 30:16


    Results® software product is a very mature product and has been on the market since 1986. Results® software is a great desktop CRM and it can also be utilized online via your mobile device. In a recent interview by Kathy Hahn, Sam Saab of Results® says

    010: Method-CRM-with-Paul-Jackson-Interview-by-Kathy-Hahn-Part-2

    Play Episode Listen Later Apr 3, 2014 17:47


    Paul Jackson says in many ways what MethodCRM enables people to do is, get a custom solution as if they actually paid a programmer to create an application for them, their dream application, but they can actually do this themselves by just having a bit of imagination and some time, they can create whatever business process they like.

    009: “What is CRM?” with Paul Jackson of MethodCRM

    Play Episode Listen Later Mar 28, 2014 16:45


    What is CRM? Paul Jackson of MethodCRM explains CRM and shares his career experience and the history of MethodCRM in part 1 of an interview with Kathy Hahn.

    008: Manage Market Places

    Play Episode Listen Later Mar 20, 2014 20:31


    Kathy Hahn of CRM-etc. explores CRM, Ecommerce Solutions, and Online Tools to help Systemize, Automate, and Be More Productive. Here is an overview of a recent interview by Kathy Hahn in a conversation with Stan Roach where Manage Market Places with Agiliron is explained in detail.

    007: Omni-Channels Multiple-Sales-Channels Sell-in-Multiple-Places

    Play Episode Listen Later Mar 14, 2014 9:28


    Omni-Channels, Multiple-Sales-Channels, Sell-in-Multiple-Places

    006: Next Gen POS

    Play Episode Listen Later Mar 7, 2014 14:11


    Interview by Kathy Hahn where The Next Generation POS (Point of Sale) is explored in a conversation with Stan Roach of Agiliron

    005: Role of The QuickBooks ProAdvisor Part 2 and ShipStation Example

    Play Episode Listen Later Feb 26, 2014 18:28


    "The Role of the QuickBooks ProAdvisor is critical" says Stan Roach of Agiliron in a recent interview with Kathy Hahn.

    004: Role of The QuickBooks ProAdvisor Part 1- with Stan Roach of Agiliron

    Play Episode Listen Later Feb 24, 2014 15:33


    Many small business can’t stay up with technology, don’t typically have a CIO (Chief Information Officer) or CFO (Chief Financial Officer) due to financial constraints, and so they lean heavily on intermediaries like “rent a CFO” or "rent a CIO” which is a lot of what the system integrator – “QuickBooks ProAdvisor” crowd is becoming.

    003: Stan Roach of Agiliron about CRM

    Play Episode Listen Later Feb 24, 2014 18:57


    Stan Roach of Agiliron about CRM, technology is here to serve the business objective. Agiliron focuses on every application or every function that has to do with transactions which includes front office and back office functions, which is the backbone that serve multiple channels. CRM these days is a more holistic way of managing your business and managing your customers because you're looking at all the elements.

    002: Agiliron, helps customers sell in more places and manage in one…

    Play Episode Listen Later Feb 23, 2014 18:57


    Agiliron Ecommerce Solution is a complete Ecommerce Suite which includes CRM, front office, back office, integration with your website, inventory management, integration with various sales channels, and full integration with QuickBooks. Agiliron helps customers sell in more places and manage in one, sell in more places BUT manage it in one.

    001: Kathy Hahn Introducing CRM-etc.

    Play Episode Listen Later Feb 22, 2014 5:32


    Kathy Hahn introducing CRM-etc.com where we'll explore various CRM, Ecommerce Solution platforms, and online tools to help you Systemize, Automate, and Be More Productive.

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