There's a ton of problems QuickBase solves, but these are the most prominent problems.
If you're using email,spreadsheets or basic tasks apps that don't talk to manage your tasks, there's a better way.
All that manual work doing the same tasks over and over, leaves room for errors and is highly inconsistent. It's a morale killer for sure.
Without metrics being applied to your data and having baked in workflow, there's no easy way to track your key performance indicators.
It's in his head. It's in her head. They know what to do right? Loose process makes profits go bye bye.
You have to ask what employees are working on. It's easy to hide the mistakes and lack of follow-up when there's no accountability.
Use that basic report they provided. Then copy all of it over to a spreadsheet, add your own data. No errors here. Then do it again next month.
Sure you look at QuickBooks but it's not the whole picture. There's too many unanswered questions
Build that quote manually in Word, make it a PDF and email it hoping they won't notice.
Figure out what the math is, create that invoice and send it. No errors ever happen here. Hope they pay soon.
Where's the time sheets? Warm up your numeric keypad, peck the numbers and hope for no errors. Repeat every 2 weeks.
You're paying a stout price for that well known brand and it still sucks. All software must be like this right? Guess this is just what it is. We're stuck.
What's next year look like? Let's just look at each month and add a few % where it makes sense.
Old software had a lot of limitations and no reporting. Using spreadsheets and email to fill the gaps. Financial reporting all manual using spreadsheets. No way to manage each customer individually in terms of the relationship, task or project management, costing, scheduling employees.
Solution: QuickBase to the max.
Using email, spreadsheets and several disjointed apps to run sales and operations. Financials run in Quickbooks, but all forecasting and sales projections done in spreadsheets. Event managers keeping track of events in spreadsheets. No task or event management.
Solution: Full CRM, sales management and event operations.
No project and task management features, losing installation details specific to job. No sales commissioning in app and payout scheduling. No sales projections based on locations. No formal management of vendors or referral sources. No way to allow for multiple office locations (different state locations) and commissioning.
Solution: Sales, project/task management