Tags: freshbooks

Benchmark Email Freshbooks Integration: A Holiday Gift That Keeps on Giving

Benchmark Email Freshbooks Integration: A Holiday Gift That Keeps on Giving

Beyond • December 15, 2015

Christmas time is coming soon and there are shopping mayhems occurring in stores and online. The shopping spirit just keeps getting bigger year after year and we are bombarded with sales left and right. So you can imagine the heavy traffic of revenue coming in and out between business and customers. As a business, you want to provide the best shopping experience for your customers. The competition between companies to give out the best holiday deals or create heavier buzz through social media is strong, so you have to amp up your game in order to stand out and give customers what they are looking for. So when revamping your site for the holiday season, do a thorough sweep of the entire website to make sure every link is working properly, every banner is clear and in the correct position, and most importantly, make sure that the check out is running smoothly. Just imagine the herd of people at Walmart or Target trying to pile their purchases onto the cashier conveyor belt, and all of a sudden the belts just stopped working. Now carts are clashing and tempers are rising fast. Now picture that happening to your customers when they are ready to make their purchase online but all of a sudden the site crashed or something went awry when typing in their credit card number. Nothing is more frustrating that finding all the goodies you want to buy but now you can’t because of some technical malfunction. So double and triple check it! Now on your end, there will be a lot of revenue and transactions to deal with. Despite the hectic nature of holiday shopping, you don’t want to make that be a reason to take your time sorting out invoices or even as an excuse for careless mistakes. Now more than ever is an important time you have a effective cloud accounting system that will make every transaction smooth and speedy. That’s why Freshbooks is a must have for the holiday season (and for all seasons of course!). With a cloud system, you rest easy that every record will be saved and is easily accessible and that logging expenses will be kept simple and organized. Consider it a effective and beneficial gift for yourself and your customers this holiday season. Make it the gift that keeps on giving by using the Benchmark Email Freshbooks integration.


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Benchmark Email Freshbooks Integration: Relationships Pay Off

Benchmark Email Freshbooks Integration: Relationships Pay Off

Beyond • August 14, 2015

Running your business is often seen in two main phases: you sell the product to the customer, and then the customer purchases the product. When it comes to the process of payment, there are times when it may get a little bit sensitive. Especially if you are running an online store, or you offer services that are long term, payments are not just a simple transaction, but require a more complex invoice and details. Sometimes, miscommunication or disagreement about the invoice can put a wedge between the customer and company’s relationship. It would be so unfortunate if a customer found the exact product or service they are looking for, but are pushed away because of invoice issues. That’s why as a business owner, not only do you have to watch over the products, marketing, branding, etc, but you have to give equal attention to how you present the invoice to your customers. The saying is true; it’s not what you say, but how you say it! Let’s take a look some examples. John Lasiter of Qfolio advises to first and foremost have a strong and good relationship with the customer, saying “a really good relationship with our customers always helps with getting paid faster.” Just imagine, would you feel more comfortable giving money to a complete stranger, or someone you have known for a while? Really take the time to make them feel welcomed and that they are in good hands. It really helps to even share about the history of your company and some case studies of how you have helped your previous customers. This will give new customers reassurance that they have came to the right place, and will have no qualms getting their payments in on time. Another great tip comes from Heather Villa of IAC Professionals, who recommends that you are completely transparent with the entire payment process. She says, “I speak with the client and lead them through the estimate, step by step.” Not only will this help both you and the customer will have a thorough look at the transaction, but it also knocks down any kind of doubt or questions the customer will have. We all loathe those hidden fees or vagueness when it comes to payment, so make sure that your customers never have to go through that! Once a good relationship has been established, keep growing it through email marketing with the Benchmark Email Freshbooks integration!


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Benchmark Email FreshBooks Integration

Benchmark Email FreshBooks Integration

Beyond • May 11, 2015

Owning a small business can be a fun and fulfilling experience. Building your brand and an online marketing campaign truly is an exciting and creative process, but one challenge that every business owner faces is handling the more tough side of running a company…all the accounting and finances. It’s more than just merely crunching in numbers; it’s a complex task that requires hours, sometimes even days, to sort through. It is a lot to keep up with and even if you have the time and dedication, it can still get way out of hand. Don’t even think about keeping track of finances with a pen and notebook. That might have worked in the 18th century, but it is not sufficient to handle the fast-paced and multi-faceted world of businesses today. That’s why it is almost a necessity to use an accounting software to handle all finances. There are endless benefits to utilizing this tool, including speed and accuracy of procedure, as well as getting to see for yourself in real time the financial status of your company. That’s why Freshbooks is the top choice among business owners to help handle accounting in a speedy and efficient way. Freshbooks is a cloud-based accounting software service designed to help send invoices, track time, capture expenses, etc. Plus, it will save you all those hours that you would have wasted trying to do all your business accounting yourself. Best of all, the software also has several new plugins you can use to enhance your business. Increase your brand awareness and strengthen customer relationships with email marketing; the number one proven strategy to boost your sales and your business. Try the Benchmark Email Freshbooks integration and see for yourself. How to Integrate: Log in to your Benchmark account Click on Integration under My Account Scroll down to FreshBooks Insert your FreshBooks Site Name Insert the FreshBooks API token. To find this, go to My Account in FreshBooks. Then, under your API setting, check the box for Enable API. Ignore the URL and just use the token. You will be returned to the Third-Party Integration page. (You can scroll down to the Salesforce panel and click the Test Connection button to verify the connection status. Email addresses and names should appear in the box.) Hit CONNECT.


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