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About Susan Campbell

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So far Susan Campbell has created 112 blog entries.

Getting the Most out of Salesforce Chatter

Use These Tips to Maximize Collaboration With Salesforce Chatter There are a lot of benefits to using Salesforce Chatter for collaboration in your company. It’s more efficient than more traditional forms of communication, like email or phone calls, and you don’t have to flip between systems to get information to include in a message. It’s [...]

February 16th, 2016|Salesforce Integration|

Identifying and Tracking KPI Metrics

The Right KPI Metrics Measure the Success of Your Company Key performance indicators, or KPI metrics, provide a way for you to see, at a glance, how your company is performing. The challenge is that no set of KPI metrics will work across the board for any company, or even every company in a given [...]

February 2nd, 2016|Accounting Application|

Kreg’s Vision: Stop Looking in the Past and Create a New Financial Future

Creating a Financial Future Through Analysis Why is it we spend so much time looking in the past? Past financial performance is a great predictor of future results. Additionally, there is a lot gained for your financial future by looking at your past. A famous quote says, “Repeating the same things over and over and [...]

January 15th, 2016|Kreg's Vision|

Steps for Choosing the Best Project Management Software

To Get the Best Project Management Software for Your Company, Take a Team Approach You may identify what you determine is the best project management software for your company, only to meet resistance at every turn when you go to implement the new system. Getting buy-in from your key team members is critical for the [...]

January 12th, 2016|Blog, Project Management|

Kreg’s Vision: Pipeline Drives Backlog, Backlog Drives Operational Performance, Issues Drive Support – Get it all Connected With Salesforce CRM

Salesforce CRM is Your Answer to Integrated Sales and Forecasting It seems that in any project based organization, when you have a strong pipeline of future work, there are also appropriate levels of backlog. If you have the appropriate levels of backlog it makes driving operational performance to meet goals and objectives much easier. When [...]

January 8th, 2016|Kreg's Vision|

Adhering to New Revenue Recognition Criteria

The FASB’s Revenue Recognition Criteria Makes Significant Changes for Companies The Financial Accounting Standards Board (FASB) is issuing new revenue recognition criteria that could hit bottom lines for businesses. The new rules will take effect in 2018, but companies should start thinking now about how the changes will affect how they report revenue. Here are [...]

January 5th, 2016|Accounting Application, Blog|

Kreg’s Vision: Drowning in Excel … The Key to Letting What You do Financially Drive Operational Activity

Leaving Excel Behind for Automatic Report Functionality Are your board reports looking incredible at the monthly or quarterly meetings? Is your operations team working from Excel metrics that would make any organization jealous?   Do you have financial and cash forecasts that look amazing and ensure CFO or Partners feel comfortable with the short term future? [...]

January 1st, 2016|Kreg's Vision|

The Benefits of Business Dashboards

Your CEO Wants the Convenience and Visibility of Business Dashboards If your CEO waits every month for the period to close and for your department to produce the financial reports, holding up decisions for days, it’s time to consider a program that features business dashboards. As your company grows, you need the expansive visibility that [...]

December 29th, 2015|Blog, Dashboards|

Tired of Compiling Data: Let Cloud Financial Reporting Help You Spend Your Time Analyzing Data

Cloud Financial Reporting Offers Real-Time Data for Accurate Analysis The month is too short. Just when you get caught up, the month end process starts all over again. You get the board reports compiled and sent to end users, only to have to start the process all over again. There is an answer to this [...]

December 25th, 2015|Kreg's Vision|

QuickBooks for Small Businesses: When it’s Time to Move on

When Using QuickBooks for Small Businesses Doesn’t Make Sense Anymore When you’re just starting out, there’s no better accounting solution than QuickBooks for small businesses. It creates great financial reports, handles invoicing and bookkeeping. It’s easy to learn and, if you need training, it’s easy to find. However, as you grow, you will find that [...]

December 22nd, 2015|Blog, Project Accounting|
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