Workflow Changes—Sharing Our Own Stories

CRM System

A long time ago, I discovered that sharing stories of how Fourlane has made a difference for our clients is one of the best ways to show our value to prospects.

I think of the client for whom we solved a problem he had been working on for months, after spending just a few minutes on the phone with an Fourlane consultant. We love it when that happens.

If you’ve been following our blog, you know we are changing our CRM and workflow around sales and customer service. For years, we’ve been doing this for our clients, and now, we’re doing it for ourselves. This gives us a new opportunity to share our own change management story with you —we can really feel your pain!

During the week we implemented our CRM, we had 96 feedback forms completed by our team; not bad for a staff of 20. The automated feedback allowed our implementation team to quickly see what questions or problems our staff encountered, and what recommendations they had to augment the system. I’m proud to say that, in less than a week, we resolved 87% and addressed 96%.

As much as we dreaded the change in our own workflow, it’s working out. Stay tuned for more stories.


About Marjorie Adams

Our head QuickBooks trainer and guru, Marjorie Adams, is Founder and CEO of Fourlane, Inc., an award-winning consulting firm and Intuit’s #1 QuickBooks Reseller Partner. Fourlane’s team of experts offers several QuickBooks oriented services including consulting, training, programming, integration, and more. Over the years, Fourlane has helped over 10,000 customers across many different industries with their QuickBooks accounting software. Marjorie Adams is considered one of the top QuickBooks trainers in the country. She was listed on CPA Practice Advisor’s 40 Under 40 in 2014 & 2015, and has been recognized as Intuitive Accountant’s 2015 QuickBooks Desktop ProAdvisor of the Year. Marjorie sits on Intuit’s VIP Program, is a frequent contributor to Inuit Accountants News Central, and has developed Intuit’s QuickBooks Enterprise Certification training. She has also been published in The Wall Street Journal, Forbes, BusinessWeek, American Express Open, the Huffington Post, and Inc. Magazine.

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