114 - One Place To Look

Are you tired of wasting so much time each day in your business? You need just one place where you can find information for project management, sales, marketing, and bookkeeping all in the same dashboard! Put an end to disorganized excel sheets and outdated legal pads. See how staying organized and efficient can save you from the daily challenges that your business brings by listening to our short with Martin and Khalil today.

Show Notes

  • 00:00 - Intro

  • 3:20 - Hear Martin’s Example

  • 5:40 - What’s ERP Software?

  • 8:00 - Why Integration Matters

  • 10:00 - What Software Should I Use?

  • 13:45 - Is Niche Software Good or Bad?

  • 15:00 - Is Salesforce Good or Bad?

  • 16:50 - The Contractor Set-Up Essentials

  • 18:35- From Legal Pads to ERPs

  • 20:00 - Our Software Stack Recommendation

  • 22:00 - Outro



Quotable Moments

  • “Just because you’re using a software does not mean that you’re going to be using it correctly.” – Khalil

  • “You have to model the behavior inside of your systems for your team to do it correctly.” – Khalil

  • “Once you understand your need, you can start to find your solution.” – Khalil

  • “You don’t want to buy this big box solution, like Salesforce, because it’s so large and takes so much time to learn.” – Khalil

  • “For a lot of contractors, they’re not doing 100 projects a year, it’s not hard to copy over the required fields into a new system.” – Khalil

  • “A lot of ERPs are just business owners running off other business’s systems.” – Khalil

  • “If you have all of this together, you can manage all of your billing, communications, bookkeeping, and projects in one place.” – Khalil



Resources


More from Martin



More from Khalil



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115 - Making The Decision To Hire

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113 - Building A Growth Foundation