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Running a business is like running a marathon – we’ve all heard this before. The more you train, the further you’ll go. There are no shortcuts, and you certainly can’t rely on skill and speed alone. It takes a combination of strategic planning, process, endurance, and strength to succeed. You also need to equip yourself with the right tools – the right shoes – to support your journey. What

Most accounting firms deal with tons of software on a daily basis. All of it helps accountants manage and organise numbers and client data – at least in theory. Yet whatever the case, rarely does any of the software assist 'number crunchers' with looking after their clients. Which is why accountants need a CRM in their lives. Customer Relationship Management (CRM) software is technology that streamlines and automates the manual

In part II of creating the ultimate sales playbook, we dive into the 'why' and 'how' of this all-important document. As we outlined in the first part of our guide to building the ultimate sales playbook, the creation of this resource is essential for any business involved with sales. In that article, we outlined the 'what' of this document. Now, we are delving into its 'why' and 'how'.   The Ultimate

Does your sales strategy need a health check? You're in the right place! Here are a handful of actionable steps to help you kickstart your sales and increase cash flow.   1. Keep Your Eyes Off the Prize (For Now) Nothing turns a lead sour faster than asking for money too soon. Remember, lead nurturing is well worth its investment in the long run – especially when that prospect becomes a

Sales automation – or rather the industry buzz phrase ‘sales force automation’ – can incite a certain fear and loathing among sales teams. Why? Because of misunderstandings and incorrect ideas attached to automation. We are here to myth bust and manage expectations about automation as well as detail the benefits it can provide for your business' sales processes. It's time to find out how to successfully implement sales automation