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Most accounting firms deal with heaps of software on a daily basis that ultimately make up their tech stack. All of which help accountants manage and organise numbers and client data. However, rarely do any of these help with actually looking after their clients. This is where accountants need help… and where a Customer Relationship Management software or CRM comes in. CRM is technology that streamlines and

“Try and you might succeed”— the age-old adage we've all heard, that frankly doesn't inspire much confidence. More so, is not enough when making a sale. When you say, “I will try” to a prospective client or even an existing client, you might as well just go right out and say, “I’m most likely going to fail and disappoint you”. “I will try” automatically brings to mind all

It's better if you can move leads through your pipeline more quickly. But what's the best way to do this? The key is to evaluate your current sales process, see where the opportunities to streamline are, and implement actionable tips that keep your leads informed & hot so you can finish stronger. Here are 7 tips on how to close your sales fast and finish strong. 1. Get Talking Talk

Does your company have the ultimate Sales Playbook to kick-start your sales stat? Your Sales Playbook is your bible. It is what you show new employees and it is what you refer back to whenever you are stuck. It is the manifesto of your business and the encyclopaedia of your customer engagement. Sounds IMMENSE…. and you’re not wrong. That’s why this is Part One of your Sales Playbook

Automation, or rather the industry buzz phrase ‘Sales Force Automation’, when uttered, can incite a certain fear and loathing among sales teams. Why? Because of misunderstandings and incorrect ideas attached to automation when it comes to sales. We are here to myth bust and manage expectations about automation and what it can do for your sales processes. Ready to find out how to successfully implement automation? 1.