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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 those

It’s so difficult to stay ahead of the pack as an accounting firm. But if you can find your niche as an Accounting firm, you will already have the advantage. Competition is rife in the accounting industry. It seems that every firm tries to offer every possible service TO EVERYONE. Cast the net wide. And you're not just competing against local firms anymore either! Cloud computing technology,

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

Let's talk about the why's and how's of creating the Ultimate Sales Playbook. Last week, we brought you The Ultimate Sales Playbook: Part I, ‘The What’. So now that we know exactly what it is, let’s talk about WHY the top benefits are and HOW to go ahead and actually do it! “THE WHY” Benefits: Consistency - The Sales Playbook is your Bible. This is where everything from sales tools,

With a constantly evolving market and the start of a new financial year ahead of us, now is the best time to review your sales strategy. Let's look at some actionable steps that will ultimately kickstart your sales so you can kickass on the playing field. 1. Keep Your Eyes OFF the Prize (For Now) Nothing turns a lead sour faster than asking for money too soon. Remember,