The true starting point of your sales process, an opportunity is a qualified lead with a higher probability of converting to a customer. An Opportunity is just that and will fall out if not followed up on.
Companies must sell to stay alive, but instead they provide lower rates to attract new business which hurts the ultimate bottom line of the organization. Instead provide a higher degree of value and service that allows for higher engagement rates.
What’s the value of a missed client for your firm? Losing potential customers to other firms, mishandling or losing track of leads, or not following up on leads are things every CPA firm must avoid if they want to accelerate revenue and firm growth.
Baby boomers are leaving business ownership in droves, headed for retirement. To drive organic growth, successful Accounting Practices must focus heavily on marketing and practice development to replace those exiting businesses.
Cloud Practice gives your business instant insight into which leads are active in the sales process, referred to other companies in the enterprise, disqualified as a client, or have been lost to competitors.
Understanding the key to continued profitability involves developing a stronger technology infrastructure needed to attract and maintain clients that fit your accounting firm.
Empower Your Sales Team and increase their closing rate. Once a lead is identified as having a stronger potential for closing, Cloud Practice offers you the ability to stay in touch in a meaningful way.
Cloud Practice offers the ability to assign a sales lead and lead type, as well as, track the estimated deal value and projected close date, putting you in the driver’s seat to decide how successful your firm will become.
