Sage Advice

Customer Acquisition & Retention

Latest articles for Customer Acquisition & Retention

Sales visits made easier: Integrate mapping applications and Sage CRM

How integrating mapping applications and your CRM can help reinvigorate your in-person sales visits and sales force stra...

May 6, 2021

How to create a 5-step business development process for your accounting firm

Without a business development process, it’s a challenge to lead your accounting firm forward or grow consistently. Read...

April 28, 2021

Direct to Consumer: How distributors can innovate and win

As direct-to-consumer selling appears to close in on distributor territory, our guide takes you through the opportunity ...

November 19, 2020

Making the leap from employee to entrepreneur: Tips from a pastry chef

Did you ever dream of quitting your day job to follow your passion? Owners of the macaron delivery service, Pastreez sha...

July 31, 2020

Focusing on ideal clients

In uncertain times, many firms feel the need to take on any client they can get. A better strategy might be to focus on ...

May 15, 2020

5 steps for better client testimonials

Testimonials from happy clients who can attest to the results that you helped them achieve are easily one of the best fo...

January 6, 2020

Is your practice running you?

Client management, and measuring the right KPIs, will help you monitor the health of your accounting practice and achiev...

October 7, 2019

Tips to get better at selling your accounting services

The more prepared you are, the easier it will be to sell to new accounting clients. Anticipate prospect objections, deve...

July 26, 2018

10 steps to grow your customer base

Tips on how to grow your customer base, generate leads and maintain your existing customer relationships.

June 8, 2018

How to target millennials and drive new business

Insights into what traditional PSPs and fintech providers are monitoring among the millennial customer base and how SMEs...

February 16, 2018

Is it time to part ways with some of your customers? Knowing when to fire a client

Thinking about firing one your customers. But can't stomach the thought of ending your relationship after investing so m...

February 13, 2018

Why referrals are vital to your business growth

Why are referrals important for your business?

February 1, 2018

Seven ways to manage business growth

A growing business needs to be supported by a robust strategy. Here are seven great tips to help you manage your busines...

February 1, 2018

Sage Advice Podcast Interview-Business Integrity in Leadership

The importance of business integrity in leadership, interview with Doug McVadon [Podcast]

Podcast host Ed Kless discusses the importance of business integrity in today's workplace with Doug McVadon, the preside...

January 31, 2018

Top three pricing mistakes to avoid

Pricing expert Ed Kless shares the top three pricing mistakes businesses need to avoid.

December 15, 2017

Why you should focus on your existing customer base

As entrepreneurs, we tend to spend much of our time thinking about customer acquisition. But maybe we should shift our f...

December 7, 2017

How to stop being boring on social media

You may be active on social media, but are you engaging? Here’s how to avoid boring your followers and truly reap the be...

November 13, 2017

How to master your brand and gain a competitive edge

Susan Solovic shares how your small business can develop a brand strategy that stands out from your competitors.

November 6, 2017

How to target millennials this Small Business Saturday

Small Business Saturday is one of the largest retail days for many small businesses around the country. 4 tips to encour...

November 6, 2017

Why anchor clients are key to small business success

Anchor clients provide a foundation for your small business by stabilizing cash flow, helping you grow, and building a n...

October 31, 2017

Want to find out more about your customers? Give them a voice by doing a customer survey.

Surveys are a win-win for you and your customers. Learn how to get the most out of customer surveys.

October 30, 2017

What your business can learn from people watching

Sage Advice contributor Sharon Worsley shares why people watching may be the key ingredient to learning more about your ...

October 27, 2017

How an accounting background set up these 3 small business owners for success

Three successful small business owners reflect on what accounting taught them about running a successful restaurant busi...

September 18, 2017