Project management fundamentals for CPA firms
As your CPA firm grows, so does the list of strategic projects. Here are the top fundamental project management tips for your CPA firm.
Know your business, grow your business.
Evaluate where your business stands, and make more informed business decisions you can be confident about.
Accelerate response time to customer inquiries with accurate information related to project cost and pricing.
A CRM helps you simplify the sales process, shorten sales cycles, and make the most of every sales opportunity.
CRM software automates sales tasks, such as creating quotes and orders, forecasting sales, pursuing leads, and converting them into opportunities using sales workflows. By using CRM software, your marketing team can identify the sources of leads, opportunities, and closed sales.
They can also seek out customer information for upcoming campaigns and launch targeted email marketing campaigns. When customers place orders for your products or services subsequent to these marketing campaigns, you can track their orders using an ERP or business management solution, like Sage 100cloud or 300cloud.
Avoid duplication of work tasks and handle customer relationships more efficiently with a consolidated view of data.
Based on your latest customer information, initiate email campaigns in MailChimp, track them with Sage CRM, and expand growth.
25% increase in sales? 60% productivity gain?
See how your business management solution can help you accomplish this and more.
Avoid duplication of work tasks, empowering your teams to work faster and smarter.
With a single solution, everyone involved becomes more productive and efficient.
Sage CRM is trusted by hundreds of businesses from a variety of industries around the world. They use our customer relationship management solution to increase sales, generate more from marketing campaigns and build valuable customer relationships.
Simon Adcock, managing director
ATEC Security
As your CPA firm grows, so does the list of strategic projects. Here are the top fundamental project management tips for your CPA firm.
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