How CPA’s Boost Sales During Slow Season with QuickBooks CRM Apps?

HOW CAN QUICKBOOKS CRM APPS BOOST SALES DURING SLOW SEASON? Cogneesol

Many reasons like economic contraction, seasonality, and an unpredictable sales cycle can cause a drop in sales.

The right customer relationship management (CRM) software can help your business overcome this phase efficiently.

A CRM software can streamline the customer data and help to acquire and retain the customers. This software can be useful in the following areas 1

Closing sales

2

Generating and cultivating leads

3

Streamlining tasks

4

Managing customer interactions

5

Building a sales pipeline

6

Responding to customer needs

7

Managing marketing campaigns

HOW CRM CAN HELP YOUR BUSINESS SURVIVE SALES SINK?

How CRM can help your business survive sales sink?

Automating Email Marketing Plan Encouraging Deals Generate Leads Through Your Website Cross Sell and Upsell Maintenance Reminders

1

You can create following types of email campaigns:

Automating Email Marketing When your sales are running low, this time can be utilized to set up automated email campaigns.

Analyze your customer lifecycle and structure a series of emails to move them through the sales pipeline.

DRIP CAMPAIGN Emails are sent to new customers on a set time, often weekly.

NURTURE CAMPAIGN Prospect’s behavior is analyzed and emails are sent accordingly to assist them through the buying process.

WORKFLOW CAMPAIGN This is for the existing customers so that they can receive emails to guide them through the next step of the workflow.

2 Plan Encouraging Deals

Follow up with your regular customers and offer them exclusive deals and promotions.

It is significantly less expensive to keep loyal customers happy than finding new ones.

"In fact, the probability of selling a product to an existing customer is 60-70 percent, while new customers carry a paltry 5-20 percent probability, according to Marketing Metrics."

Generate Leads Through Your Website CRM offers web-to-lead forms that can be embedded to your website and hence can be used to generate leads 24 hours a day. Customers are automatically logged as a prospect in the CRM when they enter their information in the form. CRM then automatically notifies the sales team to follow up with the customers and take the procedure forward.

3

4

Cross Sell & Upsell

A decent CRM system will automatically include the history of customer’s past purchases and services.

When the sales are low, you can make use of this information to identify opportunities to cross sell and upsell.

Maintenance Reminders Regular maintenance reminders can help your customers keep things in perfect shape.

Applications like Acuity Scheduling makes it easier by automating the process of maintenance email reminders.

Clients can easily book their appointments by viewing your real-time availability and they can also make the payments online.

5

CRM Integration with QuickBooks Online You can get the most out of your CRM app if you chose a software that integrates with QuickBooks Online.

When a sale is closed through your CRM, your transactions automatically sync with QuickBooks.

Hence, you can stay on top of your accounting without the hassle of double data entry.

How can QuickBooks and CRM Increase Sales for Your Business?

CRM helps make a business smarter and more profitable but the integration of CRM with an accounting software gives you full visibility into your business. This is because:

You make sales talk to accounting.

Duplicate data entry is reduced.

Productivity is increased.

More focus on business growth.

Sales

30%

Revenue

25%

CRM HAS IMPROVED

Sales Productivity

35%

WHY IS QUICKBOOKS THE FIRST CHOICE FOR CRM? For small businesses, QuickBooks is often the first choice for CRM as it helps store customer contacts and buying history.

When your business is just getting started, this may be enough to meet your requirements.

But as your business advances, you realize that QuickBooks does not help with making sales.

Integrating QuickBooks Online accounting software with a CRM platform ensures that you save your valuable time by providing transparency to your entire sales funnel and boosting the chances of closing more leads.

ABOUT US

Cogneesol is a business process outsourcing company with professional staff that is trained in QuickBooks and utilizes CRM software to make your work processes easier.

If the accounting tasks are pulling your business behind, consider outsourcing them.

Cogneesol

Outsourcing to Cogneesol will ensure that your accounting and data entry tasks are streamlined, and you can focus more on business growth.

CONTACT INFORMATION TALK TO US! MAILING

ADDRESS

30 Wall Street, 8th Floor, New York, USA

PHONE

NUMBER

+1 646 688 2821

EMAIL

ADDRESS

info@cogneesol.com

WEBSITE www.cogneesol.com