Want Information Now? Look to the Web!

When your firm is busy prospecting, the sales function needs to be a streamlined machine. Each team member needs access to sales information and they need it fast.

If you have been struggling with a sales contact software that just doesn't seem to make the grade, consider a Web-based alternative.

Two good sites that allow you to upload your information and maintain it online are UpShot.com and SalesForce.com. With these sites, your team will have immediate access to your data from any Internet connection.

The sites offer much sought after capabilities that usually are hard to handle in regular sales contact software. These functions include sorting and manipulating prospect data and archiving old prospect information.

You may like these other stories...

There is a huge competition in the accounting field to get more clients. Large firms have in-house marketing and PR teams to take care of business development. Small firms, however, need to be strategic in their marketing...
From May 20-23, the Association for Accounting Marketing (AAM) held its annual conference. Frequent contributor Sally Glick picked up some ideas that she will be sharing with us in the coming days, as she has done in...
Read more from Scott Cytron here and in the "PR Matters" archive.When you throw around the word “marketing,” sales and solicitation come to mind…but when it comes to “accounting marketing,...

Upcoming CPE Webinars

Jul 24
In this presentation Excel expert David Ringstrom, CPA revisits the Excel feature you should be using, but probably aren't. The Table feature offers the ability to both boost the integrity of your spreadsheets, but reduce maintenance as well.
Jul 31
In this session Excel expert David Ringstrom helps beginners get up to speed in Microsoft Excel. However, even experienced Excel users will learn some new tricks, particularly when David discusses under-utilized aspects of Excel.
Aug 5
This webcast will focus on accounting and disclosure policies for various types of consolidations and business combinations.