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...

Read more articles by Sally Glick here.Most CPA firms, of any size, focus on building their brand—having a strong reputation—in their target markets. The larger the firm, the more resources it has to deploy, from...
Mark Feinsot combines a former career as a pilot and current work as a CPA to offer accounting and tax services to the aviation industry. That work as a specialist puts him on the cutting edge of a growing trend in...
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...

Already a member? log in here.

Upcoming CPE Webinars

Sep 24
In this jam-packed presentation Excel expert David Ringstrom, CPA will give you a crash-course in creating spreadsheet-based dashboards. A dashboard condenses large amounts of data into a compact space, yet enables the end user to easily drill down into details when warranted.
Sep 30
This webcast will include discussions of important issues in SSARS No. 19 and the current status of proposed changes by the Accounting and Review Services Committee in these statements.
Oct 21
Kristen Rampe will share how to speak and write more effectively by understanding your own and your audience's communication style.
Oct 23
Amber Setter will show the value of leadership assessments as tools for individual and organizational leadership development initiatives.