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.


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Upcoming CPE Webinars

Nov 24This webcast presents basic principles of revenue recognition, including new ASU 2014-09 for the contract method. Also, CPAs in industries who want a refresher on revenue accounting standards will benefit.
Dec 3The materials discuss the concepts and principles in the AICPA’s new special purpose framework.
Dec 9A key component to improving your firm’s workflow efficiency while enhancing your profitability at the same time is how you leverage emerging technologies.
Dec 9Kristen Rampe will cover how to diffuse the tension in challenging situations in this one-hour webinar.