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starting out in a new bookkeeping business? Value Based Pricing is all the rage and our team has done some research into the options. lnkd.in/gwxReyx
How can you provide great customer service? Consistently?
IF YOU ARE LIKE most businesses, you’re probably communicating with your customers and clients via multiple touch points — email, social media, phone calls, chat bots. But how are you keeping track of all these interactions?
A while back I wrote a blog asking the question whether MYOB is, in fact, a CRM and which CRMs I found to be the best and why. It’s worth a read if you want to familiarise yourself with exactly what it is CRMs can do for you and your business.
Batchbook is a customer relationship management (CRM) tool that collects your communications in one central place. It also lets you organise to-do lists and automate tasks, but you will need to go elsewhere if you’re looking for a platform that will automate the sales process.
Batchbook integrates with Campaign Monitor, Wufoo, G Suite (on the “advanced” plan only), Twitter, Hootsuite (if you’ve multiple social channels), Xero, Quickbooks and Freshbooks.
Pricing starts at $19.50 per month for an “essential” plan and tops out at $39.95 for the “advanced” plan.
Hubspot is one of the leading CRM apps and it’s always free. Businesses get everything they need to manage their contacts and companies, book meetings, log emails, phone calls (you can phone any telephone number for free through the Hubspot app) and sales.
If you want to manage your marketing and social media, you’ll need to go up a step to the paid Marketing plans.
It integrates with Zendesk, PandaDoc, Proposify, WorkflowMax, and Freshbooks; a Google Chrome extension lets you track emails so you can see when emails, documents and links are opened.
Zoho CRM lets you manage your contacts, log emails, phone calls (you can make calls to any telephone number through the Zoho app) social media, and online chats, while Zoho provides detailed analytics of each communication.
Meanwhile, advanced CRM analytics give clear snapshots of top performing salespeople and your best clients. It also lets you “gamify” the sales process to motivate your sales team.
Zoho CRM integrates it Slack, Zendesk, Microsoft Office and Google G Suite. Being part of the Zoho ecosystem, you can also connect to other Zoho apps — Zoho Books, Projects, Campaigns, etcetera.
Pricing starts at $15 per month, per user for the “standard” plan and tops out at $100 per month, per user for the “ultimate” plan. A free plan for a maximum of 10 users is also available.
Freshsales is the fourth addition to the Freshdesk ecosystem, which includes its online customer service platform, IT support, call centre management, HR, messaging, and marketing platforms.
With Freshsales you can manage your leads, contacts, accounts, and deals; send and reply to emails, while its built-in phone lets you make and log calls. It integrates with Google G Suite, as well as other Freshdesk apps.
Basic “sprout” plans are free, while paid plans begin at $12 per user, per month for “blossom” plans and top out at $49 per user per month for “estate” plans.
We will help you keep abreast of new and emerging technologies for doing business better. As part of our Updates and Additions policy, any new content we add is yours’ FOR FREE as a current EzyLearn student.
Interested in finding out about more Xero-integrated apps to help you manage your project more efficiently? See our recent blogs where we review for you and come up with a list of pros, cons and prices: Best Xero-Integrated Time Management Apps and Best Xero-Integrated Project Management Apps and the Best Xero-Integrated Document Management Platforms.
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