Track New Business Opportunities
When generating new business for your accounting firm, it’s crucial to have visibility across the sales pipeline and accountability across all team members. ABLE does this seamlessly, ensuring that nothing falls through the cracks. The result: closing more deals, more quickly.
Our Deals Pipeline helps you:
- Track your sales opportunities
- Measure referral activity (both inbound and outbound)
- Manage team accountability
Real-time metrics make it easy to slice and dice the Deals Pipeline by person responsible, funnel status, probability, timeframe of close, and more. This allows your firm to better determine next steps so that you can follow-up on the hottest prospects and close those deals. It’s time to graduate from Excel to a system that takes the guesswork out of pipeline management.
Is your accounting firm leveraging its CRM, marketing, and business development platforms for sustainable, profitable growth?
Learn how ABLE can help.