You already use Square and Copper. So how can you still improve things to avoid unnecessary invoicing problems? Information relating to customer payments is one of the most precious data sets. Outdated or incorrect data ultimately means you won’t get paid on time. This can hurt cash flow, putting any business without healthy reserves on …
One of the key problems we see when we work with our clients initially is the building of barriers between departments, particularly marketing and sales. Sometimes, these two teams, that should be working closely together, have their own processes and data silos that prevent the smooth flow from taking a lead to become a prospect …
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The two biggest challenges businesses face are forecasting cash-flow and getting paid on time. An over reliance on paper-based invoicing is a reason why these are a challenge, further exacerbated when sales and finance systems are disjointed. Digital invoicing helps with the shortfalls of being paper-based, however we believe businesses can still suffer inadequacies if …
If your aim is to be a successful agency, and grow your business, then you’ll be looking to have a reasonable number of clients on your books. You’ll also be working on increasing that number through sales and marketing activity of your own. Managing the interaction between your team, clients and prospects can be a …