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Discover the easiest way to Set Up eSign in CRM with our powerful tools that go beyond eSignature. Sign documents and collect data, signatures, and payments from other parties from a single solution.
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Enable the airSlate SignNow API and supercharge your workspace systems with eSignature tools. Streamline data routing and record updates with out-of-the-box integrations.
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Set up your eSignature workflows while staying compliant with major eSignature, data protection, and eCommerce laws. Use airSlate SignNow to make every interaction with a document secure and compliant.
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Make communication and interaction within your team more transparent and effective. Accomplish more with minimal efforts on your side and add value to the business.
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Delight your partners and employees with a straightforward way of signing documents. Make document approval flexible and precise.
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How To Integrate eSign in CRM
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Let your customers and your team stay connected even when offline. Access airSlate SignNow to Set Up eSign in CRM from any platform or device: your laptop, mobile phone, or tablet.
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Templatize frequently used documents to save time and reduce the risk of common errors when sending out copies for signing.
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FAQs
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Sales: As a sales manager what can you do to make your sales people more productive?
I’ll be a bit bold and pragmatic here. Most likely will deviate from quite a few answers but this is an answer honest open coming directly from the field, not from offices, consulting firms or project groups:Let them make their work, don’t flood them with systems, tools and processes.I’ve worked for a major oil company where we were so frustrated and lacking motivation with all that bureaucracy that once we decided to make a study on how much time we really used with our customers. You probably won’t believe me, but 65% of the time was used for purely internal purposes (meetings of all kinds and formats, systems and processes to fill in everyday, databases to update regularly, conf-calls, sales meetings, development programs, monthly discussions with sales director, weekly team meetings, projects and the list would go on and on).After some years over there I decided to leave, still in a chemical multinational but smaller. Best thing I ever did. It has been 3 years now and probably I’m the second happiest man on Earth after Matthieu Ricard.The difference? I’m doing what I love, know and where I can make a difference and bring the most to my company and its relation with our customers.I would say more than 85% of the time is dedicated (or available) to manage my portfolio and my region. To develop it, optimize it and explore it.You want to motivate your sales people?Empower them: That’s the best thing you can do with sales people.Make them accountable/responsible: People who feel responsible give back much more than you had asked.Take away or ease at max their frustrations.Of course they need to fill in forms and update database, but please ensure they understand and see the benefits (for them, team or organization), don’t force them to do any tasks or routines they don’t see any benefit at all like doing “tick the box” exercises.The best thing to do is to ask them what are their biggest frustrations. openly. On the F2F meetings and as a team. What are their main blockers.Align your company and departments on the vision and targets. Very often sales people have to “negotiate” or to deal with more challenges internally than with their own customers. Crazy ha? Functions like Credit, logistics, customer service, Quality, production and so on and so forth, need to understand each other roles and hurdles in order to better understand the business from an end to end perspective.Of course salary and benefits, training, bonus schemes, career options are always welcome, but those are more seen as a “standard” for sales folks than a real differentiation.besides, each person might have different motivations.Remember, whilst physical work is often expected to be rewarded with money, intellectual work is often expected to be rewarded with praise and recognition.One last thing, I wouldn’t put your team in a full competing mode against each other. Long term relations and business isn’t a rat race. Don’t push them to compete, but to complete.
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What are some affiliate programs for technology?
Affiliate marketing in 2019 is not the same as it used to be some years back. Now people make an informed decision weather or not to join an affiliate program based on the pro & cons.Talking about the affiliate programs in technology I would say that all SaaS based affiliate programs are the right choice to make and that is why I have listed the best SaaS affiliate programs to join.TOP 11 SAAS AFFILIATES MARKETING PROGRAM TO JOINAffiliate Programs with a good recurring commission and lucrative features never goes unnoticed by affiliate marketers. If the affiliate program is of any SaaS prod...
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Which is the best affiliate program? Which one I have to choose to earn money?
TOP 11 SAAS AFFILIATES MARKETING PROGRAM TO JOINAffiliate Programs with a good recurring commission and lucrative features never goes unnoticed by affiliate marketers. If the affiliate program is of any SaaS product, then it serves as icing on the top.If you are living under the rock or are new to SaaS affiliate marketing, let me introduce you a bit to SaaS affiliate marketing.What is a SaaS?SaaS, Software as a Service, is a business model in which software providers host the complete services on their own data centres and makes them available to the customers over the internet. You can use their services on a pay as you go basis.Some of the major examples of SaaS are LambdaTest, DropBox, Google Apps, Slack, Microsoft 365 etc.Why Choose SaaS Affiliate Marketing Program?When it comes to their reseller programs or Affiliate Programs, there are a lot of benefits that you get in SaaS Affiliate Programs like:Strong Recurring Commissions or monetary incentives: The first and foremost thing that an affiliate marketer sees in an affiliate program is the Recurring Commissions. SaaS provides a strong recurring commission between 10-50% of their sales.Marketing and Sales Assets: Yes, many SaaS affiliate programs helps you with various sales and marketing assets like Banners, Images, Blogs, Content for emails and some even do the email drips for you. You get money from them and they get potential customers.Advanced Tracking: Affiliate Tracking software don’t let your diligent efforts go in vain. SaaS affiliate marketers use advanced tracking methods to reward you to your best.There are plenty of more added advantages that are offered through SaaS affiliate marketing. A lot of SaaS affiliate marketing programs are available in the industry offering commissions with numerous added features. But when it comes to choosing the right affiliate to partner with, it seems like finding the needle in the haystack. So, we have come up with a list of top 11 SaaS affiliate programs in which you can decide for yourself which affiliate program you want to go for.1. LambdaTest Affiliate ProgramLambdaTest is one of fastest growing SaaS companies in cross browser testing space and its affiliate program is a great opportunity to make money easily by promoting LambdaTest platform across niche audience. With LambdaTest Affiliate Program you get flat 25% recurring commission for all annual plans sold by your affiliate link. And for monthly plans, you will get 50% commission on the first transaction followed by recurring 25% monthly commission for a lifetime.To join LambdaTest affiliate program, you just need to sign up with LambdaTest Affiliate Program Link and you are all set to go.Features:No minimum payoutNo maximum cappingProvides coupon codes exclusive to your websitesPayouts every 15 days in your Paypal accounts2. Freshworks Affiliate PartnerFreshwork is a leading SaaS company providing ready to go, easy to set up and use business software to many companies to grow their online businesses. Freshworks Affiliate program is an opportunity for you to make money by promoting business software made by a leader in the SaaS industry.Instant signup, easy promotion of software products and referral link and great commission even for signups. Every time, a valid user signs-up using your referral link, that you share with your followers/customers, you will be paid $5/lead and every time your referral becomes a paying customer you will be paid 15% of the Monthly Recurring Revenue (MRR) for one year.3. Leadpages Partner ProgramLeadpages is a best-in-class digital lead generation platform which is more than landing page builder. Leadpage enables entrepreneurs and marketers to easily publish landing pages and helps transform clicks into customers. Leadpages affiliate partner program is unique as you can earn 30% recurring commission on all sales generated, for the Lifetime of your referrals' membership. They also support you with marketing education, marketing content and tech support if required. Hurry up and sign up now and start earning.4. Earn With InstapageInstapage is the leader in post-click-optimization and it helps marketing teams increase advertising conversions through the building, personalizing, and optimizing of landing page experiences at scale.You can earn a 50% revenue share on the first payment and 30% lifetime revenue share on all self-serve plans through your referral sale. Also, you can earn a signNow commission on enterprise plans as well. It’s free to join referral programme and you’ll have tracking software to manage your referrals. Instapage also provides all the required creatives and contents for promotion. Became an affiliate today and pace up the flow of affiliate money.5. Freshbooks Affiliate ProgramFreshBooks is accounting software that makes running your small business easy, fast and secure by easy invoicing, managing expenses, time tracking, payments and reporting. It’s time to spend less time on accounting and more time doing the work you love.Start with Freshbooks affiliate program and you can earn $5 for every trial user and $55 for every sale through your referral link. You can manage and track your affiliate through Freshbooks third-party affiliate network partner, Share‑a‑Sale. You will be also provided with article ideas, social media tips and strategies and email & newsletter Ideas to boost your earnings. Join Affiliate Program today.6. BigCommerce Affiliate ProgramBigCommerce is the world’s leading cloud-based e-commerce platform for established and rapidly-growing businesses. With BigCommerce, you can build your online store, customize your own website, manage shipping and payments, and list your products on Amazon, eBay, and Facebook.With BigCommerce affiliate program, you can earn a 200% bounty per referral sale and $1,500 per Enterprise referral sale. BigCommerce will provide you a dedicated account manager to assist you with all marketing materials, strategy planning and help drive more sale. Apply today for an affiliate program and start earning :)7. LiveChat Affiliate PartnerGrow your business with an easy-to-use messaging app and help desk software for online sales and customer support. With LiveChat affiliate program, you can 20% recurring commission on every sale through your unique referral link. You can also track trials, sales, and earnings in real-time within a dedicated Partner Panel. You will have support from LiveChat affiliate team for high-converting banners, widgets and copy templates and these will help you promote LiveChat and optimize your results. Join now.8. (BeRush) SEMushSEMrush is all-in-one marketing toolkit for digital marketing professionals. Being top SEO and keyword research tool, SEMrush helps you with detailed SEO workflow, keyword research, effective social media strategy, paid search engine marketing and content ideas. SEMrush affiliate program, BeRush can help you earn 40% recurring commissions on every referral sale. You will receive commission payments twice a month signNowing a minimum threshold through PayPal or Wire transfer. Register now with BeRush and start earning money.9. AWeberAweber is an email marketing platform that helps business in generating robust leads with higher buying intent through their email automation. AWeber also delivers a SaaS affiliate marketing program where they offer 30% recurring commision. Payments are credited on monthly basis. Click on the link to know more about AWeber Affiliate Marketing.10. SalesflareSalesflare is an intelligent Sales CRM. Salesflare integrates into your Gmail and Outlook and it helps you keep track of your customers automatically. With Salesflare affiliate program, you can earn 30% commissions of every sale made. You get payments via Stripe or Paypal the next month. For example, commission earned in February will be sent in March.Join Salesflare Affiliate Program Now11. BluehostBluehost is a web hosting company which provides professional hosting. You can set up WordPress, Drupal, Joomla website, a blog or custom applications with Bluehost web hosting. Bluehost is one of the lowest priced hosting services which provides you with a huge amount of value for the price.With every new customer acquired from your referral link, you can earn from $65 to $100.Join Bluehost Reseller ProgramThis was the list of some curated top SaaS affiliate program. Once you decide which program suits your audience and is the best fit for you, you can just join their affiliate program and start earning.After joining the program, you need to share the affiliate link to as many as users you can on your social media platforms, blogs, website, newsletter (if you have any) and for every lead or every customer from your link, you can earn a decent amount.Affiliate marketing is a very reliable source of income if done right! So, choose your best SaaS affiliate marketing program and start earning today!Source - Digital Connect Magazine
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What is the most profitable affiliate marketing program in 2019?
In my view today all SaaS affiliate programs are very profitable as they give you sure shot recurring income.Top 11 Saas Affiliates Marketing Program To JoinAffiliate Programs with a good recurring commission and lucrative features never goes unnoticed by affiliate marketers. If the affiliate program is of any SaaS product, then it serves as icing on the top.If you are living under the rock or are new to SaaS affiliate marketing, let me introduce you a bit to SaaS affiliate marketing.What is a SaaS?SaaS, Software as a Service, is a business model in which software providers host the complete services on their own data centres and makes them available to the customers over the internet. You can use their services on a pay as you go basis.Some of the major examples of SaaS are Microsoft 365, Google Apps, DropBox, LambdaTest, Slack, etc.Why Choose SaaS Affiliate Marketing Program?When it comes to their reseller programs or Affiliate Programs, there are a lot of benefits that you get in SaaS Affiliate Programs like:Strong Recurring Commissions or monetary incentives:The first and foremost thing that an affiliate marketer sees in an affiliate program is the Recurring Commissions. SaaS provides a strong recurring commission between 10-50% of their sales.Marketing and Sales AssetsYes, many SaaS affiliate programs helps you with various sales and marketing assets like Banners, Images, Blogs, Content for emails and some even do the email drips for you. You get money from them and they get potential customers.Advanced TrackingAffiliate Tracking software don’t let your diligent efforts go in vain. SaaS affiliate marketers use advanced tracking methods to reward you to your best.There are plenty of more added advantages that are offered through SaaS affiliate marketing. A lot of SaaS affiliate marketing programs are available in the industry offering commissions with numerous added features. But when it comes to choosing the right affiliate to partner with, it seems like finding the needle in the haystack. So, we have come up with a list of top 11 SaaS affiliate programs in which you can decide for yourself which affiliate program you want to go for.1. LambdaTest Affiliate ProgramLambdaTest is one of fastest growing SaaS companies in cross browser testing space and its affiliate program is a great opportunity to make money easily by promoting LambdaTest platform across niche audience. With LambdaTest Affiliate Program you get flat 25% recurring commission for all annual plans sold by your affiliate link. And for monthly plans, you will get 50% commission on the first transaction followed by recurring 25% monthly commission for a lifetime.To join LambdaTest affiliate program, you just need to sign up with LambdaTest Affiliate Program Link and you are all set to go.FeaturesNo minimum payoutNo maximum cappingProvides coupon codes exclusive to your websitesPayouts every 15 days in your Paypal accounts2. Freshworks Affiliate PartnerFreshwork is a leading SaaS company providing ready to go, easy to set up and use business software to many companies to grow their online businesses. Freshworks Affiliate program is an opportunity for you to make money by promoting business software made by a leader in the SaaS industry.Instant signup, easy promotion of software products and referral link and great commission even for signups. Every time, a valid user signs-up using your referral link, that you share with your followers/customers, you will be paid $5/lead and every time your referral becomes a paying customer you will be paid 15% of the Monthly Recurring Revenue (MRR) for one year.3. Leadpages Partner ProgramLeadpages is a best-in-class digital lead generation platform which is more than landing page builder. Leadpage enables entrepreneurs and marketers to easily publish landing pages and helps transform clicks into customers. Leadpages affiliate partner program is unique as you can earn 30% recurring commission on all sales generated, for the Lifetime of your referrals’ membership. They also support you with marketing education, marketing content and tech support if required. Hurry up and sign up now and start earning.4. Earn With InstapageInstapage is the leader in post-click-optimization and it helps marketing teams increase advertising conversions through the building, personalizing, and optimizing of landing page experiences at scale.You can earn a 50% revenue share on the first payment and 30% lifetime revenue share on all self-serve plans through your referral sale. Also, you can earn a signNow commission on enterprise plans as well. It’s free to join referral programme and you’ll have tracking software to manage your referrals. Instapage also provides all the required creatives and contents for promotion. Became an affiliate today and pace up the flow of affiliate money.5. Freshbooks Affiliate ProgramFreshBooks is accounting software that makes running your small business easy, fast and secure by easy invoicing, managing expenses, time tracking, payments and reporting. It’s time to spend less time on accounting and more time doing the work you love.Start with Freshbooks affiliate program and you can earn $5 for every trial user and $55 for every sale through your referral link. You can manage and track your affiliate through Freshbooks third-party affiliate network partner, Share‑a‑Sale. You will be also provided with article ideas, social media tips and strategies and email & newsletter Ideas to boost your earnings. Join Affiliate Program today.6. BigCommerce Affiliate ProgramBigCommerce is the world’s leading cloud-based e-commerce platform for established and rapidly-growing businesses. With BigCommerce, you can build your online store, customize your own website, manage shipping and payments, and list your products on Amazon, eBay, and Facebook.With BigCommerce affiliate program, you can earn a 200% bounty per referral sale and $1,500 per Enterprise referral sale. BigCommerce will provide you a dedicated account manager to assist you with all marketing materials, strategy planning and help drive more sale. Apply today for an affiliate program and start earning7. LiveChat Affiliate PartnerGrow your business with an easy-to-use messaging app and help desk software for online sales and customer support. With LiveChat affiliate program, you can 20% recurring commission on every sale through your unique referral link. You can also track trials, sales, and earnings in real-time within a dedicated Partner Panel. You will have support from LiveChat affiliate team for high-converting banners, widgets and copy templates and these will help you promote LiveChat and optimize your results. Join now.8. (BeRush) SEMRushSEMrush is all-in-one marketing toolkit for digital marketing professionals. Being top SEO and keyword research tool, SEMrush helps you with detailed SEO workflow, keyword research, effective social media strategy, paid search engine marketing and content ideas. SEMrush affiliate program, BeRush can help you earn 40% recurring commissions on every referral sale. You will receive commission payments twice a month signNowing a minimum threshold through PayPal or Wire transfer. Register now with BeRush and start earning money.9. AWeberAweber is an email marketing platform that helps business in generating robust leads with higher buying intent through their email automation. AWeber also delivers a SaaS affiliate marketing program where they offer 30% recurring commision. Payments are credited on monthly basis. Click on the link to know more about AWeber Affiliate Marketing.10. SalesflareSalesflare is an intelligent Sales CRM. Salesflare integrates into your Gmail and Outlook and it helps you keep track of your customers automatically. With Salesflare affiliate program, you can earn 30% commissions of every sale made. You get payments via Stripe or Paypal the next month. For example, commission earned in February will be sent in March.Join Salesflare Affiliate Program Now11. BluehostBluehost is a web hosting company which provides professional hosting. You can set up WordPress, Drupal, Joomla website, a blog or custom applications with Bluehost web hosting. Bluehost is one of the lowest priced hosting services which provides you with a huge amount of value for the price.With every new customer acquired from your referral link, you can earn from $65 to $100.This was the list of some curated top SaaS affiliate program. Once you decide which program suits your audience and is the best fit for you, you can just join their affiliate program and start earning.After joining the program, you need to share the affiliate link to as many as users you can on your social media platforms, blogs, website, newsletter(if you have any) and for every lead or every customer from your link, you can earn a decent amount.Affiliate marketing is a very reliable source of income if done right! So, choose your best SaaS affiliate marketing program and start earning today!Original Source: Digital Connect Magazine
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I am strong in the demo/closing phase of my sales process but weak in the appointment setting phase. What has helped others impr
Get to a point where you no longer have to set our own demos by hiring SDR or an assistant. If you can't do that in the foreseeable future try to increase the amount of referrals you get and genuine inbound interest. Those 2 sources of leads tend to have shorter sales cycles and go through first phases of the sales cycle relatively quickly so that you can get to the point you are strong in fast.Other thing you can do is improving your game in first stages. Simple process you can perform on yourself: map every action (especially the little things) you need to do during the sales cycle based on your previous sales cycles. Get rid of as many of them as you can and try to automate as much of those you can't get rid of you can so that you can get quicker through phases you seem not be the best at. Last thing: look at touch points with your clients during your sales cycle and think how can you make them as friction less as you can. Couple of hacks which helped me to optimise my sales cycle are:CRM - pipedrive (although we'll propably migrate to salesforce sometime soon)Inserting my skype ID into the footer of my e-mailCalendly which eased up setting meetingsImplementing an easier, faster and cheaper payment system Implementing a faster deal signing process
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How do I start a blog and what are the best blogging platforms available?
A lot of “marketing gurus” have been psignNowing that “blogging is dead.” The truth is that it’s not: blogging has simply morphed and changed into a much broader category. Where and how you start your blog has become very different than what it used to be.Challenges faced in bloggingThe reason why internet marketers say blogging “is dead” is because people are still spending time and energy writing blog posts on their personal website but not getting the organic traffic that they’re used to. There’s nothing wrong with having a blog on a personal website--I have one. But the problem is that nobody knows how to drive traffic to their site to read their writing in the first place. Nobody is doing the work to master the art of SEO, or Facebook dark posts, or Pinterest, or answering questions on Quora or anything else that can drive to their personal blog or website.Social networking as a blogThink about it: Starting a blog has never been easier with Snapchat, Twitter, Facebook, and Medium.Social media has become a new version of blogging. Take Twitter for example. Twitter was known flatout as a microblogging platform. Now people are using platforms like Facebook, Instagram, and Medium to get them more exposure than a just posting on a personal website does. As a matter of fact, I’m even asking people to write book reviews on Instagram for the #AskGaryvee Book instead of on their personal blog. My advice would be to try putting out native content on the platforms that make most sense for you and your audience. Then, start engaging with those who you think should see it.Driving Traffic to your BlogWhat has happened over the last decade is that the attention graph, the visualization of where people’s attention is right at this very moment and where can you meet them, is shifting. People’s willingness to jump somewhere to consume content is certainly not down, but their willingness to leave the platform they are already engaging on (Facebook, Twitter, Snapchat) is. To get them to click out, you have to be smart. Really smart.Jab,Jab,Jab, Right Hook - Being Smart about itSomething I’m really passionate about (and I’d like to think my book Jab, Jab, Jab, Right Hook helped with this) is that social shouldn’t be used purely for awareness. It’s true that that’s part of what social media is there for, and that’s great, and it’s fun to create “viral content”, but it’s massively naive for companies to ignore social’s DR and sales capabilities. I’m excited to see more and more brands throwing right hooks (which is to say going in for the ask) and treating social media as a way to funnel in viewers, and not just broad awareness platforms. It’s not about putting out as much content out there as you can. It’s about learning what drives your users. Find out what they care about and engage with them.Remember: Just because you jab and jab and jab, doesn’t mean you’re automatically going to drive audience members to your blog. It just allows you to have the audacity to drive them there. Putting out great content and see what resonates with your audience.To Sum it all up, while the term “blogging” has evolved to become more than just having a personal blog or website, don’t feel like you need to abandon traditional blogging. Instead, learn how you can use these social media to drive traffic to your site. Try engaging your audience using social media to really understand what drives your users. Start by putting out great content nuggets on the platforms that make the most sense for you and your audience. Test headlines, test out different syndication platforms. The bottom line is that you can’t just blog and expect people to come to you. The key is that you need to start engaging with those who you think should see it.
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What is the best CRM for a startup/ business?
It all depends on your current needs and situation.So instead of recommending a single CRM software, I'd rather share my 4-point criteria in choosing the CRM that suits well with your needs:Ease-of-useEven with excellent features, a CRM will be useless if it is complicated and hard to use. Believe me, your employees won't use it. Look for the one that is easy to use and the one that you can roll out quicker.Remote accessAs a new startup, there will be situations that you must go off-site or mobile. That's the reason why it is important that you pick the CRM that can be accessed remotely. This also ensures that your data is updated all the time.Software integrationMost likely, you are already using another software or a different set of tools. In choosing a CRM, take this into consideration. You want a CRM that can integrate seamlessly with your existing technology.Multichannel customer supportWhen your CRM encounter issues, you can't only rely on your IT team. It is important that you choose a CRM provider that offers multichannel customer support. Today, phone, email, and live chat as customer service channels is a must.To ensure the success of your CRM implementation as a new startup, you would want to promote the use of your CRM every day. You would also want to make it easier for your employees by automating some CRM tasks. And one way to do this is by using a CTI like Tenfold.Tenfold is an intelligent assistant tool that integrates CRMs with phone systems. Tenfold's features are perfect for CRM implementation.Features like automatic call logging that eliminates useless clicks, click-to-dial that converts all phone numbers into clickable hyperlinks, a floating UI (screen pop) that automatically associates a CRM record with a call, and a call analytics dashboard that provides real-time and historical data.With a software like Tenfold, your employees will not only learn to use the CRM quicker, they will also be more efficient and effective in their daily tasks.
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What are the top 3 inventory management software in the market?
There are lot of inventory systems in the world, so the best will be depending on your needs.If you are a large company you probably need an ERP. On other hand if you are a small company you can go for a cloud based SaaS version.Let me introduce you to Emerge App, order & inventory management with simple accounting cloud software for small companies to boost productivity & drive higher profits.As you clearly stated to define the case. I would go ahead.Emerge App will be Best suite for:Regardless if your company keeps plenty of stocks, do not keep stocks or keep only partial stocks, EMERGE App is fantastic.If your company spends a lot of time draftingQuotation / Estimates,Sales Order,Delivery Orders,Invoices,Purchase Order to supplier on excel sheets, EMERGE App allows you to draft, PDF and email out all above documents in seconds.Some of the features of Emerge App which makes it one of the best:EmergeApp makes multi-channel selling easy and allows sellers to manage inventory across leading selling channels like Shopify, Magento, BigCommerce, and more.EmergeApp is a cloud-based SaaS and requires no installation. Affordable pricing (plans starts from $30) helps sellers save time and money.Inbuilt features to ship orders, manage drop shipping, purchases, tracking, payments, and customer service.Maintain your customer reports, invoices, purchases, orders etcIf you are looking for cloud based SaaS, I would definitely suggest you to try EmergeApp.Currently we are running an offer, First user FREE FOREVER>>Disclaimer: I'm the Founder and CEO of EMERGE App, a workflow and inventory management software that we developed to solve our issues when we were a trading and distribution company. Check us out at EMERGE App - Order Processing, Inventory & Simple Accounting System and chat with me on the platform. I will be more than happy to have a chat with you.
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Is there any chartered accountant who started with his startup after qualifying?
It was always my intention to start my own accounting company, right from the very start before I even took any ACCA exams.I started my company Source Accounting and have been running for around 3 years and I employ one full time chartered accountant.Here is my story:Stage 1 - Taking examsI didn’t pass all my exams first time and it took my roughly around 4 years in total to pass all the exams. I didn’t find it particularly easy to pass the exams (considering I was just as interested in partying as I was studying…!) but got there in the end.One of the papers I actually only passed on the fourth attempt!For anyone reading this, if you fail an exam it is not the end of the world.Stage 2 - Getting readyYou generally have to do two things after you pass your exams in order to start an accountancy firm (may vary of professional body):Have two years experience after you pass your examsGet something called a Practice Certificate - this involves filling out a lengthy document and providing back up evidence which is signed off by another accountant with a practice certificate that you have achieved certain performance objectives etc.Two years is a lot of time to wait, so plenty of time to plan and save money! I used this time to learn about all the things I would need to know to run an accountancy firm, namely:I.T. systemsMarketing (content, SEO, AdWords etc.)Business strategySales strategyStep 3 - Launch (First 6 months)As I was waiting for my practice certificate to be approved I got a fairly low cost website launched and had referrals from family and friends to get my first 8–10 clients.Having never worked for myself before (and not having the knowledge of senior accountants and tax managers to hand if I didn’t know a technical query!) was quite scary at first. This can generally be solved by reading as much technical material as possible and also signing up to a tax advice service where you pay a fee for telephone tax support if you’re stuck on a query.These kind of thoughts were common for the first few months:What happens if I can’t get any clients?Am I going to be good enough?What if I make a mistake?Will I run out of money?What will I do if I fail? Can I go back to working for someone else?I worked from home this entire period and to be honest it took me about 4 months just to adjust to the lifestyle of working for myself instead of normal office hours. I tried numerous different working patterns, getting up early, getting up late, doing split shifts etc. until I finally settled on my preferred working schedule.Step 4 - (Next 6 months)The first 6 months were pretty tough, I was maybe signing up 1 new client every 6 weeks and I was paying myself a low salary/dividend the whole time. I was really beginning to question whether I was doing the right thing until two things happened:Stopped working from home and moved into an office. I negotiated office space from a client in exchange for doing their annual accounts. This made my company a lot more professional and I could meet clients in a nice office spaceStarted to get a steady stream of clients from a new business connection. These new clients were all getting a bad service from other accountants and once they switched to me (I was hyper-responsive to e-mails and queries since I didn’t have that many clients!) they told their colleagues and I started to get more clientsTowards the end of the first year, I spend a decent bit of cash and redeveloped the website to make it much more professional.Step 5 - (Next 12 months)Things were starting to look good, I was taking on a steady stream of new clients, had office space in a good location and a decent website which was starting to generate some hits.Most of this time period was spent doing the following:Dealing with ongoing client work. I was starting to now get pretty busy on the day to day accounting work and finding it hard to keep up even working 60–70hrs per week.Building systems for scale. In order to be cost-efficient, I used spreadsheets for a CRM system and didn’t really have any proper KPI tracking. While the current systems infrastructure was fine for myself (I knew everything about the business) it wouldn’t be fine if I wanted to scale. This was a huge task and took a long time.Step 6 - (Next 12 months to current day)I hired my first full time chartered accountant during this period to help out (they don’t come cheap!) so now it’s a race to sign up new clients to absorb her salary cost as quickly as possible.Technical work is split roughly around 60% my employee and 40% myself. As I hire more employees, I plan to gradually drop my time spent on accounts and tax return down to 30% then 0% so I can focus solely on the company itself.I custom built a SalesForce CRM environment from scratch for my accounting firm and it works like an absolute dream and automatic reports are set up, deadlines tracked and KPIs monitored.I’ll likely seek financing in the form of a loan to invest heavily in marketing and advertising as I’m now confident I’ve built something that I can hopefully scale up as the systems and everything else is in place.I’ll update this post in a few months if it gets any interest!Feel free to ask comments and I’ll do my best to respond to any queries.Cheers,KevinP.S. here is my work schedule if you’re interested!Monday - Friday:0530–1000 - technical accounting work (work from home)1000–1330- employee catch up and admin (work from office)1330–1530 - 2 hour break for gym/shopping etc.1530–1730 - marketing/sales/adminI also do 7–8 hours of mixed work on every Saturday Sunday. Generally take one day off every 5–6 weeks to recharge.
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