How to manage your sales process in Karbon

 

Discover how you can manage your entire client acquisition and sales process in Karbon. From managing leads at the top of your funnel to onboarding new clients, learn the best practices being employed by other best-in-class customers.

Learn how you can:

  • Automate your sales process from lead collection to service delivery

  • Document your sales process in a Karbon template

  • Logically organize leads, prospects and clients

  • Integrate Karbon with GoProposal or Practice Ignition to automate proposals and work creation

  • Use Client Tasks to automatically collect information from new clients

By following the steps outlined in this session, you’ll learn how to set up a simple but powerful sales process that allows your team to spend less time on admin, and more time finding and servicing your ideal clients.

Karbon provides a truly collaborative platform for accounting firms to manage workflows, communicate with teams and deliver exceptional client work.

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