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Resources
The resources focuses on specific topics relating to the
accounting and bookkeeping industry. Take advantage
of the information and tools in these resources.
Chapters
1. DEALING WITH CLIENTS
2. SALES & SERVICES
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3. PRACTICE MANAGEMENT
4. CLOUD COMPUTING
5. OPERATIONAL EFFICIENCY
6. STAFFING ALTERNATIVES
7. NETWORKING
2.3. Sales and Marketing -
A Progressive Relationship
Many businesses think of sales & marketing as one activity. Unfortunately,
doing so can lead to missed opportunities. Instead, change your mind set
and separate the two activities so you can take advantage of this
progressive partnership.
Marketing is what a firm does to generate interest in their business. Marketing activities
bring potential clients to your door.
Marketing can include any of the following activities:
• Media and print advertising
• Brochures
• Signage
• Website
• Networking events
• Educational events - seminars or webinars, including business to business interaction
• Social media
Sales takes over once the initial contact is made with a potential client. From that point, a
salesperson nurtures that prospect in the hope of transitioning them from potential to actual
client. Think of a salesperson as a relationship manager.
The goal is to cultivate a deeper understanding of a prospect’s business needs so that the
salesperson can help a prospect understand how your product or service fits with their
business or resolves a specific need.
Seldom with Sales or Marketing do you see immediate results. However, both activities are
essential to the success of your business. With a carefully laid out marketing strategy,
you can drive potential prospects to your sales team.
From there, your salespeople can nurture and further develop the relationship with that
prospect until, the ultimate goal is achieved—they become a client.
Kort Mehrle
A degree in Economics with a focus in International Studies from Lawrence
University. She is a Marketing and Sales consultant for Clear Biz, focusing
on their expansion into the United States.
CLEAR BIZ
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