Resources for you

Articles, guides, and other information to help you get started and continually improve

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Chart of impact of scope creep on realization rates
Accounting & FinanceSales

Is scope creep haunting your firm?

Accounting firms can tackle scope creep by measuring, tracking and anticipating performance metrics, then adjusting value pricing during renewals.

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RevOps loves accounting illustration
Accounting & FinanceRevOps

RevOps loves Accounting

Many small businesses struggle to harness data to focus sales and marketing, but don’t know their accounting platform has the data they need to generate four key metrics.

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Marketing

4 Customer metrics your BI tool should have

Many small businesses struggle to harness data to focus sales and marketing, but don’t know their accounting platform has the data they need to generate four key metrics.

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MarketingRevOps

3 ways customer Intelligence strengthens customer relationships

Three ways you can use customer intelligence to stay current on customer activity, prioritize key customers and anticipate future opportunities.

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MarketingRevOps

Why SMBs need customer intelligence in their toolboxes

Use customer intelligence to anticipate problems before they happen and uncover the customer stories and insights trapped in your accounting software.

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Chart of SMB accounts receivable collections that are late
Accounting & FinanceRevOps

Small businesses collect more than half of their money late

Analysis Of Quickbooks And Xero Data highlight the problem and opportunity for accountants and RevOps It’s no surprise that small business managers tend to focus on growing sales to build their businesses. But it is a surprise that many managers …

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Chart comparing small business sales history and lifetime value
MarketingRevOps

Better insights with improved segmentation

The automatic grouping of customers into segments like Champions or Give Attention helps small businesses tailor sales and marketing to fit their best customers and the ones they risked losing. We improved results by boosting the importance of sales and payment momentum.

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Tally Street integrates with QuickBooks, Sage Intacct and Xero
Accounting & FinanceMarketing

Accounting systems are treasure troves of customer insights

Due to the rising importance of analytics and data science to boost customer intelligence and grow customer value, much derided accounting data are turning out to be some of the most valuable assets owned by small businesses. Now SMBs are combining cloud accounting systems with new tools that don’t require teams of data scientists.

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