Скачать или смотреть How Software Automation Helps Tax Businesses Increase Sales

Join Andy Audate and Lory Audate dive deep into the transformative power of software automation for tax businesses and how it can significantly boost sales. Discover key strategies and real-world examples of how automation can streamline operations and drive growth.

00:00 - Introduction and Week Highlights
Andy and Lory kick off the discussion with an introduction and share highlights from their week, setting the stage for the main topic of how automation can benefit tax businesses.

01:08 - The Value of Customer Retention
Learn about the crucial role customer retention plays in business success. Andy and Lory explain how software automation can enhance customer retention by ensuring consistent and effective communication with clients.

08:58 - Success Story: Transitioning to an Online Model
Andy and Lory share a success story of a tax business that transitioned to an online model. They discuss the challenges faced and how automation tools helped overcome these hurdles, resulting in increased efficiency and sales.

15:24 - Visibility and Tracking Benefits for Sales Teams
Discover the benefits of visibility and tracking for sales teams. Andy and Lory explain how software automation provides valuable insights into customer interactions, enabling sales teams to track progress and optimize their strategies for better results.

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