Samir Sampat

Businesses outsource processes all the time, but using the right CRM can help you automate those processes while keeping them in-house and building stronger relationships with your customers. Of course, there are lots of CRMs out there today and some aren’t well-suited to the needs of businesses in the finance and tax sectors. We’ve ranked the 10 best CRMs for accounting firms in this guide so you can choose with confidence.

Companies of all kinds rely on call centers, both internal and outsourced, to handle all kinds of customer needs, marketing, tech support, and more. The digital age has changed the landscape of the “traditional” call center, but their purpose and function remain mostly the same. There are different types of call centers, including inbound, outbound, and hybrid options, depending on what you need. In this guide, we’ll be covering the details of inbound call centers, including what they do, the benefits of having them, and more.

When call center agents hang up the phone, their work isn’t just “done” because they’re finished with the conversation. There are many instances where this is just the start of the process. After-call work, or ACW as it’s known in the industry, is a larger part of the daily routine of these agents than many people realize. But what exactly is after-call work and why does your business need to consider it in addition to the calling services provided?

Maximum exposure is always the goal with social media, as well as other marketing efforts. And considering that Facebook is home to almost 3 billion users, “maximum” is reaching all-new heights. This is a critical platform that needs to be part of your social media marketing strategy, no matter what business you’re in. Having a Facebook Business Page will allow you to build a reputation and credibility, reach customers and leads who may seek services on social media exclusively, and stay in touch with customers and industry connections on a regular basis.

Once you learn how easy it is to use the Newsletter feature on LinkedIn, you’ll quickly realize that you have a whole new avenue to explore for outreach and lead generation. Some people likely thought newsletters were a thing of yesteryear, but in fact, they’re quite valuable, and more importantly valued, in the digital space. Of course, you have to make sure that you’re actually delivering useful information and “news” that people want to know.

Visibility is the currency of digital marketing. There are many efforts you can take that allow you to specifically position your business, but then there are some instances where you’re at the mercy of the bots, the search engine indexers, and the algorithms employed by social networks like LinkedIn that aggregate news feed content, it seems, however they like. Fortunately, if you take some time to do your homework, you can learn how to make social media news feeds work in your favor and make sure that you stay relevant in people’s minds.

Setting up a business phone number is not much different than setting up a traditional landline for personal use. These days, of course, some people might decide that they want to set up a mobile business phone number, or multiple numbers so that people have options for ways to access the company. In any case, knowing how to register your business information, including your phone number, will ensure that your company gets the visibility that it deserves.

Evernote is one of the go-to choices for note-taking and organizing files. Many users consider it a second brain of sorts, and it remains a popular choice for power users because of all of its features and plenty of other reasons. For starters, Evernote is available on every single platform, which means you can use Evernote on your Android phone, your MacBook Pro for work, your Chromebook for your business school courses, etc.—and it will all transfer and translate effectively.

LinkedIn is changing the conversation for social media, becoming the first professional platform where people can connect, network, find work or employees, and essentially build a following that’s focused on business. Unlike Facebook, Twitter, and Instagram, LinkedIn was built for businesses specifically, which makes it a great choice to add to your repertoire when you’re trying to build your online presence. Of course, there’s a lot more to it than just creating a page for your small business and checking in occasionally. Like all your social networks, your LinkedIn Business Page also needs a proper development, monitoring, and management strategy.

Some people don’t see a reason to use shortcuts. After all, saving a few clicks or seconds isn’t that big of a deal, is it? Well, when you consider that those few clicks will quickly add up to minutes, hours, and even days, as tasks continue, you can see how using shortcuts can enhance productivity for you and the entire organization alike.