What's the status of all your customer projects?
Manage prospects, clients, projects, tasks and more. Gain total control over your entire practice. Manage others, automate engagement letters, communicate with ease, market to leads and existing clients, all from the same app.
Need help with customer relationship management? We can help you do things with Insightly or your favorite CRM you may never have dreamed possible. From setup to customization, to integration with just about anything, our skills run deep. Our CEO is an insightly Hero, identified by Insightly as a leading partner.
Conversational Marketing Closes Deals, Fast
If you're still using email, the phone, and other outdated systems, it's time to change NOW! The world where these technologies once existed has vanished. Everything is different now. Maybe not in world, yet, but it's coming. Your prospects and customers no longer like emails filling their inboxes and they absolutely deplore waiting. They want access to you directly and they want it now.
Conversational marketing is the fastest way to move buyers through your marketing and sales funnels through the power of real-time conversations. It builds relationships and creates authentic experiences with customers and buyers.
Drift is the world’s first and only conversational marketing platform. Conversations. Not Forms. With Drift on your website, any conversation can be a conversion. Instead of traditional marketing and sales platforms that rely on forms and follow ups, Drift connects your business with the best leads in real-time. 74 Systems is a Drift Certified Partner. We can help you revolutionize how you do business.
If you do anything more than once, let's automate it!
We are marketing and workflow automation experts. This means we can help you speed up your workflow and automate your marketing to accomplish far more than ever before and with fewer resources. Productivity literally soars, human error is a thing of the past, and problems that once plagued your firm or practice disappear.
Finished a tax return and want to email a client for signatures, updates and payment? We'll make this happen seamlessly, automatically, and with certainty. Create an invoice too? No problem. We can even automate the payment process.
We can help you automate, sync, trigger, copy, clone, duplicate, add, delete and just about anything else you can think of. 74 Systems is a Zapier Certified Expert. We can help you automate all your cloud apps, processes, and business workflows.
Does your website "work?" I mean, really?
A website can and should do much more than you might realize. But most, don't. We take websites to a whole different level. Your site is the "hub" for practically everything. From marketing to client engagement, information gathering, appointment scheduling and more. Getting paid should happen here too and it should be automatic.
Sure...design is important, but looks can be deceiving. Ever wonder why Google has ridiculously simple web sites? They do this to ensure speed and access to information is immediate and simple. Most importantly, every website MUST be more than mobile friendly...they must be mobile made! Mobile devices account for over half of the activity and commerce on the web. This number will continue to grow as devices become faster and easier to use. Are you ready? We can help.
Are you in sync? Everywhere?
Imagine if QuickBooks, your CRM, Mailchimp and other applications that share data were always in sync! Contacts and leads always up to date, no matter where they reside. When someone gets married and changes the last name, wouldn't it be nice to make sure that name change is universal? What if they change their email address on your website and you don't update your billing systems?
The Cloud has changed everything and data is often in disparate systems. But it doesn't have to be. We can help.
Instant Documents. Instant Signatures. Instant Payments.
Put down Microsoft Word. Stop it with the "find and replace." Did you remember to send that proposal? What's its status? Who forgot what? Did you send a reminder? Wait, it was signed and no one told you? DID YOU GET PAID YET? Enough already...
Creating proposals, engagement letters and closing deals should be a whole lot easier and AUTOMATIC! It should be as simple as clicking a button and the data in your CRM gets sucked into the Cloud and onto an engagement letter in PandaDoc (or other system) and sent to your client (or to you for review). Reminders should happen without you needing to be reminded. Signed engagement letters should trigger payments, welcome kits, onboarding processes and celebrations.
We can help you integrate and automate engagement letters, proposals, contracts and just about any type of document to get signatures automatically and payments faster!
Some of the folks we've helped at 74 SystemsWe like to call it "working together" but you know the drill.
I have been working with Eric Greenspan on a number of marketing initiatives for 2 of my companies. Eric has and brings dynamic ideas and an energy that never quits. His out of the box thinking has created ideas that have opened up new avenues and markets for our products and services.
My ignite sessions were life changing, no one has to pay me to say this. You won’t have one idea, you will have thousands! I LOVE working with Eric because he doesn’t tell me what I want to hear, he tells me what I need to hear.
Eric keeps my mind fresh, my focus clear and my blood flowing. He's always there when needed and never says no to any request from me or my team. He delivers amazing results and has helped our firm reach a new potential. I feel renewed, which after 35 years isn't easy to accomplish.
Eric scared me at first, still does, but man is this dude smart. He talks fast, thinks faster, works the same and gets stuff done. Within a few months I had a new website, a live Podcast, and most importantly, I'm already seeing new cases SPECIFICALLY from the work he has provided. He does not work miracles; he works hard, and smart and he's legit. He's pretty cool and fun to work with. If only he didn't call me "Andy!"
Pricing Your PracticeNow available for ebook Kindle and in paperback!
Pricing is one of the most important parts of building a successful bookkeeping, accounting, tax or similar practice. Much of pricing is based on perception and is psychological.
In this book, we analyze existing pricing, help you establish new or better pricing, what pricing models to use, how to increase your prices, and how to sell your services at the highest level possible.
You'll learn how to establish a low and high pricing threshold, based on our process, and how to determine your value in comparison to your competitors and the industry itself.
Pricing Your Practice was written by Eric Greenspan, founder and CEO of 74 Systems.