- Set floor pricing for your sales team.
- Offer a mix of services and products: recurring, annual, one-time setups, hardware, consulting hours and more.
- Create a single pricing database for referral sources (benefits brokers, CPAs, 401(k) advisors, etc.)
- Offer standard or negotiated pricing, or a mix of both.
- Integrate with your CRM system (APIs and imports available for SalesForce, Sugar, InfusionSoft, etc.)
Categorised in: In Mind Right
This post was written by payroll-admin