How To Create A Proposed audIT That Sells
Are you doing this when you create your audIT for a prospect sales presentation? Check out this blog post that dives deep into best practice for your sales presentations.
Learn The Perfect Close With Author James Muir
Watch or listen to the latest episode of the Elevating IT Podcast; an interview with the author of The Perfect Close, James Muir.
The book teaches a very simple, two question method for advancing a sale forward. Sometimes that advance is the close. Sometimes it is a next step. But it always moves the sale forward until it closes or results in a lost sale.
What is great about this process is that the sale moves forward towards a goal. You will always know where you stand whether you win or lose the business. And it puts you in the best position to win while not wasting your time if it doesn’t have a chance of closing.
These two questions known as The Perfect Close can be learned in about two minutes. The rest of the book gives a solid foundation for running effective sales presentations that always progress towards a close.
Take the user survey
Have you taken the audIT user survey yet? Help us make audIT even better!
It only takes a couple of minutes. We appreciate your help.
Join us live at 2pm for MSP chat
We record the Elevating IT podcast live every Friday at 2pm EST. Join me live today as I am joined by Eric Buhrendorf from EVERNET and David Spire from Entech US.
Will be chatting with Eric and David about what's happening in their MSPs today. We'll talk about challenges, opportunities and strategies of running an MSP in the current business climate, and have a few laughs too, I'm sure...
Here's how you can join today live on Facebook or on Youtube
Hope to see you there!
... If you can't make any of these live, recordings will be available on Facebook and Youtube right after.
Check out what's new in audIT!
We've spent the last few months hard at work on a bunch of new features and refinements across the app. Take a look!
audITees
- We've added integration support! You can now sync your contacts from Autotask or ConnectWise into audIT.
- You can now add logos to audITees. You'll find the new logo field when you go to edit an audITee.
audITs
- We've always logged changes in summary statements or weight on audIT Items, but now you can add custom notes for even more precise record keeping. Access this by clicking the notes icon on any audIT Item.
- Introducing: the win button! Next time you make a sale or convert a prospect with an audIT, look for the trophy icon to record your win.
- With logos now added to audITees, you can display them on your audIT reports for an extra splash of customization. We've placed these options with the rest under the Reports tab.
Business Review Schedules
This is a brand-new feature designed to help you stay on top of checking in regularly with clients. You can access it on the left-hand navigation menu under Business Review Schedules. Learn all about it here.
That's all for now! We hope you love using these new features as much as we've enjoyed delivering them to you. If you have any questions, check out our brand-new support site for resources and information on how to get in touch.
Have some feedback? Drop a comment below.
Happy Holidays from all of us here at audIT!