Accounts Payable
Approve, pay and sync bill payments
Accounts Receivable
Send invoices and get paid faster
Credit & Expense Management
Get credit, control budgets, and manage expenses with Divvy
Grow Your Firm With Internal Teams
By this stage, you should have a fully updated website, collateral to share, success studies from happy customers, and a clear pitch to why your partners or firm leaders should trust you with their clients. Let’s walk through some of the key steps you can take to get buy-in from other partners and gain access to their client base for lead generation.
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Read MoreThe Bill.com Accountant Marketing Playbook
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Identify key stakeholders that stand to benefit most
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Read ArticleGet started here
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Read ArticleClearly articulate the benefits of your offering for the firm
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Read ArticleIdentify key stakeholders that stand to benefit most
Take a moment to identify those on your team who can benefit most.
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Make it easy for them to send you business
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Read ArticleReady to pitch to your partners
First, let’s think about what we want to say. When communicating to partners and other key stakeholders, use messaging that speaks about the benefits for their clients.
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Download PresentationBill.com Overview Presentation for Firms
Looking to discuss Bill.com with new and existing partners? Download this Overview presentation https://hqbill.box.com/s/5cw2saxmn9ov18rxj9fur1ydyebn82qj
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Read ArticleDevelop a referral system for lead generation
See how to create a smooth workflow for the staff of your firm to identify and refer clients to your team.
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Read ArticleOffer training for staff across the firm
Finally, build excitement for your team around your CAS offering! Lunch-and-learns and happy hours are great ways to ensure a successful cross-selling environment.
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