Identify key stakeholders that stand to benefit most

Take a moment to identify those on your team who can benefit most.

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.

Looking to discuss Bill.com with new and existing partners? Download this Overview presentation https://hqbill.box.com/s/5cw2saxmn9ov18rxj9fur1ydyebn82qj

See how to create a smooth workflow for the staff of your firm to identify and refer clients to your team.

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.