Sales Staff's Workflow
you know how much time your salespeople spend actually
selling? In many cases, sales reps spend too much time doing
reporting, administrative tasks and other non-sales
If you can streamline your sales
staff's workflow to keep them better focused on selling, your
profitability may benefit.
To get started, take a hard look at precisely what your
salespeople are doing during their workdays. When appropriate,
reassign nonessential tasks to others. For instance, delivery
problems can be handled by someone in shipping. Account
disputes can be solved by the credit manager. Also, reports
may be typed and circulated by administrative support or
become more standardized.
Typically, these activities aren't the strengths of a
salesperson, who may become frustrated and ineffective when
expected to perform in these areas. Do you ask your collection
manager to sell your product or service? Then don't expect
your salespeople to be a credit manager.
Many salespeople's non-sales activities consist of shifting
their attention from accounts to gathering the right
information. This time expenditure, however unavoidable, may
be made more productive with the right technology.
How up to date and user-friendly is your customer relationship
management (CRM) system? If it hasn't grown with your company
and isn't offering the latest functionality, your sales
staffers may be wasting precious time getting to the data they
need. Three of the most important functions of a CRM system
are being able to:
identify and follow up on leads,
information quickly and efficiently to the appropriate support
respond to existing customer needs.
Your team needs to be swift and agile in executing tasks
directly related to sales.
When it comes to strategic planning, you can't ignore sales
efficiency. After all, strong sales make profitability
possible. Please contact us for help assessing your sales
team's effectiveness. Call us at
SMEED CPA Adds Financial
Services To Help Clients With
Investments & Insurance
often we here at SMEED CPA are asked about financial issues
that impact our clients investments and their portfolios.
We always offered our opinion and suggestions but in order to
help our clients actually execute the changes we suggest,
SMEED has created a Financial Services division.
SMEED Financial Services, Inc. will be able to
work with both individual and business clients on their
investment portfolios and manage assets on their behalf.
SMEED Financial will include Michael Uadiale,
ACA, CPA, CGMA; and Pablo Blanco who has
recently joined SMEED and comes with over 18 years of
financial sales and advising experience with affluent
Watch your inbox and mail boxes for more specific information
on services SMEED Financial Services, Inc will make available
Would You Give Me Your
Feedback & Testimonial
on Our Hotline?
Hello it’s Michael Uadiale, CPA of
SMEED CPA Inc. We’ve just installed a toll-free
number that I would like for you to call and tell me how you
think we are doing as your CPA firm.
Just dial 800-609-9006
extension 3638 and follow the instructions. If we’ve
done a good job please let me know. And if we can
improve on anything, please mention that too.
Us Be Found on
Also as we expand our business,
we find more and more people are using
YELP and Google
to look for us by searching Brentwood accountant or
When they do this we want to
be FOUND on GOOGLE. One way you can help us
is to give us an
ONLINE REVIEW on our Google Maps/Places listing --->
or on our YELP local listing
click here to go to our Google Listing for SMEED CPA and
click on the
YELP link to go there.
Scroll down to the Review area.
On either site it may say: Been here?
Rate and review
You will click on the Rate and
review link and then log in, then
give us a review!
You can choose between 1 and 5
STARS and write in what you think about the tax or accounting
work we have done for you.
It's that simple. Thank
you in advance for your help and cooperation!
As always you can call our offices if you have any
questions about these or any other accounting related issues, at
Regards, Michael Uadiale, CPA,
Managing Partner, SMEED CPA,