- Mine new business from:
- Manage the recruitment, education and growth of the new business partner base
- Ensure that your knowledge of Xero features and functionality is kept up to date via Xero training and updated Webinars
- Taking inbound sales calls and responding to prospective customers driving sales conversion
- Ensure Partners and other employees within the Practice attend introductory webinars, events & certification training
- Educate Partners on all partner resources available
- Update our CRM system (Salesforce) with all client communications including calls, emails and meetings
- Maintain and update our CRM system of all practice staff and contact details
- Respond in a timely manner to all Partner enquiries
- Drive attendance at Xero sales events and Partner Forums
1. Our list of ATC firms
2. Find an Accountant website
3. Leads generated from industry events - SAIPA & SAICA