GET END-TO-END CLIENT MANAGEMENT FOR ACCOUNTING FIRMS
From the moment clients are aware they need accounting services to long after they become loyal customers, get advanced technology to manage clients effectively.
TRACK CLIENT JOURNEYS MORE ACCURATELY
Elevate lead nurturing and sales performance on a campaign-by-campaign basis with custom reports as well as seamlessly integrated CRM and call center services.
IMPROVE CLIENT SATISFACTION WITH VANTAGE LABS AND K2 ENTERPRISES
Improve client service levels by guiding them through the sales process. Leverage client data and communicate exceptionally well to save money and make money.
VANTAGE UNIFIED AND K2 ENTERPRISES
Vantage Unified Communications has provided high-quality communications services to the Accounting industry for 14 years and to K2 Enterprises-connected CPAs for seven years. Our accounting clients range from the biggest in the nation to multi-site firms to single CPAs. Every client matters.
Vantage’s telecom, call center, Client Relationship Management, and marketing services are K2 Endorsed offerings. These were recognized with the 2018 K2 Quality Award for Technical Support. K2 Enterprises itself deploys MAXvoice for its multi-site environment. Vantage’s three K2 Endorsed products seamlessly integrate to transform the way accounting firms communicate with each other, their clients, and prospective new clients. MAXvoice, Amped, and Optix help firms to streamline their work flow, offering value in the following ways:
- Elevate and evolve communications services to every device everywhere
- Simplify and accelerate selling additional services to clients as well as attract new clients
- Increase client awareness of all your services to ensure prospective clients find you
- Extend accounting firms’ technology capabilities while typically saving money
SEE CAMPAIGNS CLEARLY WITH OPTIX
Optix is an advanced reporting tool that gives accounting practices a holistic view of their marketing performance on a campaign-by-campaign basis. With both preconfigured and customizable reports, firms can measure ROI across each marketing campaign more accurately than ever before. Optix also works seamlessly with our client relationship management software, Amped. Accounting firms get all of the following features and more:
- Display targeted KPIs with preset widgets to track progress
- Automate reports to speed up time-consuming work
- Share dashboards and reports to collaborate with team members
- Export preset report templates to show marketing results
- Integrate trusted tools to add dimensionality to reporting
- Add accounting charts and other products for clients to optimize websites
Optix enables you to make smart changes to your marketing campaigns and see tangible, verifiable results. For example, you can track your ** full campaign across web analytics, Twitter, Facebook, LinkedIn, and email marketing. Make social media savvy a strength rather than an impediment.
AMPLIFY NEW REVENUE OPPORTUNITIES WITH AMPED CRM
In today’s market, accounting firms compete on their ability to increase loyalty, improve retention, and generate new clients. Amped helps to manage all client communication and marketing activities in one place. Adaptive marketing capabilities ensure web sites and social media consistently maximize the value of web hits, referrals, and outbound messaging. With Amped, accounting firms get all of the following features and more:
- Keep all sales information in one place for easier client tracking.
- Stay on target with activity reminders, calendaring, and task tracking.
- Generate more sales with sales process automation, workflows, and advanced reporting.
- Reach out to clients anytime, anywhere via phone, email, mobile app, or chat.
- Send and receive emails inside Amped and have all client information stored in one spot.
- Manage leads from contact to close, while continually gaining insights with visual sales reports.
COMMUNICATE MORE WITH THE MAXvoice PHONE SYSTEM
MAXvoice gives accounting firms the power to evolve their communications services in concert with their practice and client needs by adding more users, more functionality, or seamlessly integrated CRM & call center services. It’s the choice for accounting firms and SMBs looking for advanced communications power and productivity features at a cost that is far less than traditional PBX phone systems. Accounting practices get all of the following features and more:
- 3-way calling, call blocking, call forwarding, and call logs
- Click-to-dial from on-screen call history
- Email delivery of voice mail messages
- Multi-site and telecommuter support
- Text notification of urgent messages
- Web-based services management and web-phone