article thumbnail

Why are account managers not cross selling and upselling during client meetings?

Account Management Skills

vs ‘gives’ (“some of our other clients have been inviting us in to help them plan their digital marketing activities next year because they’re interested in hearing the latest digital marketing trends and what’s working for other clients, would it make sense for me to spend a few minutes explaining how that’s been working?”)

article thumbnail

Streamline Your Xero Invoicing With Apptivo

Apptivo

By simply connecting to Xero, you can sync invoices, supplier invoices, and purchase orders with Xero from Apptivo. Once the access is allowed, you can choose the payment account, inventory account, sales account, and purchase account into which the invoices, bills, or supplier invoices must be stored. Simplified Invoice Management.

Finance 98