Convincing accounting firms to switch to automated bookkeeping
IT & software

Convincing accounting firms to switch to automated bookkeeping

A Belgian accounting software vendor that automates 95% of data entry wanted to convince firms that had used the same tools for years.

Mission
B2B prospecting
Period
2022 – 2023
Languages
FR
Area
Wallonia and Brussels
970Companies approached
560Conversations with decision-makers
65Qualified meetings
12 %of conversations lead to a meeting
The context

Real time savings, stubborn habits

The software reads invoices, suggests entries and gives business owners a mobile app. Productivity gains on file processing exceed 30%.

The challenge

Talking change with cautious professionals

Many firms still use old software, receive documents by e-mail or WhatsApp and print them before entering them. Change is daunting: transferring history, training, time.

Our approach

Targeting firms ready to free up time

  1. Segmenting the firmsProfile A: firms of more than 5 people on classic software. Profile B: smaller firms already on a web solution.
  2. Avoiding bad timingNo meeting with a partner close to retirement or in the middle of tax season.
  3. Talking about their daily workCollecting and entering documents, rather than the technology.
  4. Demo at the firmA demo on their own files, leading to a quote.
A PHCom prospecting campaign is prepared with the client
Every campaign is prepared with the client: targets, pitch and meeting criteria.
The results

From company list to meeting

Companies approached
970
Conversations with decision-makers
560
Meetings booked
65
Quotes issued
70

1 conversation in 8 leads to a meeting

Free diagnostic · 3 minutes

Where do you stand in your business development?

9 questions to get your score, your sales profile and your 3 priority levers.

Take the diagnostic
More cases

They trusted us too