We believe that accounting systems are the most abandoned and neglected systems when it comes to customer data strategy. They are viewed as the “system that accounting uses” and the reasons the stack of invoices have to be coded and approved. When it comes to optimizing marketing and sales investments, “costs” are the input that must translate to ROI. An investment in Google paid search must lead to a profitable “cost per” new customer acquisition, right? 

Our team can help you redesign your general ledger associated with marketing and sales expenses to incorporate your accounting system into your customer data, optimization and investment strategy. Imagine being able to view your “cost per” mil impressions, clicks, leads, appointments, and new customers without having to rely on power pivot Paul the Excel guy and his VLOOKUP super powers. 

Microsoft Great Plains

Xero