How ConnectCPA sold before SalesRight

ConnectCPA would use software designed for internal team brainstorming and collaboration to create visual pricing presentations that they could display during Zoom calls with prospects. Details and disclaimers could be found spread over the package page on various “sticky notes”, making the page difficult to navigate for both the sales rep and the prospect.

The results were disorganized “pricing boards” that prospects had issues navigating and closing through. ConnectCPA was prepared to build their own in-house pricing software to solve this issue.

Mike Pinkus

“SalesRight has been really effective in not having to go to that extra step of jumping on a follow-up call with prospects. They’re engaging right on the spot because they have a call to action. It’s solved a major pain point for us.”

What they changed

Switched from displaying pricing on idea collaboration software and started using SalesRight 

What happened after SalesRight

Now ConnectCPA’s pricing experience is clean, concise and professional with SalesRight. Zoom calls with prospects are less cluttered as details of packages are neatly and efficiently organized. Prospects can see a birds-eye view of all options, and break down the granular details of the deal.

SalesRight has accelerated ConnectCPA’s sales process, with 50% of engaged prospects are closing directly through SalesRight by selecting and accepting packages without the help of a sales rep.

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