Unlock potent sales strategies for accounting tech, boosting conversion rates and client engagement. Elevate your sales team's performance.
You’ll never become a great accounting tech success story without a grade-A sales team.
That’s the truth of it. Your sales people are there to win customers, convert opportunities and keep prospects flying into your funnel. Without them, you can wave goodbye to those ambitious sales targets and your new Tesla. So, at Journey we realise the critical role that sales plays.
However, there’s a big difference between an effective sales function and a sales department that’s limping like a wounded dog towards its monthly target.
So, what makes you a killer SaaS sales person? In a recent sales consulting session, we went through all the things sales reps get wrong (and how to get things back on track)
Here's the no-nonsense breakdown and what you can learn👇
We’ve all been there. You put weeks of work into warming up a prospect, it looks like they’re about to sign on the dotted line, and then they disappear into the ether.
Learn from it, don't cry over it. That’s a philosophy to have tattooed somewhere visible every time you end up getting let down by your latest prospect.
Sales is about discipline, repetition and your ability to learn, extract and then turn that into value you can bring to your prospect.
You're gonna get A LOT of ‘no’s along the way: deal with it.
A demo is a MAJOR chance to make your case for your product. Sales and marketing have done all the hard work to get you in front of this client, with a laptop primed to show off all the latest product features. So, don’t bugger it up before you’ve even started.
Use language that hits home. If it's not adding value, cut it. Don't talk in circles, be precise and transparent. Don't beat around the bush. Show me exactly WHY I need this product in my tech stack and do it as quickly, clearly and simply as possible.
Less is more should be your motto. You're here to deliver a good demo, not a long demo.
If you don't know what your client wants, you're shooting in the dark.
Too many reps have meetings booked automatically in their calendar, and the big mistake they make is not calling the prospect in advance to:
Don't turn up to demo/meetings blind. Call the prospect the day they book the meeting!
Qualify your leads rigorously to focus on those who actually might buy. There’s no conceivable world where every potential buyer you target will be a good fit. So do your absolute best to sort the good from the bad before you start trying to warm them up as a prospect.
You should know in the first 5-10 minutes if this person is qualified to buy your product. It may be obvious from the get-go that both buying signals and pain points are not identified.
If that happens, finish that demo early.
DO NOT WASTE 40 MINS FIGURING OUT THIS BUYER IS A BAD FIT AT THE END.
Clients have specific problems they need resolving. Whether their pain is slow reporting or a need for real-time data, show them how you solve these precise problems. Don’t just run them through all the generic features and tools the product has to offer.
The JTBD framework does a great job of helping you speak to your prospects’ real needs. What job are they trying to do, what's the pain connected to it and how can you solve it?
No pain, no gain. You get it?
Your pitch should be a laser, not a shotgun. Focus on what matters to the client, not showing off every tool and widget that your product can offer.
The good news, you're gonna practise how you pitch 20-30 times per day. Which means you're gonna practise it around 100-150 times in a week.
If you're only picking up the phone and pitching 2-3 times per day, because you're consumed by emails, you're doing it all wrong.
Pick up the phone. Get some face-time with prospects. Get talking about your product!
You need to be clear but also show you understand and care about the prospect’s needs. People buy from people, so a bit of humanity goes a long way. But there’s also no point beating around the bush when you’re here to sell.
Key actions you can take:
Bottom line: Understand the client's needs, be direct in your approach, and don't waste time on what doesn't work.
If you’re reading this and thinking ‘Sh*t, my sales team really needs to up their game!’ then maybe it’s time to come and have a chat with Journey.
We’re the growth marketing experts for tech companies in the accounting space. What we don’t know about sales, growth marketing and scaling up your tech business isn’t worth knowing.
Get in touch and let's add some polish to your sales shine.
.png)
Journey has entered a multi-year partnership with ACCA UK. This collaboration will focus on two key initiatives aimed at enhancing professional growth.
New collaboration to deliver national roadshows and member benefits focused on the future of accounting tech.
Journey, the leading GTM agency for accounting-tech, is proud to announce a strategic partnership with leading global accountancy body ACCA (the Association of Chartered Certified Accountants. This multi-year partnership will see Journey become an events partner for ACCA UK, organising national roadshows and providing exclusive member benefits through access to innovative software solutions.
Journey, renowned for its expertise in go-to-market strategies for accounting technology, has entered a multi-year partnership with ACCA UK. This collaboration will focus on two key initiatives aimed at enhancing the professional growth and technological advancement of ACCA UK members.
The first initiative involves Journey taking on the role of an events partner for ACCA. This partnership will kick off with the 'Accounting Futures' roadshow in October, which will tour six locations across the UK. The roadshow will feature industry experts discussing critical themes such as People, Process, Technology, and Sustainability. Attendees will gain valuable insights and learn directly from peers about building resilient and future-ready accounting practices.
"We are thrilled to partner with ACCA UK on these national roadshows," said Jordan Vickery, Global Director & Head of EMEA at Journey. "Our goal is to provide ACCA members with unparalleled opportunities to engage with industry leaders, explore innovative technology, and equip themselves with the knowledge to navigate the evolving landscape of accounting."
In addition to the events, Journey will collaborate with ACCA UK to offer exclusive member benefits. By leveraging its portfolio of innovative software vendors, Journey aims to provide ACCA UK members with access to the latest technological advancements designed to support their firms and clients effectively.
"Partnering with Journey allows us to deliver significant value to our members," said Mark Jackson, Partnership Development Manager at ACCA UK. "The combination of expert-led events and cutting-edge technology solutions will empower our members to stay ahead in the dynamic field of accounting."
Last year's roadshow organised by Journey attracted over 500 ACCA members from various UK locations, demonstrating the strong interest and demand for such initiatives. This new partnership aims to build on that success and further support ACCA members in their professional journey.
About Journey
Journey is the leading GTM agency for accounting tech globally. SaaS leaders work with Journey to accelerate revenue growth, scale brand awareness and eliminate wasteful spend using 30+ years of proven playbooks, industry knowledge and global connections.
.png)
Journey have been announced as the marketing partner to help launch Tax Torch in order to revolutionise real-time tax planning for accounting professionals.
London, UK, [10th July]: Journey, the leading go-to-market (GTM) agency for accounting-tech, is proud to announce its partnership with Tax Torch, a real-time and proactive personal tax planning product set to launch in September/October 2024. This partnership aims to provide accounting professionals with new tools to deliver personal tax planning at scale.
Tax Torch offers a suite of features designed to simplify and enhance the tax planning process, allowing accountants to deliver proactive advice and real-time updates to their clients. This innovative product is expected to set a new standard in the industry, helping firms & their clients to stay ahead of the curve in an ever-evolving financial landscape.
"Journey is excited to support Tax Torch in their mission to transform tax planning," said Jordan Vickery, Global Director & Head of EMEA at Journey. "Our experience with over 20 vendors across the UK, Australia, and the United States positions us perfectly to help drive the success of this innovative product in the accounting channel."
Robert Davidson, Co-Founder of Tax Torch, added, "Partnering with Journey ensures that our product reaches the right audience and achieves its full potential. Their expertise in the accounting-tech market is invaluable as we prepare for our launch."
About Journey
Journey is the leading GTM agency for accounting tech globally. SaaS leaders work with Journey to accelerate revenue growth, scale brand awareness and eliminate wasteful spend using 30+ years of proven playbooks, industry knowledge and global connections.
About Tax Torch
Tax Torch is a new cloud-based personal tax planning product, combining an individual's personal income, business performance and goals. Tax Torch aims to create consistency and value while lowering the barriers of entry and making easy tax planning available to all.
Journey teams up with Digital Accountancy Show to enhance event growth and exhibitor engagement.
Journey, the leading go-to-market (GTM) agency specialising in accounting technology, is excited to announce a strategic marketing partnership with the Digital Accountancy Show. This collaboration aims to drive attendee growth for the show and offer exclusive support packages to exhibitors, to ensure they maximise their ROI.
The Digital Accountancy Show, now heading into its fifth year after four consecutive sell-out shows, is poised to continue its growth as a staple part of the UK accounting events calendar, with Journey acting as its marketing engine.
As well as handling all aspects of marketing for the show, Journey will also be supporting the show's 100+ exhibitors with exclusive support packages, including product messaging, stand design, pre-show communications, and follow-up strategies.
"Having worked with Dan and the team in a consulting capacity for 4 years as their Head of Content, it makes complete sense for Journey and our incredible agency team to step in to support the show's ambitious growth targets and plans for 2025” said Jordan Vickery, Global Director and Head of EMEA at Journey. "With our experience supporting 20+ vendors globally with their GTM, we’re also in a great position to be able to support the show's exhibitors to ensure they maximise their value from the event with clear positioning, marketing, and exhibition design"
Dan Cockerton, Founder of the Digital Accountancy Show, added, "Journey's proven track record in the accounting tech space makes them the perfect partner for us. Their approach and deep understanding of our profession will undoubtedly help us take the show to new heights in 2025."
You can learn more about the packages available for exhibitors here.
About Journey
Journey is the leading GTM agency for accounting tech globally. SaaS leaders work with Journey to accelerate revenue growth, scale brand awareness and eliminate wasteful spend using 30+ years of proven playbooks, industry knowledge and global connections.
About Digital Accountancy Show
The Digital Accountancy Show is your front row seat to the future of accounting & finance. Join them on the 1st and 2nd April 2025 in London to join 4000+ of your peers at the leading technology conference like no other.
