Learn How Plus Accounting Reduced Admin Hours Using ActiveCampaign

This is a contributed post from Bright Dials, an ActiveCampaign partner. 

Plus Accounting is a chartered accountancy firm based in the UK offering accountancy and tax services. What makes them stand out from the crowd is their genuine interest in you and your business. They take time to understand what is important to their client and then tailor their services to the client’s requirements.

When Plus Accounting migrated to ActiveCampaign, it was initially only used by the marketing team. They were keen to increase the functionality of the platform and extend it to the whole company.

Bright Dials worked with the marketing team to educate and strategize on what ActiveCampaign could do. Identifying the key challenges within the organization and building the ideal customer journeys, they found the key challenges lay in the new business process. Lead data was collected manually, often on paper with emails missing, causing delays in following up with leads. Once a lead was at the proposal stage, there was no template in regular use and information was being missed.

The inefficiencies in this process created a lack of transparency for the business and once a lead became a client, similar challenges still applied; the onboarding process wasn’t centralized and different people were involved with the same tasks.

Bright Dials created a plan to optimize the whole process end to end using ActiveCampaign. From the initial lead data coming in, through to onboarding clients.

Bright Dials digitized the whole process based on the user journeys they had identified: 

• They created custom-built automations at the right points to speed up the process
• Data is captured more accurately and more leads are converted faster
• Proposals are generated at the click of a button and messaging is controlled by marketing 
• The method of onboarding clients is now centralized with less back and forth with the client, creating a smoother onboarding process 

The time spent on this admin by the Accountants has pretty much disappeared and there is more transparency and reporting available to the business. The work Bright Dials has implemented saves the Plus Accounting team hundreds of hours every month. This time is now spent on billable work instead, which in turn is increasing profitability, but also spending more time with family and friends. 

An Integrated Tech Stack

Bright Dials connected lead and deal information in ActiveCampaign with Calendly, PandaDoc, and Google Workspace using Integromat. They use Calendly to encourage leads to book in the initial call with Plus Accounting. ActiveCampaign automation follows up with both the lead and deal owner to push the deal through as quickly as possible. 

Once the required services for the proposal have been captured in ActiveCampaign, a trigger to PandaDoc populates a proposal template. This is emailed to the potential client for signature.

Once the signature is completed in PandaDoc, they catch the deal status and update the relevant pipeline in ActiveCampaign, which in turn triggers the client onboarding process using Google Sheets. 

“Since completing the work with Bright Dials, we save hundreds of hours of time every month using ActiveCampaign. The team embraces it because it increases the number of inquiries and we take more advantage of opportunities that might otherwise slip past. This new system has proved to be great value for money.”

Paul Feist, Managing Director, Plus Accounting

Each team member is saving on average 30 hours per month on new business and client onboarding. The average time to convert leads has decreased from 15 days down to 5 days.

Using ActiveCampaign to transform and digitize the entire sales and operations process has greatly improved systems and workflows. With a focus on producing quality data from the outset, a tracked and transparent deal process, and a systematic approach to proposals, the Plus Accounting team is saving hundreds of hours of unbilled time every month.

“We invested significant time in automating key processes for our client and I’m delighted with the results. The team saves time on the mundane, which is now spent elsewhere. The improved efficiency means making more money too, a real win for everyone.”

Lindsey Pickles, Director & Founder of Bright Dials

Bright Dials is an independent agency that specializes in helping businesses get the most out of their CRM and automation. Taking your current data sources as a starting point they identify where responsive, data-generated processes attract the hottest leads to your business and accelerate the sales cycle.

If you would like to explore how Bright Dials can help you see the full potential of ActiveCampaign, visit their website for more information. 

Interested in becoming an ActiveCampaign partner like Bright Dials? Find more information about ActiveCampaign’s partner program here.