If you are anything like me, you access your business email through the Gmail client. The online application from Google, is without a doubt, an easy way to manage a business’s email. Gmail is just a powerful way to manage your accounting business; from dealing with clients to running an email marketing campaign.
Even at its base form, Gmail is a fantastic email client to use. However, if you want to turn it into a powerful marketing and branding tool for your accounting business, then you need to upgrade your Gmail client with certain plugins. What are those plugins? Here are my top 10 plugin picks to boost your Gmail.
Currently, you may have a very basic signature, which includes your name, title, accounting company logo and maybe social media links. How about you upgrade your signature? WiseStamp allows you to do just that.
Your email signature is an underrated personal branding tool, and when your name is the face of the accounting firm, you must leverage it even more. A signature can affect the brand recall, inspire confidence or even showcase your other services.
With WiseStamp, there’s a lot you can do with your signature. Here are a few examples directly from the WiseStamp site.
From help videos to articles to ebooks to simply just changing the signature structure and style, WiseStamp allows you to use your signature as a branding tool like never before.
FollowUp.cc identifies itself as a relationship manager. Email is a vital tool to manage relationships with your clients and potential clients. It is easy to get bogged down with the day to day activities of your accounting operation, resulting in no follow up emails being sent to your clients.
At the core of it, FollowUp.cc helps you make certain that no email slips through the cracks and you follow up on each of them. It does this through several options:
Set email reminders
Set auto-follow up emails that don’t have a response
Know who’s opening your emails
This Gmail plugin gives you an easy way to schedule emails. When you are constantly dealing with the clutter of operations, managing multiple emails can be tricky, especially if you want to send emails at a later time. A key part of managing clients is to send emails at the right time. Once you have set the email, you can schedule it to be sent at any time during the day or any other date.
You can also set reminders.
The best part about Boomerang is that there is a free version you can use.
Email can be an effective tool to reel in potential customers to hire your accounting services. Whether you are sending an email to a potential lead, you want to know what happens to your email proposal once you send it across.
Yesware allows you to do that. It’s a Gmail plugin that allows you to assess your open rates and reply rates. This gives you insightful data on modifying your email to increase open rates and reply rates.
In addition, Yesware allows you to save email templates and run email tests to identify the best email template.
Always know who you are sending the email to. This Gmail plugin pulls up the person’s LinkedIn profile while you craft the email. The best emails are personalized emails and to write a personalized email, you need to know a little about the person.
Rapportive gives you an opportunity to craft emails that are relevant to your reader and this greatly increases the chance of turning a potential lead into a client for your accounting business.
Gmelius opens up a very powerful tool through which can do a lot.
Here’s a quick look at what you can do:
Set email reminders
Send and follow up emails
Create email templates
Build a to-do list
Modify your Gmail interface
Unclutter your email from ads
Gmelius has both a free and premium (paid) option with varying functionality.
CRM applications are often clunky to use and have a large learning curve. Streak presents a very different CRM application. This Gmail plugin integrates with your Gmail interface.
If you are familiar with Gmail’s interface, then using Streak is quite easy. It is customizable, allowing you to adapt it whether your client acquisition is through email or calls.
While Rapportive pulls up information only related to LinkedIn, Full Contact expands on that. You can quickly access data about your contact without having to move away from Gmail. Learn about your contact’s industry, job profile and location.
You can also preview their Twitter activity and see their latest tweets. Full Contact also shows all of the person’s social media buttons.
You can craft better emails by knowing which company and industry your client is in and what’s on his mind by checking his tweets.
Assistant.to takes scheduling your emails to the next level. Not only does Assistant.to helps you manage your emails, but it also helps you manage your day with scheduling meetings and giving you notifications.
If you use emails to frequently schedule meetings with your accounting clients, then this is a tool that would be beneficial to you.
Change the flow of your website with ActiveInbox to boost your efficiency. ActiveInbox creates a workflow for your inbox to give you an easy process of managing clients.
Don’t miss out on emails
Keep track of emails
Scheduled due dates for your emails
Follow up your emails
Schedule emails to be sent later
Create folders to organize your emails
These are just some of the things you can do on ActiveInbox.
Gmail is a crucial tool to managing clients. Day to day operation of running an accounting firm consumes the maximum amount of your time. However, you still want to ensure that your sales process is run efficiently. These set of Gmail plugins can assist you.