Have you setup XPM yourself and struggling with it?
Is XPM working the way you want?
Are you making the most of its features?
Having set up XPM myself and used it effectively for over 3 years I have found the most efficient way to set it up and use it specifically for a bookkeeping business.
Over my fifteen years in business I knew what I wanted from a Job Management software and CRM. I also knew you can’t expect 100% of your wish list in one software program but I did get most of the big ticket items from my list – including finding work arounds within the software.
Having made errors in the setup myself, tweaked the system and sought advice from consultants I am now offering to review your XPM or WFM to ensure the correct setup and give some insider tips on how to utilise it. I will review the following
- Client Setup
- Job Setup
- Use of templates and recurring jobs
You will receive a report which will include my findings and suggestions.