Updated eBooks Now Brandable to Advisors

Three BillQuick eBooks for Business Managers, Billing Managers and Project Managers have been updated. Advisors can now brand these marketing pieces with their logo and contact information.

Use the eBooks to target information to key individuals within a company. Each eBook provides sample reports and invoices important to owners, principals, partners, accountants, office managers and project managers.

The new marketing piece is located on the Marketing Resources page (password required).

Do you have ideas for other BillQuick marketing pieces or advisor tools?

Updated 25 Reasons Brochure

The 25 Reasons Why QuickBooks Users Need BillQuick brochure is now brandable by BillQuick Advisors. Drop your logo and contact information into the brochure.

Use this small brochure to help clients view their management needs, daily activities and other “pains” in a new light. Rather than twist and wedge QuickBooks or punt into Excel and Word to capture information, help them learn about BillQuick’s flexibility and critical project and business management information. And remind them that BillQuick tightly integrates with QuickBooks.

This new marketing piece comes in two formats:

• PDF ready for download and viewing from the web or an email
• PDF ready for your printer, including color bleeds

The new marketing piece is located on the Marketing Resources page (password required).

If you have an idea for other marketing pieces, please add a comment to this post.

New Brandable BillQuick Datasheet Brochure

Available immediately, the new BillQuick Datasheet can be branded by BillQuick Advisors. Drop your logo and contact information into the brochure and you’re ready to go.

Let them know you are thinking about their future success. Keep a few printed copies of the brochure in your briefcase to give to clients. Also, keep a PDF copy on the Windows Desktop of your laptop and desktop. Be ready to send it to anyone with a few clicks.

Hey, you’re on the road. Keep a PDF copy in your smartphone ready to send to a prospect or client.

This new marketing piece comes in two formats:

• PDF ready for download and viewing from the web or an email
• PDF ready for your printer, including color bleeds

The new marketing piece is located on the Marketing Resources page (password required).

If you have an idea for other marketing pieces, please add a comment to this post.

Avoiding Channel Conflict

BQE Software does not compete with BillQuick Resellers.

But channel conflict, such as BillQuick Account Reps and BillQuick Advisors talking to the same company, will occur. Most often it occurs because:

1. The prospect does not inform the Account Rep or the Advisor that they have been in contact with the other.
2. The Advisor did not submit the sales lead in a timely manner.

To avoid both situations, the BillQuick Reseller Handbook contains quick, easy instructions for submitting sales leads to the Channel Manager at BQE Software. You should think of a sales lead as:

1. A company with whom you discussed BillQuick,
2. A company to whom you mentioned BillQuick, or
3. A company that you believe is a good candidate for BillQuick, but have not yet mentioned BillQuick to them.

Thinking of candidates for BillQuick in this way ensures that someone you targeted as a prospect is not contacted by BQE Software.
When submitting a sales lead, email the following information:

Company Name
Address, City, State, Zip
Contact Name
Contact Email
Phone Number
Industry
Number of Employees

What Happens With This Information

We immediately check for the company and person in our contact system and assign the prospect to you. If there is pertinent information from a prior contact with your prospect, it will be shared.

If the prospect is already in our contact system, the Channel Manager takes extra steps to resolve the situation, ASAP.

Ultimately, the prospect decides whether they want to work with the BillQuick Advisor or BQE Software directly. HOWEVER, we inform the prospect that the Advisor is not alone. They have BQE Software behind them. Whatever they need to serve their needs, BQE Software helps deliver. And we make sure they appreciate that you are local and can offer assistance beyond BillQuick.

What If Your Prospect Calls BQE Software

If your prospect contacts us, here is what happens:

• They are immediately directed to the Channel Manager.
• The Manager answers questions and provides information.
• Because the prospect is yours, they are steered back to you.
• You receive an email from the Manager after the call.

The prospect should be talking to you or you should be on the phone when calling for pre-sales assistance from the Channel Manager. (There are exceptions, of course, but this is the general process.) We encourage you to leverage your efforts and resources off of BQE Software, built it is also imperative that you are part of the solution. The prospect should see your organization and BQE Software as collaborators working for their benefit.

BQE + Advisor = Collaboration

When you sign up to work with BQE Software, you should not subjugate your company identity to BillQuick. At the same time, you should not subjugate or hide BQE Software or BillQuick from the relationship either. In fact, there is no way to hide us from your client. Your client – our BillQuick Customer – sees BillQuick every day. They see phone numbers within the software. And they receive regular communications from us, including:

• The monthly BillQuick eLetter with how-to user and business demos and articles
• Announcements of new and updated products and services
• Announcement of white papers, demos and other useful information
• Announcement of special information webinars
• Marketing promotions
• Technical support renewal letters and email
• Software upgrade letters and email

It is important that you work to establish a strong working relationship with your client. They should view BillQuick products and services as an extension of your expertise and company. For example:

1. During Information Collection (an initial buying stage), you can leverage your clients and your own time by signing them up for a BillQuick Walk-Thru. Delivered by a BillQuick Expert (BQE employee), your client is introduced in a positive way to BillQuick and BQE Software. It demonstrates you have resources behind you.
2. You would perform a needs analysis and discuss workflow with your client. As needed, you would call on the BillQuick Channel Manager to help you (this assistance is called Pre-Sales Consulting). Again, your client’s experience with BillQuick and BQE Software is positive and have shown you have resources to call on. Your client see a solid, substantial collaboration. You and BQE are a team working for their benefit.
3. You would prepare a price estimate. Again, the BillQuick Channel Manager is available to assist as needed.
4. After completing the sale, you would manage the implementation. Again, you have BillQuick Certified Trainers and BillQuick Specialists ready to assist you. You look good to your client because the BillQuick resources you call on help them move forward.

Another benefit of establishing a collaboration image between BQE and your company with your clients is your client is not confused. BillQuick and BQE Software are not nebulous names floating around their desktop. They know you can call on these resources and that they can call on BQE Software directly and receive the assistance they need. Your light shines a little brighter each time they have a positive experience with BillQuick and BQE Software.

Technical Support and the Reseller

Two occasional questions about BillQuick technical support and advisors are:

Do I get free support?

Can I call when my client asks me to help them or when they want me to handle support for them?

BillQuick Resellers receive free demo software for any BillQuick product. Also, resellers can purchase BillQuick products and services for their own company. (Your investment is credited back in full.) Support is included for 30 days (like any new purchase), a reseller needs to purchase an annual support   contract or pay for support on a Per Incident basis.

When it comes to support for your client using BillQuick, if they want you to handle questions then you are free to do so. Simply call and identify yourself as a BillQuick Advisor to the support engineer and tell them the name of the client you are calling for. Your client – the licensed BillQuick Customers – must have a support contract or pay on a Per Incident basis when support is requested. BQE Software does not allow pass-through support services from your licensed software to another licensed user.

Other than for you answering basic questions, we encourage you to train your client to call BillQuick Support directly. Our partnership is about collaboration and BQE being a resource for you and your client.