Moneypenny Introduces Intake Services to Accelerate New Business Acquisition for Accounting Firms
Moneypenny has launched a new Intake Service via VoiceNation to support accounting firms in converting new business leads. The service uses US-based call handlers to respond quickly to inquiries, qualify leads through tailored screening questions, and integrate with CRM systems, enabling in-house teams to focus on closing deals.
ATLANTA — Moneypenny has unveiled a new Intake Service, delivered through its sister brand VoiceNation, aimed at helping accounting clients accelerate new business growth by promptly responding to incoming inquiries on their behalf.
The newly launched service leverages VoiceNation's team of professional, US-based call handlers to improve the conversion rate of new inquiries. Handlers respond to calls quickly and qualify leads by asking a series of screening questions that are provided by and tailored to each client. This approach allows accounting firms' internal teams to focus on converting qualified leads, thereby saving time and effort.
VoiceNation's highly trained call handlers understand the importance of making a strong first impression. The Intake Service is fully supported by CRM and Zapier integration, ensuring seamless workflow management.
How the Intake Service Works
- When a new completed web form arrives at a client's CRM, it triggers an alert to VoiceNation's OpenAnswer platform.
- OpenAnswer immediately notifies a VoiceNation agent about the lead.
- Using the details from the completed web form, the lead is qualified via phone or any other required channel.
- All information requested by the client is then fed back into the client's CRM for immediate conversion.
- The service integrates with all CRM platforms, and contracts can be completed via Docusign.
Eric Schurke, VP of VoiceNation, commented: “This new service will enable accounting businesses to respond to new leads before their competitors do. We're doing the heavy lifting of sifting through new opportunities, efficiently and cost-effectively, by qualifying new leads, so in-house sales teams can then convert hot leads faster. Our accounting clients should see benefits of the new service really quickly, achieving faster new business growth.”
About Moneypenny Group
The Moneypenny Group includes award-winning companies VoiceNation, NinjaNumber, and Alphapage, and is a leading provider of phone answering, live chat, and customer contact solutions to businesses of all sizes. Moneypenny employs over 1,200 people globally and handles more than 20 million calls and live chats for 21,000 businesses. The company has been named one of the “100 Best Companies to Work For” seven times and is recognized as a Great Place To Work. For more information, visit www.moneypenny.com/us.
