From Spreadsheets to Success: Our First Six Months Using Figsflow
It was six months ago that our accounting firm made the decision to move away from outdated spreadsheets and into a commercially developed accounting proposal software. We were hesitant at first—is this really what changed everything for us in terms of proposals and software? Looking back, the answer was a definite yes.
Since implementing FigsFlow, our business has achieved dramatic improvement in efficiency, quality of proposals, and customer satisfaction. Not only did it enhance our process, but it became the benchmark with which professionalism within our line of business would be judged.
The Challenges We Had Before FigsFlow
Before FigsFlow, the proposal process with us was riddled with inefficiencies. There was enormous manual labour that went into each proposal that eventually resulted in errors and inconsistencies frustrating the efforts of our staff and customers as well. In order to accommodate new customers, there were rounds and rounds of endless formatting that wasted precious resources and time.
Tracking customer feedback was also among the key issues. Without an effective mechanism, follow-ups were scarce, which resulted in lost opportunities and revenue.
How FigsFlow Transformed Our Process
The moment we integrated FigsFlow into our process, our work overnight was revolutionised. Proposal generation became an automated, streamlined process rather than disorganised, time-consuming procedure. Templates, auto-calculations, and electronic signatures optimised our process and made each proposal professionally of high quality.
Also, being able to track client activity altered our follow-up process. Knowing what part of a proposal interested a client enabled us to adjust our message and increase our success rate by a huge margin.
Measurable Results and Lessons Learned After Six Months
The impact of FigsFlow was determined within minutes of using it. We have reduced our proposal-writing time by nearly 50%, and our proposals are prettier and improved. Above all, client acceptance has tremendously improved, which is once again testifying to the fact that it was the right move to improve our process.
Our journey over the past six months has taught us the importance of integrating technology into core business processes. We’ve learned that a structured approach to proposals not only improves internal efficiency but also significantly enhances client perceptions.
In the future, we plan to use other capabilities of FigsFlow to automate our proposal process even more. We plan to regularly train our personnel and carry out regular audits of our workflows such that we can continue to push the envelope as much as possible in terms of innovation.
Conclusion
In retrospect, transitioning from spreadsheets to FigsFlow has been a game-changer. The improvements in efficiency and client engagement are clear, and the measurable results speak for themselves. Our experience proves that embracing modern tools can lead to substantial business benefits.
If you’re seeking to elevate your proposal process and drive growth, consider exploring FigsFlow.
