Practice Ignition
Practice Ignition is a finance management tool that helps its customers to run their business hassle-free by assisting them in creating and tracking proposals with in-built engagement and contract letters. It helps the accountants to customize their practices, thus improving the client relationship and engagement.
Practice Ignition Survey Integration: Use Cases
Practice Ignition survey integration lets you create effective proposals from the feedback received and enrich interactions with your clients during the sales process. Create clients from survey submissions and trigger a survey when a proposal is accepted or when a proposal-state is changed.
Create clients from survey submissions
Create clients in Practice Ignition from survey submissions. Gather leads and prospects from survey responses and fast-track your sales process with Practice Ignition survey integration.
Trigger a survey when a proposal is accepted
Trigger a survey when a proposal is accepted. Collect valuable feedback from clients and discuss the next steps in the sales process with Practice Ignition survey integration.
Trigger a survey when a proposal state is changed
Trigger a survey when a proposal state is changed. Get your proposal reviewed by your Manager and make the necessary changes with Practice Ignition survey integration.
