Webinar presentation

1. an overview + q&a

2. 5 minutes
What’s Accelo
20 minutes
CRM > Sales
>Quote > Projects
Time > Invoice
10 minutes
Client Portal >
Ticket >Retainer
20 minutes
Q&A
5 minutes
Help
& Resources
an overview + q&a

4. In 2 years
4
15

5. The valley between
tools and enterprise
sales
time
proj. mgmt
proj. collab support
CRM
tools enterprise

6. adriannengam
2011 Accelo moves to San Francisco

7. Rebecca Angelos
VP Ops
HDMZ
San Francisco
12 > 50
WEB DESIGN/DEV
Process, overview of
everything, Volleyball,
Accounting
Simon Raybould
Technical Director
Found Agency
London (Cape Town)
30 > 55
DIGITAL MARKETING
Latest advances in digital
technology.
Surfing
Bruce A. Phillips
Managing Member
HPC
Atlanta
4 > 25
BOOKKEEPERS
Innovation + cutting edge
with Xero.
Dara Ingoldsby
Head of Professional
Services
Prophix
20
IT CONSULTANTS
Irish hurling, “no one lives in
a silo: everyone works for
our customer.”

8. Beginning your relationship First impression
Ongoing work Happy Client
Client

9. Questions &
Answers
20 minutes

10. Do the work you love.