Consultant eNews

News and Resources for Consultants

Archive for category Tips

Conversion Changes – Good News!

Dec 26

Posted by Joe Abler in Technical, Tips | No Comments

We are excited to update you on a few changes we’ve made to help improve the experience firms have when converting to a newer version. Earlier this fall, we posted improvements to the Version 19 and Version 2020 conversion programs that reduce the possibility of failures due to network or file locking issues because of third party programs such as antivirus.

On December 23, we posted additional improvements to the Version 2020 conversion program, one of which allows you to restart an interrupted conversion. However, we do not recommend attempting to restart the conversion more than once unless the failure was caused by an outside factor such as a power failure or closing the program before it completed the conversion.

In the rare event that the conversion from Version 19 to Version 2020 is interrupted, before restoring from a backup, we recommend you contact Tabs3 Technical Support with a screenshot, the conversion log, and the error log so that we can track down exactly what’s preventing the conversion from completing.

Don’t Forget about Subscriptions!

Apr 10

Posted by Joe Abler in Tips | No Comments

While at the forum a few consultants mentioned they’d forgotten about Tabs3 Software subscriptions. With subscriptions, firms can pay for Platinum monthly instead of incurring up-front license or maintenance renewal costs. It’s become popular with solo and small firms and we’ve recently seen an uptick in subscription sales. Don’t forget, existing Tabs3 Software firms on maintenance are entitled to a 25% discount in year one, 15% in year two.

Subscription pricing is an inexpensive way for firms to take advantage of advanced features such as Tabs3 Connect, HotBackup, and more. You should market smaller firms for Platinum subscription upgrades and lost leads for new Platinum subscription sales. You can locate these firms in your QBR on the Account Data and Lead Data tabs.

To assist with your subscription marketing efforts, two PDFs are available on eNews under Tabs3 | Tabs3 Marketing | Flyers & Whitepapers. New Clients can be shared with new prospects while Existing Clients can be shared with existing customers on maintenance.

 

ProPay Merchant Account Email Addresses

Apr 9

Posted by Joe Abler in Tips | No Comments

ProPay merchant accounts are tied to email addresses. Please take extra care to ensure that you use a unique email address for each merchant account that you login to, whether that is through Tabs3 or the ProPay website. Having the same email address defined for different merchant accounts can potentially result in unexpected behavior.

Platinum and Platinum SQL Net 30 Promotions

Jan 18

Posted by Joe Abler in General, Tips | No Comments

As a reminder, we continue to offer a Net 30 promotion allowing firms to upgrade to Platinum without spending money up front. This offer is available for current users upgrading to Platinum, or Platinum SQL.  You can even add Tabs3 Connect subscriptions to the order. This is a perfect way for firms to test these advanced products.  Check out our Knowledge Base Article Platinum Version Net 30 Trial Plan for additional information.  If you have questions about the Net 30 terms, please contact the Sales Department.

Price Estimator

Aug 3

Posted by Joe Abler in Marketing, Tips | No Comments

We hope everyone is enjoying the look and feel of the new Home Page and Knowledge Base sites!  Our previous site included the Price Estimator which was used by prospects and consultants alike to determine retail pricing.  Our new pricing page prompts firms that have 6 or more users/timekeepers to complete a brief intake form to receive a price quote.  This allows us to capture information to generate a lead.  We follow up with a custom quote to these firms and provide consultant contact information.  Firms with 5 or fewer users can use the Price Estimator on the web site, but they are also encouraged to request a custom quote so we can capture their lead information as well.  In addition to standard license costs, we now include subscription pricing for firms of this size.

For those of you that used the original Price Estimator to obtain retail pricing for all firm sizes, it is still available.  It’s located at http://support.tabs3.com/pricing/pricing_info.aspx with a link right here on eNews under Discount Rates | Pricing Calculator.  This link is intended for consultant use only.  Please do not share with prospects or clients.

Be sure to email DeAnna Masterson in our office if you happen to notice anything that doesn’t appear correctly on eNews, Knowledge Base, or our Home Page.

New Subscription PDFs Available

Jun 19

Posted by Joe Abler in General, Tips | No Comments

As you know, we recently reduced monthly subscription costs and we’re already getting great feedback! PDFs with new pricing are available for you to share with existing customers as well as new prospects. Links to these updated marketing documents, as well as your commission structure are below.

Our best prospects for subscription sales have been solos and smaller firms, especially those interested in utilizing Tabs3 Connect. We’re also seeing interest from firms running old versions. You’d be surprised how many firms still use unsupported versions of Tabs3 software. I spoke with a person just this week running Version 15 of Tabs3 and Taskbill. Stephanie does all time entry and billing for her father who is a solo using Tabs3 and Taskbill. The quote to get these licenses current was $1,035. Since subscriptions already include Taskbill, it’s only $32 a month for them to upgrade to Platinum SQL. Given the fact subscriptions also include Tabs3 Connect, Report Writer and Device Interface, it was a slam dunk. That’s as close as I’ve ever come to getting a hug over the phone!

Use your QBR to target these old firms. You may be surprised with the responses you get.

Cheaper Platinum Upgrades with new Timekeeper Levels

Jun 1

Posted by Joe Abler in General, Tips | No Comments

Beginning April 2nd of this year, new 29 and 69 timekeeper levels of Tabs3 became available. You should consider getting new quotes for firms on 39 or 99 timekeeper levels that previously elected not to upgrade to Platinum due to pricing. If their timekeeper levels do not exceed 29 or 69, they could consider a Platinum upgrade to a reduced timekeeper level at a cheaper price. Contact the Sales Department at 402-419-2200 for an upgraded quote, or email [email protected]. If you still have the original quote, be sure to provide the quote number to the sales member.

Who to Contact When Working with Credit Cards

Jul 5

Posted by DeAnna Masterson in General, Technical, Tips | No Comments

It can sometimes be difficult to know who to contact when you’re working with the credit card integration in Tabs3 software. Below you’ll find the three sources in which you can receive assistance.

When to Contact Tabs3:

If you need technical assistance when setting up the credit card integration in Tabs3 software, please contact Tabs3 technical support at (402) 419-2210.

When to Contact TSYS:

If you have any sales-related questions pertaining to consultant programs or signing up a firm with a new merchant account, please contact your respective TSYS Sales Representative. Their areas are as follows:

When to Contact ProPay:

You should contact ProPay support at [email protected] when you have any technical questions or issues. They typically only provide support through email, but in your email you can request to have them call out to you if required.

When you have a firm sign up for a credit card merchant account with ProPay, make sure the email address for credit card issues is a contact at the firm and not your own. This will help prevent miscommunication between ProPay and the firm.

A Helpful Sales Tool: Capterra

Nov 14

Posted by DeAnna Masterson in Marketing, Tips | No Comments

As the year comes to a close, we would like to remind you of a valuable sales tool you can use with clients. Capterra is an online review site, where current clients post reviews and comments about software they use. Tabs3 software currently has a strong showing on Capterra with 36 reviews and an average 4.5 star rating for Tabs3 Billing, 22 reviews and a perfect 5 star rating for PracticeMaster, and 8 reviews and a perfect 5 star rating for Tabs3 Trust Accounting.

Showing your prospects these positive reviews could help push them towards making the decision to go with Tabs3 software.

Also, if you have a client who has had a positive experience with Tabs3 software, encourage them to leave a review on Capterra. The more reviews we have, the better we look!

White Paper Lead Follow up

Nov 3

Posted by Joe Abler in Tips | No Comments

As you know, we’ve been promoting billing and practice management related white papers in a variety of publications over the last year, and have generated a number of leads doing so. We recommend that you use a “soft sell” approach with these types of leads, as they typically are not in the same part of the buying cycle as most prospects you receive from us. Although they may not be ready to buy immediately, they have an interest in the types of products we offer. Educating them on our products by introducing new white papers, webinars, or other educational material is a good way to start to develop relationships with these firms.