Intuitive Accountant strives to provide you, our QuickBooks Specialist, Accountant and Business Consultant readers with information about opportunities to serve your clients, build your practice, and bolster your compensation through this series we call ‘Advisor Alliance’. The focus of this series will be product developers and vendors who offer some form of alliance, partnership, or referral program that might be of interest to you and your practice.
So you have suddenly found that more and more of your clients are looking for ways to import their Webstore sales into QuickBooks. The answer may be eCC by Webgility; Webgility has helped thousands of online businesses simplify and automate their operations.
But just because Webgility offers implementation services as part of their overall product offerings doesn’t mean that you can’t and shouldn’t remain involved when one of your clients decides to use eCC (desktop or cloud). The Webgility Advisor Alliance offering is called ‘the Webgility Affiliate Program.’
As QuickBooks specialists, Accountants and Business Consultants, you can offer your clients a solution that saves them time and money and helps turn on-line sales into meaningful accounting data. In the process you can provide you clients with a $100-discount off their Webgility implementation costs, as well as earn yourself a healthy commission.
Webgility wants you to become a participating Affiliate and in order to do this they offer both working eCC product accounts and training to help you learn more about their offerings. You can start with a Trial product account and then migrate your trial account to either a desktop or cloud account to work with your own store, or a demo store. All of this is coordinated through the designated Affiliate Manager you will be assigned. You also will gain access to comprehensive documentation and video demos, along with webinar training sessions and interactive participant status in the Webgility forum. From time-to-time Webgility may also provide additional Affiliate training.
Webgility offers a variety of ways to document and earn your referrals, including custom links/banners for your own website which track new Webgility customers to your referral account. Webgility will also provide you with coupon codes that not only correspond to your referral account but provide that $100 discount to your customers when they make their purchase. Because Affiliates are assigned their own designated Affiliate Manager, you can always email your referral’s contact information including email address; when this email is used to establish the client’s new account, you get the referral credit. Commissions vary by product/plan your client purchases, so be sure to review the Webgility Affiliate website for more information.
Webgility also offers another form of Advisor Alliance; they have a QuickBooks Consultant Network. This network of Certified QuickBooks ProAdvisors actually conduct the QuickBooks consultation sessions new Webgility clients purchase to teach customers how to effectively manage their eCommerce accounting using QuickBooks. This level of alliance is open to Certified QuickBooks ProAdvisors who have a thorough understanding of eCommerce offerings and shopping cart configurations. Webgility offers training and assessment tools to insure that members of this network know how to properly integrate on-line store shopping carts with QuickBooks using the various Webgility products. Members of this network are ‘referred’ new Webgility clients for the training they have purchased as part of their new account. Network members are free to offer these clients additional services and support. Consultant Network members also have access to expedited customer and technical support when required. See the website for more information about Webgility’s QuickBooks Consultant Network.
Whether you choose to become a Webgility Affiliate or progress to the status of Webgility QuickBooks Consultant, eCC Webgility offers you an opportunity to serve QuickBooks clients with a solution that streamlines the flow of information from their eCommerce offerings to their QuickBooks data. Webgility maybe just the type of Advisor Alliance you are looking for.