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How Satori Accounting Streamlined Proposals and Pricing with Socket
Since 2010, Satori has been a pioneer in cloud technology for UK accounting. The firm grew organically for its first five years before taking a more structured approach to pricing in 2017. This began with value pricing techniques, followed by the adoption of cloud-based pricing tools to offer clients dynamic and transparent pricing.
A Growing Firm with New Challenges
As they scaled, however, they started running into some challenges that may sound familiar to other growing practices.
“The biggest challenges we faced were finding and retaining the right people, knowing when to hire, and ensuring we had a solid, scalable pricing process in place,” says Kieran.
Finding and retaining the right people - Knowing exactly what roles they needed before hiring was crucial.
Managing capacity - Balancing financial and operational needs made hiring decisions tricky.
Pricing consistency - They needed a system that made it easy to price and re-price work as they grew.
The Need for a Better Proposal System
“We used another solution for several years, quite successfully. In recent times, there have been too many outages, bugs, and a massive drop-off in support.”
For years, the firm relied on a well-known proposal tool, but as they scaled, problems started to arise. They needed a reliable, easy-to-implement system that would support their growing needs.
Despite Socket being relatively new on the marketplace, Kieran knew the founders from a previous product that he had used, and this helped to offset any fears about the quality and reliability of using a newer product. This gave him the confidence to invest his time in making the switch.
“Having used a tool in the past designed by the founder of Socket and having known the founder for a number of years, Socket seemed like an ideal fit. Not only that, but we were able to import existing pricing metrics and get up and running in a couple of days!”
Seamless Migration & Quick Setup
Moving over to Socket was smoother than expected, thanks to its PDF pricing import feature.
“It was an absolute game-changer, making the switch from our previous proposal software incredibly easy,” Kieran explains.
Any small challenges were quickly resolved with helpful guides and fast chat support. Within just a few days, the team was already issuing proposals to new clients.
The Benefits of Using Socket
The biggest win? Ease of use.
“We love the ease of usage, the UI, the dashboard layout for proposals. We can see other features not yet used, such as bulk adjustments and measuring monthly revenue changes too, which gives us good metrics for the business.”
The clean, intuitive dashboard has made managing proposals much easier for the Satori team, meaning that even more of the team can get involved in creating proposals.
And there are still plenty of features they are excited to explore, such as:
Bulk adjustments - A huge time-saver for managing pricing at scale.
Revenue tracking - Helping measure and monitor our monthly growth.
A Platform Built on Trust
Switching to new software can feel like a big decision, but for Satori Accounting, a quick demo with Jonathan gave them complete confidence in the system.
“I’m confident of the product being built by the team involved.
While every migration comes with a learning curve, Socket’s fast, responsive support team ensured the transition was smooth and hassle-free.
“We got great help from existing guides but also quick responses from support.”
Why We’d Recommend Socket
For firms considering making the switch, Kieran has one piece of advice:
“Just do it! The annual billing subscription makes Socket even more competitive, and the tools to transfer from GoProposal make setup a no-brainer.”
Summing it up in a few words?
“Slick and easy.”
Power-up your Practice with Socket
If, like Kieran, your current system feels clunky, unreliable, or lacks the support you need then maybe now is the time to switch.
See how Socket can make proposals easier, book a demo today.
