THOMSON REUTERS
TAX & ACCOUNTING
Rick Kursik
December 2, 2011
AGENDA
• WHO WE ARE
• THOMSON RETUERS OVERVIEW
• TAX & ACCOUNTING OVERVIEW
• VIRTUAL SALES
THOMSON REUTERS
•World’s leading source of intelligent information for businesses
and professionals
•Fortune 500 Company
•Users in over 100 countries
•$13.1 billion in revenue
•55,000 employees worldwide
•Shares listed on the New York Stock Exchange, Toronto Stock
Exchange, London Stock Exchange, and Nasdaq
Thomson Reuters- Tax & Accounting
Serving Accounting &
Tax Professionals
• A leading global provider of technology and
information solutions, as well as integrated tax
compliance and accounting software and services, to
accounting, tax and corporate finance professionals in
accounting firms, corporations, law firms and
government
• 9 countries worldwide- major locations include New
York, Dallas, Ann Arbor, London, Sydney and Toronto
• 5,000 employees worldwide
• $1.1 billion in revenue
SOLID GROWTH
LEVELS OF SALES
Partner
Preferred
Vendor
Preferred Order
Taker
Order Taker
TELEMARKETING VS. VIRTUAL SALES
• Telemarketing- marketing
activities that generate interest,
create opportunities, update
client information, and provide
customer service satisfaction,
appointment setting and lead
generation
• Virtual Sales- direct sales activity
that uses the phone to sell
products and services in a
consultative manner based upon
established relationships
Why Is Thomson Reuters Tax & Accounting
Inside Sales Based?
• Cost of sales
• Average Transaction $
• Size of (#) client base
• Geographic location and dispersal of clients
• Small – medium sized business clients
The Thomson Reuters Tax & Accounting
Inside Sales Selling System
LEVELS OF SALES
Partner
Preferred
Vendor
Preferred Order
Taker
Order Taker
Questions & Answers
What questions do you have?
Thanks!