![]() ![]() Help/support – Help and support are important for new CRM users.Import/export options – Can you easily import or export client lists?.Reporting – What kind of reports do you want to create? Does the application you’re interested in create those reports?.Integration – Is it important for your CRM to integrate with other applications your firm uses?.Scalable – Can the product grow with your firm? Can you add new users at any time?.Ease of implementation – Do you have the time and resources to spend on a long and (sometimes) costly implementation, or do you want to be up and running fast?.Online accessibility – This should be a must, since it’s likely you or other firm employees will be entering information while out of the office.Here are a few other features to consider: It’s up to you to decide what specific features your new CRM application needs. While each application is different, they all provide you with the ability to manage both potential and current clients easily. We took a look at four CRM applications that may be a good fit for your firm. ![]() If you’re interested in a CRM for your firm, be sure to check out our reviews in this issue. ![]() Traditionally used by businesses selling products, CRMs are now becoming a staple in service businesses as well, allowing you to keep track of potential clients, while also helping to ensure that your current client base is kept happy. That’s why CRM (customer relationship management) software can be particularly useful for your firm. What are you doing to ensure that your current clients are happy, and remain so? Anything? Do you engage them throughout the year, or only during tax season? Maybe your firm is at its max, and you’re not taking new clients. They will never develop into a relationship. While collecting names is always a good first step, those names and email addresses mean nothing if they remain untouched on a spreadsheet. But what are you doing with those names and email addresses? Anything? ![]() The end result of such a campaign usually results in a slew of names and email addresses. Today, many accounting firms have ramped up marketing programs for their firm, including a more prominent social media presence, more aggressive direct mail advertising, and increased email marketing campaigns hoping to drive new business to their firm. Potential leads, like relationships, have a way of fading away if they’re not given the attention they deserve. Whether you sell a product, or as a CPA, your services and expertise, you need a way to develop and nurture relationships. ![]()
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