Why Accounting Firms Need a CRM

With relationships between accountants and clients or prospects becoming more important than ever, having a system in place to manage client relationship processes has become critical to success. Implementing a CRM in an accounting firm can be the secret to both growth and retention.

CRMs can manage everything from the pre-sale process (while you are working to sign your client) through the client experience while they work with the firm. Having a system in place to manage your processes not only helps automate the process so that nothing falls through the cracks, but also can provide insight and data into your clients and prospects to drive greater efficiency in the firm.

Course Key Concepts: CRM, Sales, Business Development, Forecasting, Client Service.