CRM for Accountants

CRM for Accountants

Business development and marketing teams are demanding more robust solutions for the key disciplines that they are responsible for. Managing the data and information requirements in relation to events, publications, client and prospect communication is often cumbersome, spreadsheet-based and with no integration to the individual contacts in an accountancy CRM solution or Practice Management. Creating and maintaining the ever-moving approvals, registrations and attendances are difficult.

Referrals and relationships with clients are being managed in spreadsheets and often by individual partners in an accounting firm. There is no clear picture of what the referral pipeline is for both inbound and outbound opportunities or the reciprocity between member firms in the network or association to which the firm belongs.

There is a new generation of accountancy practices that need an aggregated view of all new business opportunities that drive growth. These firms need to extract the windows of opportunity that exist within the existing client asset and to get reciprocation happening between partners and departments. They also need to manage the key drivers that sit in behind growth strategies and improve cross-selling activities by changing behaviours and the automation of repetitive tasks. The culmination of these changes then requires strong and accurate reporting of the centralised CRM system to show how opportunities will impact the future capacity to deliver and profitability.

The CRM platform must also provide immediate access to practices managing the wide range of data held in relation to a client. By having this information to be in a single space eliminates the problem of data silo's and enables the team to focus on the all-important lead management, client relationship and marketing campaigns rather than hunting through multiple systems.

The Benefits of CRM from Symphony