CRM for Accountants
Accountants are a service industry, and service is best delivered by knowing your clients inside-out. However, knowledge about clients tends to reside with individuals instead of becoming a corporate asset.
Working with Microsoft, we have developed a solution in the form of CRM for Accountants. Based on Microsoft Dynamics CRM, this takes a world-class CRM package used by two million users globally and models it to the needs of a professional practice. The system helps you win more work through gap analysis and cross-selling, and has clever automated workflows to ensure follow-through on opportunities.
Advanced marketing campaigns, pipeline reporting and opportunity management make this a superb tool for growing your practice by winning new clients and winning new services from existing clients.
CRM for Accountants integrates fully with Outlook and optionally with leading practice management systems. It is available on-premise to run on your own servers, or in a hosted version via www.crmforaccountants.co.uk
Working with Microsoft, we have developed a solution in the form of CRM for Accountants. Based on Microsoft Dynamics CRM, this takes a world-class CRM package used by two million users globally and models it to the needs of a professional practice. The system helps you win more work through gap analysis and cross-selling, and has clever automated workflows to ensure follow-through on opportunities.
Advanced marketing campaigns, pipeline reporting and opportunity management make this a superb tool for growing your practice by winning new clients and winning new services from existing clients.
CRM for Accountants integrates fully with Outlook and optionally with leading practice management systems. It is available on-premise to run on your own servers, or in a hosted version via www.crmforaccountants.co.uk