Tuesday, July 23, 2013

If I'm Accountant How Can I Use CRM to my benefit

A CRM (Customer Relationship Management) application is a valuable tool that can help you increase sales, cut administrative time, organize your sales activities and provide a 360 degree view of your customer data. A CRM system is an application that you can use on almost any device, iPhone, PC, Mac, iPad ... Basically anything connected to the Internet.

With the right CRM system, it can help you close more business deals, further your marketing efforts and keep your customers happy.

10 Years ago, CRM systems were only available if you had £ 1m + ready to invest in such projects. Innovation in ICT and the rise of cloud services now mean that you can get for no more than £ 30 per user / month. A pretty good allrounder CRM system Competition in this sector innovation and some of the systems bred would have blown your socks off 10 years ago. Available today

How does it do this? Well there is no magic involved. Essentially speaking, a CRM system is a huge relational database, with a polished front end packed with features that allow you to manage your customers. Better than ever

Accounting firms, like any business means your customers. Customers by phoning your company would like to know that the person they are talking actually knows who they are and is knowledgeable about their customers history. But not only the receptionist they speak the next person too.

A CRM system can help you manage your sales pipeline and nurture leads to sales, billing and support. From the first contact It also helps your leads or customers you should focus on identifying the most, so you do not waste your time.

The ability to call records, meetings, tasks, notes, file attachments, quotations, invoices quickly link to one of your contacts in your CRM system means that you will start to see a 360 degree view of your customer or potential customer generate.

Customers, including myself and even you, love the feeling appreciated by the people and companies with which we do business. I get a warm fuzzy feeling when I use a service to arrange telephone. BMW on my car "Good afternoon Mr. Banbury, how can I help you today?" What? How they even knew my name? Well, they probably have their telephony system hooked into their CRM system. So when I call from my cell, their computer screen, who I am, when I called last, what kind of customer I am, what car I have and when it was last serviced. If it's a very clever system that will show exactly what types of promotions are relevant to me. I love this feeling and it reinforces my loyalty to the brand. His 2013, and this is what customer service should feel.

But you do not need the budget of BMW to the same level of service to offer. I have many CRM systems that make use of their telephony integration and come in well under budget implemented, even for a small business.

If you are still using Outlook, Excel or lost pieces of paper to manage your customers, then it's time to start looking for some great CRM solutions.

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