Salesforce CRM provides a complete customer management solution for accountants and contractor accountants. The main features and advantages of this type of system include:
New business generation – CRM allows you to track new prospects and monitor all client interactions across the business. Having this visibility allows new prospects to be proactively managed by new business teams helping move potential customers from that first interaction to a closed sale.
Relationship tracking – Keeping on top of the relationships you have with existing customers will allow you to provide a better service to your existing customer base and help improve customer retention.
Know each client – A CRM systems will help everyone in the business know what each client needs and when they need it so nothing gets missed.
Bespoke setup – We understand that you will have unique workflows that suit your accounting practices. With a CRM like Salesforce you can map the system to your business processes rather than the other way around. You will have a system that matches and streamlines the way you get your work done.
