A cloud based CRM for accountants Can Help You with Marketing and Customer Loyalty
If accountants leverage a cloud based crm, they can do great things with enhancing their prospecting, marketing, and customer retention activities. A cloud based CRM for accountants can help you with day to day activities and it can also identify areas for improvement, help you be more proactive, and assist you in making clients feel important, which will boost your customer loyalty.
Streamline Your Day
A cloud based CRM for accountants helps you start each day with a clear picture of what needs to be done. It can, in essence, help you hit the ground running each day. A cloud based CRM for accountants can also help you better communicate with team members (if applicable). Your software could help you share information, delegate tasks, and gather information about various customers and projects. This can be helpful for sales teams and for sales managers as well as other staff, such as procurement, production, and logistics staff who need to be prepared to bring in extra stock or for influxes in volumes, for example.
Analyze Trends for Improvement
If you do a lot of prospecting, do you know where in the sales cycle the vast majority of losses happen? Perhaps you never get past the quote stage and need to review your procedure and / or your pricing. Do you lose out after you follow up or is follow-up not a part of your standard way of handling prospects? Looking at trends for wins and losses can be a big help for you. Analyzing wins will help you see strengths and analyzing losses can help you see patterns and areas that could be tweaked.
Future Simple's Zendesk Sell - a cloud based CRM for accountants
If you're one of many accountants who need a cloud based crm that's easy to implement and easy to use, you need Zendesk Sell. It's a cloud based CRM for accountants that helps you track projects and deals, run useful reports, manage to-do items, and collaborate with others. It doesn't cost money and requires no hardware or special maintenance. It's cloud-based and secure, enabling you to access it and update it securely from anywhere. Access it now and see what it can do for your business.