Build a CRM system to capture business processes, manage leads, create reports on lead sources and key revenue streams for separate business units. Automate workflow steps and processes.  

This accounting firm has a team of 45 staff and was tracking all of its customer information in spreadsheets. While accountants are good at using spreadsheets there was often data errors, duplication and the customer management system lived in an innocuous document on the server.  

Moving to a cloud CRM system the firm was able to replicate the functions of the spreadsheet and add a layer of data validation, a plethora of reports and could maintain security and control over who could do or see what. Having an online system meant that they could now save client emails against the contact records automatically and important project information was not lost. They could even deliver a higher level of service such as having group visibility over high net worth client visibility so that the admin assistant can have the client’s favorite coffee waiting for them when they walk in the door. 

Build a CRM system to capture business processes, manage leads, create reports on lead sources and key revenue streams for separate business units. Automate workflow steps and processes.  

This accounting firm has a team of 45 staff and was tracking all of its customer information in spreadsheets. While accountants are good at using spreadsheets there was often data errors, duplication and the customer management system lived in an innocuous document on the server.  

Moving to a cloud CRM system the firm was able to replicate the functions of the spreadsheet and add a layer of data validation, a plethora of reports and could maintain security and control over who could do or see what. Having an online system meant that they could now save client emails against the contact records automatically and important project information was not lost. They could even deliver a higher level of service such as having group visibility over high net worth client visibility so that the admin assistant can have the client’s favorite coffee waiting for them when they walk in the door.