3 ways accountants can use AI to free up time for client work
Discover a series of tasks you can use AI for at your practice, allowing you to have more time to spend adding value to your clients.
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CRM, or customer relationship management software, is a program that keeps track of your business’ leads, prospective clients and current customers. It records key details and interactions so you can manage their journey through every step of the sales cycle.
An eCRM also allows you to manage online touch points such as ecommerce websites, for a joined-up approach online and offline.
Multiple departments in your business can make use of CRM applications. Sales, marketing and customer service will all get access to the same information, allowing them to work more efficiently and aligning messaging across the company.
Internally, good CRM packages enable management to gain insight on how sales and marketing are performing so you can make informed business decisions.
CRM management software works by creating a log of customers’ or potential customers’ interactions with your business. The information is then organised in one, central platform that can be accessed by any of your colleagues who need it.
Each user gets a complete history of a customer’s journey, which they can reference to optimise workflows. You’ll also get a clear view of a prospect’s journey through the sales cycle so you can move them towards conversion more effectively.
The relationship between your company and your customers is vital. It helps you take care of your customers at every step. Make every interaction they have with you count.
By centralising important data, effective CRM packages allow employees to find what they need quickly and spend more time fostering positive relationships. With everyone on the same page, your business can focus on providing a consistent and personalised experience for every customer.
Using client management software empowers your team to deliver exceptional customer service. With a complete view of the customer’s journey, staff have all the details they need to solve problems efficiently.
Quickly check past interactions for important details about support tickets or find customer information for upcoming targeted marketing campaigns. With powerful CRM applications in place, you’ll be in control of your customers’ experience.
With a complete view of the customer life cycle, your customer service team acquires the tools they need to resolve queries faster and with more personal responses.
CRM accounting software gives you the tools you need to make the most of every sales opportunity. You can join your CRM with your ERP or business management solution software to track every customer journey, from initial contact to product delivery.
Identify the sources of leads and closed deals to base future planning on past success. Agile client management software also automates sales tasks such as creating quotes and orders, forecasting sales, progressing leads and converts this information into opportunities for your sales team to focus on.
With an integrated CRM system, you will be able to create targeted campaigns based on customer information and deliver a higher return on your marketing budget.
With better business insight, you will be able to leverage reliable customer data and target customers who might be interested in your new products and services.
Client management software gives you a consolidated view of data to optimise workflows and avoid duplicating work.
Link up your CRM and accounting software to other business systems to capitalise on cross-selling opportunities.
Get the information you need from your CRM management software to pitch new products to the right people and create targeted campaigns that drive higher growth.
Store customer data in a secure, central location, allowing your whole team to access it from anywhere.
Details including email and communication histories, sales quotes, orders received, opportunities, and both open and resolved support cases are all displayed within the platform, so you can be confident you’re acting on up-to-date information.
Business CRM software lets you automate day-to-day sales tasks such as order processing, lead management and sales forecasts.
This frees up your sales team to focus on other things like nurturing customer relationships.
Generate marketing reports in minutes to help inform your future campaigns and plan more targeted communications.
Tailoring your marketing message ensures you’re reaching the right people and can help improve your return on investment.
With good client management software supporting your team’s work, you can focus on delivering an excellent service and satisfying customers.
Improve retention rates and outperform the competition by having the information you need at your fingertips – and acting on it.
Keep on top of performance by generating reports for key areas in your business including sales, customer service and marketing.
Create custom reports with the CRM management software to measure against your KPIs and evaluate where your business stands, so you can make better informed decisions.
Our business CRM software makes it easy to organise your contacts. Store information like phone numbers, email and postal addresses so users can access this important information whenever they need it.
Simon Adcock, Managing Director
ATEC Security
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