This article will help CPAs, accountants, firms, and tax professionals learn to use CRM to build more valuable client relationships. CRM accounting software helps financial professionals attract new business while strengthening relations with current clients. Today we’re going to dive into the value and use-cases of CRM for accountants and CPAs. You’ll also learn valuable […]
Our 10-Step CRM Evaluation Checklist For CRM Success
Today you’ll learn ways to evaluate a CRM’s effectiveness using your criteria. You’ll also get a checklist and scorecard ideas to help you out. Creating a CRM evaluation checklist increases the odds of finding the right solution. Why? Because your criteria will align with your operations, goals, and customer relationship-building needs. I’ll cover how the […]
4 Core CRM Examples & How To Apply Them In Your Business
CRM comes with more capabilities than you may think. The CRM examples in this guide will help you choose features that fit your business. CRMs can differ and it’s more than a difference in the pricing model or industry-specific solutions. Today we’ll go over primary features you can expect from the 4 different types of […]
How To Implement A CRM For SaaS
Read this guide to learn how to adopt a Saas CRM software that can serve your marketing, sales, and customer service needs without overspending. How do you determine if a prospect is a good fit for your Saas? And how do you do that at scale? Or how do you keep your current customers from […]
CRM for QuickBooks: Connect Your Revenue Tech Stack
If you use QuickBooks for business accounting purposes, this article will outline how it can work with CRM and other software in your tech stack. Quickbooks is an online business accounting software that helps you keep a tally of incoming revenue, transactions, and taxes. Nowadays, end-users can partner QuickBooks with a CRM tool to centralize […]
How To Use CRM Workflows To Maximize Different Business Ops
This guide has everything you need to know to create successful CRM workflows. There will also be workflow examples for you to adopt. Workflows encompass the series of steps it takes to accomplish a particular task. Businesses today have been more streamlined thanks to CRM’s influence on how they manage and execute workflows. Keep reading […]