Login

CRM

Accountants & bookkeepers: Today’s trusted business advisors

by

While accountants and bookkeepers have always been go-to partners for SMBs for accounting and taxes as well as audit preparation and compliance, today’s competitive market is transforming the role financial professionals play in their clients’ business growth. Today, accountants and bookkeepers are becoming trusted business advisors. According to the International Federation of Accountants (IFAC): “accountants … Read more

10 signs your company needs a CRM

by

At CentrixOne, we’re sometimes asked by small- and medium-sized business (SMB) owners if they really a CRM. With such small teams, they figure that they can wing their sales and marketing management with spreadsheets (or worse…sticky notes!), email program or a traditional contact management system. Isn’t a CRM a complicated and costly endeavour to undertake? … Read more

Harnessing the power of a CRM beyond contact management

by

As a small- to medium-sized business (SMB) owner, what does contact management and customer relationship management (CRM) truly mean to you? Naturally, one of the first (and justifiable!) reasons why, as an SMB, you want to acquire a CRM solution is to regain control over (read: centralize and cleanse) all the contact information that is … Read more

The ultimate checklist for accountants and bookkeepers to choose the right CRM for their firms

by

As mentioned in our previous blog post, a customer relationship management (CRM) solution is an excellent tool to help accountants and bookkeepers maintain and grow their clienteles. However, no CRM is created equally, and the CRM market can be a landscape of seemingly complicated features, lengthy and costly implementations, elusive ROI, buzzwords and technical “mumbo jumbo.” … Read more

Top 5 reasons why accountants and bookkeepers need a CRM

by

Some accountants and bookkeepers think that customer relationship management (CRM) solutions are only for sales and marketing professionals—not experts who crunch numbers. Others believe that CRM is a dark science that only “CRM gurus” can possibly understand. However, a CRM can be an effective business tool for accountants and bookkeepers to better achieve their firm’s … Read more

5 reasons a CRM will help you grow your business

by

If you’re an entrepreneur, small business owner or sales director, you know that customer relationships are at the core of a company’s success. That being said, getting the right tools for your sales and marketing team to help it be more successful is certainly easy to agree with. But there is a plethora of systems … Read more

Looking for more results? Start targeting your messages to your audiences

by

When developing a demand generation program, you may have the best intentions in mind but often skip building a solid foundation for lack of time. Defining your target audience is THE primary element of your planning and design phase and considered critical to your success because it will impact downstream the messaging, content and tactics. … Read more

Why should SMBs use a CRM? What are the advantages?

by

With a plethora of CRM’s in the marketplace, how can an SMB choose one that is right for them to help their business grow? You’ve probably heard of complex and expensive CRM platforms that target large companies. Today, more platforms are designed for small and medium businesses that are simple to use, cloud-ready and very … Read more

Tips to choose the right CRM – Part 1

by

The business world is changing rapidly and today’s businesses must have the right tools to be competitive and not only maintain their level of profitability but also to meet their growth goals. Today’s customers are much more demanding and independent than in the past during their purchase cycle. It is therefore important for companies that … Read more

Get a demo