{"id":180,"date":"2018-03-22T06:45:13","date_gmt":"2018-03-22T01:45:13","guid":{"rendered":"https:\/\/www.centrix.one\/?p=180"},"modified":"2022-08-02T03:47:38","modified_gmt":"2022-08-02T07:47:38","slug":"top-5-reasons-why-accountants-and-bookkeepers-need-a-crm","status":"publish","type":"post","link":"https:\/\/www.centrix.one\/en\/top-5-reasons-why-accountants-and-bookkeepers-need-a-crm\/","title":{"rendered":"Top 5 reasons why accountants and bookkeepers need a CRM"},"content":{"rendered":"\n<p>Some accountants and bookkeepers think that customer relationship management (CRM) solutions are only for sales and marketing professionals\u2014not experts who crunch numbers. Others believe that CRM is a dark science that only \u201cCRM gurus\u201d can possibly understand.<\/p>\n\n\n\n<p>However, a CRM can be an effective business tool for accountants and bookkeepers to better achieve their firm\u2019s overall business goals as well as help them mitigate today\u2019s challenges that impact their profession.<\/p>\n\n\n\n<p>Now, more than ever before, accounting services firms are struggling with attracting and developing new business. The competition is fierce and it is becoming increasing difficult to attract new clients. From low-cost online technologies to cloud accounting to high-end firms, today\u2019s competitive landscape is a minefield when trying to drum up new business and referrals\u2014and maintain an enviable clientele.<\/p>\n\n\n\n<p>In addition, because of today\u2019s hypercompetitive market, it is important for accountants and bookkeepers to stop and think for a moment. What is their biggest and most valuable asset? Their client list, right? So why should an accounting or booking firm relegate managing and protecting its most important asset to outdated tools or\u2014even worse\u2014no tools at all?<\/p>\n\n\n\n<p>Here are the top 5 reasons why accountants and bookkeepers should use a CRM:<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-1-centralized-contact-and-document-management\">1. Centralized contact and document management<\/h2>\n\n\n\n<p>Ditch the rolodexes, sticky notes, archaic spreadsheets and paper-based filing cabinets. CRMs are ideal for bringing together all of your contacts\u2014leads, referrals, current clients, partners and more into one place. Furthermore, all files and documentation pertaining to each contact can be uploaded to a CRM. No more fumbling around&nbsp;<em>ad nauseum<\/em>&nbsp;to find the critical information you are looking for.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-2-efficient-follow-ups-with-leads-and-referrals\">2. Efficient follow ups with leads and referrals<\/h2>\n\n\n\n<p>Proactivity is key when acquiring new clients. With a CRM, you can set up tasks and activities for each lead or referral that comes your way. What\u2019s more, as you gain control over your pipeline, you\u2019ll be able to quickly pinpoint how opportunities are evolving through each stage of the sales cycle, ensure that your firm is hitting its targets win terms of new business, and be alerted should you lose any clients.<\/p>\n\n\n\n<p>Also, if you integrate your CRM with accounting software, like QuickBooks Online or Sage One, you can consolidate information, eliminate unnecessary duplicate entries, and improve your team\u2019s overall productivity.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-3-streamlined-marketing-campaigns\">3. Streamlined marketing campaigns<\/h2>\n\n\n\n<p>Yes, the \u201cM\u201d word. Nowadays, clients can easily switch firms if you are not delivering the level of service they expect\u2014or if a competitor becomes top of mind thanks to the way it communicates its added value. A CRM can help you easily set up automated and personalized email campaigns to nurture both your existing and potential clientele. You can also create automatic responses should someone fill out a form on your website. Think of your CRM as a means to enhance your clients\u2019 experience and promote your services.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-4-insight-into-your-clientele\">4. Insight into your clientele<\/h2>\n\n\n\n<p>As the old adage goes: \u201cyou don\u2019t know what you don\u2019t know.\u201d Managing your firm\u2019s business means that you are under the gun every day to cater to clients and deliver the services they have come to expect. How easy is it for you to know exactly which specific clients or market segments are the most lucrative? Thanks to a CRM\u2019s dashboards and reports, you can quickly identify profit centres as well as profit-gouging sales and which marketing tactics work.<\/p>\n\n\n\n<p>For example, you may notice that your highest-paying clientele is made up of family-owned businesses. Or, you may discover that you have been heavily marketing a particular service for the manufacturing sector\u2014but haven\u2019t closed any deals with manufacturers. All this insight will give you the data you need to invest your time and energy where it impacts your bottom line the most.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-5-access-to-your-business-anytime-anywhere\">5. Access to your business anytime, anywhere<\/h2>\n\n\n\n<p>If you choose a SaaS CRM with an accompanying mobile app and set up your practice so that the CRM becomes one of the central hubs of your business, you will be able to access any information you need, anytime, anywhere.<\/p>\n\n\n\n<p>On the road and a client calls to follow up on a pending transaction? Simply log into your CRM and find out where that transaction is landed with your associate. A former client wants to employ your services again? You no longer have to tap into the memory of your administrative assistant or sift through archives to gather all the papers needed to reactivate your client\u2019s account. Just a few clicks may do the trick!<\/p>\n\n\n\n<p>We all know that time is money. And client acquisition and retention is critical in today\u2019s market place. If you are looking to better manage the sales side of your business, consider investing in a CRM. The ROI will be well worth it!<\/p>\n\n\n\n<p>If you\u2019re an accountant or bookkeeper looking for a simple, yet full-featured CRM to grow your clientele,&nbsp;<a style=\"color: #24a2f1; transition-duration: 0.3s;\" href=\"\/en\/home\/\">book a demo today<\/a>&nbsp;with CentrixOne!<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n","protected":false},"excerpt":{"rendered":"<p>Some accountants and bookkeepers think that customer relationship management (CRM) solutions are only for sales and marketing professionals\u2014not experts who crunch numbers. Others believe that CRM is a dark science that only \u201cCRM gurus\u201d can possibly understand. However, a CRM can be an effective business tool for accountants and bookkeepers to better achieve their firm\u2019s &#8230; <a title=\"Top 5 reasons why accountants and bookkeepers need a CRM\" class=\"read-more\" href=\"https:\/\/www.centrix.one\/en\/top-5-reasons-why-accountants-and-bookkeepers-need-a-crm\/\" aria-label=\"Read more about Top 5 reasons why accountants and bookkeepers need a CRM\">Lire plus<\/a><\/p>\n","protected":false},"author":34,"featured_media":21905,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[905],"tags":[7,13,20],"class_list":["post-180","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm-en","tag-accountants-bookkeepers","tag-crm","tag-sales-management","resize-featured-image"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.8 (Yoast SEO v26.8) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Top 5 reasons why accountants and bookkeepers need a CRM | CentrixOne<\/title>\n<meta name=\"description\" content=\"Top 5 reasons why a CRM can be the right business tool for accountants and bookkeepers to better achieve their firm\u2019s overall business goals.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.centrix.one\/en\/top-5-reasons-why-accountants-and-bookkeepers-need-a-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Top 5 reasons why accountants and bookkeepers need a CRM\" \/>\n<meta property=\"og:description\" content=\"Top 5 reasons why a CRM can be the right business tool for accountants and bookkeepers to better achieve their firm\u2019s overall business goals.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.centrix.one\/en\/top-5-reasons-why-accountants-and-bookkeepers-need-a-crm\/\" \/>\n<meta property=\"og:site_name\" content=\"CentrixOne\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/CentrixOne\/\" \/>\n<meta property=\"article:published_time\" content=\"2018-03-22T01:45:13+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2022-08-02T07:47:38+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/i0.wp.com\/www.centrix.one\/wp-content\/uploads\/crm-centrixone-customer-relationship-management-for-accountant-scaled.jpg?fit=2048%2C1365&ssl=1\" \/>\n\t<meta property=\"og:image:width\" content=\"2048\" \/>\n\t<meta property=\"og:image:height\" content=\"1365\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Louis-Philippe Frenette\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@Grow_CentrixOne\" \/>\n<meta name=\"twitter:site\" content=\"@Grow_CentrixOne\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.centrix.one\/en\/top-5-reasons-why-accountants-and-bookkeepers-need-a-crm\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.centrix.one\/en\/top-5-reasons-why-accountants-and-bookkeepers-need-a-crm\/\"},\"author\":{\"name\":\"Louis-Philippe Frenette\",\"@id\":\"https:\/\/www.centrix.one\/en\/fr-fr\/#\/schema\/person\/446316ba992347b917e47d9ab7bd9638\"},\"headline\":\"Top 5 reasons why accountants and bookkeepers need a CRM\",\"datePublished\":\"2018-03-22T01:45:13+00:00\",\"dateModified\":\"2022-08-02T07:47:38+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.centrix.one\/en\/top-5-reasons-why-accountants-and-bookkeepers-need-a-crm\/\"},\"wordCount\":834,\"publisher\":{\"@id\":\"https:\/\/www.centrix.one\/en\/fr-fr\/#organization\"},\"image\":{\"@id\":\"https:\/\/www.centrix.one\/en\/top-5-reasons-why-accountants-and-bookkeepers-need-a-crm\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.centrix.one\/wp-content\/uploads\/crm-centrixone-customer-relationship-management-for-accountant-scaled.jpg\",\"keywords\":[\"Accountants &amp; 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