In today’s landscape, accountancy practices have to evolve, diversify and provide additional value-add services to their clients.
To stay competitive, you have to implement new business development models in order to retain existing clients, cross-sell services and attain new business. Those new models require a CRM system that is embedded within day to day activity, across the entire firm. With Workbooks CRM underpinning your practice, you are better equipped to progress sales prospects and cross-sell opportunities. You have better visibility of your target segments and can market to those more effectively. As a result, you see increased revenue, an improved client experience, best practice procedures and productivity gains.
Adopting CRM helps increase practice efficiency and improve the client experience. In a nutshell it can supercharge your practice and feed into your competitive edge.