Accountants are great at building relationships and acting as trusted advisers. But to meet the increasing demands of today’s commercial landscape, it’s time accounting practices modernize their approach to drive a broader understanding of customers.
Our exclusive Sales & Marketing 101 guide, specifically written for accounting practices, will help you understand how you can identify firm-wide opportunities to cross-sell and upsell services, and grow your business. And it will demonstrate how, by embracing technology, you can:
- Track customer satisfaction
- Deliver proactive account management
- Formalize your processes to ensure consistency, incl. a practice-wide ‘at risk’ customer process
- Gain actionable insights
Download the whitepaper now to find out how a robust approach to CRM can help accountants retain and grow their client base through effective, informed cross-selling and upselling and better client management.