One Tool To Promote, Manage And Grow Your Accountancy Practice

By 22nd September 2017Practice Technology
crm-for-accountants

It’s very rare that one little tool can make such a big difference improving multiple areas in your Accountancy Practice.

With  www.648crm.com you can dramatically increase the effectiveness of  your Lead generation, Email marketing  and Pipeline management all from one place.

But… before we delve into some of the key features that you can expect to utilise with this CRM for Accountants  it’s important to understand exactly how it can impact the bottom line of your business.

We did some research to find out;

  • The ROI on CRM is approximately $5 to every $1 invested (Baseline)
  • Using a CRM gives businesses a 65% boost in sales quotas (Innopple Technologies)
  • 50% of teams that use a CRM  have an improved rate of productivity (Forrester)
  • Customer service labor cost to be reduced by 40% (Forrester)
  • Without using a CRM, 79% of your  leads fail to convert (Pardot)
  • Conversion rates can improve by 300% with CRM in place (Cloudswave)
  • Lead cost is reduced by 23% with CRM (Cloudswave)

Clearly, if you are not using a CRM for your Accountancy Practice then it really should be the first thing that you do next.

And the BEST thing is it’s cheap…

It’s only £20 per month making it completely accessible for everybody and it even comes with a free 14 day trial. Don’t forget you can claim R&D Tax Credits for implementing one into your practice.

So now let’s take a look at some of things that you can do with 648 CRM

  • Update all your existing clients in one go to request their essential information that you need to complete their books.
  • Manage your dusty excel spreadsheets of potential clients to contact more effectively and update them in real time.
  • Work towards preparing for the GDPR change next year that will have a huge impact on you.
  • Send email newsletters to your subscriber base.
  • Cross sell your services with ease to all your clients
  • Targeted marketing communications to your sales pipeline.

accounting crmThis is all made easy by;

  • Limitless Contacts
    If you have an existing prospect database or mailing list 64-8 CRM allows you to import  it all in at no extra cost. No matter how big it maybe.
  • Inbound Lead Capture Capture Leads from your website
    Maintain and track conversations, inquiries and conversions from everywhere by integrating 64-8 CRM with your web or landing pages.
  • Send 100,000 emails per month for FREE
    Promoting relevant messages to niche markets leads to a higher rate of return. Send multiple emails each month to multiple target markets with ease and watch your conversions skyrocket.
  • Spend time on the leads and contacts that will convert into clients
    Easily find, edit or update leads and contacts stored within your databases. Track these with the greatest chance of closure.
  • Never miss a lead again
    Effortlessly book follow up calls, set appointments and reminders for internal or external teams. Our software is equipped with the smartest and most logical tools to help ensure an opportunity is never missed.
  • Manage multiple business development managers
    Cross platform diary management for multiple users. Assign leads to different teams and watch people collaborate more efficiently.

Make sure to visit www.648crm.com today to get started today.