Getting to Know Your Clients CRM
Posted by Glen Mund on Mon, Jun 18, 2007 @ 04:54 PM
"What happens when a client calls & the person they requested isn't there to answer?"
"The staffer can use customer relationship management software to pull up a client file, which documents meetings that just took place and updates to-do lists, allowing everyone to be on the same page."
"Instead of forcing the client to wait for that person's return, anyone using the CRM software can provide service because they can all access that client's record. Call it customer or client relationship management, either way, it's about improving-and-keeping-those relationships with customers by taking the private notes that often are floating around in employee's heads or personal Outlook folders and sharing them with others within the company with some help from technology."
"CRM Systems can offer accounting firms a better way of organizing and consolidating all client information in a central repository easily accessible by all staff members. The most effective systems can replace all other methods of tracking information from internal database to scattered Excel Spreadsheets, individual Outlook folders and rolodexes."
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Excerpts taken from "Getting to Know Your Clients" by Alexandra DeFelice, WebCPA www.webcpa.com