CRMs are like PMs in that they collect client data. But as the name implies, a CRM’s primary function is to help you manage your customer relationships — specifically in how you acquire them and add value to them over time.
A CRM acts as the center of all your prospect and client interactions. Each action you take to promote your business and win customers starts with a CRM.
You can create targeted prospect lists, build a sales process to bring new customers in the door, create email marketing campaigns that run automatically and track prospect and customer interactions with your marketing content. CRMs also help you send out personalized communications within each of those activities.
These are just some of a CRM’s features and benefits. If you’re ready to learn more, check out these CRMs that work especially well for accounting firms.
36% of accounting firms said their biggest concern was acquiring and retaining new clients.—Accounting Today