Timothy Keith, Director | Introhive

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25 Jun: How to Topple Accounting’s Top 3 Barriers to CRM Success

CRM software is now the biggest software market in the world and for good reason. CRM success can pay out huge dividends.

Increased tech stack adoption, more targeted marketing, strengthened client and prospect ties, increased cross-selling and even revenue growth are all some of the potential payouts.

But, as I recently shared with Accounting Today, three common challenges stand between many firms and their CRM success stories.

Read on to find out how your firm can use new, integrative technology to overcome these barriers and reach CRM nirvana.

1. Accounting is a reactive industry

Core services lines (like…

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26 Mar: 3 Reasons Relationships Still Matter in the Digital Age

It’s hard to ignore technology’s growing presence and impact in the office, especially if you work in the professional services industry. Accounting, law and consulting firms are anticipating major technical, behavioral and cultural shifts in the next few years thanks to technology. How will these shifts benefit—or hinder—business relationship management efforts at your firm?

For one, software and automation technologies are reducing time spent on mundane tasks that have plagued accounting, law and consulting firms for decades. Just take a look around your office. How many professionals do you see stuffing envelopes with invoices, or entering data into spreadsheets?

By…

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01 Feb: How to Differentiate Your Accounting Firm: 4 Steps You Can’t Ignore

Today’s accounting market is more crowded and competitive than ever, with more than 1 million accountants and auditors in the United States alone.

Whether you’re competing against one of the “Big Four” or a mid-size accountancy, in this camped field, the odds are good that you’re already competing for prospects against other firms on price, service, or product.

That’s why it’s so important to differentiate your firm and stand out from the crowd. If you want to win new business, it’s time to get creative and specific about what makes you the best accounting firm out there. Here are four…

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04 Oct: The Ultimate Guide to Business Development for Accounting Firms: 19 Tips, Tactics, & Trends

With 72 percent of firms struggling to win new business and a third of clients considering a switch to a competitor, it’s clear that current retention and acquisition strategies aren’t working.

It’s time to develop new strategies for gaining new business and holding onto existing clients.

Read on for advice on how to do just that from business development experts Ramon Ray, Lauren Clemmer, Charlie Burns, and others.

Section Guide:

How to Differentiate Your Accounting Firm How to Retain More Clients Trends Every Accounting Firm Needs to Know

How to Differentiate Your Accounting Firm 1. Build a Brand

The accounting…

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01 Jun: [Infographic] 6 Key Takeaways From the 2018 AAM Summit

The Association for Accounting Marketing (AAM) hosts an annual summit, bringing the industry’s best accounting marketing professionals together to uncover new trends, learn new technologies, and stay up-to-date about what’s happening in the industry. The 2018 AAM summit in Portland, OR was no different, leading to many crucial and helpful discussions centered around marketing for accounting firms.

Covering everything from fresh, innovative marketing ideas to cold prospecting strategies, the 2018 AAM Summit addressed a wide range of topics. To help summarize the summit’s highlights, we attended several sessions and scoured the event’s live tweets to surface the top takeaways. If…

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03 May: Why I Fell in Love With Introhive and You Could, Too

CRM is a touchy subject at the majority of organizations. Looking back at my own work history, nearly every company I’ve worked for has faced the common CRM problems that stop adoption in its tracks. Low user adoption, bad data quality, limited actionable intelligence, and the list goes on. No matter where I’ve been, CRM was looked at as something you have to do, not something you want to do.

If only there were a better way.

Well, Introhive showed me that there is, indeed, a better way during my time as Salesforce Manager at Kaufman Rossin. It’s a big…