Accounting

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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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18 Jun: Case Study: How to Streamline Data Quality Management in CRM, Eliminate Time-Consuming Manual Data Entry

 

The success of Atlanta-based firm Frazier & Deeter is a case study in the art of the possible when it comes to the power of using artificial intelligence and data automation to streamline data quality management and revenue-generating activities. Read on to learn more.

Frazier & Deeter Seek to Automate Marketing Data Administration

When Frazier & Deeter first turned to Introhive’s relationship intelligence and data automation platform, they were looking for help easing manual marketing processes. Thanks to the platform, the firm not only succeeded in that endeavor but also revealed growth-driving relationship insights.

In fact, the Introhive…

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04 Jun: Case Study: How to Automate Revenue-Driving Activities, Increase CRM ROI

Like many organizations today, accounting firm Kaufman Rossin wanted to further enhance client experience management across their accounting, tax and consulting service practices by increasing adoption of their customer relationship management (CRM) system. And, at the same time, they didn’t want to add administrative workload to their professionals’ full schedules.

To boost adoption without overburdening their teams, Kaufman Rossin turned to Introhive’s relationship intelligence and data automation platform. But what they ultimately discovered was much more.

Indeed, the platform enabled the firm to:

Increase CRM adoption Visualize client engagement and growth trends Automate intelligent lead generation for business…

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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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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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09 Jan: Andy Dufresne’s Guide to Business Development for Accountants

It isn’t often that you can receive valuable business advice from Hollywood, let alone from an alleged murderer. But Andy Dufresne from “The Shawshank Redemption” can offer plenty of business development tips for any accountant or financial services firm.

If you aren’t familiar with the film, “The Shawshank Redemption” follows Andy Dufresne, a successful banker who is found guilty for murdering his wife and her lover, despite his insistent claims of innocence. As a result, he is sentenced to life in prison at Shawshank State Penitentiary and is forced to adapt to life behind bars.

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21 Dec: 4 Ways You Can Future-Proof Your Accounting Firm

Finance is approaching a transformation. A quick google search on Bitcoin or blockchain should prove that fact. But while Bitcoin and blockchain are making waves at banks, clearing houses, and other massive financial institutions at large, nothing has really changed… yet.

Lurking around the corner is a shift that will change how we send and receive transactions, or at least that’s what we’re led to think will be happening down the road. And while that may be true, there are other technological advances brewing, including increased accessibility to finances, increased portability, and growing data protections.

To ensure that your accounting…

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26 Oct: The State of CRM at Accounting Firms Report Highlights Low CRM Adoption

It’s no secret that the key to ensuring ongoing loyalty and driving new business is strategically managing client relationships. Knowing this, it would seem almost second-nature for accounting firms to prioritize tools and methods that help them track and leverage their key relationships. Yet a market-wide study of over 800 accounting firms in the U.S. conducted by The Ackert Advisory found much room for improvement.

Accounting Firms Are Underutilizing CRM

Sixty-two percent of accounting firms use a customer relationship management (CRM) system, which means a full 38% do not. Of those using CRM, less than 5% use it regularly (every…

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03 Oct: 10 Must-Attend Professional Services Marketing Tech Conferences

Conferences offer a terrific opportunity to get up to speed on industry changes, trends and innovations while networking and exchanging ideas and advice with peers.

Plan to attend the most relevant of these nine conferences covering marketing, business development, and technology so you can help your firm confidently prepare for the future.

 

MarTech Boston
Oct 2-4, 2017
Boston, MA

Part of an international conference series, this three-day event is for senior-level, hybrid professionals who are both marketing- and tech-savvy. Attend to understand all the marketing technologies available and how your firm can effectively integrate them into its…