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CRM Software for Iimproved Contact with Customer and Prospects
Our CPA firm is looking into moving to CRM software. There appear to be many choices offering similar but different applications. We have looked as a firm in how we plan on using the software so we have some of that figured out.
My internet research leads me to conclude there are few firms small/mid size firms who use is and yet the larger firms - top 50 and above seem to have mastered it?
You suggestions and recommendations are appreciated.
My internet research leads me to conclude there are few firms small/mid size firms who use is and yet the larger firms - top 50 and above seem to have mastered it?
You suggestions and recommendations are appreciated.
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1 Comment
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Comment by Rob McKilliam on August 17, 2009 at 6:19pm - My research suggests that (Australian) accountants need to first decide what "contact with customers" actually means and why they would want to do it. Once they've worked that out then they can decide what tools they might use to help them (if any).
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