6 Reasons to Integrate CRM & ERP Type: #Accounting#Blog#Newsroom Account management is a classic example of this. A partner might own a client relationship, worked with the client for years and have a sound understanding of their business. Nothing can replace that rapport. But what if the...
Customer Spotlight: soak.com Type: #Accounting#Blog#Marketing In this month’s ‘Customer in the spotlight’ we look at how accountants and business advisers Shaw Gibbs began using Workbooks to gain intelligence on marketing and business development activity, and are now adding...
Customer in the spotlight: French Duncan Type: #Accounting#Blog In this month\'s \'Customer in the spotlight\', we discover how CRM helps chartered accountancy firm French Duncan to save valuable admin time and positions the business strongly for future success. With 200 staff and 15...
CRM for Accountancy Type: #Accounting#Blog#Newsroom EVOLVE OR BE LEFT BEHIND The accountancy landscape is undergoing dramatic changes. Downwards price pressures and commoditisation of compliance services, digital transformation, increased competition and clients\' changing...
