Client Relationship Management (CRM) software is now considered a cornerstone of a modern practice. Relate has developed DRIVE CRM specifically for accountants in practice. DRIVE CRM significantly improves the way your firm handles the client management process. Accountants have a confidential and fiduciary relationship with their clients and it is vital that a system is put in place for recording contact with clients, should any difficulty arise in matters of tax or other compliance areas. A good communications recording system will improve client service enormously, as well as help prevent client loss and improve client loyalty.
Easy to navigate and use. Users can click to see clients by entity type, industry category, location, status, partner or grouping. Data is automatically and quickly available through drilldown. Click to see all associated contacts linked to clients and for billing. CRM allows you to track prospective clients as well as upload a list of local businesses for marketing purposes. CRM also allows you to keep a central list of all general contacts for the practice such as banks, solicitors, advisers and tax authorities.
Firms need to harness and reuse information held within their client list. Historically, accountancy firms have been reluctant and unsure about marketing their services to potential clients. DRIVE CRM allows firms to upload prospective lists into the system for marketing purposes as well as cross-selling to existing clients. Send template-driven letters or emails easily and speedily. All communications sent will be recorded under the communications history for each prospect.
DRIVE CRM reduces and reuses information generated by the practice. 94% of all paper in a practice is printed by the practice itself. DRIVE CRM provides a centralised solution to capture all your client interactions electronically at source thereby reducing the need to print and store information in a paper- based client file. Within weeks of using DRIVE CRM the client communication file will become electronic.
Integrated scanning and indexing is an essential part of any CRM system. Firms with a good CRM solution will automatically reduce the amount of paper for scanning as they will not generate it in the first place. Scan incoming post and forward electronically to each staff member’s inbox as well as tackle your paper-based filing system.
