Why Choose CRM for Accounting?

//Why Choose CRM for Accounting?

Why Choose CRM for Accounting?

We can romantically make everything we want, but the business world creates two simple things: customers and profits. It will always exist and how it will be preserved in the future. Fortunately, today’s digital age provides us with a technology that can achieve these goals.

Gartner Research predicts that in 2013, CRM will expand its market to approximately $36 billion worldwide. Today, it is synonymous with success. But do you know that cutting-edge solutions go beyond customer-oriented tools?

Whether you are an enterprising business owner or an independent accountant with your own clients, CRM can satisfy your customers and make your books more sophisticated. How is this going?

  1. What is CRM?

CRM is also used to describe weak “customer relationship management,” but to optimize all aspects of the business around customer support sales, marketing, and software technologies. Their main purpose is to provide a central location for managing different customer interactions, but not only modern CRM systems.

  1. Why do I need an accountant?

In the case of manual, accurate bookkeeping takes time and effort. Like other management tasks, it is tedious, repetitive and error prone. Import data entry, cost information classification and payment of goods and services, and cannot be processed very quickly in the game, regardless of whether the payment confirmation matches or the purpose of sending the invoice is to accurately find out if there is no automated bank.

However, if you have a specially created accounting software system to simplify this task, why use CRM? If someone suggests that you consider this solution, it may be for one of the following reasons:

  • Your customer base has expanded significantly and your contact list needs to be cleaner and more efficient.
  • Start tracking customer and billing information.
  • We want to automate accounting, improve customer relationships and increase sales. This is basically the three pillars of a successful business.
  1. How to improve accounting through core CRM functions?

CRM is built around a customer contact list that uses this data to improve your business through marketing, sales channel management and customer support. However, the accounting portion of the business promotes customer satisfaction in a less obvious way.

These aspects are inseparable from CRM’s convenience and powerful all-in-one solution for those who want to manage it from a centralized management platform rather than keeping it switched between multiple applications.

1) Customer Management

Perform sales operations and customer groups and maintenance, even if the head of the trial is used in all departments, including accounting using CRM, or can be used to meet other companies in bookkeeping systems and management needs accountancy firm growth.

  • Interaction management

CRM is critical when managing CRM. In addition to storing customer data, the software provides analysis and reporting tools. Customers can track all interactions with the company and take immediate action if necessary. Add notes, assign tasks, schedule meetings, email or phone clients.

  • Marketing and prospects

CRM does not currently involve interaction with customers. It will help you promote your business. Users can use a convenient targeting and forecasting tool to identify potential customers, include them in an email marketing list, and then schedule automatic delivery campaigns.

  • Reports and sales channels

This feature can target the original sales team, but it can help accountants complete their work. The sales channel provides important insights into ongoing transactions, as well as a numerical table.

  • CRM dashboard

Like the sales channel, the CRM dashboard allows salespeople to remain at the top of the account at a glance. When customers use it to track performance, accountants can access the dashboard to determine the number of customers that have not yet been charged.

  • Open channel

Separating the best CRM solution from a regular CRM solution is an open channel capability. Accountants are primarily developed for customer support and can use this feature to build and maintain long-term customer relationships. Open Channel CRM is a social network, instant messaging, e-mail and call center communication channels such as communication centralization allows account representatives, as well as accountants to contact customers anytime, anywhere.

  • External access by the client

It is also important that CRM provides sufficient storage to store all accounting documents, but customers have limited access to external users. You can then access your billing information without having to call or email.

2) Workflow optimization

Other features not specifically for bookkeeping but still available to bookkeeping administrators include group calendars, team dashboards, task managers, and time trackers. Organizational tools that streamline operations and improve performance can help accountants do their jobs more efficiently, saving investment time, money and effort. By organizing calendars and to-do lists, bookkeeping administrators can actually book without distraction.

  • Task Manager and Planning Tools

Simply attach the activity to the selected transaction, contact or customer and enter a list of completed, ongoing, and unexecuted items. Task managers and scheduling tools vary by CRM, but they are always easy to use. Provide accountants with the transparency and visualization they need to make long-term work more efficient.

  • Reminders and reminders

The CRM dashboard provides an overview of the entire sales channel, but alerts and alerts help accountants stay in sync with individual transactions and accounts. If your invoice has not been shipped, this feature will send the notification directly to your inbox.

  • Collaboration and instant messaging

The accountant’s job can claim to have the greatest responsibility, but it still does not represent the correct answer. This is why bookkeeping is very important when it comes to aligning sales and marketing, so CRM collaboration capabilities such as instant messaging are very important. It enables real-time communication between teams and departments required by all busy employees.

  1. CRM for automatic accounting

Of course, if there is no function developed specifically for accounting, there is little point in implementing CRM for accounting purposes. But wait, that’s it! CRM provides a convenient tool for revenue and expense management, enabling you to track cash flow on the same platform used to handle sales and marketing.

  • Customer bill

If you have a business that is used to maintain customer records, VAT ID, tax ID, routing number, and payment details such as bank address and bank account information, manage the same software registration, you can easily send your final quote transaction, Customer quotes are converted to invoices. This possibility allows you to maintain a relaxed and enjoyable business relationship with your company without having to organize your books.

  • Regular invoice

Companies that send bills to customers on a weekly or monthly basis cannot miss duplicate bills. With the right CRM, you receive an email each time you send it and email it every Monday or every month. A small but important addition to the customer relationship management system. This is because you can pay on time without exception.

  • Applications and integration

CRM can handle many accounting tasks on its own, but it’s best to have software that can be easily integrated with other useful systems. Even if you already have accounting tools and payment systems to use, you have to integrate with the CRM customer records to more possibilities and performance. Find solutions that integrate seamlessly with Sage One, Xero or FreshBooks. This is because these accounting tools are considered to be the best on the market today.

Finally, all aspects of the business are customer-oriented, and accounting is no exception. As an all-in-one solution to ensure the efficiency of your bookkeeping administrators and customers, CRM is definitely worth exploring.

Bitrix24 is a free accounting CRM. The free version also provides unlimited customer records, quotes, invoices, tasks, document planning and time tracking through the AWS data center that is compliant with the PCI standard.


By | 2019-01-31T16:52:30+04:00 March 17th, 2019|Categories: Bitrix24|0 Comments

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