The Key to E-Mail Marketing for Small Organizations

One of the ways successful firms are continuing to grow during the current economic downturn is by finding new and existing clients with targeted, personalized service. Large firms have used customer relationship management (CRM) and contact management...


While many accountants are tempted to simply e-mail a PDF of a printed newsletter to clients, this approach can give younger clients a poor impression of your firm. Given the value the tax and accounting profession places on maintaining the proper image, the information available on who is opening a message and viewing links, the complexities of creating a message that can be read across multiple platforms, and the risks of not complying with relevant laws and regulations, this is not something you will want to do internally. Firms should increase the effectiveness of campaigns and decrease the risks of not complying with relevant laws and regulations by using a comprehensive e-Marketing service such as Sage ACT! e-Marketing for Peachtree for their bulk e-mail communications.