A program that can help you grow your own practice by automating and controlling business development as well as growing your clients’ businesses is the Results Partner Program. You can see details on this program at: http://www.results-software.com/Partner_Resources/Partners/. This software publisher has a Customer Relationship Management (CRM) product that integrates into Microsoft Outlook, QuickBooks, SmartVault, and Constant Contact. They provide installation services to help you get the product configured properly for your firm.
This product is another great example of a product that you can use in your practice to track engagement opportunities. Clients can use Results CRM to produce quotes, manage sales pipelines and do more extensive business management. The Results CRM product extends your practice management product to properly track business development opportunities, and can be used stand-alone or to extend your client’s QuickBooks installation to improve their customer service and sales capabilities. When a CRM product is used properly, it can improve both top-line and bottom-line dollars.
During 2012 you will see new programs introduced by even more publishers. The programs that will be introduced include products that you should use in your practice, and that you would pay for if they were not available in an accountant’s program. Expect most of these announcements between April 15 and June 30, 2012. Consider and enroll in accountant programs that fit your strategy and needs.