Customer Relationship Management

The nature of a CRM system is to provide a central location to keep track of all communications activity with a customer, client or prospect, or anyone you do business with.

Zoho is a great solution for organizations that are serious about establishing a comprehensive process for tracking and managing all contact / client communications. The scope of features available with Zoho exceeds the needs of most organizations. Ideall

Results CRM can fit very well in virtually any small business or accounting practice. If your organization uses QuickBooks, the integration is very deep and can really enhance your ability to maintain a good grip on all of your client or customer activity

Office Tools Pro (OTP) is not just a CRM system; it is also a practice management, workflow and client portal solution. The nature of the OTP offering makes it a real good fit for firms ranging from sole practitioners to 50 user sites. OTP offers a ...

Office 365 is a good fit for virtually any accounting or tax practice, regardless of size. Even if you already have a comprehensive practice management system, you will probably want to have this application in place. Most of our readers already ...

iFirm is actually a cloud-based practice management system for small firms. So it goes well beyond the typical scope of CRM. iFirm is a project / engagement centric application that can be used to manage a client engagement from beginning to end. iFirm fi

Exceed your customer’s expectations by viewing their entire account history in Results CRM - what was ordered, what was promised, the status of every project and what products or services still need to be delivered!

Whether you’re working in your office or on the go, you get a familiar, top-of-the-line set of productivity tools. Office applications —always the latest versions—let you create, edit, and share from your PC/Mac or your iOS, Android, or Windows device wit

Zoho CRM gives you a 360-degree view of your complete sales cycle and pipeline. Identify trends, spot opportunities, increase efficiency and reduce costs with the right answers, right now.

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 systems for years to manage sales activities, track correspondence, and log contact with current and prospective customers, but these systems are frequently not used by small firms that don’t have dedicated marketing departments.

Marketing is all about making a name for your business, and making a name requires telling a great story. You may have the most progressive and unique firm in the world, but that won’t do you a bit of good if you don’t know how to convey that to prospects and clients.

Giving you practical, leading-edge technical guidance is one of the key reasons for this column’s existence. As you have noted from other columns and features in this issue, there are several topics that affect document and accounting access: Document Management products, SaaS Small Business Accounting products, Small Business Specialty products, and Workflow, which is one […]

Is this the year of the Tablet? Has the mobile Internet finally arrived? What business purposes are served by using mobile Internet devices, and how can they help us serve clients better? Whether you are working with products from Apple, Motorola, BlackBerry, HTC, Samsung or a myriad of other providers, access to the Internet, and applications or “Apps” drive the mobile world.

Is the introduction of the Apple iPad and other tablet devices the dawning of a new revolution in information technology, or a more subtle evolution? They may not be as disruptive as all of the political revolutions going on around the world today, but tablets are poised to have a significant impact on the flow […]

The larger an organization gets, the harder it is to separate the truly important information from the routine and mundane details that seem to consume our daily lives. Too often, the most important information is obscured by the volume of transactions flowing through our business management systems. Although tools like alerts and reports can show […]

Those of you who are “chronologically challenged,” as am I, will remember the bad old days of pink “While U Were Out” slips, Franklin Planners and multiple phone calls through secretary-controlled switchboards. Fortunately, we now have Outlook, smartphones and direct inward dial telephone systems … and that’s just the beginning! Today’s modern practitioner is making […]