By definition, accounting firms are in the relationship business. As accounting marketers, it seems inevitable that we'll be part of a CRM implementation at some point in our careers.
Whether you're in the investigation stage, just finished implementation, or are busy analyzing your CRM ROI, it is time to go beyond the mailing list. We asked five fellow accounting marketers to discuss their experiences planning, implementing and running CRM programs.
Every issue, we share five (or so) links to great ideas or interesting articles we've found since the prior issue. The only thing they have in common? They're worth clicking.
>> Plenty of data, but very little business intelligence. Here are three big reasons why your CRM won't deliver the value you expect.
>> What clients want in tough times.A survey by CPA Trendlines, shows how the recession is reshaping what clients want from firms.
>> Is your website working? Rate your website with HubSpot's website grader - providing ideas for increased traffic and improved SEO.
If you see any interesting links, please email them to AAM Headquarters so we can consider them for a future FAST>>FIVE.
Just Add Water: Top 10 Factors to Consider When Choosing a CRM
Jaimi Czamezki, Henry & Horne, LLP
You find that it's time to dive into the world of CRM, but you are not sure where to get started when looking for the right CRM system. Here are the top ten factors to consider when you choose the right CRM system for your firm.
Betsy Fleming Gray, Marketing & Business Development Director
Rodefer Moss & Co, PLLC
Knoxville, Tennessee
This month in our Member Voice we introduce Betsy Fleming Gray, Marketing & Business Development Director with Rodefer Moss & Co, PLLC. Betsy has been in accounting marketing for more than seven years and if not for accounting marketing she would travel for a living. Learn more about Betsy and what she considers her biggest benefits that she gets from her AAM Membership.
>> Read more about Betsy in this month's Member Voice.
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