Looking at ways to better meet the needs of your clients is critical for accountants. Using customer relationship management software (CRM) is an excellent way to serve your clients by keeping them happy and engaged. CRM software is also simple to use, allowing accountants to work much more efficiently without constantly dealing with technical issues.
Most companies are missing out on the advantages of leveraging AI in their CRM systems. Many times AI can surface data or actionable insights that would typically be missed causing downstream impacts on critical business decisions. This article highlights the needs for infusing AI into your CRM systems.
One of the keys to success as a business is building a lasting relationship with each customer. Managing customer relations used to be a time-consuming process that resulted in a lot of missed opportunities. However, the latest advances in technology have made it much easier to work with clients. Customer relationship management (CRM) tools continue to grow in popularity with the help of cloud computing.