Without the right systems and processes in place, client onboarding can be challenging and time consuming for accountancy firms. Recently
How Accountancy Firms Can Perfect The Client Onboarding Experience Read More »
Client onboarding is an essential part of establishing an effective relationship with your client and is often the first impression
Accountants – How Well Do You Use Technology to Onboard New Clients? Read More »
iCHASER from FibreCRM is set to revolutionise practice management for hundreds of firms by helping accountants to save time through
FibreCRM a leading provider of client onboarding and relationship management for the accounting industry, based in Falmouth, has secured a
FibreCRM set for growth thanks to new investment Read More »
Integrated CRM encourages collaboration by bringing people from different departments and offices together. It also empowers effective decision making, with
The Need for Integrated CRM: Part 8 – Visibility for Management Read More »
A firm’s finance team may want to know details on clients and forecasted new business so that they can make
The Need for Integrated CRM: Part 7 – Seamless Financial Function Read More »
It is accepted that it is six to seven times more expensive to win a new client than to retain
The Need for Integrated CRM: Part 6 – Enhancing Proactive Operations Read More »
CRM is the natural place for onboarding clients because it is the one place that houses both clients and prospective
The Need for Integrated CRM: Part 5 – Smoother Onboarding of Clients Read More »
Integrated CRM supports business development activities so that more revenue is achieved. Two common drivers of business development for accountants
The Need for Integrated CRM: Part 4 – Improved Business Development Read More »
With Integrated CRM, email marketing applications can be connected directly to the core database, without the need to keep multiple
The Need for Integrated CRM: Part 3 – More Proactive Marketing Read More »
