The Need for Integrated CRM: Part 2 – Boosting Personal Productivity

By integrating offline systems (accounts production, tax compliance and practice management software) into an online CRM system, everyone can have access via the Cloud – whether they’re in the office, working remotely or on the go using a mobile App.  

Integrated CRM is a place where all team members can quickly and easily find information, which avoids time slippage. Research from organisations like McKinsey and International Data Corporation put time spent searching for and gathering information at 1.8 to 2.5 hours per day for professionals.  

Integrated CRM increases personal productivity by:  

Enabling a 360-degree client view 

Erradicating laborious manual data mining & report building 

Connecting all sources of client information 

Systemising mundane manual processes 

Implementing a consistent structured team methodology  

Integrated CRM may not solve the whole problem, but it has significant value.  

In addition, a cluttered inbox is not an effective way of keeping track of important tasks. With Integrated CRM, tasks in a priority list give visibility across the firm, and automatic reminders help everyone stay focused. As a result, important actions are never missed. 

For further information please download our Accounting CPA White Paper – The Integrated Practice