A new CRM initiative is often started by the marketing department due to their frustration with the limited access to good quality, targetable data within their accountancy firm. Without a CRM, firms will often send bulk email to everyone in their database whether it’s relevant or not. Or worse, not sending out content when it matters.
In summary, marketeers are more effective when they have easy access to up to date client information that is kept clean and accurate by all stakeholders.
- Event marketing
- Email marketing
- Newsletter distribution
- Targeted partner/principal activities