Monday, July 19th, 2021

Considering A CRM For Your Firm?

“Failure isn’t fatal, but failure to change might be.” – John Wooden

When I worked at a CPA firm, I was always proud of the fact that the firm was on the leading edge when it came to new ideas, processes, and software tools. We were paperless very early on but waited several years for a Document Management System that actually fit the CPA profession.

One technology tool we never purchased and one that I hesitate to recommend for CPA firms is a CRM (Client Relationship Management). Data is only as good as what is fed into the system. I knew that our partners would simply not expend the extra effort to record important client information and conversations into the system. The old slogan applied: Garbage in, garbage out.

That is why I enjoyed a recent article by Gene Marks (the famous guy you see on TV) who is a CPA. The title: On CRM: The Best CRM For An Accounting Firm Is Probably No CRM.

He explains particular things that apply to accountants that make them poor candidates for a CRM. His company has even tried and failed to implement CRMs in a dozen firms.

Be sure to read his article. I am sure the reasons for CRM failure will sound very familiar to you!

  • "The only real mistake is the one from which we learn nothing."
  • Henry Ford

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