By David Holland

December 2, 2016


Better Client Relationships for Your Accounting Firm through Automation

Truth be told, while “automation” sounds so mechanical, unfriendly and a tad robotic, that is not what it is all about. It can actually do wonders to building relationships with customers, keeping track of relationship progresses and maintaining good relationship status quo with them even after services or sales.

You know that your clients are the lifeline of your accounting business and to retain them, you should be able to provide outstanding, timely overall customer experience when it comes to managing relationships and communications. Businesses like yours expect continued growth on operations, marketing and daily routines, not to mention all those numbers you and your team have to crunch down every day. Growth, gradual or sudden, may overwhelm your company.

For the past years, cloud-based automation and CRM tools are proven to increase efficiency and productivity as well as help build better relationships among customers. How do technologies like Infusionsoft became the cornerstone of many accounting firms on better customer relationships and retaining good reputation in their accounting business?

It simply is, because it works.

Without a doubt, customer loyalty and repeat business brings better return on investment. Between those raging number of clients, all those spreadsheets and paperwork and those repetitive tasks, how can your team maintain or improve loyalty and repeat business without having to spend enormous time and energy? CRM and automation then comes to play their parts.

Nurtured and continued communication are very important on building better relationships both for fresh leads and existing clients. Automation helps you do that with automated but personalized, targeted messages, follow ups and updates. Basically, you are building positive consumer relationship and connection since the cloud-based tool executes response triggered by client behaviors and actions.

Infusionsoft lets you create behavior-triggered responses, automated thank you replies, keep track of referrals and so much more. Customer engagement is done almost instantly so you are actually engaging with the audience the soonest time possible.

With automation and Customer Relationship Management tools like Infusionsoft and through its simplistic dashboard, you are able to analyze customers and clients likes and dislikes, spending patterns, buying habits and other useful data that can help you create a better picture of their needs. An in-depth knowledge of how your customers behave does not only increases profitability but also allows you to build better relationships. By knowing their wants, needs, likes and dislikes, your accounting firm is able to tailor services that match according to their preferences.

Automation helps you create a better strategy and manage expectation by giving you a 360 degree view of your business including campaign overviews, customer responses and even team progress. Although technologies like Infusionsoft works to automate redundant tasks, it is also effective for building personalized and customized campaigns. Email marketing, for instance, is more effective when done through automation.

Because you are able to get into your customers head, it is easier to create relevant content that actually resonates with them. With this, you are able to craft messages that have the emotional and rational connection necessary to building better email campaigns. These targeted messages are more effective than blindly sending out messages to just anyone from anywhere.

Automation with the use of technology like Infusionsoft lets you create multiple levels of automated lead nurturing strategies so messages are actually given to the right person at the right time. Communication is aligned to the buyer’s journey. An example scenario would be from the moment a prospect signs up to your lead magnet an automated personalized thank you response is sent directly to their email. Or, at the end of the buying cycle, and an automated thank you message is sent after they purchase the product.

What is more, automation technologies like Infusionsoft is only at a fraction of a cost compared to using different technologies for various accounting tasks. With Infusionsoft, you are not only building better customer relationships. Your books, spreadsheets, team progress, paperwork and daily routines are centralized under one powerful yet simplistic system.

About the author

Nice bloke with practical ideas. Former Procter & Gamble, Kraft and IBM sales and marketing executive. Became a business owner 20 years ago. Started multiple businesses including EXELA which is the most successful Keap® & Infusionsoft™ reseller in the EMEA region.

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