The Future of the Industry: Accounting CRM Software

Learn how accounting CRM software can help you step into the future of the industry.

The future of the accounting industry is all about relationships. We’ve written in the past about the importance of making the key shift from compliance to advisory services. Many firms choose to use accounting CRM software to propel this shift. Today we’re taking a deep dive into what the future of the industry looks like with accounting CRM software.


Barriers to Implementing Accounting CRM Software

Many firms recognize that they need accounting CRM software, but struggle with implementing it. Some of the common barriers include:

  • Choosing the right accounting CRM
  • Getting your team onboard
  • Making the transition successfully and completely


Strategies for Implementing Accounting CRM Software

In order to guide your firm successfully into the advisory area, here are some strategies for accounting CRM implementation:


1. Do Your Research

First off, don’t rush the process. It’s important to take the time to learn about what your options are and to determine which is the best fit for your firm. Consider forming an internal committee made up of team members from a wide variety of departments and levels. Diverse representation from among your firm will help you figure out which system is the best fit.

Here are some helpful resources to get you started:


2. Consider CRM Skills in the Hiring Process

One great way to integrate accounting CRM software into your firm is to make CRM experience a consideration during the hiring process. If you hire people who are already trained in using CRM, your life will be easier. You might even find that they become CRM champions on your team, teaching and inspiring their coworkers to use the software.


3. Give Adequate Training and Incentives

In order to truly get your team to buy in 100%, you need to be committed to onboarding the entirely. Make sure that you offer plenty of trainings. Give them a list of CRM resources (e.g., FAQ, user manual, instructions on reaching out to CRM representatives). You could also consider implementing some sort of incentive program in order to galvanize the transition.


4. Transition Away From Old Systems

This one is hard—you need to require that your team commit to transitioning entirely to the new system. If a handful of team members refuse to switch and instead continue using their old system, you will struggle to achieve success. Consider holding regular meetings that highlight system usage (or lack thereof) in order to incentivize your team to make the switch.


How Accounting CRM Software Helps You Get Ahead

Stepping into the future of the accounting industry is no small feat. You need to be motivated and insistent in guiding your team through the transition. But trust us, it is worth it.

Ready to learn more about how ABLE would look in your firm? Schedule a free, no-obligations demo today.