Maintain Strong Relationships with the Help of a CRMMarch 12, 2018
We spend a lot of time talking about ABLE, but we’re not the only ones! Accounting Today recently featured ABLE in an article titled “Keeping Client Relationships Healthy with CRM.” The article focuses on CRMs as tools for strengthening relationships. Six CRM vendors were surveyed for the article, including ABLE’s CEO, Jeff Pawlow.
Who is Accounting Today?
Accounting Today boasts an audience of over 325,000 professionals in all areas of the accounting industry. Many consider the publication the best information resource currently available for public accountants. Accounting Today offers its readers analysis, breaking news, opinion pieces, expert advice, and practical business-building ideas. It consistently focuses on the most important concerns of the accounting industry.
Accounting Today previously featured ABLE as the Best Business Development Tool of 2017.
How does ABLE help strengthen relationships?
Maintain Current Relationships
ABLE offers a number of tools for helping users maintain good relationships with all of their contacts.
- ABLE’s Deals Pipeline is a dashboard that provides its users with real-time metrics for quickly gauging the status of each relationship.
- ABLE’s Content Library contains a variety of relevant articles and allows users to share them seamlessly with contacts. This assists ABLE users in positioning themselves as thought leaders in their field.
- ABLE’s CRoPs Tiles denote each of a user’s most important contacts. They help users to maintain focus on their key relationships.
“Our product caters to individuals who find the bulk of their revenue is produced by a handful of clients,” explains Pawlow. “The Pareto Principle suggests that 20 percent of your top clients generate up to 80 percent of your business. By focusing efforts on those relationships, you position your firm to do more business with those clients.”
Obtain New Business
ABLE’s open system promotes accountability among team members. You can easily keep up with the health of your teammates’ CRoPs Tiles. Additionally, any notes attached to a particular contact are visible to every ABLE user within your firm. “Something as simple as looking at a prospect’s history in your database and seeing that they have a relationship with a colleague can help create new business,” explains Pawlow.
We regularly perform comparisons between ABLE and other CRMs in order to give you a picture of how they stack up. Check out our “How ABLE Measures Up” series, or take a look at our full CRM comparison!
Would you like to learn more about ABLE, the CRM for accountants? Request a no-obligations demo today to learn more about how this client relationship management system can help you strengthen your relationships!