CRM Implementation for Accounting Professionals

So your accounting firm has decided to implement a CRM with accounting features. Many CPAs and accounting professionals roll their eyes at the thought. “Why do we need another system? Isn’t this just going to be busy work for me? Is this really the best use of my non-billable time?”

We understand. Getting used to a new system is frustrating, especially when you feel like your current method is working just fine. We’ve already spent a lot of time on this blog talking about the various ways that a CRM with accounting features can make your life easier. In case you’d like a quick refresher, though, check out these articles:

Today we’re going to take a look at how the implementation process for a CRM with accounting features makes the process as painless as possible for accounting professionals. You’ll see that a little bit of dedication and intentionality at the beginning result in a big payoff.


Implementing a CRM with Accounting Professionals

Are you committed to achieving an optimal implementation and setting yourself on the road to success? If you put in some hard work and attention at the beginning, using a CRM will quickly become second nature to you. Here are the items that a CRM implementation might involve.


Database Setup

The first step in implementing a new CRM is getting your firm’s database input into the system. Your firm’s administrator and the CRM professionals will be responsible for most of this. However, you and your colleagues can expect to fill out at least one form listing key contacts.


Training Webinars

Next, in order to get your team up and running, you will need to attend one or more training sessions. These will probably occur virtually. It’s important that you pay attention during these sessions in order to get the most out of them. Be sure to ask any questions you have—this is the fastest way to get the answers you need.


Facilitated Meetings

After you complete your training sessions, you’ll have some time to get used to using the CRM. Down the road, your implementation team might want to host a facilitated meeting. Meetings facilitated by a CRM professional are a great tool for demonstrating best practices for accounting CRM usage. Be sure to pay close attention to any pre-meeting instructions. Come to the meeting prepared to learn, engage, and participate.


Implementation Team

The CRM professionals responsible for facilitating your firm’s implementation are an important resource for you. Even beyond the training webinars and facilitated meetings, they are available to help. When you encounter an issue, don’t hesitate to reach out to them via email or LiveChat. Get your questions answered sooner rather than later—that’s the fastest way to become a CRM expert!


Additional Resources

Lastly, if you prefer help in the form of text or video, there are likely resources for that too. Ask your implementation team to give you access to what’s available. The best CRMs offer helpful tutorial videos, a user manual, and a FAQ to help you learn the system.


ABLE is the Best CRM with Accounting Professionals in Mind

It’s 2019. If your firm isn’t already seeking ways to pivot your practice from compliance to advisory, then you certainly need to get started. ABLE was built by CPAs and for CPAs. It is the tool your firm needs to survive disruption in the accounting industry and remain successful. To learn more, schedule your free demo today!