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Delivering on the Promise of helping CPA firms leverage the power of Client Relationship Management (CRM)

When it comes to tracking communications activity with clients, prospects, vendors and colleagues, traditional tools have included email, voicemail, correspondence and notes. Then there’s CRM. CRM turbo-charges this vital function, providing a central location to track this valuable data like never before.

CRM connects marketing to sales, which fosters a firm-wide culture of business development, and it gives your firm’s professionals powerful intelligence about clients and prospects alike. Many CRM systems offer sophisticated functionality that enable integration with billing systems, practice management and other operational applications. Chances are excellent that your competitors already utilize CRM to track their contacts and leads and drive new business. You should, too.

So which system is right for you? What features can help maximize your CRM, and which ones can bog it down? Skoda Minotti’s Strategic Marketing group includes CRM experts with a diverse array of talents, skills and backgrounds—yet each of us is immersed in CRM every day. We train CPA firms every day on CRM, helping their staffs understand it, use it and integrate it into their firm cultures.

As a CPA and business advisory firm, we understand the specialized needs of CPA firms, and we’ve tailored our CRM training and consulting practice to meet those needs. Leverage our expertise, and you’ll be utilizing CRM in no time to help track contact communication and generate more business than ever before.


BONUS: HubSpot Integrates Marketing Automation, Too

Looking to take your CPA firm’s online marketing to the next level? Skoda Minotti Strategic Marketing Services is a HubSpot Certified Partner Agency – let us show you how the most complete inbound marketing software can meet all of your online marketing needs in one place.

With HubSpot, you can:

  • Create blog posts to attract visitors through search and landing pages to turn visitors into leads
  • Optimize your efforts for a list of targeted search keywords and ensure optimization of existing webpages
  • Promote your content via email blasts and social media posts
  • Convert visitors to your site into leads with advanced website tracking that allows you to identify the companies visiting your website
  • Track how each of your leads arrived at your site and calculate an ROI for each online marketing tactic that you employ

Skoda Minotti strategic Marketing is a HubSpot Certified Agency. We'd love to help implement HubSpot CRM and/or marketing automation for your firm. Please leave us a message below.

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