CRM: ‘The future of accountancy’, says 2020
Customer relationship management is the latest technology to promise a competitive edge for ambitious practitioners, according to the practice development experts at The 2020 Group.
Consultants from 2020 including Gordon Gilchrist, Chris Frederiksen and Kevin Salter have developed a reputation as enthusiastic early adopters of practice technology. Having championed the paperless practice in the past, they continue to look for tools that will help accountants complete their work “faster, better, cheaper”.
As delegates at 2020’s spring conference in Coventry on Thursday 6 March heard, CRM is the logical next step.
Gilchrist led the charge in a three-way presentation with 2020 managing director Ian Franklin and Damien Greathead, representing the group’s US wing.
“If you’re increasing your number of clients, you’re going to need software to manage them. CRM is going to be huge,” predicted Gilchrist.
“If I’ve got 500 clients, it can be a nightmare and I’m going to need technology to help me deliver...