Paperless marketing

As part of the Paperless Practice research project I'm undertaking with Charles Verrier, we're looking for first-hand evidence of the ways that practices have adapted paperless systems for their marketing activities. This goes beyond the "whole client view" that underpins many document/client relationship management (CRM) systems and should address what firms are actually doing with the data they collect. Any Answers to the following questions would be extremely hepful:

  • Does your system allow you to capture information on prospects at an early stage - and do you try to link document management functions into a CRM environment?
  • Does your firm analyse or "mine" the data you collect on clients to segement them or address different interest groups among them?
  • In what other ways does your document management system underpin your marketing efforts? Does it provide you with a platform for targeting and delivering messages to them?
  • Have I missed any other important marketing aspects of papless operation?
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Group: Document management discussion group
Advice and ideas about putting paperless processes to work within accountancy practices