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Helping your clients deal with the coronavirus crisis

27th Mar 2020
Brought to you by
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Accountants will play a key role in helping business clients through the ongoing coronavirus crisis. So there’s never been a more important time to stay in touch with your clients. 

Sending out emergency update emails to clients is one way you can help. During these stressful and worrying times, pointing clients to the right government resources will be extremely valuable. And if you can add your own insights into their cashflow issues, and how to access the available government funding, that will give real assurance to your clients. 

With a flexible client relationship management (CRM) system in place, you can stay in control of your communications – and do your utmost to support your clients through this emergency.

Helping to reduce clients worries

69% of UK SMEs have reported significant pressures on their cashflow because of the impact of the coronavirus, according to latest insights from business lender MarketFinance.

With so many businesses in the retail, hospitality, entertainment, sports and events sectors suddenly facing a complete drop in revenue, cashflow advice will be a hugely beneficial service for many of your business clients. If you can share useful insights on cashflow management, cost reduction and access to finance, this will be invaluable to them.

It’s a worrying time, and by staying in touch online your firm can be a lifeline for many concerned and stressed business owners, MDs and entrepreneurs. 

Running emergency campaigns from your CRM system

Customer relationship management (CRM) is a vital element of practice management for any accounting firm – especially during an emergency.

A modern, cloud-based CRM system, like Capsule CRM, gives you the control you need over your client data and emergency communication strategy. When linked to an email client, such as MailChimp, Mad Mimi or MPZ Mail, you have an all-in-one system for swiftly getting the latest information out to the most at-risk clients.

Using an integrated CRM and email platform, you can:

  • Draft an emergency email update – link to all the most current government resources, and include your own insights into cashflow issues and accessing finance.
  • Build a targeted audience – use filter options to create a highly targeted emergency update, focused on specific industries, sectors or business types.
  • Easily send out your update – with a few clicks, you can instantly communicate all this helpful information directly with the clients who most need it.
  • Track your comms – your CRM data will show you which clients have been sent an update and the status of any follow-ups. You can also log any urgent requests for further assistance or online video meetings.

A helping hand from Capsule

Capsule CRM gives you complete control over your crisis communications during these troubling times. And we’re keen to do our bit to help our accountant customers look after their clients. 

You can sign up for Capsule free for 30 days, giving you a professional CRM platform to help you deliver communications and stay in touch with clients.

If you need more information on the impact of the coronavirus crisis, AccountingWEB has a host of updates and resources on their dedicated coronavirus pages