I picked up on this topic as part of my desktop research in to CRM systems for accountants. I am the founder of a CRM software business called Monii. The goal of Monii is to make business easy, efficient and more intelligent.
Whilst it's early days for us, we have had some really positive feedback about our product. In particular, our users like the speed and simplicity of the software.
We have recently concluded our Evaluation Program with over twenty firms and there has been a strong interest from finance professionals. We are keen to work with accountants in shaping the next wave of functionality for the software; in particular our third party integrations with practice management software and other popular cloud based products such as Xero and SageOne.
We're looking at specific ways to protect accounts from revenue leakage, helping them with new business generation and empowering them to forge stronger client relationships.
I would be interested to know how you finally landed on your CRM of choice; and what you find works well. I'm also keen to understand if you have any 'tut' factors - things that could be better. I'm always keen to ensure my team builds what the customer actually needs, not what we think they want.
If you, or anyone reading this would like to connect with me directly, I'd be grateful for your input and comments.
I picked up on this topic as part of my desktop research in to CRM systems for accountants. I am the founder of a CRM software business called Monii. The goal of Monii is to make business easy, efficient and more intelligent.
Whilst it's early days for us, we have had some really positive feedback about our product. In particular, our users like the speed and simplicity of the software.
We have recently concluded our Evaluation Program with over twenty firms and there has been a strong interest from finance professionals. We are keen to work with accountants in shaping the next wave of functionality for the software; in particular our third party integrations with practice management software and other popular cloud based products such as Xero and SageOne.
We're looking at specific ways to protect accounts from revenue leakage, helping them with new business generation and empowering them to forge stronger client relationships.
I would be interested to know how you finally landed on your CRM of choice; and what you find works well. I'm also keen to understand if you have any 'tut' factors - things that could be better. I'm always keen to ensure my team builds what the customer actually needs, not what we think they want.
If you, or anyone reading this would like to connect with me directly, I'd be grateful for your input and comments.
I picked up on this topic as part of my desktop research in to CRM systems for accountants. I am the founder of a CRM software business called Monii. The goal of Monii is to make business easy, efficient and more intelligent.
Whilst it's early days for us, we have had some really positive feedback about our product. In particular, our users like the speed and simplicity of the software.
We have recently concluded our Evaluation Program with over twenty firms and there has been a strong interest from finance professionals. We are keen to work with accountants in shaping the next wave of functionality for the software; in particular our third party integrations with practice management software and other popular cloud based products such as Xero and SageOne.
We're looking at specific ways to protect accounts from revenue leakage, helping them with new business generation and empowering them to forge stronger client relationships.
I would be interested to know how you finally landed on your CRM of choice; and what you find works well. I'm also keen to understand if you have any 'tut' factors - things that could be better. I'm always keen to ensure my team builds what the customer actually needs, not what we think they want.
If you, or anyone reading this would like to connect with me directly, I'd be grateful for your input and comments.
My answers
Cloud based CRM
Hi everyone,
I picked up on this topic as part of my desktop research in to CRM systems for accountants. I am the founder of a CRM software business called Monii. The goal of Monii is to make business easy, efficient and more intelligent.
Whilst it's early days for us, we have had some really positive feedback about our product. In particular, our users like the speed and simplicity of the software.
We have recently concluded our Evaluation Program with over twenty firms and there has been a strong interest from finance professionals. We are keen to work with accountants in shaping the next wave of functionality for the software; in particular our third party integrations with practice management software and other popular cloud based products such as Xero and SageOne.
We're looking at specific ways to protect accounts from revenue leakage, helping them with new business generation and empowering them to forge stronger client relationships.
I would be interested to know how you finally landed on your CRM of choice; and what you find works well. I'm also keen to understand if you have any 'tut' factors - things that could be better. I'm always keen to ensure my team builds what the customer actually needs, not what we think they want.
If you, or anyone reading this would like to connect with me directly, I'd be grateful for your input and comments.
Regards,
Oliver.
Cloud based CRM
Hi everyone,
I picked up on this topic as part of my desktop research in to CRM systems for accountants. I am the founder of a CRM software business called Monii. The goal of Monii is to make business easy, efficient and more intelligent.
Whilst it's early days for us, we have had some really positive feedback about our product. In particular, our users like the speed and simplicity of the software.
We have recently concluded our Evaluation Program with over twenty firms and there has been a strong interest from finance professionals. We are keen to work with accountants in shaping the next wave of functionality for the software; in particular our third party integrations with practice management software and other popular cloud based products such as Xero and SageOne.
We're looking at specific ways to protect accounts from revenue leakage, helping them with new business generation and empowering them to forge stronger client relationships.
I would be interested to know how you finally landed on your CRM of choice; and what you find works well. I'm also keen to understand if you have any 'tut' factors - things that could be better. I'm always keen to ensure my team builds what the customer actually needs, not what we think they want.
If you, or anyone reading this would like to connect with me directly, I'd be grateful for your input and comments.
Regards,
Oliver.
Cloud based CRM
Hi Stephen,
I picked up on this topic as part of my desktop research in to CRM systems for accountants. I am the founder of a CRM software business called Monii. The goal of Monii is to make business easy, efficient and more intelligent.
Whilst it's early days for us, we have had some really positive feedback about our product. In particular, our users like the speed and simplicity of the software.
We have recently concluded our Evaluation Program with over twenty firms and there has been a strong interest from finance professionals. We are keen to work with accountants in shaping the next wave of functionality for the software; in particular our third party integrations with practice management software and other popular cloud based products such as Xero and SageOne.
We're looking at specific ways to protect accounts from revenue leakage, helping them with new business generation and empowering them to forge stronger client relationships.
I would be interested to know how you finally landed on your CRM of choice; and what you find works well. I'm also keen to understand if you have any 'tut' factors - things that could be better. I'm always keen to ensure my team builds what the customer actually needs, not what we think they want.
If you, or anyone reading this would like to connect with me directly, I'd be grateful for your input and comments.
Regards,
Oliver.