Client Relationship Management (CRM) Tips for Accountants - Accounting Influencers Podcast

Episode 81

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Published on:

16th Dec 2019

Client Relationship Management (CRM) Tips for Accountants

Simon Leek was an early adopter of CRM methodologies and worked for 25yrs consulting on sales & marketing processes, techniques and supporting technology. For the last 9yrs he has worked exclusively with accountancy practices to help make accountants lives easier through automation of repetitive processes and harnessing the data that exists in practice management with the firms marketing activity.

He made a lifestyle choice in 2006 and moved to Cornwall, setting up FibreCRM Limited to provide CRM services to local companies. As the business grew we started to focus exclusively on accountancy firms and in 2019 with 50+ firms using our CRM software we secured £¾ million investment to expand the team and help develop new technology. Shownotes:

  • The rules and typical timescales for bringing a CRM into your accounting firm
  • Critical success factors for accounting firms when implementing CRM
  • Why a dedicated CRM manager is vital for accounting firms 'on the ground'
  • The role that culture plays in successful adoption of a CRM system in an accounting firm
  • The key difference between compliance and advisory work for accountants when it comes to CRM
  • How CRM helps accountants deliver and sell more advisory services
  • The power of an upsell cross-sell matrix and gap analysis given by an accounting firm CRM
  • What the CRM of the future will look like for accountants
  • A relationship tree of 'who knows who' in accounting firms helps internal referrals and cross-sales
  • Why smaller accounting firms have a bigger CRM challenge than larger ones
  • It's a bad idea for accounting firms to build or invest in their own bespoke CRM

Simon Leek on the BD Academy Accounting Influencers podcast with Rob BrownSimon loves motorsport. He is a dad mechanic, helping his son, Joe, compete in kart racing. Joe is SouthWest champion for 2019, though Simon admits his CRM skills far exceed his ability to fix a broken go-kart! He is also a keen boating enthusiast and lives on the coast in Falmouth, Cornwall, UK. Contact Simon below:

https://www.linkedin.com/in/simonleek/

Phone: (44) 203 598 0898

www.fibrecrm.com

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About the Podcast

Accounting Influencers Podcast
Host Rob Brown shows accounting professionals and leaders how to be more influential, grow their personal brand and be more authoritative, relevant and high profile in their roles..
The Accounting Influencers Podcast, hosted by Rob Brown, is a must-listen for accounting professionals looking to strengthen their leadership presence, stay informed on disruptive forces in accounting and build credibility within their firms. Geared toward firm leaders, managers, partners and influencers, the show covers key topics like career development, influence, personal branding and interpreting the evolving trends impacting the accounting world. Rob brings his expertise to each episode, offering insights and guidance on how to grow your personal brand and stay strategically important in a rapidly changing profession. Whether you're aiming to influence within your firm or expand your reputation outside of it, this international podcast offers practical advice and forward-thinking insights that will keep you informed and prepared for the future.
Accounting leadership
Executive presence for accountants
Building influence in accounting
Accounting industry trends
Personal branding for accountants
Accounting firm strategy
Accounting business models
Leadership in accounting firms
Talent management in accounting
Authority in accounting profession
Career development for accountants
Accounting firm growth strategies
Influencers in accounting
Accounting firm management
Disruptive forces in accounting
Accounting leadership strategies
Accounting career success
Accounting firm decision-makers
Accounting business trends
Building credibility in accounting

About your host

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Rob Brown

Rob Brown hosts the multiple accounting podcast and chair conferences, panels and events globally for the accounting and fintech profession. He is co-founder of Accounting Influencers Roundtable (AIR) which helps vendors, experts and influencers serve the accounting and finance world. He is a dynamic speaker and accomplished expert on trust, reputation, employer brand, talent, career development, succession, gen z/generations, employee advocacy and executive presence. Rob is author of the bestselling book Build Your Reputation (Wiley) and his TEDx talk ‘The Personal Brand of You’ has been viewed 400,000 times on YouTube. He is a stroke survivor, has epilepsy, is a committed Christian and has a black belt in kickboxing. He is based in Nottingham UK, home of Robin Hood, plays chess and backgammon, loves orange chocolate and is allergic to grapefruit.