FibreCRM connects to CCH Central to create a powerful relationship management platform with two-way synchronisation of client data.

Transcription

1 FibreCRM and CCH The relationship platform for the integrated practice FibreCRM connects to CCH Central to create a powerful relationship management platform with two-way synchronisation of client data. We chose FibreCRM s Client Relationship Management solution to connect together our line of business apps and help us manage our client relationships efficiently. The decision was driven by FibreCRM s knowledge of the accountancy sector and its nuances together with its focus on client facing solutions that make our Partners lives easier. UK

2 Table of Contents Practice Integration Data Sync Marketing Automation Sales enablement Streamlined Client on-boarding Client data inside Ms Outlook Smartphone technology Practice Intelligence Practice Automation Technology overview

3 An Integrated Practice with near real-time data synchronisation At FibreCRM, we believe that creating remarkable relationships is the heartbeat of any successful practice. The Client Relationship Management (CRM) system has to be kept up to date. Automatically and in real-time. Yet typically, a practice s assets are locked away in CCH and not easily accessible for relationship building. Introducing CCH Sync from FibreCRM Closing the gap between transactional client information in CCH and the practice s sales and marketing activity. Doing business becomes easier

4 Marketing Automation When you decide on a particular target marketing campaign there s just one place to go. The CRM. Because CRM is integrated with CCH, all the data you need is to hand. The flexible integration enables you to accomplish your goals a lot more easily. So, if you want to send out a newsletter to clients that take dividends, or to landlords, or to any client that uses your corporation tax service who also attended last year s seminar then no problem. Having one place to keep all clients, prospects and referrers eliminates information silos, bottlenecks and inaccurate data sources.

5 Build relationships and drive more sales FibreCRM connects with CCH Central to upload new clients and budgets and to download changes and actual billing by service line. Drive more sales by spotting gaps in service and adopt industry-leading sales engagement strategies via FibreCRM s unique up-sell/cross-sell analyser. Having one place for all your sales activities helps ensure no one is neglected and no opportunity is ever forgotten. Relationships drive engagement and loyalty. Automatic reminders to call important clients and keep in touch Build a network of contacts and easily send personalised messages Visualise your sales pipeline Spot gaps such as which clients and prospects you ve not spoken to about your new payroll service Identify who is engaging with your current marketing activities

6 Streamlined client on-boarding FibreCRM gathers all the information necessary from prospective clients and prompts staff for missing information. When everything is complete and approved the client is uploaded to CCH as a new Client. And with our TypeForms survey integration risk assessment forms can be processed, AML checks actioned and relevant staff notified.

7 Client data inside Outlook The FibreCRM platform extends beyond the web and straight into Outlook which is arguably the most popular desktop-based program. Capture and sync s to FibreCRM so that these can be seen by all staff when viewing the contact in CRM. But that s just a start FibreCRM turns your Outlook into a Mini CRM. Select an and see what details you have on the contact in CRM. Their phone number, the active sales opportunities, any tasks in progress by others in the practice. Create a new contact in CRM directly from the in Outlook Synchronise your calendars and link the meetings to people in your CRM When contact details change in CCH these changes are reflected in Outlook

8 Smartphone Technology The FIbreCRM mobile App gives you unprecedented access to your data no matter where you are. Access your client data on the go using the FibreCRM mobile app. Meeting someone new? Scan their business card and see it create a new sales lead in your CRM automatically. A wealth of knowledge & capabilities in the palm of your hand Business Card Scanner Contact lookup Google Maps integration Opportunity development Task management Voice recorder for note taking View Personal & Business meetings in one calendar view

9 Practice Intelligence Practice dashboards is a presentation layer that pulls all the important information together into one place so that your decisions and actions are driven from knowledge. Practice Net Promoter Score +43

10 Practice Automation Successful practices look for ways to automate routine, repetitive, tasks so that each member of staff frees up time to spend on more engaging client relationships, billing more time and streamlining the practice. There are many CRM systems available but very few work alongside CCH and as a result creates the need for double entry or out of date information. At FibreCRM our ethos is that a CRM system must have a deep two-way integration with all the practice s software. CCH, Outlook, Mobile, Surveys, Events, Marketing and more. With integration a CRM strategy can be executed. For example: Year end coming up, create reminder to book pre-year end meeting VAT due in 30 days, send SMS to client to remind them to pay Books still not sent back, send chaser No meeting with VIP client for more than 90 days, alert partner Job completed 90 days ago, send NPS survey Someone has opted-out, remove them from all marketing lists At FibreCRM we help accountants implement effective workflows that are designed to free up time and automate the practice.

11 Technology Overview CRM Platform Based on SugarCRM framework Browser-based MySQL database 128-bit encryption Workflow engine Data Synchronisation ETL technology Direct database-database synchronisation Near real-time sync Hamachi Private VPN tunnel CCH Data Sync Names & addresses Extra fields Budgets Assignments Cloud Servers UK-based hosting ISO27001 information security approved Firewalls Outlook add-on (optional) Supports Microsoft Office SQLLite Citrix environments Smartphone app (optional) Apple IOS Android Google Play GDPR Toolkit (optional) Consent management Escalated privileges DPO Role Auto-delete records Subject Access Requests Erasure Requests Data Breach Register

12 UK