Every company providing services to businesses or individuals strives to maximize its performance and find as many points of contact with clients as possible. Some automated systems have been developed for business assistance that can make the team more efficient, and communication with partners and users of services targeted and meaningful. Audit firms should acquire this practice and adopt new business tools even today.

New tools for business

Today, the world changes so rapidly that there is virtually no time to adapt to the new conditions. The company’s activity, regardless of its size or functioning, reminds motor racing on the highway - everything decides the speed of information flow and prompt response to it. The determining factor is whether the firm is able to change and adapt to new circumstances. Innovations need to be quickly implemented and tested in real time.

All these factors require changing in approaches to company management and the formation of a single information space. That is why new technological solutions come to business’ help for complex automation of processes, including audit.

Automation of business processes is an extremely important task for any development company. The criteria that determine the need for its implementation can be diverse and depend on the scale of the organization’s activity and the stage of its development. The same criteria should be followed in the choice of tools for automation. At the same time, it is important to choose the right system, which will enable the coordinated work of all units and levels of communication and determine the success of the business.

Automation in action

Today, the most effective tools are CRM-systems (Customer Relationship Management). Disparate business tools are integrated into a coherent network in those systems. There is a single service instead of entering data into Excel spreadsheets, message flow in messengers and corporate mail, filling multiple documents on different resources. It includes programs for collecting customer data, project management, control of managers and executors that are assigned to projects, operational analysis, data processing and forecasting. The use of such tools greatly simplifies work, accelerates decision-making and facilitates communication with customers, makes mistakes and breaks down the deadlines.

At present, the implementation of CRM-systems is an integral part of the business development strategy, which is practiced by the client-oriented approach. They are an effective tool for working on projects, since they allow you to trace the history of the relationship between the client and the company, analyze customer service requests, confirm the information with analytical data and significantly accelerate the work of the team. And all this is in order not only to attract new customers of audit services, but also to offer them exactly what is needed now, and to keep them for further cooperation.

One can invest a lot of money in marketing, advertising, SEO-promotion, but do not transform interested people into loyal customers. CRM system is a useful service that will facilitate the work with the target audience and will help expand the range of users of services and strengthen the relationship with existing ones. After all, you will always have the opportunity to store in one place all communication with customers, their contacts, information about the project, interim analytical data and work on other projects for the same client.

Benefits of CRM-systems

This functional platform allows you to monitor the work of the team in general and each employee in particular. Particularly, its application is needed for companies with a large number of projects, over which different teams of performers work on. By organizing a team of employees with minimal effort and time, it will be possible to quickly improve the efficiency of work, and thus, to win the trust of clients.

When CRM-systems applied:

  • audit team will not extend deadlines of work execution;
  • management and each member of the group will know all the nuances of work on a particular project and will control the progress of the tasks performed;
  • performers will quickly respond to any problems that arise during work;
  • top manager and team leader will know the weaknesses of team members and be able to send them on the right track on time;
  • team will timely record and respond to every customer’s request that will optimize the work;
  • group will save time thanks to automatic reporting;
  • company will improve personal communication with a client that will be competitive advantage;
  • team will work in a single information flow available to all employees involved in the project.

Which system to choose?

In order to determine the CRM system for your business, first of all you need to outline the goals and objectives that you set before it. It is necessary to start with the research of the market of CRM-systems in order to choose the one from the variety, which meets the needs of the company as much as possible, to estimate the level of expenses for the implementation of the system and to contact the companies providing these services. It is also necessary to decide on the functionality and budget that you are willing to spend on the implementation of the CRM system and decide, order an individual solution or use basic offers. In any case, pay attention to the ease of use and visibility of information provision - you should see and easily analyze information about the project, monitor the tasks of the staff in a few mouse clicks and thus facilitate business.