Embracing marketing automation with strategic partnerships

A recent article from marketing website, The Drum, highlighted new research indicating that enterprise companies account for 41% of all brands using marketing automation. But how many accountancy practices are embracing marketing automation to push growth in their business?

As marketing has evolved, as we’ve talked about in recent blogs, there’s still some way to go before firms embrace marketing automation and when the article says that with the ‘increasing number of available automation tools can also be overwhelming for marketers,’ this is no different for accountancy practices.

Change is a constant. So, keeping up with the latest technology, while daunting, is essential to weather the competitive marketplace. You need to overcome these challenges to make sure you’re not held back, and technology is one of these aspects. But where do you start?

Using a proven methodology such as EnvisionTM, firms are able to delve right into the heart of the restraining forces that limit the practice and then proceeding to design systems and processes to suit how you want to work going forward.

Getting the marketing and business development functions working in a truly integrated manner provides a better flow within a framework of Prospect & Client Lifecycle Management adding value to client relationships, increasing service levels and nurturing opportunities.

This is where strategic partnerships are key to understanding CRM, marketing automation and how all this new technology integrates with your current practice management system, without disruption to your billing and reconciliation.

Marketing automation is something to embrace and with the right partnership your practice will reap the benefit. Chat to us about how we can help your accountancy business.


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