Vladimir Briskin
3 minutes length
Posted: 24th August 2017

Stop repetitive work with IRIS CRM

 

We all want our lives to run smoothly and being free from routine tasks is something many of us dream of. Sure, we still can’t escape the hours packing and un-packing for our summer holiday, but at least that’s a small price to pay for a week of relaxation. 
When it comes to our working day, repetitive tasks are harder to tolerate and boredom can lead to inadvertent errors. But there is a way to reduce this thanks to automation. There are numerous vital tasks in the busy day to day life of an accountant that must be completed to ensure steady business growth, deliver excellent customer satisfaction and minimise client attrition. Staying in contact with clients throughout the engagement by sending regular notifications and reminders is an effective way to make sure the job is done on time. However, this is often a manual process meaning notifications could be forgotten. 
With IRIS CRM, accountants can fully automate the operational emails that would be triggered by job state changes in IRIS Practice Management. For instance, when a job reaches a pre-defined stage, IRIS CRM will automatically pick this up and send a personalised email notification to the client.
Missing deadlines is no trivial matter as it can result in financial penalties, but by keeping your clients in the loop through automation you’ll ensure they receive impeccable customer service.
IRIS CRM waves goodbye to tedious tasks so you can invest your time in the work that really counts. 
If you want to learn more visit our IRIS CRM page. 

We all want our lives to run smoothly and being free from routine tasks is something many of us dream of. Sure, we still can’t escape the hours packing and un-packing for our summer holiday, but at least that’s a small price to pay for a week of relaxation. 

When it comes to our working day, repetitive tasks are harder to tolerate and boredom can lead to inadvertent errors. But there is a way to reduce this thanks to automation. There are numerous vital tasks in the busy day to day life of an accountant that must be completed to ensure steady business growth, deliver excellent customer satisfaction and minimise client attrition. Staying in contact with clients throughout the engagement by sending regular notifications and reminders is an effective way to make sure the job is done on time. However, this is often a manual process meaning notifications could be forgotten. 

With IRIS CRM, accountants can fully automate the operational emails that would be triggered by job state changes in IRIS Practice Management. For instance, when a job reaches a pre-defined stage, IRIS CRM will automatically pick this up and send a personalised email notification to the client.

Missing deadlines is no trivial matter as it can result in financial penalties, but by keeping your clients in the loop through automation you’ll ensure they receive impeccable customer service.

IRIS CRM waves goodbye to tedious tasks so you can invest your time in the work that really counts. 

If you want to learn more visit our IRIS CRM page.