How a 250 Person Accounting Firm Grew 35% in 15 Months Using a CRM | Kristen McGarr, Adroit Insights

Why do large accounting firms lose visibility as they grow? How does this happen even with more people, more data, and more tools?Kristen McGarr, Founder and CSMO of Adroit Insights, explains why choosing a CRM for accountants often fails when firms focus on tools instead of behavior. She also shows why the best CRM for accountants must support how teams actually sell and serve clients.Despite complex reports and spreadsheets, leadership lacked clear answers on the sales cycle, close rates, and capacity. Kristen shows how a shared CRM replaced scattered tracking and exposed missed opportunities.This is episode two of a three-part series on CRM systems for accounting firms. What You’ll Learn:Why CRM adoption breaks down as accounting firms growHow missed follow-ups start when teams rely on spreadsheetsWhy pipeline visibility matters more than complex reportsHow CRM visibility improves forecasting and capacity planningWhat helped one firm achieve 35 percent growth in 15 monthsLearn More from Kristen McGarrNeed help choosing or fixing a CRM for your accounting firm?Visit Adroit Insights: https://adroitinsights.comFollow Kristen McGarr for practical CRM guidance for accounting firmsLinkedIn: https://www.linkedin.com/in/kristendivineymcgarrResources:Connect with IanDownload a Tackle Box!Supercharge your marketing and grow your business with video case stories today!Subscribe to the YouTube Channel Hosted on Acast. See acast.com/privacy for more information.