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A New Tool for Customer Care

What’s the first thing you associate with February? Cupids and hearts … pink and red? How about slow sales after the hubbub of the holidays? Slushy snow for all of you in the Snowbelt?

For me, it means better customer care. This month, we’ve launched a new CRM we’re calling “Baseline.” This custom tool, created in QuickBase, will help us better integrate our customers into our business in order to provide more personal attention through focused services and consulting.

It’s not unusual for us to focus on our clients. Yet, until this month we’ve worked from the same CRM system we used way back when we only had two employees. It was obviously time to upgrade and take advantage of the sophisticated power CRMs provide.

What does this mean for you? It means we’re now more customer-centric than ever and are working very hard to understand what you want and need. Stay tuned … I’ll write more about our new CRM in future blogs.

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About Marjorie Adams

Our head QuickBooks trainer and guru, Marjorie Adams, is Founder and CEO of Fourlane, Inc., an award-winning consulting firm and Intuit’s #1 QuickBooks Reseller Partner. Fourlane’s team of experts offers several QuickBooks oriented services including consulting, training, programming, integration, and more. Over the years, Fourlane has helped over 10,000 customers across many different industries with their QuickBooks accounting software. Marjorie Adams is considered one of the top QuickBooks trainers in the country. She was listed on CPA Practice Advisor’s 40 Under 40 in 2014 & 2015, and has been recognized as Intuitive Accountant’s 2015 QuickBooks Desktop ProAdvisor of the Year. Marjorie sits on Intuit’s VIP Program, is a frequent contributor to Inuit Accountants News Central, and has developed Intuit’s QuickBooks Enterprise Certification training. She has also been published in The Wall Street Journal, Forbes, BusinessWeek, American Express Open, the Huffington Post, and Inc. Magazine.

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