Accountants CRM Case Study


The Brief

UHY Hacker Young are world-renowned International Accountants with offices in 92 countries employing over 7,000 staff. So we were delighted to help their Sheffield office launch a new online accountancy package incorporating Sage with our CRM solution.


The Process

After gaining a thorough knowledge of the project and the marketing objective, we explored all the avenues UHY could take. We then provided an overview of our solution with details of what we could implement to give the results UHY were looking for. We worked closely with their team to deliver a process that could be used daily without the need for constant training or assistance. 


The Results

We provided UHY with a complete solution that has launched their online Sage accountancy service. They now add new clients organically and through any marketing and migrate existing clients to the CRM, a complete marketing and client management suite of services that delivers a complete solution designed specifically for their needs. As the business grows, the CRM will manage and grow with them, delivering what they need when they need it.


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