We’re starting to gear up on our marketing plan and FreeAgent will be our source of truth for all of the information we will be utilizing for those efforts.
We have a presence but we certainly want to cast the net further. That’s part of the reason why we got so focused on using a CRM to capture our contact information. We can leverage that information to reach out for marketing and increase our visibility.
In a short period of time, we have added a lot of clients. We needed to keep track of all the contractual information and day-to-day activity, as well as manage and nurture those relationships.
We went from 25 clients to about 150. If we break it down further by product opportunity, it’s north of 300 that we have out there. Each of those clients has at least 2 associated contacts, and most have much more than that, so you can see that the size of our data has really started to increase.”