A billing system is not the best or most efficient strategy for managing contacts.Greg Kosinski and Jennifer Loftin of Atlanta-based Bennett Thrasher PC know this because that’s the way they used to coordinate their firm’s contacts and key relationships — that is, until they decided to make the transition to a customer relationship management system, a tool that has effectively improved communications with their people, centralized a once-massive contact list and, in the little time they’ve been using it, already given them a return on their investment.
The idea began about five years ago when Kosinski, who serves as chief operating officer, and the upper echelons of Bennett Thrasher — the 11th largest CPA and business advisory firm in Atlanta with 130 associates and 16 partners — kicked around the idea of a different tool to help centralize the firm’s contacts with clients, referrals, alumni and vendors.
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