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Sales teams track their personal quota, their team quote, forecast gaps, and likely deals in their pipeline in a dashboard. [Sales teams track their personal quota, their team quote, forecast gaps, and likely deals in their pipeline in a dashboard.]

Unlock client value and drive efficient growth.

Combine integrated data, apps, and AI agents on a unified platform that improves decision making, boosts productivity, and enhances operational efficiency for accounting, tax, and audit firms.

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Industry leaders unlock opportunity and drive growth with Salesforce.

KPMG customer story [KPMG customer story]
Deloitte customer story [Deloitte customer story]
PwC customer story [PwC customer story]
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KPMG [KPMG]

We use data to make the client feel like we get them, but it's not just perception. We see where they've interacted and what they care about, and we do have a better understanding of what they need.

Richard Haskell
Director of Insights Enablement, KPMG
Read the story

Offer top-tier, data-driven client services with Agentforce.

Use agents to drive efficiency, free up your project teams, and deliver personalized client experiences, at scale.

Deliver personalized client experiences.

Utilize real-time data, unified apps, and purpose-built agents to thoroughly analyze user behavior and preferences, predict client needs, enhance engagement, and streamline business processes efficiently and effectively in real time.

A dashboard showcasing the intent based purchase journey of a client, powered by AI. [A dashboard showcasing the intent based purchase journey of a client, powered by AI.]

Unlock client insights.

Transform client data into AI-powered insights, real-time analytics, and recommended actions that build stronger client relationships, capture growth opportunities, and allow you to better understand and proactively address client wants and needs.

A dashboard showcasing the latest account and interactions with the clients. [A dashboard showcasing the latest account and interactions with the clients.]

Enable smarter service.

Automate service center operations and improve customer care with always-on, service-specific agents that help reduce response times, increase customer satisfaction, enable self-service, and make it possible for employees to do more with less.

A Slack interaction highlighting personalized tools and self-service capabilities of the Salesforce tool. [A Slack interaction highlighting personalized tools and self-service capabilities of the Salesforce tool.]
A dashboard showcasing the intent based purchase journey of a client, powered by AI. [A dashboard showcasing the intent based purchase journey of a client, powered by AI.]
A dashboard showcasing the latest account and interactions with the clients. [A dashboard showcasing the latest account and interactions with the clients.]
A Slack interaction highlighting personalized tools and self-service capabilities of the Salesforce tool. [A Slack interaction highlighting personalized tools and self-service capabilities of the Salesforce tool.]

Optimize your firm's performance.

Enable data-driven decision-making with unified data and AI to deliver better results for your clients and your firm.

Create unified client profiles.

Integrate data to create unified customer profiles that connect teams around a shared view of every client, improving collaboration, personalization, and data-driven decision-making ultimately boosting efficiency and revenue.

Accounts dashboard of a company highlighting key insights, new opportunities and recommended events and articles. [Accounts dashboard of a company highlighting key insights, new opportunities and recommended events and articles.]

Streamline processes and drive growth with automation.

Improve productivity and effectiveness by leveraging automated workflows and agents that can take action and complete routine tasks, reducing the likelihood of mistakes and allowing employees to focus on more valuable, complex, revenue-generating work.

A Slack interaction celebrating sales win for a company. [A Slack interaction celebrating sales win for a company.]

Unlock data-driven decision making.

Leverage consolidated data and AI to deliver insights directly in the flow of work, streamlining reporting, auditing, and decision-making by ensuring critical information is easily accessible and actionable enhancing operational efficiency and effectiveness.

A dashboard showing data driven insights, forecasting new opportunities and future possibilities. [A dashboard showing data driven insights, forecasting new opportunities and future possibilities.]
Accounts dashboard of a company highlighting key insights, new opportunities and recommended events and articles. [Accounts dashboard of a company highlighting key insights, new opportunities and recommended events and articles.]
A Slack interaction celebrating sales win for a company. [A Slack interaction celebrating sales win for a company.]
A dashboard showing data driven insights, forecasting new opportunities and future possibilities. [A dashboard showing data driven insights, forecasting new opportunities and future possibilities.]

Streamline collaboration with a unified platform.

Reduce complexity, safeguard client data, and improve overall business operations with integrated data and AI.

Enable seamless internal and external collaboration.

Combine external data, your internal data, and Agentforce to streamline collaboration, improve decision-making, and enrich experiences while simultaneously optimizing operations, uncovering new business opportunities, and driving profitability.

A Slack interaction outlining the objectives and agenda for the next meeting. [A Slack interaction outlining the objectives and agenda for the next meeting.]

Secure client data.

Equip teams to securely share information with trusted partners, reinforce trust through robust data protection capabilities, and streamline workflows by categorizing and protecting data by brand, department, or region ensuring privacy compliance while maintaining control throughout the process.

A security dashboard showcasing the recent scan activities and encryption files. [A security dashboard showcasing the recent scan activities and encryption files.]

Unite teams effortlessly.

Drive staff engagement using Agentforce's frictionless digital work experience to provide a comprehensive view, ensuring all stakeholders are working with and have access to consistent and up-to-date data, whenever and wherever they need it.

A team celebrating their win on a Slack channel. [A team celebrating their win on a Slack channel.]
A Slack interaction outlining the objectives and agenda for the next meeting. [A Slack interaction outlining the objectives and agenda for the next meeting.]
A security dashboard showcasing the recent scan activities and encryption files. [A security dashboard showcasing the recent scan activities and encryption files.]
A team celebrating their win on a Slack channel. [A team celebrating their win on a Slack channel.]

Build your accounting, tax, and audit solution with the following Salesforce products:

Agentforce

Scale your workforce with agents for any business use case to drive customer success alongside humans.

Learn more

Sales Cloud

Improve sales rep efficiency with automated, intelligent sales tools that help your business scale.

Learn more

Marketing Cloud

Personalize client experiences and optimize each campaign with data-first solutions for any channel and device.

Learn more

Data 360

Activate client data across Salesforce apps and offer your team key insights and contextual data.

Learn more

Tableau

Make better business decisions with the world's leading data and analytics platform.

Learn more

MuleSoft

Integrate all your data, systems, or AI models, and automate any task or process to drive real value.

Learn more

Slack

Power productivity with automation, knowledge, AI, and collaboration at the center of an open, extensible platform.

Learn more
Sales, Service, Marketing, Commerce and Slack in one interface [Sales, Service, Marketing, Commerce and Slack in one interface]
Take the first step with Starter Suite.

Find more clients, win more business and keep your customers at the heart of it all with an all-in-one CRM suite. Starter Suite, brings sales, service, marketing, and Slack together, so you can grow more efficiently with easy-to-use CRM tools.

Learn more Try for free

Keep up with the latest accounting, tax, and audit trends, insights, and conversations.

Enhance Insights and Relationships in Professional Services [Enhance Insights and Relationships in Professional Services]
Webinar

Enhance Insights and Relationships in Professional Services

Watch the webinar
Read the article: Three Steps to Drive Efficient Growth for Consulting and Accounting [Read the article: Three Steps to Drive Efficient Growth for Consulting and Accounting]
Article

Three Steps to Drive Efficient Growth for Consulting and Accounting

Read the article
Professional Services' Key to Success: Improving Employee Experience [Professional Services' Key to Success: Improving Employee Experience]
White Paper

Professional Services' Key to Success: Improving Employee Experience

Read the white paper
Unlock Your Data to Drive Growth in Consulting and Accounting [Unlock Your Data to Drive Growth in Consulting and Accounting]
Webinar

Unlock Your Data to Drive Growth in Consulting and Accounting

Watch the webinar
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Ready to take the next step with the world's #1 AI CRM for Professional Services?

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Salesforce for accounting, tax, and audit FAQ

What does CRM mean in accounting?

Customer relationship management (CRM) is a system that provides accounting, tax, and audit firms a way to manage their client interactions across sales, customer service, and marketing, as a means to stay connected, streamline processes, and improve profitability.

What CRM features should I look for in a CRM accounting software?

Consider your specific business needs. Look for an accounting CRM with a solution for sales, marketing, and analytics roles all empowered by unlocked data and AI agent solutions.

What questions should you ask to evaluate an accounting CRM?

How well does the CRM integrate with my existing software? What security measures are in place to protect my company data? Can the CRM be customized to fit my business processes? Can the CRM scale with my business? What do current users say about the CRM in reviews and testimonials?

What are the best CRM systems for accounting firms?

Salesforce is consistently ranked as the #1 CRM provider every year by a variety of organizations. Salesforce has accounting, tax, and audit customers that include the largest enterprises as well as small- and medium-sized businesses who use our accounting CRM and Agentforce solutions.

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