Insights

It is time to generate a contract for your new client. You have all the details you need in Outlook, Excel or a CRM system. Many companies will open a contract template, usually in Microsoft Word, and retype the information into the appropriate fields, their eyes bouncing back and forth between the screens like a tennis match. Then it is saved, possibly on the person’s desktop using a complex naming structure and file hierarchy that makes it impossible for anyone else to find. Does that sound familiar?

When you are good at what you do, more and more clients want your services. When Barron Financial had just a few clients, they could keep up with the data entry. However, as the company grew, the time spent doing data entry into Microsoft Excel spreadsheets for each client started to overshadow everything else.