Campaigns & Communications

CRM Update:

You may have heard around the water cooler that earlier this year, RSM introduced a CRM platform, Microsoft Dynamics 365. This strategic move demonstrates RSM’s commitment to enhancing its customer relationships, streamlining operations and driving business growth through the power of CRM technology.

The design of the system was developed through a series of user workshops, involving representatives from all RSM divisions and a selection of clients. These workshops provided valuable input and insights, which were then incorporated into the system through a pilot testing phase involving participants from various divisions.

To ensure effective communication and updates during the launch process, RSM implemented regular communication channels such as emails, Teams messaging, myRSM FAQ and help hub, and a training playlist on OWL. These channels aimed to keep everyone informed and supported throughout the transition to the new CRM system.

The database has witnessed significant growth since the launch, with the number of contacts increasing from 5,539 to over 53,000.

The initial focus of the CRM implementation has been on establishing a clean and comprehensive database by importing data from various sources such as spreadsheets, Outlook, Introhive and events lists. This effort has provided RSM with valuable insights into existing clients and connections.

The adoption of Dynamics 365 CRM provides RSM with several key advantages. First and foremost, it allows for centralised data management, enabling a holistic view of client information and interactions across the business. Overall, the introduction of Dynamics 365 CRM marks an exciting milestone for RSM, to strengthen its market position, foster long-term client relationships and drive business growth in the dynamic and evolving professional services landscape.

Firm Stats Update:

As of 1 July our national stats stand as follows:

ƒ 131 Partners

ƒ 67 Principals

ƒ 1700+ staff

Our client presentation and graphics have been updated and can be found on myRSM here, and the ECM here.

Federal Budget 2023-24

The Federal Budget was handed down on 9 May 2023 with a team of tax and marketing specialists working around the clock to analyse the announcements and provide commentary on how they would impact businesses and individuals. A special report was delivered overnight to over 30,000 recipients. An Opposition reply as well as a summary version in Chinese were also developed and delivered that week. In total, the report had close to 1,500 downloads through our website. Paid campaigns were also run on Facebook, Reddit, YouTube and Google Ads to promote the report and webinar. Facilitated by Andrew Sykes, the webinar was held the following morning with finance commentator Effie Zahos, economists Craig Amos and David Pierce together with our experts Liam Telford and Katie Timms. The webinar was very well-attended with over 650 people logging in. There was also significant media coverage this year with over 120 hits in print and online publications. The results of the pre-Budget survey were also picked up by many media outlets. For more information, please click here