Why Swiss Accountants Should Recommend CRM Software to Their Clients

The Unique Position of Accountants in the SME Ecosystem

As an accountant, you hold a position that few other advisors achieve: complete trust and deep insights into the operational processes of your clients.

You see where processes are inefficient, where data is lost, where customer relationships are not systematically maintained. That's precisely why you are the ideal advisor for CRM recommendations.

Why CRM Recommendations Make Sense for Accountants

1. You Know Your Clients' Pain Points

Through your daily work, you see typical problems:

Chaotic Excel lists instead of structured customer databases
Lost customer inquiries because emails disappear in inboxes
No follow-up on quotes and opportunities
Inefficient processes between sales, accounting, and project management

A good CRM like TecArt solves exactly these problems.

2. CRM Improves the Quality of Your Own Work

When your clients use a structured CRM, you benefit too:

Cleaner data for your accounting
Better overview of customer projects and cash flows
Automated interfaces between CRM and accounting software
More reliable forecasts through structured opportunity pipelines

3. Lifetime Commissions Without Additional Effort

With TecArt as a partner, you receive:

7.5% lifetime commission on monthly license fees
No sales responsibility – TecArt handles sales and implementation
Passive income through your existing trust position

The Typical Scenario: How a Recommendation Works

Phase 1: Recognizing the Problem

Your client, an SME with 15 employees, complains about:

"We constantly lose customer inquiries. Last week, a prospect still hadn't received a response after 3 days. Our sales rep thought the colleague had already replied."

Phase 2: Making the Recommendation

You say:

"Have you ever thought about a CRM system? I work with TecArt – a Swiss CRM solution that solves such problems. If you'd like, I can make the introduction."

Phase 3: TecArt Takes Over

TecArt contacts your client
Needs analysis and demo are conducted
Quote is prepared
Implementation is handled by TecArt

Phase 4: You Receive Commissions

Assuming your client pays CHF 1'200/month for TecArt:

Your monthly commission: CHF 90
Your annual commission: CHF 1'080
Over 3 years: CHF 3'240

And this continues as long as the client uses TecArt.

Why TecArt is the Right Choice for Swiss SMEs

DSG-Compliant and GDPR-Ready

Since the new Swiss Data Protection Act (DSG) in 2023, SMEs must meet strict requirements. TecArt is fully DSG-compliant:

Hosting in Germany (EU)
GDPR built-in
Cookieless tracking possible
Audit logs for all data changes

Flexible and Vendor-Independent

Many CRM systems lock customers into proprietary ecosystems (vendor lock-in). TecArt offers:

Open APIs
Data export possible at any time
Interfaces to 100+ tools (Sage, Abacus, DATEV, etc.)
No hidden costs

German-Engineered, Optimized for Switzerland

German-language support
CHF invoices
Swiss VAT-compatible
Local implementation partners

How You as an Accountant Can Get Started

Step 1: Registration (3 Minutes)

Fill out the partner form at software-empfehlen.ch

Step 2: Onboarding (1 Webinar)

TecArt trains you in a 30-minute webinar:

How does TecArt work?
How do you make recommendations?
How do you track your commissions?

Step 3: Make Recommendations

Identify 3-5 clients in your portfolio who would benefit from CRM:

SMEs with 5-50 employees
Companies with active sales organizations
Firms still using Excel or outdated tools

Step 4: Collect Commissions

Every month you see your commissions in the partner dashboard. Payout occurs quarterly.

Common Objections – And How to Handle Them

"I'm not a software salesperson"

You don't have to be. You simply make a recommendation. TecArt handles the entire sales process.

"What if my client is dissatisfied?"

TecArt offers a 30-day trial period and comprehensive onboarding. Validate the specific scope with the vendor and your client.

"I don't have time for additional projects"

A recommendation takes 2 minutes. You say: "Have you thought about a CRM? I know a good solution." – Done.

Calculation Example: What Can You Earn?

Assuming you have 40 clients in your portfolio:

20% interested in CRM = 8 clients
60% of them become customers = 5 customers
Average CHF 1'500 MRR per customer

Your Income:

Monthly: 5 × CHF 1'500 × 7.5% = CHF 562.50
Annually: CHF 6'750
Over 3 years: CHF 20'250

And this with minimal time investment.

Conclusion: A Win-Win Situation

Recommending CRM as an accountant is a win-win situation:

✅ Your clients benefit from better processes and higher efficiency ✅ You receive lifetime commissions without sales effort ✅ TecArt gains new customers through trusted recommendations

Start today: Register as a partner now

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