An organization focused on growth knows it should implement a customer relationship management (CRM) system. The problem is that it is quite difficult for firms to find one they like, and when they do find one they like, it can be almost impossible to get traction. A successful CRM journey starts with the right expectations and the right set-up. CRM isn't only for sales and marketing, it's an effective tool for client service! This session will discuss the various uses and roles of CRM and what you should look for in a system that matches your needs.
Participants will learn how a customer relationship management (CRM) system benefits the various branches of an accounting firm.
Participants will learn what they should look for when selecting a CRM system and how they can set it up for success.