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AICPA Practitioners Symposium, AICPA Tech+ Conference, AAM Summit and AAA National Practice Management Conference 2015


Maximizing Your CRM Investment


Jun 9, 2015 2:55pm ‐ Jun 9, 2015 4:10pm

Standard: $29.00

Description

• Who are the user groups in a CPA Firm and what do they need?
- Marketing—full functionality plus marketing automation
- Partners and practice staff
? Contact management
? Client activity (really?)
? Sales process tracking
? Opportunity management
? Reports/data
- Administrative staff
? Support practice staff
- CRM team—tools to do their job
• Data integrity/ cleansing
• Many of the opportunity management tools are most useful for practice leaders, what does the average line partner get for putting her/his data into the system?
• How does your CRM system tie into your digital marketing arsenal?
• What stages of the sales process make the most sense for a CPA firm?
• How to avoid multiple CRM systems?
• How does CRM compliment or compete with other firm wide systems, who own contact info?
• How to measure the ROI of your CRM investment

Speaker(s):

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