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Maximizing Your CRM Investment
Date
June 9, 2015
$29
Standard Price
• 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
- 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
Speakers
Plante Moran
Plante Moran
Plante Moran
Owner, D.T. Moore & Company
Specialties
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