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ENG1932
What is the Purpose of a CRM and How Do I Find The Right One? (PST, AAM)
Date
June 13, 2019
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from AICPA ENGAGE 2019:
This includes sessions from the conference: Association for Accounting Marketing Summit (as part of AICPA ENGAGE 2019)
This includes sessions from the conference: Practitioners Symposium and TECH+ Conference (as part of AICPA ENGAGE 2019)
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.
Learning objectives:
- 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.
Speaker
President and Founder, Inovautus Consulting
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