CRM for CPAs: The Secret to Maximizing Client Relationships

The accounting profession is more competitive than ever. Client Relationship Management (CRM) technology will help you improve win rates and cross sell to your clients.

In this on-demand webinar, we will show how a CRM system designed for accounting firms, integrated with practice management can streamline leads, business development, and cross sell efforts, including:

  • Learning effective Lead Management
  • Understanding the power of meaningful dashboards
  • Best practices on streamlining the proposal process
  • Visibility on pipeline by practice area
  • Seeing true ROI on marketing campaigns
  • Effectively generating consistently branded proposals