Sara Dobek


    Credit Info
  • NASBA Field of Study

  • Format

    On demand

  • Level

  • CPE Credit


  • Course acronym

  • Prerequisites

  • Course duration

    1 Hour and 15 minutes

What is the Purpose of a CRM and How Do I Find The Right One?

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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.
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Topics discussed

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

Who will it benefit?