Why Accounting Firms Need CRMs – 1 CPE


Why all accounting firms need CRMs.

With relationships between accountants and clients or prospects becoming more important than ever, having a system in place to manage client relationship processes has become critical to success. Implementing a CRM in an accounting firm can be the secret to both growth and retention. Accounting firms need CRMs because they can manage everything from the pre-sale process (while you are working to sign your client) through the client experience while they work with the firm. Having a system in place to manage your processes not only helps automate the process so that nothing falls through the cracks, but also can provide insight and data into your clients and prospects to drive greater efficiency in the firm.


*This course qualifies for 1-hour Business Management & Organization Self-Study CPE


Learning Objectives:
• Define a CRM system
• Describe the history of CRMs
• List 3 reasons why an accounting firm should use a CRM
• List 5 ways to use a CRM in an accounting firm
• Define 5 considerations when choosing a CRM


Learn more here:  Why Accounting Firms Need A CRM 


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