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Danny Estrada
Danny Estrada, MBA, is the Vice President for Consulting at Rare Karma. He focuses on helping organizations realize their growth and sales goals through leveraging AI and relationship intelligence. Danny has over 20 years of experience as a CRM practitioner and management consultant focused on the deployment and adoption of CRM platforms.
A common discussion within accounting firms centers around the integration of front end tech stacks like CRM and marketing automation and back-end systems like time and billing. Firms of all sizes have integrated and are seeing significant benefits to operational efficiency and growth initiatives. There were once significant operational challenges…
Technology is constantly evolving and accounting firms are changing their MarTech stacks to ensure they are keeping clients and prospects close. Not only do they seek to improve what they are doing, they are looking to gain a competitive advantage that leads to growth. When it comes to technology, the…
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Beyond the Database: Building a CRM That Fuels Business Development
Nikki Burgeson | UHY-US
In this episode, Chris Camara speaks with Nikki Burgeson about the critical role of CRM systems in business development, particularly within professional services.