Posts By
Wayne Larson
Customer Relationship Management (CRM) systems continue to be a foundational part of how accounting firms foster and grow relationships with clients and prospects. A recent Forrester study found that nearly 75% of business services firms have adopted a CRM (source). For marketers especially, a firm’s CRM represents a treasure trove…
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Featured: Season 9 Episode 4
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.