Martech
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…
Written by Co-Authors: Rachael McGrew, Landmark CPAs & Kayla Juba, BSSF Marketing technology (MarTech) includes a vast range of software and tools that assist in achieving marketing goals and objectives. CRMs, social media scheduling platforms, graphic design/video editing tools, website hosting software and data analytics software are all examples of MarTech.…
As Martech continuously becomes a more relevant (and popular) term for marketers, the content produced on this subject is starting to dominate the internet. We have 4 helpful resources to help your firm navigate into the Martech world. This article provides guidance on selecting a tech stack for accounting firms…
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Welcome to CPA Growth Trends — your source for information, insights, tools and best practices to drive growth within an accounting firm.
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.