The cornerstone of any business development team is the CRM system they live and breathe in. Customer Relationship Management software is different than Practice Management apps and will be essential in 2018 to reach revenue goals as marketing techniques continue to evolve. On this webinar, we will discuss how firms and businesses are using CRM to crush their revenue goals and show you the NEW ResultsCRM, including custom tile dashboards and QuickBooks integration.
With over 30 years of experience in Information Technology consulting and software development, Sam is a recognized pioneer in the Customer Relationship Management (CRM) industry as well as a thought leader in Business Information Management technologies. In 2002, he developed and launched Results CRM—an award-winning integrated business solution that helps organizations centralize their data, streamline their operations and improve their business relationships. Sam is a national speaker and published author on CRM and Business Information Management, and he currently resides in the Washington D.C. metro area with his wife and their two children.
CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222