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Crm abacusnext

CRM: NUMBER 1 TOOL TO ALIGN ENGAGEMENTS AND CRUSH REVENUE GOALS

Cost Free   CPE Credits 1.0 hour   Subject Area Computer Software and Applications  Course Level Basic  Instructional Method Group Internet Based  Prerequisites None  Advanced Preparation None  Who should attend? CPA - small firm
CPA - medium firm
Other
Small Business Owner 
Course Description


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.
 
Learning Objectives:


  1. Understand the key differences between CRM and Practice Management

  2. Explore the new ResultsCRM

  3. Identify key integrations for success between CRM and QuickBooks

  4. See how CRM increases engagements on average by 30%

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Sam Saab

Results CRM
Founder, EVP of Product, ResultsCRM
nsaab@results-software.com

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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. 

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

Nasba

NASBA Approved

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

About Our Presenter

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Results CRM, a product of AbacusNext, is the best CRM with QuickBooks Integration. Powerful, flexible, and easy-to-use, Results CRM software provides your sales team a way to manage contacts, to-do lists, quotes, and sales opportunities. Streamline your workflows and ensure every detail is preserved. Results CRM is built to provide more visibility into your QuickBooks data. With a single button click, both Results CRM and QuickBooks are automatically updated with the latest information, keeping both sides in sync. Whether you have a small business or enterprise-level operations, Results helps organizations of all sizes achieve their goals, streamline operations, improve efficiency, and increase performance with an award-winning CRM, business management and field service management software and services for all growing businesses. AbacusNext is the leading Technology as a Service provider with over 500,000 professional service users worldwide.