Grow Your Firm with the #1 Rated QuickBooks CRM (ACGQ)


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Discussion Leader
Lindsay Conderman


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Discussion Leader
AbacusNext

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Grow Your Firm with the #1 Rated QuickBooks CRM (ACGQ)

Customer Rating

Field of Study

Computer Software & Applications

Level

Basic

Credits

1

Qualifies For

CPE

Overview

Growing a firm does not just mean acquiring new clients – firms must also retain current clients. Client turnover is often a result of a communication breakdown or another firm swooping in and taking the client. There are ways to prevent this from happening utilizing a CRM system. The same CRM that helps you to retain clients can help you to attract more happy clients. In this webinar, we will discuss how firms can grow their client base by not only acquiring new clients but by increasing wallet share and reducing turnover utilizing ResultsCRM.

Major Topics

  • Mine your CRM to increase wallet share
  • Build a referral network to generate new leads utilizing your CRM contacts
  • Track client communication and set reminders to stay in front of your clients
  • Recognize the importance of bidirectional integration with QuickBooks and CRM

Learning Objectives

  • Learn how identify a referral network
  • Identify opportunities to provide additional service to clients
  • Develop client retention strategy

Designed For

Firms looking to grow their own business and professionals involved in the business development function

Prerequisite

None

Advanced Preparation

None


'
Discussion Leader
Lindsay Conderman


'
Discussion Leader
AbacusNext

Registering...
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