CRM for CPAs: The Secret to Maximizing Client Relationships
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The document outlines details for a live webinar focused on maximizing client relationships through CRM, featuring presenters with extensive backgrounds in the field. The agenda includes topics like the integration of marketing and CRM, marketing automation, and client management, along with a Q&A session. Participants are encouraged to ask questions via a chat feature during the webinar, which lasts about one hour.
CRM for CPAs: The Secret to Maximizing Client Relationships
- 2. Danny Estrada, Net@Work CRM Practice Director 20 Years in CRM CRM Magazine Columnist Search CRM Blogger Practical CRM Blog Today’s Presenters Brandon Contreras Act‐On Channel 15 Years in Technology 10 Years in Marketing 5 Years with Act‐On
- 3. Webinar Details • Presentation is roughly 1 hour • All phone lines are muted • Type your questions into your “questions box” located at the bottom of your webinar panel
- 6. Today’s Agenda Why Integration of Marketing & CRM is Critical Consolidating Digital Marketing Marketing Automation Explained Client Management in the Digital Age Dynamic Reporting Across the Firm Using Workflow to Maximize People Q&A