Client Relationship Systems have been around for decades, but many A&E firms still struggle to implement and use them effectively. This session will explore all the benefits of using a CRM system and how they can be leveraged to improve sales results and client retention.
- Explore all the uses of a CRM system
- Understand why CRM systems can be difficult to implement and use
- Learn some best practices to ensure CRM success and user adoption
- Appreciate the value a CRM can bring to your firm
Presenter: June R. Jewell, CPA, President AEC Business Solutions