How to Leverage a CRM System to Increase Sales and Client Retention

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.

Learning Objectives:

• 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