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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

Course Type

Online Class

Delivery Type

On Demand, Online, Self-Paced

PDH Credit


Price (Member)


Price (Non-Member)


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