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Tuesday, October 31, 2023, 1:30 PM – 2:30 PM (Eastern)

Not available for the live online class? Pre-order the on-demand recording!

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

Event Type

Delivery Format


Date & Time

October 31, 2023
1:30 pm
- 2:30 pm




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