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CRM: NUMBER 1 TOOL TO ALIGN ENGAGEMENTS AND CRUSH REVENUE GOALS

Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 14, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaComputer Software and Applications
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Other
Small Business Owner
Course Description


The cornerstone of any business development team is the CRM system they live and breathe in. Customer Relationship Management software is different than Practice Management apps and will be essential in 2018 to reach revenue goals as marketing techniques continue to evolve. On this webinar, we will discuss how firms and businesses are using CRM to crush their revenue goals and show you the NEW ResultsCRM, including custom tile dashboards and QuickBooks integration.
 
Learning Objectives:


  1. Understand the key differences between CRM and Practice Management

  2. Explore the new ResultsCRM

  3. Identify key integrations for success between CRM and QuickBooks

  4. See how CRM increases engagements on average by 30%

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Sam Saab

Results CRM
Founder, EVP of Product, ResultsCRM
[email protected]

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With over 30 years of experience in Information Technology consulting and software development, Sam is a recognized pioneer in the Customer Relationship Management (CRM) industry as well as a thought leader in Business Information Management technologies. In 2002, he developed and launched Results CRM—an award-winning integrated business solution that helps organizations centralize their data, streamline their operations and improve their business relationships. Sam is a national speaker and published author on CRM and Business Information Management, and he currently resides in the Washington D.C. metro area with his wife and their two children.

About Our Presenter

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Results CRM, a product of AbacusNext, is the best CRM with QuickBooks Integration. Powerful, flexible, and easy-to-use, Results CRM software provides your sales team a way to manage contacts, to-do lists, quotes, and sales opportunities. Streamline your workflows and ensure every detail is preserved. Results CRM is built to provide more visibility into your QuickBooks data. With a single button click, both Results CRM and QuickBooks are automatically updated with the latest information, keeping both sides in sync. Whether you have a small business or enterprise-level operations, Results helps organizations of all sizes achieve their goals, streamline operations, improve efficiency, and increase performance with an award-winning CRM, business management and field service management software and services for all growing businesses. AbacusNext is the leading Technology as a Service provider with over 500,000 professional service users worldwide.