If your firm is still tracking contacts in excel, using other tools like practice management software to keep track of all your contacts, or if you've implemented a CRM and aren't sure you're getting the most out of it, this session is for you. We’ll discuss how a CRM can help you gain valuable insights, save time, increase revenue, and improve your client experience through best practices for marketing and business development.

Speaker:

Sarah Stage
Director of Marketing
Insero & Co. CPAs

Business Case for CRM
Recording

Course Details

© Copyright 2026 | Terms | Privacy | MC LMS, Inc. | Designed by Boldare