cpa firm best practices for business development with crm
TRANSCRIPT
Live Webinar:
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CPA Firm Best Practices for Business Development With CRM
CPE Process
4 Keywords will be provided during the session today.
1. Write them down during the session.
2. After the session you will receive a sign up sheet (single or multiple attendee) in the follow up email along with an evaluation form.
3. Write the 4 key words down on the sign up sheet and either fax or email the sign up sheet and evaluation based on the information on the sign up sheet.
4. If submitted by email CPE certificates will be returned to that email address and if faxing form indicate an email for the certificates.
CPE Credits are provided under State of Texas License.
Please verify that your state will accept Texas CPE Credits.
Danny Estrada, MBA – CRM Practice Director
20 Years in CRM CRM Magazine Columnist Practical CRM Blog Contributor for Accounting Today Blogger for Accounting Web
Today’s Presenters
Webinar Details
• Presentation is roughly 1 hour
• All phone lines are muted
• Type your questions into your “questions box” located at the bottom of your webinar panel
250+ Business
Technology
Architects and
Consultants
ERP/
Accounting
CRM &
Marketing
Automation
HRMS/
Employer
Solutions
BI, Analytics &
Reporting
Road Mapping
& Strategic
Planning
Business
Process Review
IT & Managed Services
Cloud
Services
Document Management
Nonprofit
SolutionsWeb
Development
& e-Commerce
Sister Company
Payment Processing
SWYPESister Company
Ecosystem
Today’s Agenda
Competition in the Accounting Profession Proper CRM Structure Business Development Culture Establishing a Business Development Playbook Nurturing Staff on Business Development Cross-Sell Optimization Referral Management Enhancing Engagement Letter/Proposal Process Accountability Q&A
Assessing Your Current Situation
Organizational Strategy
Technology
Business
Objectives
Technology Strategy
Existing
Capabilities
Technology
Gaps
Implementation
Technology Training
Thank You For Attending!
For additional information, please contact me (or your Net@Work Account Manager)
Danny Estrada | Net@WorkCRM Practice DirectorPhone: 800-719-3307 Ext. [email protected]@netatwork.com