The value of an integrated CRM system
An efficient, user-friendly and integrated Client Relationship Management (CRM) system is no longer a luxury …
Integration
Share your CCH Central data in the cloud
Many accounting firms use CCH Central for their compliance work but struggle to take advantage …
The Need for Integrated CRM: Part 8 – Visibility for Management
Integrated CRM encourages collaboration by bringing people from different departments and offices together. It also …
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The Need for Integrated CRM: Part 7 – Seamless Financial Function
A firm’s finance team may want to know details on clients and forecasted new business …
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The Need for Integrated CRM: Part 6 – Enhancing Proactive Operations
It is accepted that it is six to seven times more expensive to win a …
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The Need for Integrated CRM: Part 5 – Smoother Onboarding of Clients
CRM is the natural place for onboarding clients because it is the one place that …
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The Need for Integrated CRM: Part 4 – Improved Business Development
Integrated CRM supports business development activities so that more revenue is achieved. Two common drivers …
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The Need for Integrated CRM: Part 3 – More Proactive Marketing
With Integrated CRM, email marketing applications can be connected directly to the core database, without …
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The Need for Integrated CRM: Part 2 – Boosting Personal Productivity
By integrating offline systems (accounts production, tax compliance and practice management software) into an online …
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The Need for Integrated CRM: Part 1 – Connect Teams with One View of the Truth
CRM software without integrations to other lines of business applications is just another data silo, …
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