Project Description

CRM FOR ACCOUNTANCY WEBINAR

CRM for Accountancy

In this webinar Colin Abercrombie, a partner at the Glasgow accountancy firm French Duncan discusses the (mis) understanding of CRM and how their journey with CCH CRM powered by Workbooks has helped the firm focus on the bigger picture:

  • A single client view
  • Prospect and cross-sell effectively
  • Identify new service opportunities
  • Eliminate time spillage
  • Assure engagement compliance

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