Project Description


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

You're only one step away!

Simply complete the form to access the webinar.

Thank you for your interest in our resources.

You can now click the button below to watch the webinar.

Play Webinar