CRM for Accountancy

webinar   48:10

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 report.