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.

First name*

Last name*

Business Email*

Industry*

Department*

Telephone*

Company*

Yes, I am happy to receive occasional marketing communications regarding Workbooks products, services and events. I can unsubscribe at any time.

By downloading the report, you confirm that you agree to the storing and processing of your personal data by Workbooks as described in the privacy policy.