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

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