TECH2502P. Elevating Practice Management with CRM and Marketing Automation

Integrating CRM and marketing automation with practice management systems can revolutionize how accounting firms operate and serve their clients. This session will highlight the benefits of combining these technologies to streamline workflows, enhance client onboarding, and boost overall efficiency and client satisfaction.

Learning Objectives:

• Understand Integration Benefits: Identify the operational and client service benefits of integrating CRM and marketing automation platforms with practice management systems.
• Optimize Client Onboarding: Evaluate onboarding strategies that leverage integrated systems to improve the transition from prospect to client.
• Enhance Efficiency and Satisfaction: Analyze the impact of system integrations on workflow efficiency, communication effectiveness, and client satisfaction.