Content Provider
Abacusnext2
Middlebanner excel07092024
Handout Materials
Presentation Slides
Additional Materials
Brochure
Webinar Technical FAQs
Growyourfirm abacusnext

GROW YOUR FIRM AND REDUCE CLIENT TURNOVER USING RESULTSCRM

Cost Free
Presentation Length 1.0 hour

Recorded DateApril 24, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Growing a firm does not just mean acquiring new clients, firms must also retain current clients. Client turnover is often a result of a communication breakdown or another firm swooping in and taking the client. There are ways to prevent this from happening utilizing a CRM system. The same CRM that helps you to retain clients can  help you to attract more happy clients. On this webinar, we will discuss how firms can grow their client base by not only acquiring new clients but by increasing wallet share and reducing turnover utilizing ResultsCRM.
 
Learning Objectives:


  1. Mine your CRM to increase wallet share

  2. Build a referral network to generate new leads utilizing your CRM contacts

  3. Track client communication and set reminders to stay in front of your clients 

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Lindsay Pinkos

Out Of The Box Technology
Senior Product Marketing Manager

(858) 768-5650

Lindsay Conderman is a Product Marketing Manager for AbacusNext, focused on products that help accounting and tax firms run and grow their practices. Lindsay has been working with accounting and tax professionals, both public accounting firms as well as professional service firms serving the accounting profession, since 2009. Her expertise includes growing accounting firms through new client acquisition and expanding services to existing clients through strategic marketing initiatives.

About Our Presenter

Abacusnext2
As the largest Technology-as-a-Service (TaaS) provider for the professional services sector, AbacusNext helps legal and accounting professionals achieve ultimate success and peace of mind through the delivery of a complete suite of compliance-ready technology solutions designed to support a secure and cloud-enabled practice at a cost they can afford. Our portfolio of turnkey solutions include hardware, software and infrastructure on a pay as you go model; Practice Management, Client Resource Management (CRM), Payment Processing, Email, Desktop as a Service (DaaS) and Managed IT. To sign up or learn more visit AbacusNext.com.