What is the Purpose of a CRM and How Do I Find The Right One?

Speaker: Sarah Dobek

Format

Video

Level

Intermediate

Duration

1h 15m

This session will discuss the various uses and roles of CRM and what you should look for in a system that matches your needs.

Learning outcomes

Participants will learn how a customer relationship management (CRM) system benefits the various branches of an accounting firm
Participants will learn what they should look for when selecting a CRM system and how they can set it up for success

£35.00 (CIMA members only)

£45.00

VAT calculated on checkout

Product information

Overview

An organization focused on growth knows it should implement a customer relationship management (CRM) system. The problem is that it is quite difficult for firms to find one they like, and when they do find one they like, it can be almost impossible to get traction. A successful CRM journey starts with the right expectations and the right set-up. CRM isn't only for sales and marketing, it's an effective tool for client service! This session will discuss the various uses and roles of CRM and what you should look for in a system that matches your needs.

Professional development

All learning resources available in the CGMA Store qualify for CPD for CIMA members.

Programme level:	Intermediate
Duration:	1h 15m
Format:	Video
Access:	This is a digital product. You will have access to the content for a year after purchase date.

Return and refund policy

£35.00 (CIMA members only)

£45.00

VAT calculated on checkout

Speaker

Sarah Dobek
Sarah Johnson Dobek is President and Founder of Inovautus Consulting, a national consulting firm that develops strategies, programs, and training designed to help accounting firms grow faster and in the right direction. Sarah and her team work with firms to assess their growth goals and execute practical marketing and business development plans. With her unique background in operations, human resources, practice management, and marketing, Sarah delivers insightful, practical advice that guides organizations down the right path toward achieving the growth they desire. Sarah’s ability to understand where an organization is starting from, coupled with her disciplined approach to best practices, drives results for firms and helps them to evolve.

Prior to forming Inovautus, Sarah was the Director of Marketing for a Chicago-based accounting firm and the Director of Consulting Services at PDI Global, where she learned the nuts and bolts of public accounting firms and the importance of aligning marketing, people, and practice management strategies to achieve growth. Sarah is a sought-after speaker for conferences, board meetings, and professional service associations and societies.

Sarah is a thought leader appearing throughout the profession through articles, podcasts, and videos in Accounting Today, CPA Society publications, the AICPA Journal, CPA Practice Advisor, and more. Having been named a “Top 100 Most Influential Person” by Accounting Today in 2013, 2014, 2016, 2017, and 2018, and a two-time “Top 20 Under 40 Vendor” by CPA Practice Advisor, Sarah is without a doubt glued into the profession. Living and breathing her passion, she’s also a member and former board member of the Association for Accounting Marketing (AAM) and the past President and member of the CPA Consultants Alliance.

Accessibility

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The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.