PROFESSIONAL SERVICES MARKETING

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Sales

The most successful implementations happen when firms view their CRM not as a database, but as a fundamental shift in how they build and maintain client relationships.

3 min read

Using CRM Systems to Improve Client Relationships

Picture of Accounting Marketing Writing Team Accounting Marketing Writing Team: Dec 17, 2024 5:54:09 PM

Imagine walking into your office on Monday morning, instantly seeing that your key client's engagement metrics have dropped by 20% in the past month,...

Sales Audience Professional services
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Using AI to identify cross-selling and upselling opportunities can revolutionize the way accounting firms serve their clients.

4 min read

Using AI to Identify Cross-Selling and Upselling Opportunities

Picture of Accounting Marketing Writing Team Accounting Marketing Writing Team: Oct 25, 2024 6:00:22 PM

For accounting firms, cross-selling and upselling are powerful strategies for expanding client relationships and boosting revenue. With artificial...

Sales Accounting Marketing
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