Date/Time
7/9/2025
12:00 PM - 1:46 PM Central
12:00 PM - 1:46 PM Central
Course Registration
Credits
2 Credits
Event Type(s)
Webinars
Event Description
This course provides an in-depth exploration of Customer Relationship Management (CRM) systems as a critical tool for business automation. Designed for accounting professionals, it emphasizes CRM's role in streamlining workflows, organizing communications, enhancing client relationships, and improving efficiency. Participants will learn about key CRM features, integration with accounting software, and best practices for successful implementation. We will highlight practical applications with actionable insights to help attendees optimize their processes. This two-hour session ensures you walk away with a basic understanding of CRM's transformative potential for business and financial management.
Speakers:
Brian F. Tankersley, CPA.CITP, CGMA
Location
Webinar
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