If you ask many accountants about customer or client relationship management software, many of the answers will be something like, “We don’t need CRM, we have practice management.” However, practice ...

CRM stands for Client Relationship Management. It’s a software that tracks interactions with clients over time to analyze trends and better serve them. A CRM system can help optimize processes for ...

Customers have always been the most important part of a business. Consequently, controlling the business-customer relationship is also an important aspect of a company’s everyday life. Customer ...

Customer Relationship Management (CRM) systems were designed to be the operational core of advisory firms; the hub in the hub-and-spoke model. The goal was clear: centralize client data, enable follow ...

The customer is king in this hyper-competitive market. That means they deserve more than the best products or services. Building strong client relationships is also crucial for any business. Clients ...

A critical part of a law firm’s client relationship strategy is the type of law-specific IT systems the firm has in operation. Alongside is the well-documented challenge of how well these IT systems ...

Head of Marketing at CRMNEXT, a specialist CRM solutions company serving some of the world's largest and fastest-growing brands. What has happened to CRM? The purpose of customer relationship ...

Common CRM Issues That Hide Missed Placements and How to Fix Them An educational guide identifying the data quality problems costing recruitment agencies thous ...