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Tuesday, September 20, 2011

11:45 AM - 12:10 PM
Track: Client Accounting Services Best Practices View Track

CLIENT RELATIONSHIP MANAGEMENT (CRM): ROADMAP FOR SUCCESS (PART ONE)

Bonnie J. Nagayama, CPA President, MCWILLIAMS & ASSOCIATES INC

 

CRM is about knowing your customers and using this knowledge to form profitable relationships with them. We hear a lot about CRM these days, but most of us don’t really know how to implement the right CRM solution and manage the ongoing processes that will maximize the ROI.

 

In this session, you'll see how CRM can deliver a profitable focus on customers that can really pay off. The session also covers the steps of developing and implementing a CRM strategy and what it can and can’t achieve. You'll learn how to tell if you’re getting value out of a CRM system and which are the most important metrics to monitor.

 

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