CRM systems

The offering brings CRM directly into the QuickBooks Online environment.

Intensively managing client relationships is more important than ever — and there are tools to help.

As I write this, things are going from bad to worse with the COVID-19 crisis. With the high level of anxiety that comes with a stressful situation, and the equally high level of uncertainty, it’s easy to get distracted. But the fact is that most of us are now working from home, and while this is unfamiliar to many, that isn’t necessarily a bad thing, even though the circumstances that necessitate it are frightening.

Hundreds of new tools for small businesses, the rise of ransomware, and eight other recent technology developments you may have missed.

The software vendor with 45+ applications takes an unusual approach.

It’s a cultural issue, largely, but it doesn’t have to stay that way.

The new apps include accounting, enterprise resource planning, e-commerce, point-of-sale, mobile commerce and customer relationship management software applications.

Customer relationship management is an essential part of an accounting firm’s business, but it often gets overlooked in favor of the good accounting work the firm does for their client.

The Top 100 Firm has acquired NexGen Consultants and subsequently expanded its Salesforce consulting service.

Introhive, which makes customer relationship management software for enterprises, has expanded its relationship with PwC to deliver AI-powered tools in Canada and the U.S.

Dubbed the Accounting Partner Center of Excellence, the program will also generate referrals for accountant partners.

Accountants can learn a lot from giants like Netflix and Marriott — and from their own clients.

CFOs are on the front lines of optimizing company processes, and that usually includes selecting the best technology for the job.

Accountants find new ways to connect with customer relationship management software.

What exactly is driving digital transformation initiatives now underway at virtually every Fortune 500 company and how can the finance team leverage them?

New kinds of laptop and phone displays, blockchain grants, and eight other things that happened in technology this past month and how they’ll impact your clients and your firm.

SWC provides technology solutions to midsized businesses in the Midwest United States.

When people get overwhelmed with too many choices, they usually take the safe way out and decide not to do anything.

At this tier, Salesforce partners demonstrate a regional strategy and a growing practice.

Accountants need to know that customer relationship management software is more than just practice management.