CRM: From Needs Assessment to ROI Measurement —
and Everything In-Between

Webinar Registration
InterAction Case Study: Marks Paneth & Shron LLP
CRM Business Case Template

Public accounting is a relationship business. Whether developing new engagements or servicing existing clients, forward-looking accounting firms are leveraging client relationship management (CRM) solutions to effectively organize their client and prospect knowledge. Join us for a free, on-demand web seminar and learn how to:

  • Identify firm characteristics that highlight the need for a CRM solution
  • Develop a business case for the firm’s senior management
  • Conduct a solution search and guide the decision-making processes
  • Measure the results/benefits of implementing a CRM solution

Speakers:
Roger Russell, Senior Editor, Accounting Today
Sara Walsh, Managing Director, Marketing, Marks Paneth & Shron LLP