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How To Select CRM Systems For CPAs?

How To Select CRM Systems For CPAs?

Submitted by • November 20, 2020 www.mycpadashboard.com

Wikipedia defines it as: “Customer Relationship Management (CRM) is the process of managing interactions with existing as well as past and potential customers”. It is one of many different approaches that allow a company to manage and analyze its own interactions with its past, current, and potential customers. It uses data analysis about customers’ history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.

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