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CRM for Accountancy - Why you accountancy practice need CRM

In this webinar Colin Abercrombie, a partner at the Glasgow accountancy firm French Duncan discusses the (mis) understanding of CRM and how their journey with CCH CRM powered by Workbooks has helped the firm focus on the bigger picture:

A single client view
- Prospect and cross-sell effectively
- Identify new service opportunities
- Eliminate time spillage
- Assure engagement compliance
Recorded Dec 11 2018 49 mins
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Presented by
Colin Abercrombie, Partner, French Duncan
Presentation preview: CRM for Accountancy - Why you accountancy practice need CRM

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Workbooks CRM - we help you acquire, convert, and retain customers
Workbooks is a UK based organisation offering a feature-rich CRM for marketing, sales and customer service, with additional business functionalities including marketing automation, sales order management and invoicing.
Workbooks joins up the entire organisation around data and processes, promoting teamwork and collaboration. It provides a single 360 view of customers and the information is accessible anytime, anywhere.

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  • Title: CRM for Accountancy - Why you accountancy practice need CRM
  • Live at: Dec 11 2018 10:00 am
  • Presented by: Colin Abercrombie, Partner, French Duncan
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