K2's CRM - The Ultimate Business Automation Tool

Overview

This course provides an in-depth exploration of Customer Relationship Management (CRM) systems as a critical tool for business automation. Designed for accounting professionals, it emphasizes CRM's role in streamlining workflows, organizing communications, enhancing client relationships, and improving efficiency. Participants will learn about key CRM features, integration with accounting software, and best practices for successful implementation. We will highlight practical applications with actionable insights to help attendees optimize their processes. This two-hour session ensures you walk away with a basic understanding of CRM's transformative potential for business and financial management.

Highlights

• Overview of CRM functionalities tailored to accounting, including customizations and integrations
• Integrated tools that leverage CRM data for automating tasks and improving efficiency
• Strategies for successfully adopting a CRM platform and solutions to overcome common challenges

Prerequisites

None

Designed For

Accounting and other business professionals seeking to leverage CRM technologies for more profitable client/customer interactions

Objectives

• Define Customer Relationship Management (CRM) and explain its significance in business automation
• Identify key CRM features that optimize accounting and financial workflows
• Name at least two best practices for implementing and customizing CRM systems for use in common accounting workflows

Preparation

None

Notice

This course is provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by ACPEN. Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.