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.
Upon completing this course, you should be able to:
• 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