CPA Firm Best Practices for Business Development with CRM

Live Webinar:

We will begin shortly Webinar Audio: You can dial the telephone numbers located on your webinar panel. Or listen in using your microphone or computer speakers.

CPA Firm Best Practices for Business Development With CRM

CPE Process

4 Keywords will be provided during the session today.

1. Write them down during the session.

2. After the session you will receive a sign up sheet (single or multiple attendee) in the follow up email along with an evaluation form.

3. Write the 4 key words down on the sign up sheet and either fax or email the sign up sheet and evaluation based on the information on the sign up sheet.

4. If submitted by email CPE certificates will be returned to that email address and if faxing form indicate an email for the certificates.

CPE Credits are provided under State of Texas License.

Please verify that your state will accept Texas CPE Credits.

Danny Estrada, MBA – CRM Practice Director

20 Years in CRM CRM Magazine Columnist Practical CRM Blog Contributor for Accounting Today Blogger for Accounting Web

Today’s Presenters

Webinar Details

• Presentation is roughly 1 hour

• All phone lines are muted

• Type your questions into your “questions box” located at the bottom of your webinar panel

250+ Business

Technology

Architects and

Consultants

ERP/

Accounting

CRM &

Marketing

Automation

HRMS/

Employer

Solutions

BI, Analytics &

Reporting

Road Mapping

& Strategic

Planning

Business

Process Review

IT & Managed Services

Cloud

Services

Document Management

Nonprofit

SolutionsWeb

Development

& e-Commerce

Sister Company

Payment Processing

SWYPESister Company

Ecosystem

Today’s Agenda

Competition in the Accounting Profession Proper CRM Structure Business Development Culture Establishing a Business Development Playbook Nurturing Staff on Business Development Cross-Sell Optimization Referral Management Enhancing Engagement Letter/Proposal Process Accountability Q&A

The State of Competition in the Accounting Profession

Scoring Yourself – The 5 Minute Test

The Ideal CRM Structure

CRM

Email

Web Site

DocumentsPractice

Management

Marketing

Automation

Why Does the Plumbing Matter?

Business Development 101

Not Everyone Has Sales Talent

What Makes Business Development Hard?

How do you develop a Game Plan?

If You Build it They Will Come

Building Your Net

You Depend on It, But Do You Measure It?

Engagement Letters & Proposals Should Not Be Manual

Carrot or the Stick?

Assessing Your Current Situation

Organizational Strategy

Technology

Business

Objectives

Technology Strategy

Existing

Capabilities

Technology

Gaps

Implementation

Technology Training

Thank You For Attending!

For additional information, please contact me (or your Net@Work Account Manager)

Danny Estrada | Net@WorkCRM Practice DirectorPhone: 800-719-3307 Ext. [email protected]@netatwork.com