Webinars

Webinars

Nurture Marketing For CPA Firms

Jun
20
2013
Event date: 20 Jun, 2013 02:01 PM To 20 Jun, 2013 03:30 PM
This presentation, Nurture Marketing For CPA Firms, will discuss: ·         Nurturing Customer Relationships ·         The importance of Top-Of-Mind Awareness ·         Client Satisfaction and Nurture ·         Different Opportunities, Different Messaging ·         The Nurture Action Plan…what to send out and when to send it out ·         Tracking Behavior – automation based upon prospect behavior Eric Rabinowitz is the co-Author of the book Nurturing Customer Relationships by Cecil and Rabinowitz. NOTE: The first 5 participants that e-mail a code to Eric at the end of the webinar will get an autographed copy of the book, "101 Business Love Letters".
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7 Reasons CPA Firms Should Use CRM

Jul
18
2013
Event date: 18 Jul, 2013 02:01 PM To 18 Jul, 2013 03:30 PM
Please join us for ‘7 Reasons CPA Firms Should Use CRM’ presented by Brian Bell, CEO and Managing Partner of CRM Advantage. This session is designed for CPAs and CPA Firms and will cover system management of:
  • Organization and Individual Contacts
  • Client Tracking
  • Communication
  • Problem and Issue Tracking
  • Campaigns
  • Reports and Dashboards
CPAs who attend will receive 2 CPE credits. This session is free of charge, but registration is required. We hope you’ll join us!
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