Microsoft Dynamics 365 is causing a massive disruption to the way traditional business management solutions are offered.
CPA firms do not always have the best culture suited for quality Customer Relationship Management (CRM) system. The accounting industry differentiates from other industries when it comes to sales and client services, but servicing clients is the game they are in. Having a superior CRM can be essential for the success of a firm. Formal business enhancement in the form of CRM will set apart a firm from its competitors.
Benjamin Obdyke has been providing high-quality roof and wall building solutions since 1868. Their partnerships with builders and contractors requires unique accounting and customer management.
Customer relationship management (CRM) is more than a term for a powerful technology platform; it’s a philosophy with an emphasis on the word “relationship” at its heart.