If you ask many accountants about customer or client relationship management software, many of the answers will be something like, “We don’t need CRM, we have practice management.” Processing Content ...

Salesforce CRM and Automatic Data Processing ADP have announced an ambitious collaboration to reshape the landscape of client experiences. Leveraging Salesforce's Customer 360 platform, ADP aims to ...

The customer is king in this hyper-competitive market. That means they deserve more than the best products or services. Building strong client relationships is also crucial for any business. Clients ...

Customer Relationship Management (CRM) systems were designed to be the operational core of advisory firms; the hub in the hub-and-spoke model. The goal was clear: centralize client data, enable follow ...

Customer relationship management software provider and Microsoft Dynamics partner Client Profiles has released CRM4Accounting, a Dynamics CRM-based product tailored specifically for the accounting ...

Software giant Microsoft will release in the second quarter a high-profile productivity tool for Android-toting business professionals. Accompanying Microsoft’s CRM Dynamics 2012 platform update is a ...

CRM stands for Client Relationship Management. It’s a software that tracks interactions with clients over time to analyze trends and better serve them. A CRM system can help optimize processes for ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She ...

I'm proud to be a certified public accountant. My profession is highly regarded. We are known to be financial experts. We are trusted and respected. We are relied upon as advisors, counselors and ...