CRM – The Why, the What and the How
Customer Relationship Management (CRM) is an emerging technology within the accounting industry. Based on our experience with Boomer Technology Circle members, however, many firms are still in a “holding pattern” when committing to the initiative. This article outlines the compelling reasons to pursue CRM (“the Why”), what you should look for when selecting an appropriate package (“the What”) and some simple guidelines to follow during implementation (“the How”).