Breaking the Mold: Becoming A Connected Firm to Enhance Client Value
To succeed in adopting a more client-centric culture, firms need to re-evaluate and improve how they manage these 5 key areas of their business, systems, and data.
Value Vs. Performance: Measuring Success in Terms of Client Value
Professional services firms are placing much greater emphasis on client centricity. A fundamental representation of this emphasis is tied to how firms measure success.
Aligning Client-Centric Strategies with Information Management
Introduction to a six-part series on developing a successful client-centric culture and how to address the resulting operational implications.
Dear Santa: A Partner’s Plea for CRM Strength and Success
Santa is used to pulling off what might seem to be impossible. Maybe this year, Santa can help this partner believe in CRM and make it succeed at the firm.
10 Things You Need To Know About CCPA and Its Domino Effect
CCPA went into effect on January 1, 2020. See how can your firm comply with this act and prepare for increasingly stringent data privacy regulations.
Six Critical CRM Trends: Keeping Pace with the Changing Business Landscape
What can we expect in the next 12 months related to CRM? This blog explores critical trends so you can be informed and prepared.
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From Housekeeping to Breadwinning: How Firms Can Use CRM as a Tool to Drive Revenue GalleryFrom Housekeeping to Breadwinning: How Firms Can Use CRM as a Tool to Drive Revenue
Accounting Firms, Advisory Services, Blog, Consulting Firms, Consulting Services, CRM Solutions, Financial Services, Industries, Law Firms, Services, Software, Specialized Expertise
From Housekeeping to Breadwinning: How Firms Can Use CRM as a Tool to Drive Revenue
To get the most out of CRM, firms need to do the basics well, be clear about objectives, and then look beyond traditional approaches to CRM to accomplish those goals. Here's how.
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Why Your Firm Should Prioritize the Client Life Cycle GalleryWhy Your Firm Should Prioritize the Client Life Cycle
Accounting Firms, Advisory Services, Blog, Consulting Firms, Consulting Services, CRM Solutions, Financial Services, Industries, Law Firms, LawDrill Inquiry & Analytics, News, Press Releases, Publications, Resources, Services, Software, Specialized Expertise, Wilson Ideate, Wilson Proforma Tracker
Why Your Firm Should Prioritize the Client Life Cycle
Here's why traditional ways of working must evolve and how to make the transition.