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About Michael Warren

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So far Michael Warren has created 8 blog entries.

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.

2021-04-26T14:38:13+00:00Apr 14 2021|Blog, CRM Solutions, Resources, Services|

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.

2021-04-14T14:10:54+00:00Apr 7 2021|Blog, CRM Solutions, Resources, Services|

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.

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.

Why Your Firm Should Prioritize the Client Life Cycle

Here's why traditional ways of working must evolve and how to make the transition.

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