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What are firms doing to attract the new generation of clients?
Posted on 01/08/2011. Tags: Marketing
I talk with many firms about their marketing activities. Referrals are still by far the main source of new clients. The question is, what else should firms be doing? What can partners and managers do to encourage referrals? The first answ ...
What is the best CRM for accounting firms?
Posted on 12/04/2011. Tags: Marketing, Practice Management
We regularly receive requests from firms wanting to know what CRM (client relationship management) software they should purchase? The first consideration is what the software is for? Are you looking for an integrated solution to keep track of your pr ...