Client Relationship Management (CRM) for Accounting Firms. See first-hand how CRM for CPAs empowers you through these powerful capabilities: - Integrated Marketing Automation - Lead Scoring & Nurturing - Robust Client Communications - Automated Business Development - Escalation & Workflow - Practice Level Reporting - T&E Client Dashboards - Client Referral Management - Email, Calendar, Mobile Friendly Learn more: http://www.netatwork.com/crm-for-accounting/

1. Live Webinar:
We will begin shortly Webinar Audio: You can dial the telephone numbers located on your
webinar panel. Or listen in using your microphone or computer speakers.
CRM for CPAs
The Secret to Maximizing Client Relationships

2. Danny Estrada, Net@Work
CRM Practice Director
 20 Years in CRM
 CRM Magazine Columnist
 Search CRM Blogger
 Practical CRM Blog
Today’s Presenters
Brandon Contreras
Act‐On Channel
 15 Years in Technology
 10 Years in Marketing
 5 Years with Act‐On

3. Webinar Details
• Presentation is roughly 1 hour
• All phone lines are muted
• Type your questions into your “questions box” located at the
bottom of your webinar panel

4. Nationally Respected Technology Firm with 20 Years of CRM

5. Overview Solutions
Customer Relationship
Management (CRM)
HR Management
Systems (HRMS) /
Employer Solutions
Web/Mobile Development
& eCommerce
Nonprofit
Solutions
Document Management/
SharePoint Implementations
Business Intelligence,
Analytics & Reporting
Cloud / IT Infrastructure
& Managed Services
Enterprise Resource Planning
(ERP) / Accounting Software

6. Today’s Agenda
 Why Integration of Marketing & CRM is Critical
 Consolidating Digital Marketing
 Marketing Automation Explained
 Client Management in the Digital Age
 Dynamic Reporting Across the Firm
 Using Workflow to Maximize People
 Q&A

7. Demonstration

8. Questions?
Type your questions into your “questions box” located at the
bottom of your webinar panel

9. Thank You For Attending!
For additional information, please contact me (or your Net@Work Account Manager)
Danny Estrada | Net@Work
CRM Practice Director
Phone: 800‐719‐3307 Ext. 1749
destrada@netatwork.com
sgarrity@netatwork.com