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Accountants in practice - Top tips on how to build and manage relationships with your clients with IRIS


Make client relationship management your secret weapon. You collect data on your clients every day – data that could be transformed into valuable business intelligence.

This whitepaper explains how taking a more strategic approach to client relationship management(CRM) can help you to:

• Retain existing clients and win new business.

• Increase your revenues.

• Boost your efficiency.

• Improve customer service.

• Target your marketing and services.

IRIS explores the myths surrounding CRM to show it isn’t only for the big boys, it isn’t expensive, and it does bring measurable results – with case studies to prove it. IRIS also offers four top tips for CRM success.

To review the full paper, please download it now.

Tags: Software Selection, CRM, Practice Management Software.

Rating: 4 people found this useful

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