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CRM

Fridays at Insightful Accountant are almost always product feature days...we have different feature articles based upon our 'depth of review', from almost a show-n-tell to in-depth analysis, we focus on products for you. more

Vendor Corner

Discover how smoothly your firm can operate when all of your workflow and management needs are connected by a comprehensive application; simplify & streamline from top to bottom with ABACUSNEXT. more

Vendor Corner

June 26, 2018 at 2:00 p.m. EST: In this webinar, Lindsay Conderman will discuss how firms can grow their client base by not only acquiring new clients but by increasing wallet share and reducing turnover utilizing ResultsCRM. Sponsored by Canon. more

Educational Webinars

AbacusNext®, the largest Technology-as- a-Service (TaaS) provider for the legal and accounting professions, today announced their acquisition of Commercial Logic, developers of practice management and workflow tools for accounting professionals. more

Vendor Corner

See how the AbacusNext Partner Program helps accounting professionals and their clients achieve success through the delivery of a complete suite of compliance-ready technology solutions. more

Vendor Corner

AbacusNext moves forward in the accounting vertical with acquisition of OfficeTools. more

General Ledger

So, you need billing software that's more sophisticated than QuickBooks? Don't worry, contributing author Caren Schwartz offers her tips for choosing a solution that can help. more

Tax & Practice Management

After attending the "Scaling New Heights 2016" conference in the Bahamas, Leah Welsh, founder and owner of Strategic Accounting Solutions, discovered that the building blocks for success we need often are right in front of us. See what they are. more

People & Business

Many people are not even aware that the QuickBooks Lead Center exists, or that they can import their leads into the Center for CRM 'like' functionality. OK, I admit that it isn't a full blown CRM, but it's still beneficial for some users. more

General Ledger 2 Comments

Infusionsoft has added QuickBooks Online and Xero integrations allowing a 360 degree view of every business transaction and full front and back office integration. more

Vendor Corner

Sales cycles are lengthening beyond what’s expected, making it almost impossible to consistently deliver predictable revenue for businesses. Here are some ways you may shorten your sales cycle. more

People & Business

A CRM system can be the key differentiator that allows you to better serve your clients. John Silvani shares the key traits you need to look for in the CRM solution you choose. more

Tax & Practice Management

John Silvani of Gravity Software shares more insight into why a CRM system is a critical to the future more

People & Business

A CRM system can be a vital component of the management and growth of any business, including an accounting or bookkeeping business. John Silvani provides some insight for those considering adding a CRM system. more

People & Business

Legrand CRM has added Michelle Owens as business development manager for North America with primary responsibilities of developing the partner channel and ultimately growing the business. more

People & Business

Laura Berthiaume of email Stopwatch shares 7 simple productivity tools that can help you recaputure lost time and productivity. more

Blogs

Legrand offers a Partner Program that is designed to provide you with pathways to help you succeed in marketing their feature rich CRM to small and medium size businesses world-wide. more

Vendor Corner

Alain Legrand and Chris Corbett of Legrand CRM will help demistify CRM and explain why growing businesses need it. more

Training Center

"CRM systems are tools that all businesses should use if they plan to grow." IA Publisher Gary DeHart sat down with Legrand CRM CEO Alain Legrand recently to talk about accounting professionals and CRM. more

People & Business 1 Comments

Peanut Butter and Bacon, Nantucket and a good book. Are these the secrets to Mary Longacre's success? Read more to find out. more

People & Business 4 Comments

  • prospects

    S.John - Fotolia

    prospects

    Render of a CRM Funnel Chart.

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