The document summarizes a webinar about how CRM systems can help accounting firms take client development to the next level, including how to consolidate digital marketing, use marketing automation and workflow, and generate dynamic reports across an accounting firm using a CRM platform integrated with other business systems and software. The webinar covers topics like the client lifecycle, cross-selling processes, and questions from attendees can be submitted through a questions panel.

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
Taking Client Development to the Next Level

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

3. Danny Estrada, Net@Work
CRM Practice Director
 20 Years in CRM
 CRM Magazine Columnist
 Accounting Web Blogger
 AAM Member
Today’s Presenters
Kevin Sexton
CRM SolutionConsultant
 10 Years in Technology
 5 Years in Marketing Automation
 Expertise in CRM & MA

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

5. Nationally Respected Technology Firm with 20 Years of CRM

6. Overview Solutions
CustomerRelationship
Management(CRM)
HR Management
Systems (HRMS) /
EmployerSolutions
Web/MobileDevelopment
& eCommerce
Nonprofit
Solutions
DocumentManagement/
SharePointImplementations
BusinessIntelligence,
Analytics& Reporting
Cloud / IT Infrastructure
& ManagedServices
EnterpriseResource Planning
(ERP)/ Accounting Software

7. 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

8. Client Universe
Marketing & Referral
New
Client
Business Development
The New Client Process

9. The Cross Sell Process
New
Business
Identified
Staff
Client
Partner

10. The Platform
CRM
Outlook
Web Site
Documents
Projects
Practice
Management
Marketing

11. 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