Accountants in practice

CRM vs IRIS Practice Management

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This whitepaper investigates how client (or customer) relationship management, often referred to as ‘CRM’, converts the data accumulated in the daily course of your work into valuable business intelligence that helps to:

  • Increase your revenues and grow your business
  • Boost your efficiency
  • Improve customer service
  • Retain existing clients
  • Gain new clients
  • Target your marketing and services

 

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