{"product_id":"k2s-crm-the-ultimate-business-automation-tool-25c-crm","title":"K2's CRM - The Ultimate Business Automation Tool","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eThis course provides an in-depth exploration of Customer Relationship Management (CRM) systems as a critical tool for business automation. Designed for accounting professionals, it emphasizes CRM?s role in streamlining workflows, organizing communications, enhancing client relationships, and improving efficiency. Participants will learn about key CRM features, integration with accounting software, and best practices for successful implementation. We will highlight practical applications with actionable insights to help attendees optimize their processes. This two-hour session ensures you walk away with a basic understanding of CRM?s transformative potential for business and financial management.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eOverview of CRM functionalities tailored to accounting, including customizations and integrations\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eIntegrated tools that leverage CRM data for automating tasks and improving efficiency\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eStrategies for successfully adopting a CRM platform and solutions to overcome common challenges\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eDefine Customer Relationship Management (CRM) and explain its significance in business automation\u003c\/li\u003e\n\u003cli\u003eIdentify key CRM features that optimize accounting and financial workflows\u003c\/li\u003e\n\u003cli\u003eName at least two best practices for implementing and customizing CRM systems for use in common accounting workflows\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 2.0 hours Information Technology\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Basic\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Accounting and other business professionals seeking to leverage CRM technologies for more profitable client\/customer interactions\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Brian Tankersley\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Knoxville, TN\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). He has also served as the technology editor for a major accounting industry publication. Mr. Tankersley has over 25 years of professional experience, including accounting, auditing, technology, and education, and has been with K2 Enterprises since 2005, and he is also one of the national instructors for Yaeger CPA Review.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":42698593992802,"sku":"25c-crm","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/tech41.jpg?v=1775510507","url":"https:\/\/www.k2e.ca\/products\/k2s-crm-the-ultimate-business-automation-tool-25c-crm","provider":"K2E Canada","version":"1.0","type":"link"}