12-13 November 2019
Melbourne Convention & Exhibition Centre

12-13 November 2019
Melbourne Convention & Exhibition Centre

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Why you really need to start using a CRM

Yellow Room
Marketing Live
Best Practice

If strong relationships are the key to generating business, meeting client expectations, and growing your practice, why do so few firms spend so little effort tracking those relationships? Find out how a tool dedicated to keeping your clients happy can transform the operation of your firm into a steady stream of advisory work.

Key Takeaways: 

  1. Learn how a CRM platform can help you perform targeted marketing
  2. Find out why it’s critical to have a central client database
  3. Discover the benefits of an open CRM platform