March 13, 2015
2015 Review of CRM Systems for Accounting Firms
The nature of a CRM system is to provide a central location to keep track of all communications activity with a customer, client or prospect, or anyone you do business with.
June 30, 2010
Acumatica Customer Management Suite
A fully integrated CRM solution for managing customers throughout their complete lifecycle.
March 23, 2010
Interactive Advisory Software (IAS)
The ONLY Unified Wealth Management Solution, which offers financial planning, portfolio management, and CRM.
March 23, 2010
Legrand CRM
The Legrand Customer Relationship Management (CRM)software system manages all aspects of your business relationships. It’s the most powerful, easy-to-use customer management solution designed specifically for small and medium-sized businesses.
February 20, 2010
How Life at Chili’s is Like a Firm’s Service Model
Online Exclusive Column: MarketingWorks
February 17, 2010
AccountEdge Pro for Mac
With 25 years of uninterrupted development on the Mac, AccountEdge Pro is premium small business accounting software for Mac users. AccountEdge allows business owners to organize, process, and report on their financial information with ease so they can focus on their business. Its feature set is built to allow users to handle every aspect of...…
February 17, 2010
A-Systems JobView® Small Builder Advantage (SBA)
The SBA Edition is the scaled-down, basics-only editon of A-Systems JobView®, priced under $100 to be affordable to everyone. It is a fully functional, full-featured accounting program, capable of handling; Top of the line, professional Job Cost Accounting. In use since 1978, in virtually every type of construction business, coast to coast and border to border...…
February 17, 2010
A-Systems JobView® Preferred Edition
Top of the line, professional Job Cost Accounting. In use since 1978, in virtually every type of construction business, coast to coast and border to border in the USA. The Preferred Edition of JobView is used in virtually every type of construction business, coast to coast and border to border in the USA. The largest known...…
October 1, 2009
5 Keys to Effective Marketing & Branding
Please join me in a thought experiment. Think of the name of your favorite restaurant. Just think of the name. Try not to think about the food, the service, the ambiance or the dessert. For me, it is impossible to keep it just to the name. As soon as I think of the Flea Street…