Individual Courses → 2 - Intermediate

Why Accounting Firms Need CRMs - 1 CPE (BD015)

With relationships between accountants and clients or prospects becoming more important than ever, having a system in place to manage client relationship processes has become critical to success. Implementing a CRM in an accounting firm can be the secret to both growth and retention. CRMs can manage everything from the pre-sale process (while you are working to sign your client) through the client experience while they work with the firm. Having a system in place to manage your processes not only helps automate the process so that nothing falls through the cracks, but also can provide insight and data into your clients and prospects to drive greater efficiency in the firm.

Participants will learn how to:
• Define a CRM system
• Describe the history of CRMs
• List 3 reasons why an accounting firm should use a CRM
• List 5 ways to use a CRM in an accounting firm
• Define 5 considerations when choosing a CRM

To register, visit and select “Self-Paced Training” or contact for firm specific options.
In order to receive CPE credit, participants must log into the training session and answer all applicable questions during the presentation.

Participants will receive 1 CPE Credits
Field of Study: Business Management & Organization

Additional Information:
Prerequisites: None
Who Should Attend: Anyone who is interested in how to use a CRM to provide better client service or to manage business development pipelines and forecasts.
Advance Preparation: None
Program Level: Intermediate
Delivery Method: QAS Self Study

Refunds & Cancellations: Cancellations or modifications to registrations must be made within one week of purchasing the training course. Full refunds are available during this time if the customer has not logged into the training platform ( Please email to request a refund. For more information regarding administrative policies such as complaint and refund, please contact our offices at 859-594-7844.

The Sales Seed is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its
  • course documentation
  • Course Instructions
  • Video 1 - Introduction to CRMs
  • course content
  • Review Question 1
  • Video 2 - Why Use a CRM
  • Review Question 2
  • Video 3 - Ways Accounting Firms Can Use a CRM
  • Review Question 3
  • Video 4 - Key Considerations
  • Review Question 4
  • Final Exam & CPE
  • Exam Instructions
  • Final Exam
  • Complete Survey To Receive CPE Certificate
Completion rules
  • You must complete the units "Final Exam"
  • Leads to a certificate with a duration: Forever