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K2's CRM - The Ultimate Business Automation Tool

 Thu, 09/04/2025 from 11:00 am to 1:00 pm
 
2.0
26 / 2-305255
Registration is Open
Member Price
$79.00 Regular Registration
Your Price
$109.00 Regular Registration
Designed For:

Accounting and other business professionals seeking to leverage CRM technologies for more profitable client/customer interactions

Prerequisite:

None

This 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.

Delivery Method: Individual webcast
CPE Credit: Information technology
Program Level: Basic

Sponsors

For Technical Support: 
Please contact the ACPEN Help Desk at (877) 602-9877, [email protected]   or visit https://vscpa.acpen.com/Support/. The Help Desk is available by phone 24/7, 365 days a year. Allow 1 business day for email

Objectives

  • Define Customer Relationship Management (CRM) and explain its significance in business automation
  • Identify key CRM features that optimize accounting and financial workflows
  • Name at least two best practices for implementing and customizing CRM systems for use in common accounting workflows

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) 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 website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.