Live Replay WebinarBasic level

K2's CRM - The Ultimate Business Automation Tool

Name: K2's CRM - The Ultimate Business Automation Tool
Price: 50.00 USD
Availability: InStock
Rating: 4.37 (29 reviews)

★★★★☆ 4.4 · 29 attendee ratings

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.

CPE Credits2

Length1h 40m

Field of Study Information Technology

Instructor Brian Tankersley

Learning objectives

Upon completing this course, you should be able to:

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

Major topics

Overview of CRM functionalities tailored to accounting, including customizations and integrations Integrated tools that leverage CRM data for automating tasks and improving efficiency Strategies for successfully adopting a CRM platform and solutions to overcome common challenges

Who this is for

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

Prerequisites: None

What's included

Every registration comes with the course materials — yours to keep.

Course handout PDF

Course details

Recommended CPE credit: 2 — Information Technology
Field of study: Information Technology
Program level: Basic
Delivery method: Group Internet Based
Prerequisites: None
Advance preparation: None
Length: 1h 40m
Course number: 25c-crm
Provider: K2 Enterprises

CPE Today (Devmatics, LLC) 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 (Sponsor ID 167619). 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 information about our refund, complaint, and program cancellation policies, see Company Policies or contact [email protected].

Every way to take this course

On its own

Live Replay Webinar Attend the next scheduled rebroadcast — full live CPE credit · 2 credits · 1h 40m

$50 Add to Cart

As part of a multi-day event

These seminars include this course on their agenda. One registration covers the event — you attend this course on its scheduled day, plus everything else that day offers.

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Your instructor

Brian Tankersley

Speaker & Author · K2 Enterprises · ★ 4.5 instructor rating

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...

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