Everyone is talking about engagement these days. It’s no longer enough to simply connect with clients. The real goal is to create a meaningful dialogue that leads to a meaningful connection. Engagement is not an artificial additive that can be poured on at the last minute, rather it is an experience that requires nurturing at each stage of a relationship.
In this White Paper, learn about the different paths to consider in fostering all aspects of a client's business, and how a great customer relationship management system like Results CRM can help you get there.
By: Geni Whitehouse, CPA, CITP, CSPM
About Geni Whitehouse:
Geni divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley and writing, speaking, and tweeting about what some might consider nerdy subjects. She is a co-founder of Solve Services, which provides remote bookkeeping services to companies in the wine industry. As a former partner in a CPA firm, two-time software company executive, and recent CMO of a tech startup, she has a passion for applying technology to solving business problems. She has been named a Top 100 Influencer by Accounting Today, one of 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor.