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Secrets of CRM Success – Beyond Technology…

Type: Webinar with NA CPE

08 May 2024 2:00 pm ET
08 May 2024 3:00 pm ET

2:00 – 3:00 pm ET

Untitled Document

1 hr CPE/CPD in Business Management & Organization         

Program Level:  Overview

Secrets of CRM Success – Beyond Technology: Maximizing Results with People and Process         

The purpose of this session is to provide a technology and business use case for why CRM systems should be used in accounting firms. Join us to gain a comprehensive understanding of how to maximize your CRM investment, enhance team collaboration, and optimize processes for lasting business impact. 

Learning Objectives

  • To understand why firms should implement a CRM
  • To understand the most common CRM challenges and how to plan for and overcome them
  • To provide success tips that can be implemented immediately

Speaker Bio

Dave Whiteside
Director of Client Growth & Success

Dave Whiteside is Director of Client Growth & Success at CLIENTSFirst. Dave’s focus is helping the company grow and expand its CRM, Data Quality, eMarketing and Client Intelligence service offerings, and building alliances that help deliver additional value to Clients.

With more than 30 years of sales and marketing experience, Dave offers Clients extensive knowledge of marketing technology and business development in legal, accounting and professional services business environments. Known primarily for his deep knowledge of business development processes and technologies such as CRM and competitive intelligence, Dave is well-respected for the high level of service he provides his clients who call on him regularly for advice.

Prior to joining CLIENTSFirst, Dave held numerous sales and sales management roles at Thomson Reuters, in the legal and accounting marketing technology software and services areas. Previously, Dave was Vice President of a project management software and services organization, managing the sales and professional services teams while developing project management expertise.

Dave is a well-known speaker in the legal marketing industry and actively participates in the Legal Marketing Association (LMA). He enjoys sharing his expertise with legal industry audiences across the U.S.