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Courses/Office Productivity/Data Analysis & Visualization

Building & Managing a New Client Pipeline Using a CRM

In this course you will learn how to use a CRM in a professional services firm to managing the business development process, set and monitor growth goals and provide exceptional client service.

Created byTyra Hendrickson, CPA
3.3
(3 reviews)
IntermediateUpdated Mar 16, 2021
Building & Managing a New Client Pipeline Using a CRM

What You'll Learn

check_circleConstruct your CRM to manage your sales pipeline.
check_circleDefine how to use metrics from your CRM.
check_circleDefine the 5 sections most used in a CRM.
check_circleList 5 ways to use a CRM in a firm
check_circleLearn 5 considerations when choosing a CRM

About This Course

Using a CRM in a professional services firm has become increasingly popular and has tremendous benefits. From being able to garner insights on your current client base to tailor communication and provide exceptional client service to being able to better manage your business development activities, the benefits from one piece of software can make a big impact on a firm.

This course is broken down into two sections:

  1. Understanding how and why to use CRM in your firm by exploring different use cases along with the benefits of using CRMs.
  2. Providing a framework to use a CRM to build a pipeline of new client business including how to set goals, manage the process efficiently, and better forecast revenue and workload in your firm.

Your Instructor

Tyra Hendrickson, CPA
Tyra Hendrickson, CPA

CPA and Sales Evangelist

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star889 reviews

Ty is a CPA with almost 20 years of experience in both public accounting and sales. Ty worked as an accountant at firms ranging from small to large prior to moving into the accounting technology sector successfully building sales training programs for both Wolters Kluwer and Bloomberg BNA. Working in different areas of the accounting industry, Ty recognized that sales and business development skills are a necessary part of the job of a CPA, but also the most underserved in terms of skill development and training. Ty’s passion is to provide the tools necessary for accountants to not only be successful, but also enjoy business development. Ty has a Bachelor’s degree in Accountancy from Transylvania University in Lexington, KY.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

3.3
Student's Choice
3 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.