K2's CRM - The Ultimate Business Automation Tool

K2's CRM - The Ultimate Business Automation Tool

K2’s CRM – The Ultimate Business Automation Tool

Information Technology
2 CPE Credits
Course - K2's CRM - The Ultimate Business Automation Tool
25c-crm
In-Person, Webinar
Live
Basic
100 Minutes
Topics Learning Objectives Description Compliance

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

Learning Objectives

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

Description

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.

Compliance Information

Accounting and other business professionals seeking to leverage CRM technologies for more profitable client/customer interactions None Information Technology 2 Credits January 1, 2025
Topics

Overview

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.

Course Details

  • Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays
  • How to use “legacy” features and functions such as AGGREGATE
  • Creating effective forecasts in Excel

  1. Identify conditions in which the FORECAST.ETS function is preferable to the FORECAST function
  2. List examples of best practices for constructing formulas in Excel spreadsheets
  3. Identify situations in which each of the following functions might be useful: SUMIFS, SWITCH, and STOCKHISTORY
  4. Distinguish between the XLOOKUP function and legacy Excel functions such as VLOOKUP, HLOOKUP, INDEX, and MATCH
  5. Cite examples of when using Dynamic Arrays would be useful
  6. Differentiate between Excel’s AGGREGATE and SUBTOTAL functions

Intended Audience — Business professionals who work with Excel and want to extend their knowledge of advanced features and functions to become more accurate, effective, and efficient with spreadsheets

Advanced Preparation — None

Field of Study — Computer Software and Applications

Credits — 4 Credits

IRS Program Number –

Published Date – November 2, 2022

Revision Date –

Course Authors

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