Customer relationship management software can help you build long-term relationships with those most likely to buy your products or services. These solutions are generally designed to gather and organize customer data and then integrate it with other systems and platforms (including social media). The right product can help you track leads, forecast and track sales, and assess marketing effectiveness. But, to get these benefits, you’ll need to properly train employees and encourage buy-in throughout your organization. We can help you decide whether to buy or upgrade.
Author: Jeff Lucke
Jeff Lucke, CPA, is the founder of Lucke & Associates, with an entrepreneurial background. Jeff has had ownership interests in businesses within several industries including automotive, construction, healthcare, telecommunications, and restaurants, as well as being active in real estate. As an owner of a growing CPA firm and other businesses, he has gained unique insights into the challenges and issues that face other growing businesses that most other CPAs do not have. This kind of knowledge ultimately benefits every one of the firm’s clients. He is very involved with clients and becomes deeply involved in their businesses and helping them succeed. Jeff is a graduate of the University of Nebraska and holds a Bachelor of Science in Accounting; his professional affiliations include the AICPA and KSCPA. Jeff currently serves a board member for his community on the Construction Financial Managers Association, the American Diabetes Association, and Big Brothers Big Sisters.